Investor Presentaiton

3 Q2 2022 Financials SCHAEFFLER Q2 2022 Overview - Despite unprecedented complex macroeconomic environment, Schaeffler delivered a solid Q2 Key messages Q2 2022 - 1 Q2 Sales¹ +4.4% – Sales contracted in China in Q2 (-12.5%) due to Covid lockdowns, good growth in other regions Sales growth¹ Q2 +4.4% Order Intake² H1 Auto Technologies EUR 6.6 bn 2 3 Automotive Order Intake² of EUR 6.6 bn, strong book-to-bill-ratio³ at 1.6x - E-Mobility Ol of EUR 3.2 bn, FY target already reached in H1 EUR 3,790 mn of which E-Mobility: EUR 3.2 bn Q2 EBIT margin4 5.3% - Progressing price realization, only partially compensating cost inflation, headwind impacts 4 5 6 Q2 FCF5 EUR -219 mn - Lower EBITDA, Working Capital outflow in Q2, Restructuring cash outs affected FCF5 in H1, underlying trend healthy FY 2022 Guidance - All metrics confirmed; Sequentially improving Automotive topline expected in H2 driven by regional mix and pricing Macroeconomic picture - Uncertainty remains regarding headwinds intensity for the remainder of 2022 1 FX-adjusted | 2 Nominations to customer projects | 3 Lifetime Sales / Current period revenue 4 Before special items | 5 Before cash in- and outflows for M&A activities EBIT margin 4 Q2 5.3% Q2 2021: 8.8% Free Cash Flow5 Q2 EUR -219 mn Q2 2021: EUR 113 mn Sep 21, 2022 Schaeffler AG - Baader Investment Conference PUBLIC 35

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