Investor Presentaiton

3 Q2 2022 Financials SCHAEFFLER Industrial – Strong growth¹ continued, EBIT margin² flat yoy supported by both positive price and volume effects Sales by region | yoy growth EBIT² Q2 2021 vs. Q2 2022 | in EUR mn Q2 2021 Q2 2022 Δ1 Europe 357 448 +25.2% Americas 146 179 +9.1% Greater China 272 275 -8.3% -4 -16 -5 +5 Asia/Pacific 127 160 +19.5% +39 Total 902 1,063 +11.7% Sales by Industrial market cluster | yoy growth Industrial Distribution is 30.1% of Q2 sales +11.7% EUR 1,063 mn Renewables yoy growth¹ -6.0% 108 126 EUR 902 mn 194 191 312 Transportation & Mobility EBIT Q2 2021 +8.8% Gross Profit excl. FX R&D expenses SG&A expenses Others FX3 EBIT Q2 2022 272 Machinery & EBIT margin development2,4 352 +17.5% 284 Materials 11.9% +2.7pp -0.4pp -1.8pp -0.5pp -0.2pp 11.9% 156 205 Industrial +27.9% Automation Q2 2021 Q2 2022 1 FX-adjusted | 2 Before special items 3 Total FX effect including FX impact in Gross Profit, overhead and operative FX gains and losses Percentage values do not sum up due to isolated calculation of each individual effect Sep 21, 2022 Schaeffler AG - Baader Investment Conference PUBLIC 45

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