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Investor Relations Q3 2025 Results Philipp von Hirschheydt – CEO Dr. Jutta A. Dönges – CFO Finance & Controlling Ticker: AMV0 ISIN: DE000AUM0V10 Website: http://www.ir.aumovio.com IR Contact: ir@aumovio.com November 7, 2025
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Investor Relations © AUMOVIO SE Dr. Jutta A. Dönges – CFO and member of the Executive Board − Proven finance and capital markets / M&A track record with 25+ years of professional experience − Most recently Chief Financial Officer of Uniper SE, listed German energy company (Mar 2023 - Oct 2025), successful financial turnaround and repositioning of the company in banking and capital markets as well as with rating agencies − Member of Executive Board of German Finance Agency (2018 – 2022) and Member / Chair of Executive Board of Bundesanstalt für Finanzmarkt- stabilisierung (2015 - 2017), responsible for Finance, Risk and Governance functions as well as focus on stabilization measures during Pandemic and reprivatization of German Government shareholdings via capital markets − More than a decade at Goldman Sachs Investment Banking Division in Frankfurt, working across many industries on M&A, financing and capital market transactions − Joint master’s degree in Mechanical Engineering and Economics from TU Darmstadt and a doctorate in Economics from Goethe University − Amongst others, member of the Supervisory Boards of Commerzbank AG (2020 - 2025) and TUI AG (since 2021) as well as member of the Management Board of Deutsche Aktieninstitut (since 2023) As of November 1, 2025
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Investor Relations © AUMOVIO SE Strong start to AUMOVIO’s first standalone quarter November 7, 2025Q3 2025 Result 3 Narrowed guidance 2025 €14.1 bn 9M adj. Sales down 4.2% yoy €409 mn 9M adj. EBIT1 €243 mn up yoy €190 mn 9M adj. FCF and excluding cash effective spin-off costs and restructuring2 − Sales development impacted by a challenging market environment and a focused project selection − Adjusted EBIT and margin improved through stronger project mix and successful execution of self-help measures − Adjusted Free Cash Flow including cash effective spin- off and restructuring costs of €340 mn at €-150 mn − Narrowed 2025 Guidance: Sales €18.0-19.0 bn, adj. EBIT1 margin at the upper end of the 2.5%-4.0% range 1 I Adjusted EBIT margin is calculated as adjusted EBIT divided by adjusted sales multiplied by 100. Adj. EBIT is calculated as EBIT before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects (e.g., impairment, restructuring and gains and losses from disposals of companies and business operations) 2 I Adjusted Free Cash Flow is calculated as the sum of cash flow from operating activities and investing activities, adjusted for cash inflow/outflow from interest-bearing investments as well as for acquisitions and divestments of companies and business operations, here additionally adjusted for separation costs, listing costs and restructuring costs
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Investor Relations © AUMOVIO SE Milestone achieved AUMOVIO listed and ready for the next chapter Listing and spin-off highlights − 409 days from start of detailed evaluation to stock market debut − Listed in Prime Standard of Frankfurt Stock Exchange in the legal form of a Societas Europaea − Transformed into a focused, standalone company: smaller, sharper and significantly faster − First share price of €35.00 − Gearing up towards MDAX inclusion by December 2025 ...continued focus on sustainable value creation and execution of 3 pillar strategy (Lead, Transform, Deliver)
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Investor Relations © AUMOVIO SE Significant adjusted EBIT growth despite lower adjusted sales November 7, 2025Q3 2025 Result 5 Adj. EBIT (€ mn) Sales − Sales declined by 4.2% to €14.1 bn, mainly due negative FX effects of 2.3% − Organic sales development with -1.8% reflecting the overall challenging automotive environment and macroeconomic uncertainty Adj. Sales (€ mn) 9M 2024 9M 2025 14.665 14.054 9M 2024 9M 2025 +146.4% Adj. EBIT − Adjusted EBIT increased by €243 mn to €409 mn, driven by: • Higher gross margin • More efficient R&D expense management • SG&A reductions through procurement synergies and cost discipline − Sequential margin improvement reflects AUMOVIO’s strong execution in strategic cost control and operational efficiency 166 409 -4.2% 14,665 14,054
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Investor Relations © AUMOVIO SE Core operational strength evident after special items November 7, 2025Q3 2025 Result 6 EBIT Adj. EBIT Special items of €542 mn 291 Restructuring and termination 154 Spin-off costs (Listing and separation) 63 Plant footprint & portfolio optimization (divestiture Cairo Montenotte & Zonar) 34 Others Numbers in € mn -133 409
