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Investor Presentaiton

Backup Automotive Technologies (AT) outperformance by quarters YTD Q1 22 Q2 22 Outperformance: +0.8pp IHS¹ World -3.4% AT² -3.2% Outper- formance IHS¹ AT² Outper- formance +0.2pp 0.0% +1.3% +1.3pp Europe -15.0% -1.9% +13.1pp -2.9% +2.4% +5.3pp Americas -3.3% +0.3% +3.6pp +11.4% +19.5% +8.1pp Greater China +7.3% -5.3% -12.6pp -5.4% -14.9% -9.5pp Asia/Pacific -3.9% -8.3% -4.4pp +0.5% -0.5% -1.0pp SCHAEFFLER FY 21 Q1 21 Q2 21 Outperformance: +4.3pp Outper- Outper- IHS¹ AT² formance IHS¹ AT² formance IHS¹ AT² Q3 21 Outper- formance Q4 21 IHS¹ AT² Outper- formance World +15.9% +17.0% +1.1pp +48.2% Europe +2.3% +3.3% +1.0pp +81.2% Americas -2.8% +6.7% +9.5pp Greater China +78.0% +74.8% Asia/Pacific +5.2% +14.0% -3.2pp +8.8pp +146.9% -4.3% +82.1% +67.5% +120.4% +137.2% +19.3pp -19.1% -13.1% +6.0% -10.2% -12.5% -2.3% +39.2pp -28.7% -16.3% +12.4% -21.7% -16.4% +5.3% -9.7pp -24.5% -16.0% +8.5% -13.4% -16.0% -2.6% +3.1% +63.9% +7.4pp -13.9% -16.1% -2.2% -1.1% -6.0% -4.9% -18.2pp -10.8% +7.3% +18.1% -8.8% -9.3% -0.5% 1 Light Vehicle production growth according to IHS Markit (part of S&P Global), July 2022 | 2 FX-adjusted sales growth of Automotive Technologies Division Sep 21, 2022 Schaeffler AG - Baader Investment Conference PUBLIC 58
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