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Investor Presentaiton

3 Q2 2022 Financials SCHAEFFLER Automotive Aftermarket - Q2 sales growth¹ driven by positive price effects, Q2 EBIT margin² lower due to 2021 positive one-offs Sales in EUR mn +4.3%¹ 467 +3.2%¹ 911 969 506 Q2 2021 Q2 2022 H1 2021 H1 2022 Gross 31.4% 30.4% 31.9% 30.8% margin EBIT² in EUR mn -4.1pp 78 -1.9pp 136 126 63 Underlying market conditions in Aftermarket business remain favorable - Sales growth¹ in all regions in Q2 except China; Europe above previous year¹ notwithstanding adverse business impacts deriving from the war in Ukraine Positive sales price adjustments compensating for increased input costs Q2 EBIT margin² lower yoy due to positive one-off effect in the previous year and higher input costs Q2 2021 Q2 2022 H1 2021 H1 2022 EBIT margin² 16.6% 12.5% 14.9% 13.0% 1 FX-adjusted | 2 Before special items Sep 21, 2022 Schaeffler AG - Baader Investment Conference 42 PUBLIC
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