Investor Presentaiton

3 Q2 2022 Financials SCHAEFFLER Industrial - Strong growth¹ momentum continued, solid EBIT margin² despite increased cost headwinds Sales in EUR mn +11.7%1 +13.6%¹ 2,065 1,738 1,063 902 Q2 2021 Q2 2022 H1 2021 H1 2022 Gross 29.1% 30.3% 29.7% 29.8% margin EBIT² in EUR mn -0.1pp 241 +0.0pp 206 126 108 Strong growth¹ across all regions except Greater China - Industrial delivering more than EUR 1 bn sales level in Q2 again, despite macro headwinds Strong volume growth in Industrial Distribution and in Industrial Automation especially in Europe in Q2; Contribution from high demand in Industrial Distribution also in Americas and Asia/Pacific We are executing our strategy - Compelling acquisition of Ewellix with an excellent strategic fit, next to sound organic growth in the existing business overall EBIT margin² flat yoy due to sharply increased input and freight/logistics costs, volume-driven higher personnel expenses; Some inefficiencies linked to execution of planned consolidation actions in Europe arose in Q2, still, transitory impact Q2 2021 Q2 2022 H1 2021 H1 2022 EBIT margin² 11.9% 11.9% 11.8% 11.7% 1 FX-adjusted | 2 Before special items Sep 21, 2022 Schaeffler AG - Baader Investment Conference PUBLIC 44

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