Schaeffler Ag · XETR:SHA0

Schaeffler — Corporate Update (October 2026)

14 slides from Schaeffler's corporate update, Oct 13, 2026

  1. Slide 1: Update Call Schaeffler AG

    Update Call Schaeffler AG October 13, 2026 Herzogenaurach Copyright Schaeffler AG, 2026 – All rights reserved. |

  2. Slide 2: Disclaimer

    Disclaimer This presentation contains forward-looking statements. The words “anticipate”, This presentation is intended to provide a general overview of Schaeffler Group’s “assume”, “believe”, “estimate”, “expect”, “intend”, “may”, “plan”, “project”, “should” business and does not purport to deal wi

  3. Slide 3: Key messages

    OVERVIEW Market environment requires additional measures – FY 2026 Guidance and Mid-Term Targets 2028 confirmed Key messages 1 Challenging geopolitical and macroeconomic environment continues – Successful delivery requires clear priorities and long-term experience 2 Weak performance of European OEMs

  4. Slide 4: Full Focus on Execution

    1 THREE KEY PRIORITIES Challenging business environment – Clear priorities and long-term experience required Key priorities as presented on CMD 2025 1 Delivering E-Mob recovery and achieving E-Mob break-even 2 Continuously implementing self-help measures and portfolio optimization Full Focus on Exec

  5. Slide 5: Weakness of European OEMs in China – One-off charges in E-Mob of ~EUR 240 mn

    2 E-MOBILITY Weakness of European OEMs in China – One-off charges in E-Mob of ~EUR 240 mn in 2026 to mitigate risks Key Aspects Volatile China market development • Challenging market development in China, weakness of European OEMs Volume development in units in Chinese NEV market Proactive measures

  6. Slide 6: Structural measures announced in November 2024 implemented faster – Additional ATZ contracts concluded

    3 STRUCTURAL MEASURES Structural measures announced in November 2024 implemented faster – Additional ATZ1 contracts concluded Structural measures ATZ Measures1 Key Aspects Realized reductions Number of agreements • Structural measures announced in Signed ATZ Contracts ≤ 3+35 November 2024 with ~4,70

  7. Slide 7: New growth Humanoid further improving – Order book increased to EUR 400 mn

    4 NEW GROWTH New growth Humanoid further improving – Order book1 increased to EUR 400 mn with two new customers 1 Customer • Two additional China-based customers placed production orders, making it 5 customers in total; One existing customer (global humanoid OEM) has sourced Schaeffler for an additi

  8. Slide 8: Solid preliminary Q3 numbers released – FY Guidance 2026 and Mid-Term Targets confirmed

    5 GUIDANCE Solid preliminary Q3 numbers released – FY Guidance 2026 and Mid-Term Targets confirmed Powertrain Vehicle Lifetime Bearings & Schaeffler Group E-Mobility & Chassis Solutions Industrial Solutions 22.5 to 24.5 5.2 to 5.8 8.0 to 8.6 3.1 to 3.3 6.2 to 6.7 Sales Q3 2026: 5.8 Q3 2026: 1.3 Q3 2

  9. Slide 9: Outlook – Financial calendar

    6 OUTLOOK Outlook – Financial calendar Financial calendar and selected IR events Aug 5 Q2 2026 Earnings Release Today Oct 13 Update Call Nov 3 Q3 2026 Earnings Release Nov 4 Deutsche Bank Q3 Roadshow – Virtual Nov 25/26 UBS Roadshow – Zurich, Geneva Dec 2 Goldman Sachs Industrial & Autos Week – Lond

  10. Slide 10: Backup

  11. Slide 11: Key figures 2026 by division

    BACKUP Key figures 2026 by division Q3 and 9M 26 based on preliminary figures Group Q1 26 Q2 26 Q3 26 Q4 26 9M 26 VLS Q1 26 Q2 26 Q3 26 Q4 26 9M 26 in EUR mn in EUR mn Sales 5,764 5,903 5,814 17,481 Sales 801 799 823 2,424 Sales growth1 +1.0% -0.3% -2.0% -0.4% Sales growth1 +0.9% -1.2% +5.8% +1.8% G

  12. Slide 12: Key figures 2025 by division

    BACKUP Key figures 2025 by division Adjusted comparative figures 2025 Group Q1 25 Q2 25 Q3 25 Q4 25 FY 25 VLS Q1 25 Q2 25 Q3 25 Q4 25 FY 25 in EUR mn in EUR mn Sales 5,924 5,922 5,826 5,820 23,492 Sales 813 808 769 765 3,156 Sales growth1 -2.9% -2.2% +1.3% +1.6% -0.6% Sales growth1 +10.7% +2.3% +2.3

  13. Slide 13: Mid-Term Targets 2028 confirmed – Full focus on execution

    BACKUP Mid-Term Targets 2028 confirmed – Full focus on execution Group E-Mobility Powertrain Vehicle Lifetime Bearings & Industrial & Chassis Solutions Solutions Sales Sales Sales Sales Sales EUR 24 to 26 bn EUR 6.25 to 7.25 bn EUR 8 to 8.75 bn EUR 3.75 to 4.25 bn EUR 6.5 to 7.0 bn 2025: EUR 23.5 bn

  14. Slide 14: Schaeffler

    SCHAEFFLER

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