Investor Presentaiton

3 Q2 2022 Financials SCHAEFFLER EBIT¹- Solid margin in Industrial and Aftermarket, decline in Auto Technologies due to stronger headwinds EBIT¹ in EUR mn -3.5pp Key aspects • AT margin: Significantly declined yoy driven by lower absorption of fixed costs, production inefficiencies caused by volatile customer call-offs & China lockdown, input cost inflation (incl. freight and logistics costs) • AAM margin: Impacted by positive one-off effect in previous year and higher input costs • Industrial margin: Flat yoy, sharply increased input costs offset by volume and price; Production inefficiencies due to footprint consolidation and supply chain interruptions 397 305 260 260 258 200 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 EBIT margin¹ EBIT margin¹ in % of sales Automotive Q2 21 Q2 22 Q2 22 vs. Q2 21 H1 21 H1 22 H1 22 vs. H2 21 5.7% 0.5% -5.2pp 8.2% 2.0% -6.2pp Technologies 11.2% 8.8% 7.8% 7.4% 6.9% 5.3% Automotive 16.6% 12.5% -4.1pp 14.9% 13.0% -1.9pp H1 and FY EBIT margin¹ Aftermarket Industrial 11.9% 11.9% 0.0pp 11.8% 11.7% -0.2pp 10.0% 8.8% 6.1% Group 8.8% 5.3% -3.5pp 10.0% 6.1% -3.9pp 1 Before special items Sep 21, 2022 Schaeffler AG - Baader Investment Conference PUBLIC 39

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