#1WINFAST VIN FAST VFB Company Presentation July 2023 VINFAST#2Disclaimer This document is for informational purposes only. This document may not be (i) copied, photocopied, duplicated or otherwise reproduced in any form or by any means; or (ii) redistributed, passed on or otherwise disseminated, to any person without the prior written consent of VinFast Trading & Investments Pte. Ltd. (the "Company"). The information in this document is subject to change without notice, its accuracy is not guaranteed and has not been independently verified. 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None of the Company or any of its directors, officers, employees, affiliates, representatives or advisors has any obligation and does not undertake to revise forward-looking statements to reflect future events or circumstances. 2#3About VinFast NFAST 3#4Our Mission: Create a Sustainable Future for Everyone The path to sustainable mobility is achievable when everyone has easy access to smart, safe and environmentally friendly EVs PAV 4#5What Defines Us: Execution Excellence DNA We do everything with passion, speed, courage and forward thinking - all to make the world a better place We prioritize Execution Excellence at the core of everything we do Execution Excellence is in our DNA VF7 5#6V Visionary Drive is Part of Our Heritage... Execution Excellence Has Enabled Vingroup to Become One of the Most Significant Commercial Enterprises in Vietnam and APAC Pham Nhat Vuong Chairman and Founder Vingroup and VinFast VINGROUP Total Vingroup Assets (US$ bn) Logo Represents Founding Year VINMEC HEALTHCARE SYSTEM. Market Capitalization ~US$21.0Bn ~1.1% (2) of Vietnam's Nominal GDP V VINFAST VINUNIVERSITY Auto & Technology Mobility Rank in Vietnam (3) #1 Real Estate (4) Development, SmartCity, #1 Smarthomes & loT 25.3 24.3 Real Estate & Services Retail Mall (5) #1 (6) Hospitality & Entertainment #1 17.9 18.1 17.0 VINPEARL VINSCHOOL VINHOMES Vincom Retail Vinhomes IPO IPO 11.3 8.4 VINCOM RETAIL 7.3 5.8 Vingroup IPO 3.2 3.8 2.4 10 0.1 0.3 0.6 1.1 1.5 1993 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Mar-23 (7) Healthcare #1 Social Enterprises (8) Education #1 Source: Company internal estimates and data, HOSE Website, Bloomberg as of June 30th, 2023, unless otherwise stated Notes: 1. Combined market capitalization across Vingroup and all of its listed subsidiaries as of June 30th, 2023. USD/VND assumed to be 23,600 2. Based on FY2022 GDP 3. According to Frost & Sullivan, the market position of VinFast is based on the market share of different OEMs in a segment market of Vietnam passenger vehicle market in 2021, which VinFast's three models, Fadil (A-segment), Lux A 2.0 (E-segment sedan) and Lux SA 2.0 (E-segment SUV), belong to. In this segment market, which consists of A-segment, E-segment sedan and E-segment SUV, VinFast ranked 1st in 2021 4. According to CBRE Research 1Q2023 5. Based on VRE, company's websites, public media, CBRE's information, for multi-tenant shopping malls in Vietnam as of November 2022, excluding standalone supermarkets 6. Based on number of rooms in 5-star hotels and resorts in the cities that Vinpearl's brands are present by Vietnamtourism.gov.vn, data collected in January 2023 7. Vinmec has been named by Deloitte as the Best Managed Company in Vietnam for 2022 8. Based on total number of kindergarten to high school students in selected private and international schools in Hanoi and HCMC in 2021-2022 6#7V Outstanding Speed and Quality... 