Investor Presentaiton

Heavy commercial truck sales bounce back during 2021E - semiconductor supply shortage potentially impacting outlook in 2022E Heavy truck sales in key markets 2016A-2025E (units, k) 500 450 27% 30% 22% 10% 7% 400 9% 350 2% 300 8% 6% 250 200 150 -22% -18% 30% 20% -20% Outlook for heavy truck sales in 2021 increased compared with the previous assumptions Double-digit growth in the European truck market in the first half of 2021, however compared with historic low volumes reached in the corresponding period of 2020 • Truck demand continues its V-shaped bounce in Americas with forecasts revised upward again for the US reflecting improved economic outlooks and additional stimulus and strength in building. Demand likely to return to more balanced state during 2022 & 2023 7% 10% 1% 4% 0% 1% 2% 0% -10% -19% 100 -30% 2016A 2017A 2018A 2019A 2020A 2021E 2022E 2023E 2024E 2025E AMER EMEA y/y %-change (AMER) y/y %-change (EMEA) Chip shortage might push '21/22 sales to the right CARGOTEC Note: Heavy trucks including GVW rating of >15T heavy trucks. Investor presentation November 2021 92 Source: IHS Markit Medium Heavy Commercial Vehicle Industry Forecast Q3/2021

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