Daimler Truck : Financial Services Investor Roundtable, October 13, 2022

DAIMLER TRUCK FINANCIAL SERVICES SOCIETE GENERALE - INVESTOR ROUNDTABLE LONDON, 13TH OCTOBER 2022

Stephan Unger

Disclaimer

Forward-looking statements:

This document contains forward-looking statements that reflect our current views about future events. The words "aim", "ambition", "anticipate," "assume," "believe," "estimate," "expect," "intend," "may," "can," "could," "plan," "project," "should" and similar expressions are used to identify forward-looking statements. These statements are subject to many risks and uncertainties, including an adverse development of global economic conditions, in particular a decline of demand in our most important markets; a deterioration of our refinancing possibilities on the credit and financial markets; events of force majeure including natural disasters, pandemics, acts of terrorism, political unrest, armed conflicts, industrial accidents and their effects on our sales, purchasing, production or financial services activities; changes in currency exchange rates, customs and foreign trade provisions; a shift in consumer preferences; a possible lack of acceptance of our products or services which limits our ability to achieve prices and adequately utilise our production capacities; price increases for fuel or raw materials; disruption of production due to shortages of materials, labour strikes or supplier insolvencies; a decline in resale prices of used vehicles; the effective implementation of cost-reduction and efficiency-optimization measures; the business outlook for companies in which we hold a significant equity interest; the successful implementation of strategic cooperations and joint ventures; changes in laws, regulations and government policies, particularly those relating to vehicle emissions, fuel economy and safety; the resolution of pending government investigations or of investigations requested by governments and the conclusion of pending or threatened future legal proceedings; and other risks and uncertainties, some of which are described under the heading "Risk and Opportunity Report" in the current Annual Report. If any of these risks and uncertainties materializes, or if the assumptions underlying any of our forward-looking statements prove to be incorrect, the actual results may be materially different from those we express or imply by such statements. We do not intend or assume any obligation to update these forward-looking statements since they are based solely on the circumstances at the date of publication.

Daimler Truck Financial Services | Stephan Unger | Societe Generale Investor Roundtable | October 13th, 2022

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DRIVING ENDURING CUSTOMER RELATIONSHIPS

DAIMLER TRUCK FINANCIAL SERVICES IS POWERING

• Increased sales of trucks and buses
• Active lifecycle management of the vehicles
• More services around trucks and buses

TRUCK AND		DEALERS
BUS BRANDS

▸ Contribution to profit and cash flow of Daimler Truck	DTFS

CUSTOMERS

Daimler Truck	Daimler Truck Financial Services | Stephan Unger | Societe Generale Investor Roundtable | October 13th, 2022	3

RECAP: TOP PRIORITIES 2022

PEOPLE, CULTURE & COMMUNICATION

GETTING THE BUSINESS ROLLING

PHASE 2 MARKETS AND STANDARD IT SYSTEM

NEW MARKETS

SERVICE STRATEGY

Daimler Truck	Daimler Truck Financial Services | Stephan Unger | Societe Generale Investor Roundtable | October 13th, 2022	4

DTFS FOUNDATION ACCORDING TO PLAN

Every 5th Daimler Truck / Bus financed or leased

Phase 1				Phase 2			Foundation
'21					'22			' 23
Dec		Apr		Aug		Oct		Nov		Feb

Contract Volume	Contracts
[in EUR bn]	[in k-units]

21		390
+10%		+14%
in 2022		in 2022
Penetration Rate				Actuals
[in %]	27	24

	18
∅20

North America	Europe &	Asia &
	South America	Overseas

as of June 2022

Daimler Truck

Daimler Truck Financial Services | Stephan Unger | Societe Generale Investor Roundtable | October 13th, 2022

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