860-Acre, Highly-Automated Manufacturing Complex in Hai Phong 2017 - Company Founding and Facility Construction 2018-E-Scooter Production Commenced 2020-Focused on ICE Production 2021 - First EVs Rolled Off Product Line LE BAN GIAO XEVF e34 O TO DEN THONG NAUTICA VITAR VFe34 TOK 171 2019 - Facility Phase 1 Completed 2022-2023: First EV Shipment in November 2022 and Second Shipment in March 2023 to North America VVINFAST 7#8Proof of Our Execution: Making the Impossible(s) Possible In-Production Platforms by Year(2) Challenge #1 Build a global automotive OEM in Vietnam Challenge #2 Achieve #1 market share in Vietnam (1) Challenge #3 Launch EV platforms in Vietnam and global markets; and cessation of all ICE production D D Electric Vehicles E-Buses ICE Vehicles E-Scooters (Number of models) Four EV models launched to date (4) 2 21 6 77 1 1 4 I of ICE Cessation i I Production | I 4 4 3 Company Founding 9 7 4 4 2 2017 2018 2019 2020 2021 2022 2023E (Target) (3) Note: 1. Based on internal management estimates and data, gaining leading market share for each product segment in Vietnam within 18 months from launch 2. Referring to start of manufacturing process in Vietnam 3. This business target is forward-looking, subject to significant business, economic, regulatory and competitive uncertainties and contingencies (many of which are beyond the control of the Company and its management) and are based on assumptions with respect to future decisions, which are subject to change. Nothing in this presentation should be regarded as a representation that this target will be achieved. The Company undertakes no duty to update this information 4. As of June 30th, 2023 8#9V Next Challenge: Global Expansion of Our EV Product Line VF5 VF7 VF9 VFB VF6 9#10V The World is Noticing Our Progress The excitement among the media scrum...flowed from a stand introducing the VinFast The New York Times We have been reporting on Vietnamese automaker VinFast's efforts to penetrate the U.S. market with its all-electric SUVs all year here on autoevolution, and today it gets real autoevolution VinFast returns to CES 2023 with a showcase of its electric vehicle ecosystem (1) yahoo! finance The new VF 8 appears to have plenty going for it...the new BEV could be a true breakout BU DETROIT BUREAU VinFast is channeling the 'move fast' mantra that powers Silicon Valley TopGear Top 10 Coolest Cars From the Los Angeles Auto Show Forbes Let's create a better life The company was making the right investments in manufacturing technology ᎳᏚᎫ VinFast is looking to become the 'EV manufacturer for everyone' electrek Note: (1) (2) In our preliminary test, the VF 8 felt quick and quiet BLUE BOOK 1st Winner of 'The Rising Star' award (2) AUTO EST Displaying four electric SUV models (VF 6, VF 7, VF 8, VF 9) and four electric bike concepts Paris, October 17th, 2022-AUTOBEST is awarding VINFAST with the new award 'The Rising Star' at the 2022 Paris Motor Show as recognition of the fast development of the Vietnamese company on European and global scale YHAI. VF9 IRON AN WORLD CHAMPIONSHIP VFa VFB 10 10#11We Solve the Critical Issues Facing the EV Industry Er MISCONCEPTION REAL ISSUE MISCONCEPTION REAL ISSUE 11 MISCONCEPTION REAL ISSUE (☑ Demand Supply Engineering Execution EV Adoption Economics#12We Aim to Differentiate Ourselves Through Three Key Pillars of Our Smart Mobility Philosophy 1 Premium Quality Products 2 Inclusive and Flexible Pricing 3 Excellent Aftersales Service VF9 12#13We Have Already Delivered with Execution Excellence DNA US$1.3T Total Addressable Market (1) 11,300 EV Vehicles Delivered in First Half 2023 Up to 60% Localization of Supply Chain at Hai Phong Facility (5) 26,000 EV Reservations Received(2) 18,700/105,000 EV Vehicles Sold/ICE + EV Vehicles Delivered (4) 300,000 Current Annual Capacity (6) 122 Showrooms Opened Globally(3) 20,000/182,000 E-scooters Delivered in First Half 2023/to Date (4) US$9.3Bn Capital Invested in VinFast (7) Notes: Deliveries and Reservations are rounded to the nearest hundred 1. F&S report estimated market size of the EV + ICE vehicle market across Vietnam, US, Canada, and Europe in 2028 2. Total reservations, net cancellations and deliveries as of June 30th, 2023 3. Including VinFast-owned showrooms and partnership showrooms as of June 30th, 2023 4. Cumulative to June 30th, 