VinFast Electrification Strategy

V and High Potential Markets... Our Focus Markets Represent Differentiated Upside Opportunities in the Medium Term and Beyond VinFast's Focus Markets are Sizable with Significantly Higher Growth... Annual EV shipments by region As % share of total global market % Growth rate ... from Lower Penetration with Less Competition than China. EVs as % share of total passenger vehicles in 2022 VinFast's Focus Markets 3% 3% ROW 5% US 8% 55% 103% ■China Canada ■Vietnam 7% 34% 27% 64% ■Europe 61% 69% VinFast's Focus Markets Europe 9% Canada 616% 55% ■US 1 Vietnam 2% I 0.5% 0.6% 61% 34% 0.1% 18% 19% China 16% 63% 40% 34.2% 28.6% 1.2% 1.3% 1.0% 11% 13% 14% 66% 43% 2022A 2023E 2024E ROW 1% 2023E 2024E Source: Frost & Sullivan 22% 30

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