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Investor Relations © AUMOVIO SE Adj. EBIT (€ mn) Adj. Sales (€ mn) Strategic execution drives EBIT expansion November 7, 2025Q3 2025 Result 7 Adjusted EBIT walk from 9M 2024 to 9M 2025 14,665 14,054-4.2% 166 199 136 82 -174 409 9M 2024 9M 2025 17.5% 19.8% +1.1% +2.9% 9M 2024 Gross Margin R&D net Others 9M 2025SG&A Gross Margin
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Investor Relations © AUMOVIO SE Cost measures across all BAs substantiate earnings growth November 7, 2025Q3 2025 Result 8 − AM: Sales declined due to exchange rates effects and volume reduction especially in North America, EBIT increased due to fix cost savings, specifically in R&D − ANS: Sales decline primarily driven by early termination of a build-to-print business; EBIT lower yoy as cost savings could not compensate for sales decline − SAM: Sales slightly lower yoy; EBIT increase mainly driven by significant reduction in fixed costs and lower quality-related costs − UX: Sales on prior year level; strong improvement in EBIT driven by efficiency gains in manufacturing and successful execution of transformation programs − CM: Sales lower, following the agreed ramp- down of former Powertrain business, lower EBIT due to lower sales Adjusted Sales1 (€ mn) -4.2% 4,195 2,416 14,665 9M 2024 5,656 2,270 3,801 2,362 14,054 9M 2025 5,550 2,256 184 107 9M 2024 9M 2025 Adjusted EBIT (€ mn) 156 -127 4 -87 217 248 5 -2 -10 174 -0.4% 4.6% 4.5% 0.2% -2.2% UXSAMANSAM CM 166 409 Adj. EBIT Margin 2025 Adj. EBIT Margin 2024 -3.6% 5.2% 2.8% -5.6% 1.9% 1 I Due to consolidation effects, the sum of numbers shown in the column does not match the total sum
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Investor Relations © AUMOVIO SE Order intake November 7, 2025Q3 2025 Result 9 YTD 2025 Regional split (€ mn)Order intake (€ mn) Highlights order intake YTD 2025 14,6531 1 I including other sales of 1,2bn€ lifetime sales, due to consolidation effects, the sum of numbers shown in the column does not match the total sum SAM UXANSAM − General: Several key customer sourcing decisions originally anticipated for 2025 have now been deferred to 2026 − General: Substantial order intake outside Europe − BA AM: Major orders for Satellite Camera and Surround Radar − BA ANS: Major order for Telematic Control Units from German OEM, big project won for Zone Controllers − BA SAM: Multiple orders in product group MK C2 for C-OEMs, Airbag Control Units and Air Supply CAirS − BA UX: Major orders for Display Solution for Asian OEMs YTD 2025 ~40% ~60% 14,6531 I-OEMs C-OEMs China ROWNorth AmericaEurope 5,013 3,112 4,227 1,069 YTD 2025 41% 26% 11% 22%
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Investor Relations © AUMOVIO SE Adjusted sales exposure and performance per region November 7, 2025Q3 2025 Result 10 48% 23% 15% Europe North America China ROWAUMOVIO adj. sales growth vs. vehicle production Q3 2025 Source: Net sales by country adjusted on FX effects PY | S&P global, status October 2025 Adjusted sales exposure Q3 2025 AUMOVIO adj. sales S&P 14% Worldwide (yoy in %) -3.7 4.4 North America (yoy in %) 3.5 4.7 Europe (yoy in %) 0.6 -7.9 China (yoy in %) 9.8 6.0
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Investor Relations © AUMOVIO SE Status Strategic Transformation November 7, 2025Q3 2025 Result 11 Substantial cost improvements via self-help measures FY 2023 FY 2024 Q1 2025 Q2 2025 Q3 2025 Headcount development1 incl. CM (in k) Fix cost reduction program − €400 mn target already achieved in Q3 2025 − Total savings of project scope gearing towards €500 mn until YE 2025 R&D efficiency − R&D net expenses in 9M 2025 improved €133 mn yoy adjusted for restructuring − R&D net to sales ratio in 9M 2025 at 11,9% adjusted for restructuring Portfolio management / footprint − Divestiture of drum brake plant in Italy (Cairo Montenotte), completed on October 2 − Ramp down of location Karben and location Babenhausen well on track 1 Number of employees; excluding apprentices, interns, employees with suspended contracts, and employees with special-wage or similar contracts ~84,5~87~90~93 ~104 Fix HC (R&D) Variable HCFix HC (SG&A)
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Investor Relations © AUMOVIO SE AUMOVIO footprint November 7, 2025Q3 2025 Result 12 Ramp down plan heading towards our ambition 1 I Based on Transformation C* communication in 2019; 2 I Aumovio Engineering Solutions; 3 I Elektobit R&D Locations − AES2: Nürnberg − EB3: Stuttgart, Berlin, Radolfszell − Schwalbach − Wetzlar Production Locations − Cairo Montenotte (Divest) − Culpeper1 − Karben1 R&D Locations − AES2: Burgess Hills − EB3: Beijing − EB3: Bothell (Seattle) − EB3: Ingolstadt − EB3: San Jose R&D Locations − Santa Barbara Production Locations − Babenhausen1 − Changsha Production Locations − Gifhorn1 − Nogales1 2025 2026 20272023 / 2024
