Investor Presentaiton

Growth 1 Overview Schaeffler Group Capital Allocation Framework - Driving an efficient and impactful use of resources Portfolio Management Capital Allocation 2 3 Build Portfolio Capex categories Growth¹ Rationa- lization Main- tenance Safety and regulatory Total strategies Exit/Divest Grow A Build Harvest B Grow 4 Investment Categories ROCE ✓✓ ✓ C Harvest ✓✓ ✓ D Exit/Divest Total 4 Portfolio Strategies ✓ Total Capex SCHAEFFLER Key aspects • Reinvestment Rate¹ at Group level is the dominant logic Reinvestment Rate for "Build" and "Grow" significantly >1 to fuel growth • "Harvest" and "Exit" only receive capital needed to sustain cash generation Combining Portfolio Management with Capital Allocation drives a consistent Capital Deployment Earning the right to grow is the credo of our Capital Allocation process 1 Reinvestment Rate defined as Capex divided by D&A Sep 21, 2022 Schaeffler AG - Baader Investment Conference PUBLIC 8

View entire presentation