Schaeffler : 2021-09-30 Schaeffler Group Industrial Roadshow

Schaeffler Group Industrial Roadshow

Dr. Stefan Spindler, CEO Industrial Division

September 30th, 2021

Overview

Schaeffler Group at a glance - We are an Automotive and Industrial supplier

3 Divisions

In % of H1 2021

Industrial 25%

	EUR 7.0 bn
Automotive
Aftermarket	Automotive
13%	Technologies
	62%

Schaeffler Group

• Leading position in technology and innovation
• Diversified customer base serving 10 customer sectors
• Market leading product offering from components, systems to services
• Global footprint with 75 plants and 20 R&D centers
• ~83,000 employees in more than 50 countries
• Highly experienced leadership team with focus on execution

4 Regions

In % of H1 2021

Asia Pacific 14%

Greater	EUR 7.0 bn
China
23%

Americas 20%

Europe 43%

Well-diversified Automotive and Industrial supplier with global reach and synergistic businesses

September 2021

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Overview

Industrial Division at Schaeffler - Leading global component and system supplier

Europe

Greater China

40% of sales in H1 2021

29% of sales in H1 2021

Americas

Asia / Pacific

17% of sales in H1 2021

14% of sales in H1 2021

		Revenue
		in EUR mn
		1,560	1,738
Bearings	Linear
Technology
		H1 2020	H1 2021
Broad range
of products		EBIT1
Mechanical		in EUR mn
Mechatronic
Systems
Systems
		208
		141
Service Solutions		H1 2020	H1 2021
	EBIT	9.0%	12.0%
	margin1

September 2021	1	Before special items	3

Overview

Industrial H1 2021 results - Significant recovery in almost all sector clusters, strong EBIT margin2

Sales by region [EUR mn] | yoy growth [%]

	H1 2020	H1 2021	∆1
Europe	678	699	+3.5%
Americas	269	285	+14.1%
Greater China	407	507	+26.8%
Asia/Pacific	207	247	+24.2%
Total	1,560	1,738	+13.3%

Industrial sales growth by sector cluster H1 20211

Two-Wheelers

Offroad

Wind

Power Transmission

Industrial Automation

Aerospace

Raw Materials

Railway

Industrial Distribution

-10%

0%

10%

20%

30%

40%

50%

60%

EBIT2 H1 2020 vs. H1 2021 | in EUR mn
		-3			+26
			-11	-8
	+633
141						208
EBIT	Gross	R&D	Selling	Administrative	Others	EBIT
H1 2020	Profit	expenses	expenses	expenses		H1 2021

EBIT margin development2

9.0% +0.7pp +0.3pp +0.6pp 0.0pp +1.4pp 12.0%

1 FX-adjusted | 2 Before special items | 3 Includes negative FX effects of EUR -15 mn

September 2021

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How we win

Growing the OEM and MRO service business across sectors

			Orderbook 3-month
yoy growth %			Order book 3M2
+
				Sales1
40

30
20
10
0
-10
-20
Q1	Q2	Q3	Q4	Q1	Q2	Q3	Q4	Q1	Q2	Q3	Q4	Q1	Q2	Q3	Q4	Q1	Q2
-	2017			2018			2019			2020		2021

1. FX-adjustedproduct sales
2. The order book 3Month measures the value of customer orders which are due in the next three months. It is presented as a relative, FX-adjustedyear-over-year growth indicator which reflects the short-term business expectations.
   Developments in the distribution business have typically a shorter reach and are therefore only partially reflected by this indicator.

Innovative solutions

	Trendsetting direct drive
	mechatronic solution for leading
Industrial Automation	textile machinery OEM
	Digitally traceable
	wheelset bearings for major
Railway	European railway operator
	MRO service partnership with key
	mining customer for large size
	bearing reconditioning and spare
Raw Materials	part supply

Supporting customers along the entire product lifecycle

September 2021

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