Deep Dive Asia / Pacific

Schaeffler AG Investor Presentation

August 5, 2021

A diverse region with long term growth opportunities

18

Seoul

Tokyo

4644 km

New Delhi

5311 km

Countries

4160 km

Bangkok Biên Hòa City

Makati City

1425 km

Spread across

2391 km

1096 km

Kuala Lumpur

16.5 million

316 km

Singapore

885 km

square kilometers

Jakarta

Collective GDP

15 trillion $

17% of global economy

18

currencies

2.21 billion

total inhabitants

6293 km

Sydney

6

time zones

Map for representation purpose only

August 2021 Investor Presentation - Focus Asia/Pacific Region

2

Schaeffler has a wide-spread presence in Asia / Pacific

4 Vietnam

Headquartered in

◼⚫

Biên Hòa City

4 Thailand

⚫

Hanoi

⚫ Yokohama

Singapore

◼⚫ Chonburi

2 Japan

⚫ Bangkok

1 South Korea

⚫ Nagoya ⚫ Hiroshima

3 India

◼⚫ Ansan

⚫

Gurugram

◼

Maneja

◼

Savli

Ansung

9 Plants

◼⚫ Changwon (3)

⚫

Mumbai

◼⚫

Pune

◼

Hosur

◼⚫ Jeonju

⚫

Coimbatore

⚫

Chennai

⚫

Bengaluru

8 R&D / engineering

⚫ Secunderabad ⚫ Jamshedpur ⚫ Kolkata

⚫ Seoul ⚫ Busan

4

Philippines

4 Malaysia

centers

⚫ Makati City

⚫ Kuala Lumpur

⚫ Penang

4 Singapore ⚫

4 Sub-regions

4 Indonesia

13.3%

1

South Korea

2 Japan

⚫ Jakarta ⚫ Surabaya

contribution to global turnover

3

4

4 Australia

4

in 2020

India

Southeast Asia

New Zealand

◼ Production

⚫ Sales

⚫ Sydney (2)

⚫ Auckland

⚫ Brisbane ⚫ Adelaide

R&D/Engineering

Distribution

⚫ Melbourne ⚫ Perth

5,860

Six decades of presence in the region, strong customer relationships and regional footprint

employees as at December 2020

Map for representation purpose only

August 2021 Investor Presentation - Focus Asia/Pacific Region

3

Region learning to live with COVID-19

70000

450000

Australia

60000

400000

Indonesia

350000

Japan

50000

300000

Malaysia

40000

250000

New Zealand

Philippines

30000

200000

Singapore

20000

150000

South Korea

100000

Thailand

10000

50000

Vietnam

0

0

India

May-20

Jun-20

Jul-20

Aug-20

Sep-20

Oct-20

Nov-20

Dec-20

Jan-21

Feb-21

Mar-21

Apr-21

May-21

Jun-21

Jul-21

Source: Our World in Data, Statistics COVID-19 pandemic, as of July 26, 2021. India values plotted on Y-axis on right-hand side.

Sharp economic recovery despite ongoing restrictions. Focus on health & safety yields results.

Image source: https://bit.ly/3iPRq5p

August 2021 Investor Presentation - Focus Asia/Pacific Region

4

Robust sales recovery

Sales development

2015-2021 | In mn EUR

CAGR

Note1

COVID

H1 YoY

2015-18

-0.1%

-16.7%

26.9%

4.4%

1.955

2.004

2.001

1.839

1763

1,668

911

960

757

2015

2016

2017

2018

2019

2020

2021

Market view at at Actual Rate

Note 1 - Light Vehicle production dropped in 2019 by 4% (from 23 mn PCs to 22 mn PCs)

Share of sales by Division

2020

Industrial; 27%

AAM; 5%

Auto Tech;

68%

Share of sales by Sub-region

2020

SEA; 11%

Japan;

Korea;

22%

43%

India; 24%

Share of sales by customer sector

2020

Two-wheelers

4%

Cars & Light Comm. Vehicles

66%

Truck & Bus

4%

Off-road

7%

Rail

2%

Aerospace

1%

Raw Materials

5%

Industrial Automation

4%

Power Transmission

5%

Wind

2%

Faster than anticipated recovery, supported by well diversified business

August 2021 Investor Presentation - Focus Asia/Pacific Region

5

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Schaeffler AG published this content on 05 August 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 05 August 2021 07:25:05 UTC.