Investor Presentaiton

3 Q2 2022 Financials Road to 2025 - Mid-term Targets are reflected in Schaeffler's comprehensive Financial Framework SCHAEFFLER Mid-term Targets Automotive Technologies Outperformance¹ 200 to 500 bps on average² 4 to 6% EBIT margin before special items4 Automotive Aftermarket > GDP growth on average² 13 to 15% FX-adj. sales growth Industrial FX-adj. sales growth Key aspects • Consistent with incentive system • Clearly defined path to target > Ind. Prod. growth on average² 3 12 to 14% • Focus on ROCE and Free Cashflow Conversion on Group-level Divisionalized Targets reflect internal commitments EBIT margin before special items4 EBIT margin before special items4 Schaeffler Group ROCE 12 to 15% based on EBIT reported 4 FCF conversion 0.3 to 0.5 based on EBIT reported 45 Group parameters Capital Structure 1.2× to 1.7x Net debt / EBITDA before special items Dividend policy 30 to 50% of Net Income before special items Concrete commitments fully cascaded into the organization 1 FX-adj. sales growth above Light Vehicle Production (IHS) | 2 from 2021 to 2025 | 3 Industrial Production (Oxford Economics) | 4 latest in 2023 | 5 before cash in- and outflows for M&A Sep 21, 2022 Schaeffler AG - Baader Investment Conference PUBLIC 52

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