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Investor Presentaiton

3 Q2 2022 Financials FY 2022 Guidance - Outlook for all metrics confirmed SCHAEFFLER Group Guidance Actuals FY 2021 Guidance FY 2022 Actuals Divisional Guidance Automotive Technologies Guidance Automotive Aftermarket Actuals Guidance Industrial Actuals Guidance FY 2021 FY 2022 FY 2021 FY 2022 FY 2021 FY 2022 Sales growth¹ 10.2% 6-8% Out- Out- performance performance 430 bps 200 - 500 bps Consider- 13.9% Moderate growth 14.2% able growth 6.4% > 2.5% 13.9% > 12% 11.8% > 11% EBIT margin² 8.8% 5-7% Free Cash Flow³ EUR 523 mn > EUR 250 mn 1 FX-adjusted | 2 Before special items | 3 Before cash in- and outflows for M&A activities 4 LVP (IHS Markit (part of S&P), July 2022) 5 LV Parc for PC and LCV <3.5t (IHS Markit (part of S&P), June 2022) Market assumptions for 2022 Automotive Technologies: LVP growth stagnating yoy (~77 mn expected) vs. 4.7% growth in latest IHS estimate • Automotive Aftermarket: Growth of Global LV Parc5 of 2.1% • Industrial: Increase of relevant industrial production of ~4% Sep 21, 2022 Schaeffler AG - Baader Investment Conference PUBLIC 51
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