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Investor Presentaiton

3 Q2 2022 Financials SCHAEFFLER Sales - Moderate growth² in Q2 yoy, other regions overcompensated the China Q2 lockdown contraction Sales in EUR mn +9.7%¹ +4.4%2 Key aspects • Automotive Technologies: Strong growth² (+20%) in Americas driven by New and Mature Business, Region Europe growing² (+2.4%) despite • challenging environment; China impacted by lockdown in April Aftermarket: Growth² in all regions except Greater China • Industrial: Continuous double-digit growth², Europe (+25%) driven by Industrial Automation and Distribution business, Asia/Pacific (+20%) strong growth² in Industrial Distribution and in Renewables in India 3,560 3,454 3,332 3,506 3,758 3,790 Q1 21 Q2 21 Q3 21 Q4 21 Q1 22 Q2 22 EUR 7,014 mn EUR 7,548 mn Sales by region Q2 2022 yoy growth² 14% EUR 13,852 mn 20% +6.6% Asia/Pacific Greater China -12.5% Sales growth Reported +8.5% +50.8% -1.8% -3.3% FX-adjusted +5.6% +9.7% Americas +16.3% +12.3% +52.8% -3.5% -5.8% +1.9% +4.4% 23% 43% +7.6% Europe 1 Reported | 2FX-adjusted Sep 21, 2022 Schaeffler AG - Baader Investment Conference PUBLIC 36
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