Investor Presentaiton
2 Our Divisions - Automotive Technologies
How we fund our own growth and create value
Mature Business
Products for
ICE and HEV
Powertrain
agnostic¹
Order
intake
Profitability
R&D
Capex/
products
Priority Margin
< 1
Reinvestment rate
Footprint
Overhead³
•
•
Order Intake² FY 2019 - 2021
36%
HEV
35.4 bn
EUR
ICE
45%
XEV
19%
Order
intake
Funding our New Business
Capex allocation and R&D expenses
shifted to New Business
Qualification Program 'Fit4Mechatronics'
1 Independent from powertrain type | 2 Powertrain split of Order Intake without Heavy Duty | 3 Selling & Admin expenses
Sep 21, 2022 Schaeffler AG - Baader Investment Conference
PUBLIC
Profitability
R&D
SCHAEFFLER
New Business
Powertrain
agnostic¹
products
Products for
Electrified
Powertrains
Priority Growth
Capex/
> 1
Reinvestment rate
Footprint
Overhead³
EUR 2-3 bn
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