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Airbus — Corporate Update (June 2023)

25 slides from Airbus's corporate update, Jun 21, 2023

1. Slide 1: Business update 21 June 2023

   Business update 21 June 2023 OoS®

2. Slide 2: Safe Harbour Statement

   Safe Harbour Statement DISCLAIMER This presentation includes forward-looking statements. Words such as “anticipates”, “believes”, “estimates”, “expects”, “intends”, “plans”, “projects”, “may” and similar expressions are used to identify these forward-looking statements. Examples of forward-looking s

3. Slide 3: Presenters: Sell, Make, Buy

   Christian Scherer SELL Chief Commercial Officer Guillaume Faury MAKE Chief Executive Officer Jürgen Westermeier BUY Chief Procurement Officer

4. Slide 4: Sell

   AIRBUS ee

5. Slide 5: Post-Covid capacity has recovered quickly as restrictions were lifted

   Post-Covid capacity has recovered quickly as restrictions were lifted Source OAG, Airbus GMF ASKs compared to 2019 level Europe & CIS North America 101% 100% 90% PRC 102% 101% 100% 126% Middle East 100% Dom. Intl. 112% 104% 41% 100% Dom. Intl. Asia/Pacific (excl. PRC) Dom. Intl. World 101% Africa 100

6. Slide 6: Demand for 40,850 new passenger & freighter aircraft

   Demand for 40,850 new passenger & freighter aircraft Source: Airbus GMF Notes: Passenger aircraft above 100 seats & freighters with a payload above 10t Number of aircraft • 22,880 aircraft in-service beginning of 2020: – 25% will stay in-service (including 2020-22 Grow deliveries) – 75% will be repl

7. Slide 7: Airbus Family of new generation Aircraft & Services

   Airbus Family of new generation Aircraft & Services Single aisle: typical 2-cl layout. Widebody: 3-cl layout; Typical airline rules 400 350 The latest generation Airbus Family, Seating capacity 300 for efficiency and versatility 250 on all segments 200 150 100 1000 2000 3000 4000 5000 6000 7000 8000 9

8. Slide 8: Airbus commercial performance since 2019

   Airbus commercial performance since 2019 Rapid recovery of aircraft orders Data: Airbus end 2022 Net order & Delivery trend Deliveries by region in 2022 Classified by end operator 84 customers (including lessors leasing to airlines) Europe China North America 31% 16% 20% Middle East Asia Pacific & Afr

9. Slide 9: Breakdown of 2022 deliveries by source of financing

   Breakdown of 2022 deliveries by source of financing Source: Airbus Financing at time of delivery (as at end of period for Export Credit). Overlap possible between categories, rounded figures. Export Credit Manufacturer 4% 1% Airbus aircraft continue to attract diverse financing ▪ Lessors in the lead a

10. Slide 10: Make

    Make

11. Slide 11: Three objectives

    Three objectives Capacity Flexibility Resilience

12. Slide 12: One operating system

    One operating system Programmes Sales A220 A320 Family A330 / A350 Delivery Operations Procurement Production Final Assembly Lines Aerostructures

13. Slide 13: Bringing Aerostructures to the core

    Bringing Aerostructures to the core Before After Airbus Airbus STELIA Premium Atlantic Aerostructures Aerospace AEROTEC

14. Slide 14: Developing our assembly lines footprint..

    Developing our assembly lines footprint.. North Europe China Target America A320 1 +1 4+2 1 +1 10 A220 1 +1 2 Widebody 2 2 All sites are now A321-capable

15. Slide 15: .. and our digital infrastructure

    .. and our digital infrastructure

16. Slide 16: Enabling our people, today and tomorrow

    Enabling our people, today and tomorrow Recruitment & Early Training Continuous Development New Competencies

17. Slide 17: Buy

    Buy

18. Slide 18: A global, deep and interconnected supply chain recovering from crisis

    A global, deep and interconnected supply chain recovering from crisis 80% 2+ mio 3,000+ 10,000+ Externally sourced Received parts per day Direct suppliers sites Indirect suppliers

19. Slide 19: Performing in a challenging ecosystem

    Performing in a challenging ecosystem Labour shortages Systemic disruptions Costs & financing

20. Slide 20: Building resilience on a proven supply chain management

    Building resilience on a proven supply chain management Anticipate Continuous Respond Improvement and Mitigate Protect and Prevent

21. Slide 21: Anticipate

    Anticipate Supplier watchtower Ramp-up assessment Powerful digital tools

22. Slide 22: Protect and Prevent

    Protect and Prevent Early and strategic Consolidated communication bidding Buffer policy Quality with end to end dynamic containment

23. Slide 23: Respond and Mitigate

    Respond and Mitigate Global Footprint Dedicated team of Joint Task Force Supply Chain Experts improvement plan

24. Slide 24: Current focus in supply chain

    Current focus in supply chain Electronic components Engines Raw materials

25. Slide 25: Going forward

    Going forward

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