Schaeffler : 2022-09-21 Baader Bank – Investment Conference, IR, Munich

Schaeffler AG

Baader Investment Conference

September 21, 2022

PUBLIC

Disclaimer

This presentation contains forward-looking statements. The words "anticipate", "assume", "believe", "estimate", "expect", "intend", "may", "plan", "project", "should" and similar expressions are used to identify forward-looking statements. Forward-looking statements are statements that are not historical facts; they include statements about Schaeffler Group's beliefs and expectations and the assumptions underlying them. These statements are based on plans, estimates and projections as they are currently available to the management of Schaeffler AG. Forward-looking statements therefore speak only

as of the date they are made, and Schaeffler Group undertakes no obligation to update any of them in light of new information or future events.

By their very nature, forward-looking statements involve risks and uncertainties. These statements are based on Schaeffler AG management's current expectations and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Actual results may differ from those set forth in the forward-looking statements as a result of various factors (including, but not limited to, future global economic conditions, changed market conditions affecting the automotive industry, intense competition in the markets in which we operate and costs of compliance with applicable laws, regulations and standards, diverse political, legal, economic and other conditions affecting our markets, and other factors beyond our control).

This presentation is intended to provide a general overview of Schaeffler Group's business and does not purport to deal with all aspects and details regarding Schaeffler Group. Accordingly, neither Schaeffler Group nor any of its directors, officers, employees or advisers nor any other person makes

any representation or warranty, express or implied, as to, and accordingly no reliance should be placed on, the accuracy or completeness of the information contained in the presentation or of the views given or implied. Neither Schaeffler Group nor any of its directors, officers, employees or advisors nor

any other person shall have any liability whatsoever for any errors or omissions or any loss howsoever arising, directly or indirectly, from any use of this information or its contents or otherwise arising in connection therewith.

The material contained in this presentation reflects current legislation and the business and financial affairs of Schaeffler Group which are subject to change.

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Agenda

1

2

3

4

Module 1 - Overview Schaeffler Group

Module 2 - Our Divisions

Module 3 - Q2 2022 Financials

Backup

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1 Overview Schaeffler Group

Schaeffler Group - A strong starting point

Strong customer base with approx. 11,800

customers

Approximately

1.1 mn

tons of processed steel p.a.

8.8%

EBIT margin in 20211

Approximately			Approximately
EUR 13.9 bn			1,800
Sales in 20211			patents filed in 2021

Around 200 locations in more than 50 countries

Around			Far more than
83,000			10,000
employees worldwide2			different products

75plants

20R&D centers

1 Before special items, restated | 2 As at December 31, 2021

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1 Overview Schaeffler Group

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

3 Divisions

In % of FY 2021

Industrial 26%

EUR 13.9 bn

Automotive

Aftermarket

13%Automotive Technologies 61%

Schaeffler Group

• Leading positions in technology and innovation
• 10 customer sectors
• Market leading offering from components and systems to services
• 75 plants and 20 R&D centers
• ~83,000 employees in more than 50 countries

4 Regions

In % of FY 2021

Asia Pacific 14%

Greater	EUR 13.9 bn
China
24%

Americas 20%

Europe 42%

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

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