Slide 1: ChangeNOW
ChangeNOW 25 May 2023 Cléa Martinet Renault Group VP Sustainability
Slide 2: Renaulution & Group ESG strategy
Renaulution & Group ESG strategy Cradle-to grave decarbonization: electrification Cradle-to cradle decarbonization: circular economy Leading the transition fairly
Slide 3: Renaulution strategy: time to accelerate the Revolution
Renaulution strategy: time to accelerate the Revolution
Slide 4: Our sustainability strategy feeds Renaulution's deployment
Our sustainability strategy feeds Renaulution’s deployment CORPORATE PURPOSE “Our spirit of innovation takes mobility further to bring people closer “ CORPORATE STRATEGY ESG VISION GREEN AS A BUSINESS CARING CARS CARING COMPANY ESG “Carmakers, care makers. We make cars while taking care of the peopl
Slide 5: Revolution: Building a Next Gen automotive company
Revolution: Building a Next Gen automotive company The Future Power Alpine Mobilize Is NEUTRAL PC ICE EV & & hybrid Software LCV Envisaged IPO at the earliest in H2 2023 * A no brainer to reinvent combustion: ICE & hybrid powertrain technologies Deconsolidation from H2 2023 * Subject to market condi
Slide 6: Embedded ESG targets for each focused businesses
Embedded ESG targets for each focused businesses Creating sustainable value chains Preparing for a carbon-neutral future Ensuring inclusiveness within the Group Caring Caring Caring for the climate for the Resources for the people The Future Power Ampere Alpine Mobilize Is NEUTRAL • Affordable • 100
Slide 7: Renault Group road to carbon neutrality
Renault Group road to carbon neutrality 1st milestone achieved in 2022: -25% carbon footprint per vehicle vs 2010 RENAULT GROUP RENAULT GROUP CO2 emissions in tCO2 / vehicle 1 Up to Up to Up to NET ZERO NET ZERO -30% 2 -80% -35% -35% Net zero -65% on battery in Europe in Europe PRODUCTS PRODUCTS SUP
Slide 8: Ampere is an ESG-born company
Ampere is an ESG-born company Ampere pushes beyond electrification, while preserving resources and ensuring a fair transition Cradle-to grave Cradle-to-cradle Responsibility and decarbonization decarbonization: fairness throughout beyond circular economy the company & its electrification supply chai
Slide 9: Renaulution & Group ESG strategy
Renaulution & Group ESG strategy Cradle-to grave decarbonization: electrification Cradle-to cradle decarbonization: circular economy Leading the transition fairly
Slide 10: Ampere, the 1st EV and software pure player born from an OEM disruption
Ampere, the 1st EV and software pure player born from an OEM disruption Fully fledged OEM focused on EV and software >30% 2022-2030 annual revenue growth1 Megane (CAGR) Renault 5 Innovation-driven E-tech Electric tech company: 35% engineers 1 million vehicles1 in 2031 Owner of its technology Renault
Slide 11: Ampere is focused on decarbonization with best-in-class cradle-to-grave vehicle carbon footprint
Ampere is focused on decarbonization with best-in-class cradle-to-grave vehicle carbon footprint Efficiency in production: Among the best with 7t CO2 emissions per EV in the production phase1 Tank-to-wheel efficiency: Among the lowest CO2 emissions for usage phase per vehicle, 160- 167Wh/km2 Made in
Slide 12: A top-competitive, low-carbon EV industrial footprint in France: ElectriCity
A top-competitive, low-carbon EV industrial footprint in France: ElectriCity ElectriCity High-tech manufacturing Ready Day 1 with capacity of Dunkerque 400ku per year Battery Gigafactory scalable to 600ku per year by 2028 • Unique centralized ecosystem Douai • Suppliers (incl. 2 Gigafactories): 80%
Slide 13: Extensive coverage of EV value chain to secure supply & competitiveness
Extensive coverage of EV value chain to secure supply & competitiveness OVER 80 GWH BATTERY NEEDS IN 2030 END-TO-END COVERAGE BY 2030 Battery eMotor Power Step of the value chain & Reducer Electronics Recycled Raw PCAM/ Cell & module Casing, BMS2, materials materials CAM1 Production Assembly Strateg
Slide 14: Renault and its partners are currently building GigaFactories in France
Renault and its partners are currently building 2 GigaFactories in France EUROPEAN UNION DOUAI DUNKERQUE • Historical partnership • Start of Production: 2024 • Start of Production: 2025 • Renault Group among the first OEMs • 9GWh – 1,000 hirings • Long-term partnership to supply to build a relations
Slide 15: Renaulution & Group ESG strategy
Renaulution & Group ESG strategy Cradle-to grave decarbonization: electrification Cradle-to cradle decarbonization: circular economy Leading the transition fairly
Slide 16: A strong advance in circular economy
A strong advance in circular economy A strong head start, leveraging The Future is Neutral, Mobilize Power Solutions and Battery Repair workshops Embracing sustainable materials Unique commitment to batteries over the full lifecycle Pioneer in zero-rare-earth e-Powertrain for 10+ years 100% batt
Slide 17: Circular economy solutions throughout the car's lifecycle
Circular economy solutions throughout the car’s lifecycle TODAY 2030 ~ 50% VALUE CHAIN COVERAGE > 90% CLOSED LOOP PRODUCTION PARTS VEHICLE LIFE VEHICLE BATTERY BATTERY MATERIALS SCRAP REMANUFAC- EXTENSION RECYCLING 2ND LIFE RECYCLING SOURCING RECYCLING TURING STEEL with partners BATTERIES with partn
Slide 18: Towards a low-carbon, responsible and recyclable battery
Towards a low-carbon, responsible and recyclable battery by 2030* Refactory * battery production comparison ZOE low-carbon nickel, in Finland repair & dismantling (2020)/ new R5 (2030) stationary electricity storage low-carbon lithium, in Germany low-carbon cobalt, in Morocco collection & dismantlin
Slide 19: Unlike fossil fuels, batteries can be managed in a 100% circular way
Unlike fossil fuels, batteries can be managed in a 100% circular way STAKES 1ST LIFE (e-mobility) 2ND LIFE OPTIMIZED DURABILITY, ENERGY STORAGE APPLICATIONS REPAIRABILITY & USAGES Carbon EV Footprint competitiveness VOLUME x20 CLOSED LOOP RECYCLING OF ACTIVE MATERIALS INTO NEWBATTERIES 2021 2030
Slide 20: Renault to become a sustainable brand
Renault to become a sustainable brand recycled& bio-sourced materials all renault line up incl. retrofits recycled materials by 2030 by 2030
Slide 21: Renaulution & Group ESG strategy
Renaulution & Group ESG strategy Cradle-to grave decarbonization: electrification Cradle-to cradle decarbonization: circular economy Leading the transition fairly
Slide 22: Ampere is leading the EV transition fairly
Ampere is leading the EV transition fairly Responsibility and fairness in the supply chain Inclusion and future generations focus ESG as full pre-selection criteria for all suppliers An inclusive workplace: • EcoVadis used for pre-selection Zero discrimination policy Dedicated governance com