2023 5. Excluding battery 6. Maximum production capacity rate per annum 7. Total capital investments made by Vingroup, its affiliates and external lenders from 2017 to June 30th, 2023 13#14V Demonstrated Drive to Do Well by Doing Good Climate & Environment Fully ceased ICE vehicle production Signatory to COP26 ZEV and The Climate Pledge Business Sustainability • Supplier selection and monitoring process in place - including CoC and responsible sourcing 76% of suppliers have international standard for environmental management systems Human Capital Women comprise 50% of VinFast board of directors Delivered 390,000 hours of professional training to employees in 2022 14 14 SUSTAINALYTICS (1) Corporate ESG Assessment Score (2): 23.3 Represents #1 amongst pure EV OEMs and #9 out of 72 automobile companies rated by Sustainalytics (3) Health & Safety Formal health and safety policy commitment with ISO 45001 certified system Regular health and safety training programs for employees and suppliers Note: Governance Established Board committees: Audit (fully independent), Compensation, Nominating and Corporate 1. Sustainalytics information and data are proprietary of Sustainalytics and/or its third-party suppliers and are provided for informational purposes only. They do not constitute an endorsement of any product or project, nor an investment advice and are not warranted to be complete, timely, accurate or suitable for a particular purpose 2. As of July 2022 3. At the time of the rating#15V How We Aim To Stand Out Skillfully Engineered, Luxurious EV SUVs in Every Segment ☑ Connect Intelligence Globally Innovation-Driven, Technology-Centric Platform Highly-Automated and Integrated Manufacturing Facilities Flexible Offering at an Inclusive Price Point Strategic Focus on High Growth Segments and High Potential Markets Differentiated Ownership ✓ Experience to Drive Brand Loyalty Foundational Support from Vingroup V A 15 15#16Skillfully Engineered, Luxurious EV SUVS in Every Segment VF 8: A Premium Electric Compact SUV to Complement Any Lifestyle VF 9: A High-End Electric Full-Size SUV Desired by All Vehicle Overview D-segment SUV Available to consumers in US, Canada, Europe and Vietnam Deliveries in Vietnam began in 3Q22, and in the U.S. began in 1Q23 Key Features (1) Starting Price: US$46,000 (Battery Inclusive) (2) 293 miles (471 km) WLTP Enhanced Range (3), 264 miles (425 km) certified EPA Enhanced Range • 260 kW Maximum Power Level 2 Advanced Driver Assistance System Vehicle Overview E-segment SUV Available to consumers in US, Canada, Europe, and Vietnam Deliveries in Vietnam began in 1Q23 Key Features (1) Starting Price: US$83,000 (Battery Inclusive) (2) 369 miles (594 km) WLTP Range (3) Notes: 1. Indicated features are targets for the VF 8 Eco trim and VF 9 Eco trim 2. Price before any tax incentives and rebates in the U.S 3. Based on internal estimates for WLTP range. Ultimate certified range may differ. Estimated WLTP range of the VF 8 City Edition is 260 miles, certified EPA range of VF 8 City Edition is 207 miles • 300 kW Maximum Power • Level 2 Advanced Driver Assistance System 11 16#17Skillfully Engineered, Luxurious EV SUVS in Every Segment VF 5: Compact and Efficient A-SUV Vehicle Overview A-segment SUV Available to consumers in Vietnam only Deliveries began in 2Q23 Key Features (1) Starting Price US$19,400 (Battery Subscription) (2,3) US$22,800 (Battery Inclusive) (3) 186 miles (300 km) WLTP Range(4) 100 kW Maximum Power • Level 2 Advanced Driver Assistance System Notes: 1. Indicated features are targets for VF 6/7's Eco trim and VF 5's Plus trim 2. Price before any tax incentives and rebates for the Plus trim in Vietnam. USD/VND assumed to be 23,612 3. Price before fixed monthly battery subscription fee for the Plus trim in Vietnam. USD/VND assumed to be 23,612 4. Based on internal estimates for WLTP range. Ultimate certified range may differ VF 6: Family-Oriented B-SUV Vehicle Overview B-segment SUV • WFT VF 7: Sporty and Stylish C-SUV Available to consumers in US, Canada, Europe and Vietnam • Deliveries expected in 2023 Key Features (1) • Starting Price: TBD • 248 miles (399 km) WLTP Range (4) . 