IR CONFERENCE CALL FOR FISCAL YEAR 2021

Christian Levin, CEO | Annette Danielski, CFO

Munich, 03-15-2022

Disclaimer

This presentation has been prepared for information purposes only.

It does not constitute or form part of any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of Volkswagen AG, TRATON SE, or any company of the TRATON GROUP in any jurisdiction. Neither this presentation, nor any part of it, nor the fact of its distribution, shall form the basis of, or be relied on in connection with, any contractual commitment or investment decision in relation to the securities of Volkswagen AG, TRATON SE, or any company of the TRATON GROUP in any jurisdiction, nor does it constitute a recommendation regarding any such securities.

It contains forward-looking statements and information on the business development of the TRATON GROUP. These statements and information are based on assumptions relating in particular to the TRATON GROUP's business and operations and the development of the economies in the countries in which the TRATON GROUP is active.

The TRATON GROUP has made such forward-looking statements on the basis of the information available to it and assumptions it believes to be reasonable. The forward-looking statements and information may involve risks and uncertainties, and actual results may differ materially from those forecasts. If any of these or other risks or uncertainties materialize, or if the assumptions underlying any of these statements prove incorrect, the actual results may significantly differ from those expressed or implied by such forward-looking statements and information. The TRATON GROUP will not update this presentation, particularly not the forward-looking statements. The presentation is valid on the date of publication only.

Certain financial information and financial data included in this presentation are preliminary, unaudited, and may be subject to revision. Due to their preliminary nature, statements contained in this presentation should not be unduly relied upon, and past events or performance should not be taken as a guarantee or indication of future events or performance. Financial figures might be translated from different currencies, using the exchange rate prevailing at the relevant date or for the relevant period that the relevant financial figures relate to.

All statements with regard to markets or market position(s) of TRATON SE or any affiliated company or any of its competitors are estimates based on data available to the TRATON GROUP.

IHS Markit Data referenced herein are the copyrighted property of IHS Markit Ltd. and its subsidiaries ("IHS Markit"). The IHS Markit Data are from sources considered reliable; however, the accuracy and completeness thereof are not warranted, nor are the opinions and analyses published by IHS Markit representations of fact. The IHS Markit Data speak as of the original publication date thereof and are subject to change without notice. IHS Markit and other trademarks appearing in the IHS Markit Data are the property of IHS Markit or their respective owners.

The percentage figures shown may be subject to rounding differences. Due to different proportions and scaling in graphs, data shown in different graphs are not comparable.

03-15-2022 Conference Call for fiscal year 2021 | Investor Relations

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Agenda

  1. FY 2021
  2. Outlook
  3. Back up

03-15-2022 Conference Call for fiscal year 2021 | Investor Relations

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Part of the TRATON outlook and report on expected developments

New reporting structure increases transparency on operative performance

TRATON GROUP

TRATON Operations

TRATON

Corporate

Segment

Financial

Items1

reporting

Services

Scania

MAN

Navistar

Volkswagen

Key figures

Vehicle &

Sales &

Caminhões e

Truck & Bus

overview

Services

Services

Ônibus

1 Includes the activities and services of the TRATON Holding, equity investments, consolidation effects between business areas, and the effects of the purchase price allocation (PPA) in the event of the acquisition of an individual segment

03-15-2022 Conference Call for fiscal year 2021 | Investor Relations

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Russia-Ukraine conflict - Facts & figures

Unit sales

<5% of TRATON GROUP unit sales generated in Russia and Ukraine in FY 2021

Sales revenue

It cannot be ruled

out that as this

conflict unfolds, it

may have a material negative impact on the TRATON GROUP's net assets, financial position, and results of operations

<5% of TRATON GROUP sales revenue generated in Russia and Ukraine in FY 2021

Subsidiaries & Plants

No material subsidiaries or equity investments in the Ukraine

In Russia, in particular one production company in St. Petersburg (jointly MAN and Scania)

Supply influence

Suppliers of TRATON are affected

At this point in time, a conclusive assessment of the concrete implications is not yet possible

03-15-2022 Conference Call for fiscal year 2021 | Investor Relations

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Traton SE published this content on 15 March 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 15 March 2022 07:19:04 UTC.