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
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