Bayerische Motoren Werke Ag · XETR:BMW
Bayerische Motoren Werke — BMW Group — Investor Day (September 2026)
17 slides from Bayerische Motoren Werke's investor day presentation, September 2026
Slide 1: Market Update China
MARKET UPDATE CHINA. BIRGIT BOEHM-WANNENWETSCH / DR. FLORIAN PREUSS. SEPTEMBER 2026. AK-13, AK-22 BMW Group Capital Market Day 2026 | 29 & 30 September | Market Update China -1-
Slide 2: Year-to-date August 2026 results confirm continued decline of China's PV market
YEAR-TO-DATE AUGUST 2026 RESULTS CONFIRM THE CONTINUED DECLINE OF CHINA’S PV MARKET. GDP Growth Rate (%) PV Market YoY Growth Rate (%) +4.7 8.4 in H1 2026 30 5.2 5.0 5.0 5.0 20 4.3 4.6 4.9 Forecast 10 3.0 FY 2025 +3.2% 2.2 0 2020 2021 2022 2023 2024 2025 Q1 Q2 Q3 Q4 YTD Aug 2026 -20.8% FY 2026 Targe
Slide 3: Despite a -21% market decline, BMW sales performance broadly in line with market
DESPITE A -21% MARKET DECLINE AND A -30% DROP IN ICE, BMW SALES PERFORMANCE REMAINED BROADLY IN LINE WITH THE MARKET THROUGH AUGUST. YOY GROWTH SALES VOLUME Total Market -20.8% 11,972,131 Thereof, ICE -29.8% 5,295,919 Thereof, NEV -11.9% 6,676,212 BMW -21.0% 313,789 MINI -35.1% 10,770 MB (excl. V) -
Slide 4: Creating a sustainable business model in a fundamentally changed China market
CREATING A SUSTAINABLE BUSINESS MODEL IN A FUNDAMENTALLY CHANGED CHINA MARKET. Structurally more intense competition Stabilize CUSTOMER Market Performance RELEVANCE Weak consumer confidence SPEED High pricing pressure Strengthen Faster technology and Product & Portfolio COST product cycles COMPETITI
Slide 5: The dealer network has been right-sized, focus shifts to sustainable performance
THE DEALER NETWORK HAS BEEN RIGHT-SIZED, THE FOCUS NOW SHIFTS FROM FOOTPRINT ADJUSTMENT TO SUSTAINABLE PERFORMANCE. 658 Dealer network rightsized ahead of 571 plan, with ~20% outlet reduction ~550 completed and footprint aligned to current market demand. EoY 2024 EoY 2025 Q1 2026 EoY 2026 2027 Focus
Slide 6: We boost brand recognition to become the most desirable premium brand in China's ICV market
WE BOOST BRAND RECOGNITION TO BECOME THE MOST DESIRABLE PREMIUM BRAND IN CHINA’S ICV MARKET. Further Enhanced “Intelligent” More to come. BMW Brand Image China Brand & Brand Strength Multiple Neue BMW Brand Night Chengdu Autoshow Business Summit Communication Klasse Activities Reinforcing iX3 streng
Slide 7: Our refined product strategy addresses Chinese market trends
OUR REFINED PRODUCT STRATEGY ADDRESSES CHINESE MARKET TRENDS AND DRIVES RECOVERY WHILE BALANCING VOLUME AND PROFITABILITY. CATCH MARKET SHIFTS DEFEND PROFIT POOLS Accelerate NEV + SAV Actively manage powertrain and model mix in the ICV world BALANCED APPROACH FOCUS & SIMPLIFY OF VOLUME Import only f
Slide 8: A variety of structural measures have been initiated to adapt to the new environment
A VARIETY OF STRUCTURAL MEASURES HAVE BEEN INITIATED TO STRATEGICALLY ADAPT TO THE NEW ENVIRONMENT. Customer R&D / Purchasing Local for local Sales Further strengthen local Funnel Management Organization development & decision power Social Livestreaming as a key Dealer Network rightsizing Expand par
Slide 9: Unlocking potential through new operating model
