Renault Sa · EURONEXT:RNO
Renault Sa — Non-Deal Roadshow (March 2023)
20 slides from Renault Sa's roadshow presentation, Mar 8, 2023
Slide 1: Investor Roadshow
Investor Roadshow London. March 8, 2023 1
Slide 2: Gilles Le Borgne, EVP Engineering Renault Group
Gilles Le Borgne EVP Engineering Renault Group 2
Slide 3: Engineering performance
Engineering performance Engineering contribution 2020 – 2022 plan in 2 years instead of 3 Program Diversity Validation Real mode costs estate -40% R&D CAPEX on new vehicles Global RTX footprint Workforce Digitalisation Total saving of 2,4 B€ on Group R&D CAPEX between 2019 and 2022 (keeping R&D Cape
Slide 4: Agenda
Agenda Renovation on track Technology Roadmap Revolution organisation Alliance new chapter 4
Slide 5: Renovation on track: Looking ahead for the best line-up in years
Renovation on track Looking ahead for the best line-up in 30 years Renault 5 EV Mobilize Duo Renault 4 Scenic 2024 2025 5
Slide 6: Renovation on track: Clinic tests for our future vehicles
Renovation on track Clinic tests for our future vehicles at the highest level New Renault B-segment (Peugeot 208, …) 1 Renault Austral New Renault Espace (Peugeot 3008, VW Tiguan …) (Peugeot 5008, VW Tiguan Allspace, …) 1 1 New Renault EV B-segment (Peugeot e208, …) 1 Renault Scenic EV New Renault c
Slide 7: Renovation on track: -40% R&D CAPEX on new vehicles
Renovation on track -40% R&D CAPEX on new vehicles Program Validation Diversity mode costs Program mode: Average master KPI evolution: a family 1st runner and multi-brand followers Number of parts -35% global PC reduction since June 19 100% 100% 80% 77% 75% 71% 70% 66% 68% PC Life-Cycle -32% vs May
Slide 8: Renovation on track: An improved reuse of process and product assets
Renovation on track An improved reuse of process and product assets Carry-Over Process 100% 1st runners of Renaulution Plan 75% Followers developed before Followers of Renaulution Plan Renaulution Plan 50% 1st runners developed before Renaulution plan 25% 0% COCA Product 0% 25% 50% 75% 100% 8
Slide 9: Renovation on track: Starting to benefit from the line-up renewal
Renovation on track Starting to benefit from the line-up renewal +33% Average net revenue per vehicle H2 2022 versus H2 2019 9
Slide 10: Technology Roadmap
Technology Roadmap 10
Slide 11: EV Value Chain
EV Value Chain EE Power VE Battery E-motor architecture Electronics** integration & software + + + 100% Raw Battery Pack Cells Modules BMS* Recycling materials Casing assembly Design 100% * Battery Management System ** On-board charger + Inverter + DCDC 11
Slide 12: Connected vehicles
Connected vehicles Open Rlink System “ Spectaculaire “ A gift for “ “ technology lovers “ One of the highlights of the Renault Mégane E-Tech electric crossover is its sophisticated multimedia system called OpenR Link “ “ “ “ “ Le top ! One of the Agréable et performant “ “ Renault is enhancing the c
Slide 13: Towards Software Defined Vehicle
Towards Software Defined Vehicle Digital Twin In-Car services Car Operating System System on Chip & Low layers Physical Compute Unit / Physical Interface Unit Hardware * Snapdragon Digital Chassis is a product of Qualcomm Technologies, Inc. and/or its subsidiaries 13
Slide 14: Revolution organisation
Revolution organisation 14
Slide 15: Renault Group Engineering @ Revolution
Renault Group Engineering @ Revolution Building a Next Gen automotive company with a simpler & more transparent organization around 5 businesses 5 clear P&L to foster accountability, transparency & performance both internally and externally The Future Power Alpine Mobilize Is NEUTRAL PC ICE EV & & h
Slide 16: Renault Group Engineering @ Revolution
Renault Group Engineering @ Revolution Corporate roles: Macro Rules - Performance Guidelines – KPI monitoring – Group synthesis - Resource allocations AMPERE 3,300 POWER 6,400 Electric vehicles, systems & softwares ICE & hybrid vehicles, Upper body & service centers EV ICE LCV ▪ CMF-B EV TCR CTA ▪ C
Slide 17: Alliance new chapter
Alliance new chapter 17
Slide 18: Alliance common new projects
Alliance common new projects 18
Slide 19: Renault Group
Renault Group RG
Slide 20: Investor Roadshow
Investor Roadshow London. March 8, 2023 20