130 kW Maximum Power • Level 2 Advanced Driver Assistance System 17 17 Vehicle Overview C-segment SUV Available to consumers in US, Canada, Europe and Vietnam Deliveries expected in 2023 Key Features (1) • Starting Price: TBD 280 miles (450 km) WLTP Range(4) • 150 kW Maximum Power Level 2 Advanced Driver Assistance System#18V Innovation-Driven, Technology-Centric Platform Vehicle Charging O Navigation Service Smart Ownership * 18 • Mange vehicle details • • • Manage saved driver profiles • View service, payment, charging history Owner's manual . Remote lock/unlock • Monitor charging progress · Navigate to Charging • Book an Instore Service or • Valet Mode Stations, Showrooms, POI Mobile Service in real-time • Remote climate control Remote vehicle control • Manage and pay charging invoices • Control Geo fencing • Smart routing based on • Track your service charging levels • View and pay invoices Get Roadside assist • Track Rescue vehicle Set Firmware over the Air updates (FOTA) • Intrusion Alert Find My Vehicle Smart phone mirroring . • Purchase and manage smart feature upgrades Note: 1. Upcoming features, expected to be launched in 2023 2. Charging point operators#19V Innovation-Driven, Technology-Centric Platform • • Electrical/Electronic Architecture Standardized architecture used for all SUV-segment models Ability to tailor feature sets based on model requirements Heads-up display enables drivers to keep their eyes on the road and hands on the wheel • Designed to comply with the best Functional Safety requirements Adhering to the latest global Cybersecurity requirements • Personal voice assistant • Personalized profiles Mobile office (1) Remote control • Infotainment Seamless connection to the most popular smartphones and ecosystems Firmware over-the-air ("FOTA") to upgrade features and improve capabilities over time ADAS Warnings/notifications with ADAS taking control during emergencies Note: 1. Upcoming features, expected to be launched in 2023 Electric Drive System/Powertrain Delivers high power and torque while maintaining highest safety standards • Reduces copper loss in electric motor Optimization of battery pack's power • • • Battery & Battery Management System In-house algorithm to monitor battery pack health and optimize performance Integrated support for cybersecurity and cloud smart features VinFast Companion App and Driver Network Access to technology ecosystem Portal to connect drivers End-to-end digital features 19#20V Connect Intelligence Globally Development Capabilities Strengthened by Shared Expertise of Vingroup and Global Partners ADAS Monave NVIDIA. Quanta Computer |VINUNIVERSITY VECTOR > AUTOBRAINS •APTIV. VinAi RESEARCH erae VINGROUP Technology Ecosystem BlackBerry QNX cerence >1,100 engineers ~ 930 R&D Professionals ~US$9.3Bn Invested to Date(1) VINF A ST In-house Capabilities VINBRAIN ProLogium Leading VinES Development Capabilities Smart infotainment T Mobile FEV Control Over IP for Core Technology VINITIS VINBIGDATA AVL in StoreDot CATL SAMSUNG SAMSUNG SDI Gotion Powertrain and battery 1. Total capital investments made by Vingroup, its affiliates and external lenders from 2017 to June 30th, 2023 Note: VinES Key battery partner providing battery packs for VinFast vehicles VINBRAIN VinɅi VINBIGDATA RESEARCH VINITIS > 1,100 Engineers collectively producing differentiated technology for VinFast 20 20 Key Advantages of Our "Connect Intelligence Globally" Platform Leverage competitive advantage of partners Enjoy greater margin benefit and economy-of-scale uplift Production efficiency Allow VinFast to focus on in- house development of certain critical key components#21V Highly-Automated and