Slide 1: Q1 2026 Revenue
Q1 2026 REVENUE Félicie BURELLE Chief Executive Officer Stéphanie LAVAL VP Strategic Planning & Investor Relations April 21, 2026 Q1 2026 REVENUE
Slide 2: Q1 2026 highlights
Q1 2026 highlights Stable economic revenue Strong performance excluding FX in North America in a declining market and Asia Challenging context No significant impact in Q1 with low volumes of the situation and geopolitical tensions in the Middle East April 21, 2026 Q1 2026 REVENUE 2
Slide 3: Solid performance in North America and Asia in a decreasing market
Solid performance in North America and Asia in a decreasing market NORTH AMERICA 27% EUROPE 52% ASIA 17% of revenue of revenue of revenue Auto. prod.* -1.4% Auto. prod.* -2.0% Auto. prod.* -3.6% +4.9% -5.2% +7.3% USA MEXICO / CHINA REST OF ASIA CANADA REST OF THE Auto. prod.* +1.2% Auto. prod.* -6.0
Slide 4: Relying on our levers to address market uncertainty
Relying on our levers to address market uncertainty Environment Addressing environment uncertainties Automotive production No significant impact in Q1 2026, with no production sites expected to be down in the Middle East in all the regions in 2026* In million vehicles -2.0% Contractual mechanisms to
Slide 5: Q1 2026 Revenue
Q1 2026 Revenue Stéphanie LAVAL, VP Strategic Planning & Investor Relations Q1 2026 REVENUE
Slide 6: Stable organic revenue in Q1 2026
Stable organic revenue in Q1 2026 Economic revenue • Significant FX effect, mainly linked to US -4.9% dollar In €m -0.4% 2,981 • Strong momentum in 2,846 +34 2,834 Powertrain and +23 -135 Modules, mainly driven -69 by North America • Exterior & Lighting impacted by lower volumes and some delays in S
Slide 7: Exterior solutions - Q1 2026 highlights
Exterior solutions - Q1 2026 highlights Exterior & Lighting Modules Exterior impacted by several launches postponed by customers Performance in North America, driven by higher volumes from a model launched Strong momentum for Exterior in Asia, notably in India and in China in Q3 2025 for a major US
Slide 8: Powertrain solutions - Q1 2026 highlights
Powertrain solutions - Q1 2026 highlights Fuel systems Battery packs Hydrogen Increasing fuel tank volumes, notably Accelerating ramp-up in the Accelerating development in North America collective mobility in Asia, notably with Chinese heavy-mobility Launch Award Award players GMC Cadillac Acadia Es
Slide 9: Outlook and Conclusion
Outlook and Conclusion Félicie BURELLE, Chief Executive Officer Q1 2026 REVENUE
Slide 10: Outlook
Outlook Resilient Q1 2026 Pursuing our strategic in a challenging context opportunities • Highlighting the relevance of our • Scope extension of our JV YFPO in China diversification strategy and our operational into modules and decorative lighting proximity to customers closing in Q2 2026 • Closely
Slide 11: Conclusion
Conclusion ✓ Resilient execution in Q1 2026, with no significant impacts of the exposure to the Middle East ✓ Strong organic growth in North America and Asia, thanks to our relevant diversification strategy ✓ Moving forward in Asia through YFPO scope extension and the potential acquisition of Hyunda
Slide 12: Questions & Answers
Questions & Answers Q1 2026 REVENUE
Slide 13: Appendix: glossary
Appendix: glossary • Group segment reporting breaks down as follows: o Exterior & Lighting, which includes exterior systems and lighting activities; o Modules, which comprises module design, development and assembly activities; o Powertrain, which brings together the C-Power (energy and emission red
Slide 14: Disclaimer
Disclaimer The information contained in this document (the “Information”) has been prepared by OPmobility SE (the “Company”) solely for informational purposes. The Information is proprietary to the Company. The content of this document may not be directly or indirectly, in whole or in part, reproduc