UNLOCKING POTENTIAL THROUGH NEW OPERATING MODEL. TAILORED CHINA STRATEGIC COST PRODUCTS SPEED PARTNERING DOWN 100% for China Local, efficient R&D, Collaboration with New localization customers & requirements but also utilize BMW global local tech players & OEM boost & cost down expertise focus in R&
Slide 10: Preparing the next wave of strategic projects
WE ARE PREPARING THE NEXT WAVE OF STRATEGIC PROJECTS TO FURTHER STRENGTHEN OUR FUTURE MARKET POSITION. Q4/26 Q1/27 Q2/27 Q3/27 Q4/27 PORTFOLIO ROLLOUT Neue Klasse technology will be established across all models until 2028 Neue Klasse i3 - Neue Klasse iX3 - Long Wheelbase Long Wheelbase All-new BMW
Slide 11: R&D in China – largest footprint outside Germany
R&D IN CHINA – LARGEST FOOTPRINT OUTSIDE GERMANY. MORE THAN 2.000 ENGINEERS DEVELOPING IN CHINA FOR CHINA. New Operating Model SHENYANG Strengthen China Powerhouse for New Vehicle Projects Production, vehicle & powertrain development, quality • Today largest R&D Footprint outside Germany with contin
Slide 12: iX3 tailored to win in China
iX3 TAILORED TO WIN IN CHINA. CHINA SPEED + LOCAL PARTNER INTEGRATION + BMW ENGINEERING. Neue Klasse iX3 Neue Klasse iX3 CN – Much more than just a Long Wheelbase » LWB & enhanced 2SR comfort » Digital local adaptation – Tier 1 » ADAS Momenta local stack +108mm wheelbase, co-driver calf rest longer,
Slide 13: Comprehensively upgraded intelligent cockpit
COMPREHENSIVELY UPGRADED INTELLIGENT COCKPIT China Specific Function Portfolio China Adapted UI/UX China Specific Ecosystem More than 50 Specific Digital Functions Natural Interaction – AI Multi Agent Network Partnerships with Chinese Tech Players Significant customer usage increase Developed fast @
Slide 14: ADAS with Momenta
ADAS WITH MOMENTA. BMW INTELLIGENT DRIVING ASSISTANCE FOR ICE & BEV. MEDIA SIGNALS • NANJING DRIVE EVENT Not just another L2++, but unmistakenly BMW! Smart, symbiotic, safe – Human machine co-driving specifically developed for China! Combining BMW driving pleasure & safety with intelligent ADAS tail
Slide 15: Neue Klasse shifts conversation to intelligent driving pleasure
NEUE KLASSE SHIFTS CONVERSATION TO INTELLIGENT DRIVING PLEASURE. WELL RECOGNIZED BY MEDIA AND TOP THINK-TANK. BMW only foreign OEM winning World NEV Congress technology award in six years since 2019 selected by 30+ leading experts from top academy/authorities 09/26 ADAS media pre-drive in Nanjing 20
Slide 16: One China team, one mission: driving material cost down
ONE CHINA TEAM, ONE MISSION: DRIVING MATERIAL COST DOWN WHILE MAINTAINING SAFETY AND QUALITY STANDARDS. CHINA FOR CHINA SOLUTION COST DOWN CHINA • True Local Solutions • IBO (Industry Best Offers) € € € € € € LOCALIZATION OF PARTS € • True Local Suppliers LOWER COST QUALITY + SAFETY MAINTAINED • Foc
Slide 17: Strengthening China powerhouse for new vehicle projects
STRENGTHENING CHINA POWERHOUSE FOR NEW VEHICLE PROJECTS. ENGINEERING · PURCHASING · PRODUCTION BMW R&D China – already largest footprint outside Germany, now first-ever full responsibility to lead development & industrialization Integrate China Technology into BMW Derivatives and Develop China Deriv