Integrated Manufacturing Facilities Plant Footprint Spanning 860 Acres with Substantial Room for Expansion Automation Allows Acceleration of Production with Quality and Safety under Control Scalable Manufacturing Facility in Vietnam 21 221 Incl. US Facility 95% Automated Paint Shop >1,400 150,000 90% Robots Automated Press Shop 300,000 38 Frames/Hour 250,000 KUKA Automated Production Providers ABB SIEMENS DÜRR Current Annual Production Capacity Current Maximum Annual Capacity Rate (1) Planned Annual Maximum Production Capacity Note: 1. Maximum production capacity accounting for additional shifts#22V Highly-Automated and Integrated Manufacturing Facilities On-site Integrated Supplier Park System in Vietnam Helps Lower Sourcing and Inventory Costs of Key Components Local Sourcing Select On-site Global Tier 1 Partners Key Benefits LEAR CORPORATION Seat GRUPO Overheads, Logistical economies of scale ANTOLIN Sun Visors Up to 60% FORVIA Interior & Exterior Assembly Battery VinES Current Localization Rate (1) Note: 1. Excluding battery dink 1. Significant cost advantage / freight savings Quicker response to market demand and product changes 22 22 Enhances supplier relationships#23V Flexible Offering at an Inclusive Price Point Our Products are Inclusively Priced with a Lower Relative Total Cost of Ownership for Our Customers g L Source: Frost & Sullivan. Note: VinFast's Cost Advantages Connecting Intelligence Globally Large Scale of Operations Highly-Automated Manufacturing Facilities Low Cost of Production Favorable Tax Incentives Total Cost of Ownership(1) Battery Inclusive Up to 25% Cost Saving $41,000 Up to 15% Cost Saving $47,100 $68,200 $85,600 VF 8 Tesla Model Y Long Range AWD VF 9 Tesla Model X Long Range $32,300 Established Trade Agreements (US, CA, EU, and major target markets) Up to 24% Cost Saving $40,200 $37,200 Up to 29% Cost Saving $47,900 VF 6 Hyundai Kona EV VF 7 Hyundai IONIQ 5 Depreciation Cost Out of Pocket Expenses 1. Five-year total cost of ownership analysis using key assumptions for out-of-pocket expenses (estimated annual cost of electricity or fuel based on 15,000 miles per year, annual maintenance and repairs cost and estimated annual insurance cost) and depreciation cost (difference between purchase price and estimated residual value after 5 years). 23#24V Strategic Focus on High Growth Segments... Our EV SUV Portfolio Encompasses One of the Broadest Offerings to Facilitate the Greatest Outreach to our Target Markets 24 224 VinFast's Planned Vehicle Lineup Targets the Highest Growth Passenger Vehicle Markets... (1) Annual Passenger Vehicle Shipments across VinFast Focus Markets (2), in Millions ...With Features and a Price Point that Target ICE Converts and EV Markets No. of Vehicle Deliveries in VinFast Focus Markets (4) 41% 26.4 15.2 12% 34.0 SUVS 21.5 11.7 10.4 7% 0.7 2022 Source: Frost & Sullivan Notes: ICE EV TAM (2028E): 34.0 MM ~4x Potential opportunity EV Market (2028E): 10.6 MM CAGR: 31% Sedans Others(3) 0.8 2028E 1. VF e34, VF 5, VF 8 and VF 9 are available for reservations, with remaining models (VF 6 and VF 7) to be open for reservations in 2023. VF e34 and VF 5 are available only in Vietnam 2. VinFast focus markets comprise of Vietnam, US, Canada, and Europe 3. Others refer to Multi Purposes Vehicles 4. Estimated market size of the Passenger Vehicle market representing VinFast addressable segment in 2028 EV Market (2022): 2.1 MM#25V and High Potential Markets... Our Focus Markets Represent Differentiated Upside Opportunities in the Medium Term and Beyond VinFast's Focus Markets are Sizable with Significantly Higher Growth... Annual EV shipments by region As % share of total global market % Growth rate ... from Lower Penetration with Less Competition than China. EVs as % share of total passenger vehicles in 2022 VinFast's Focus Markets 3% 3% ROW 5% US 8% 55% 103% ■China Canada ■Vietnam 7% 34% 27% 64% ■Europe 61% 69% VinFast's