Presentación del Grupo Alemán Schaeffler

Grupo Schaeffler Presentation

1. Schaeffler Corporate Presentation

2. Schaeffler at a glance 31.05.2019 More than 89,400 employees worldwide 2) More than 170 locations in 50 countries 1.1 m tons of processed steel p.a. Strong customer base with approx. 1 1,800 customers 1) Before one-off effects 2) As at September 30, 2017 Strong organic growth 5% p.a. Ø Sales growth 2006-2016 More than 2,300 patents filed in 2016 High quality of results 12.7% EBIT margin in 2016 1) Far more than 10,000 different products 73 plants 18 R&D centers Schaeffler in facts – Strong starting point 2 Schaeffler Corporate Presentation

3. Schaeffler at a glance 31.05.2019 Schaeffler – A leading global technology company 3 Schaeffler Corporate Presentation EUROPE: Incl. Germany, Western, Southern and Eastern Europe, Middle East, Africa , Russia and India Sales by division and region in 2016 (in %) Global footprint Continuous sales growth from (in EUR bn ) # Plants #R&D Centers Europe 46 10 Americas 14 5 Greater China 8 1 Asia / Pacific 5 2 Total 73 18 Employees worldwide 29.500 Germany 29.400 30.500 30.800 31.200

4. Schaeffler at a glance 31.05.2019 Customer proximity – global plants and R&D centers 4 Schaeffler Corporate Presentation 1 In Europe 1) The regions represent the regional structure of the Schaeffler Group. Regions 1) R&D centers Plants Europe 10 46 Americas 5 14 Greater China 1 8 Asia /Pacific 2 5 South Africa Port Elizabeth Japan Yokohama Russia Ulyanovsk China Anting Nanjing Suzhou Taicang (4) Yinchuan (2) Vietnam Biên Hòa City Thailand Chonburi South Korea Ansan C hangwon Jeonju India Hosur Pune Vadodara (2) Brazil Sorocaba (2) 1 Canada Stratford (2) USA Cheraw (2) Danbury Fort Mill (2) Joplin Spartanburg Troy Wooster Mexico Puebla Irapuato United Kingdom Llanelli Plymouth Sheffield Italy Momo Portugal Caldas da Rainha Spain Elgoibar Hungary Debrecen Szombathely Romania Braşov Slovakia Kysucké Nové Mesto Skalica Czech Republic Lanškroun Svitavy Germany Bühl Eltmann Gunzenhausen Hamm/Sieg Herzogenaurach Hirschaid Höchstadt (2) Homburg (3) Ingolstadt Kaltennordheim Lahr Luckenwalde Morbach Schweinfurt (2) Steinhagen Suhl Unna Wuppertal Austria Berndorf-St. Veit France Calais Chevilly Haguenau (2)

5. Oliver Jung Chief Operating Officer (COO) Prof. Dr. Peter Pleus CEO Automotive OEM Prof. Dr. Peter Gutzmer Deputy CEO and Chief Technology Officer (CTO) Dr. Stefan Spindler CEO Industrial Corinna Schittenhelm Chief Human Resources Officer (CHRO) Klaus Rosenfeld Chief Executive Officer (CEO) Matthias Zink CEO Automotive OEM Board of Managing Directors Dietmar Heinrich Chief Financial Officer (CFO) Schaeffler at a glance 31.05.2019 Regional CEO Bruce Warmbold Regional CEO Americas Jürgen Ziegler Regional CEO Europa Andreas Schick Regional CEO Asia /Pacific Dr. Yilin Zhang Regional CEO Greater China Executive Board 5 Schaeffler Corporate Presentation Michael Söding CEO Automotive Aftermarket

6. Schaeffler at a glance 31.05.2019 Division Automotive – Broad product portfolio along the entire powertrain 6 Schaeffler Corporate Presentation

7. Schaeffler at a glance 31.05.2019 The development of the Schaeffler Group – Important milestones 7 Schaeffler Corporate Presentation 1946 1949 1957 1958 1969 1992 Development of the needle roller cage Close to the customer : Plant opening in Sao Paulo, Brazil Milestone for the development of the growth region Asia : Plant in Ansan , Korea Acquisition of LuK GmbH Schaeffler issues take-over bid Schaeffler successfully completes its initial public offering under the motto “We share our success”. Dr. Wilhelm and Dr.-Ing. E.h. Georg Schaeffler establish INA First foreign plant in Llanelli , Great Britain Entering a new market , North America : INA’s company in Cheraw , South Carolina Maria-Elisabeth Schaeffler - Thumann and son Georg F. W. Schaeffler take over Acquisition of FAG Kugelfischer Georg Schäfer AG “Mobility for tomorrow” strategy with 4 focus areas, 8 strategic pillars and 16 strategic initiatives 2001 2008 2015 1999 2016 1996

8. Schaeffler Group – Our strategy “Mobility for tomorrow” Schaeffler Corporate Presentation 31.05.2019 Strategy “Mobility for tomorrow” 8

9. Strategy “Mobility for tomorrow” 31.05.2019 Mission and Vision – Our mandate and our aspiration 9 Schaeffler Corporate Presentation

10. Strategy “Mobility for tomorrow” 31.05.2019 38_84 Starting point for developing our strategic direction – Four megatrends 10 Schaeffler Corporate Presentation

11. Strategy “Mobility for tomorrow” 31.05.2019 38_84 Basis for strategic direction – Four focus areas 11 Schaeffler Corporate Presentation

12. Strategy “Mobility for tomorrow” We view E-Mobility, Industry 4.0, and Digitalization as key opportunities for the future Schaeffler Corporate Presentation 31.05.2019 11_84 12

13. Strategy “Mobility for tomorrow” 31.05.2019 E-Mobility – Solutions for all vehicle classes and markets 13 Schaeffler Corporate Presentation

14. Strategy “Mobility for tomorrow” 31.05.2019 33_84 Our corporate values – We live by the values of a global family business 14 Schaeffler Corporate Presentation

15. Thank you for your attention 31.05.2019 Schaeffler Corporate Presentation 15