Investor Presentaiton

3 Q2 2022 Financials Free Cash Flow - Impacted by tactical increase in inventory and softer margins in Q2 Free Cash Flow before M&A¹ | in EUR mn -332 mn Reconciliation Q2 2022 | in EUR mn -316 429 SCHAEFFLER 55 225 130 113 14 -175 -3 -88 -66 -219 -219 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 EBITDA Q2 2022 A Net Capex EUR 243 mn EUR -204 mn Working Capital Net Interest Taxes Others FCF Q2 2022¹ EUR 523 mn FCF Conversion ratio² FCF Details in EUR mn 0.3 0.3 0.8 0.2 0.1 Q2 2021 Q2 A Q2 H1 2022 22/21 2021 H1 2022 A H1 22/21 Reinvestment rate FCF as reported 115 -218 -333 242 -265 -507 0.5 0.6 0.9 1.0 0.6 0.8 M&A -2 -1 +1 1 61 +60 FCF before M&A 113 -219 -332 243 -204 -447 0.7 3.7% 3.9% 6.4% Capex ratio³ 5.4% 4.8% Legal cases -5 -7 -2 -3 -9 -6 Restructuring 47 44 -2 201 204 +3 4.2% 4.6% Others 6 0 -6 6 0 -6 Financing 0 19 +19 0 -16 -16 1 Before cash in- and outflows for M&A activities | 2 Ratio FCF before M&A to EBIT reported - Only applicable if FCF and EBIT positive | 3 Capex in % of sales FCF bef. M&A and sp. items 160 -163 -323 447 -25 -472 Sep 21, 2022 Schaeffler AG - Baader Investment Conference PUBLIC 47

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