Focus Markets Europe 9% Canada 616% 55% ■US ¡Vietnam 2% 0.5% 0.6% 61% 34% 0.1% 18% 19% China 16% 34.2% 63% 40% 28.6% 1.2% 1.3% 1.0% 11% 13% 14% 66% 43% ROW 1% 2022A 2023E 2024E 2023E 2024E Source: Frost & Sullivan 22% 25#26V ....with An Extensive Global Expansion Plan Our Global Roll-Out Strategy Tactically Targets Locations With Efficient Infrastructure and Manufacturing, as well as Highest Expected EV Penetration Rates # of Global Showroom as of EV Addressable Market (thousand units per year) June 30th, 2023(1) US Canada EU Vietnam 2022A 2028E CAGR 823 4,471 33% 78 400 31% 122 1,223 5,357 28% 8 351 89% Toronto Amsterdam Paris Frankfurt U.S. California Los Angeles Headquarters U.S. North Carolina New Manufacturing Center(2) Chatham County Manufacturing Facilities Los Angeles Canada Toronto North Carolina Paris France Netherlands Germany Source: Frost & Sullivan Note: 1. Including VinFast-owned showrooms and partnership showrooms 2. Pre-construction work for phase 1 of the manufacturing facility in North Carolina commenced in the third quarter of 2022, with commissioning targeted for 2025 Amsterdam Frankfurt Vietnam Hai Phong Hai Phong 26#27Differentiated Ownership Experience to Drive Brand Loyalty End to End Digital Features Sales Exterior Deep Ocean Interior Black Customize Vehicle Charging Navigation Service VinFast ID 127m Parked E B 16 Doors Windows Hood Lid Remote Controls Activation > Battery & Charging A Remote Controls Climate 22 回 Service < Battery & Charging Irvine MINI Charging Torget: 60% * 42% 127mi Battery Level Expected Range NEARBY CHARGING STATIONS Union South Bay 4615 East Corson Street 1,5 Available SemaConnect Union South Bay 4 615 East Carson Street Corson, CA 90745 1.5 m Available SemaConnect Restaurant Charging Service center SPRINGS Foothill Tra Sand Canyon Ave Corridor Irvine Blvd Portola Pkwy P View List portal OO® Irvine MINI 9829 Research Dr. Irvine, CA 92618 United States 9 min (3.5 mil Arrived at 23% Get Directions <Service Booking DATE Location Date & Time* Confirmation 07/12/2022 You need to schedule service 06 hours in advance STARTING TIME Morning Afternoon 08:00 09:00 10:00 11:00 12:00 Back Next ° 2 向 Home Service Settings 8 Ownership < VinFast ID APP PROFILE 回 Alex W General Info Password & Security PAYMENT MANAGEMENT Payment Method Bill List- MY VEHICLES VF8 VF8 OTA Accessibility and Flexibility Smart Features Peace of Mind Community > 27#2828 Differentiated Ownership Experience to Drive Brand Loyalty One of the Best Warranty Packages • 10-year/125,000-mile (1) warranty 10-year/125,000-mile (1) roadside assistance accessible 24/7 On-Demand and Personalized Services 6 • 10-year/ unlimited mileage (2) high-voltage battery warranty Remote care via OTA 1 Mobile support services VinFast directly-operated service centers URGENT.LY Comprehensive Power Solutions • Smart At-Home charging solutions Access to a wide charging network through providers' platforms electrify blink EVgo america flo Charge Hub Note: 1. 10-year/125,000-mile vehicle warranty period applies to VF e34, VF 7, VF 8 and VF 9; 7-year / 87,000-mile applies to VF 5; 7-year/100,000-mile applies to VF 6 2. 10-year/unlimited mileage battery warranty period applies to VF e34, VF 7, VF 8 and VF 9; 7-year / unlimited mileage applies to VF 5 and VF 6 VINFAST VIN SH-8#2929 29 Fully Charged for the Road Ahead MICHELIN V 100 BUDVILINED PILOT SPORTS RADIN, X Continue Augmenting our "Technology for Life" Offering Innovate Our Commercial Approach to Drive Incremental Market Share Global Roll-out of 7 EV Models (1) Pursue Enhanced Manufacturing Automation and Capacity Expansion Increase and Refine Our Service Offering 1. Includes VF e34, VF 8, VF 9, VF 5, VF 6 and VF 7, of which VF 6 and VF 7 are planned for commercial production and delivery in 2023 and VF 3 is planned for commercial production and delivery in 2024 Notes: MAX(DOD FUDBALO XXPHO Grow Our Ancillary Revenue Streams