Vingroup Consumer Market and VinFast EV Global Premiere

1 Robust growth expected for ICE in Vietnam and EVs globally 1. Significantly Low Car Penetration 2020 car ownership per 1,000 people 3. VinFast EVs positioned to penetrate both international EV and ICE segments with our product offering 15.3x 13.0x North America (US & Canada) 410 23x 349 VinFast target markets (2026E) (1) 4.6x 2.3x 1.4x 123 62 27 36 Vietnam Philippines Indonesia Singapore Thailand Malaysia 3x EV market size (2026E) 1x EV market size (2022E) (1) Number of times the car ownership in Vietnam 2. Leading To Substantial Growth In The Passenger Car Market Vietnamese car market projection ('000 units/year) 2020A-2024E CAGR: 15.2% 216 2020A 263 2021E 316 2022E 380 342 2023E 2024E Europe² 6x VinFast target markets (2026E) (1) 2x EV market size (2026E) (1) EV market size (2022E) (1) 1x Potential TAM size (2) 29.5mm vehicles $1,073bn value Source: EIU, Fitch Solutions (1) Market size analysis based on vehicle segments C, D and E; (2) 2026E market size of VinFast's addressable segments in phase 1 and phase 2 countries 13

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