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Investor Relations © AUMOVIO SE 9M adj. Free Cash Flow excluding Spin-off costs and restructuring positive November 7, 2025Q3 2025 Result 13 9M adj. EBIT adj. D/A 9M adj. EBITDA Investments NWC Employee Benefits Interest Taxes Others 9M adj. FCF bef. Spin-Off costs and restr. Restructuring / Listing / Separation 9M adj. FCF 409 721 -434 -340 -150 -261 38 -52 -59 190 1.130 -172 Cash-effective costs: ~ €310 mn restructuring ~ €30 mn listing & separation 1 I Adjusted Free Cash Flow before spin-off costs and restructuring is calculated as the sum of cash flow from operating activities and investing activities, adjusted for cash inflow/outflow from interest-bearing investments as well as for acquisitions and divestments of companies and business operations, here additionally adjusted for separation costs, listing costs and restructuring costs. 2 I Adjusted Free Cash Flow is calculated as the sum of cash flow from operating activities and investing activities, adjusted for cash inflow/outflow from interest-bearing investments as well as for acquisitions and divestments of companies and business operations 1,130 (€ mn) 1 2
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Investor Relations © AUMOVIO SE Capex and working capital development November 7, 2025Q3 2025 Result 14 Working on ambitions Capex1 (€ mn & as % of sales) Working capital2 (€ mn & as % of sales) 14% 13% 14% 13% 13% 1. Capital expenditure relates to additions to property, plant and equipment, and software, as well as additions to capitalized right-of-use assets in line with IFRS 16 - leases and additions to capitalized borrowing costs in line with IAS 23 - Borrowing Costs | 2. Working capital is calculated as inventories plus trade accounts receivables less trade accounts payable 2,859 2,549 2,588 2,462 2,440 2.866 2.583 2.648 2.435 2.413 4.150 3.642 3.713 3.493 3.443 Trade accounts receivable Inventories Trade accounts payable 2023 2024 YTD 2025 5.9% 4.9% 3.5% 1,231 953 491 − Elevated capex levels from 2022-2024 due to investments in Megafactories and technology transformation − Return to normalized capex levels post completion of Megafactories − Continued capex discipline to leverage on well-invested asset base 2023 2024 Q1 2025 Q2 2025 Q3 2025 − Increased management focus on working capital optimization − Dedicated inventory efficiency programs launched in BAs Trade accounts payable Trade accounts receivable Inventories -4,157 -3,675 -3,773 -3,466 -3,416 2,866 2,583 2,648 2,435 2,413 4,150 3,642 3,713 3,493 3,443 -4,157 -3,675 -3,773 -3,466 -3,416
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Investor Relations © AUMOVIO SE Strong liquidity position provides stability and financial flexibility November 7, 2025Q3 2025 Result 15 3,950 2,500 1,450 -335 16 1,131 Credit facilities Cash and cash equivalents Total Liquidity Gross Financial Debt incl. Leasing Derivative Assets Net Cash 1,676 1,309 Net pension liabilities as at December 31, 2024 Net pension liabilities as at September 30, 2025 3.5%1 4.1%1 1 I Discount rate Germany (€ mn)
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Investor Relations © AUMOVIO SE Growth expectations diverge regionally November 7, 2025Q3 2025 Result 16 FY 2025 vehicle production passenger cars and light trucks1 Worldwide (yoy in %) North America (yoy in %) Europe (yoy in %) China (yoy in %) 1 I Source: S&P Global, Status October 2025 2.0 % -1.9 % -2.0 % 6.6 %
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Investor Relations © AUMOVIO SE Narrowed guidance for 2025 November 7, 2025Q3 2025 Result 17 Adj. EBIT in % Adj. sales in € bn €18.0-20.0 bn 14.1 9.5 4.8 Guidance FY 2025 9M 2025H1 2025Q1 2025 1.9% 2.5%-4.0% 2.9% 2.7% Adj. EBIT margin: 2.5% 4.0% At the upper end of the guidance range Sales: €18.0-19.0bn Narrowed guidance
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Q&A Thank you!
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Guerickestraße 7 | 60488 Frankfurt am Main | Germany Michael Saemann Senior Manager Investor Relations Helena Elisabeth Held Senior Manager Investor Relations +49 69 7603-3216 michael.saemann@aumovio.com +49 69 7603-1891 helena.elisabeth.held@aumovio.com Lutz Ackermann Head of Investor Relations Nicole Butschle Senior Manager Investor Relations +49 69 7603-1890 lutz.ackermann@aumovio.com +49 69 7603-72549 nicole.butschle@aumovio.com Contact
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Appendix
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Investor Relations © AUMOVIO SE Key figures by Business Area Q3 2025 Result 21November 7, 2025 Adjusted sales (€ mn) and adjusted EBIT1 (€ mn & as % of adjusted sales) 1 I Adj. EBIT is calculated as EBIT before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects (e.g., impairment, restructuring and gains and losses from disposals of companies and business operations) AUMOVIO SAM Adj. Sales 4,867 4,983 4,816 4,892 4,805 4,740 4,509 Adj. Sales 1,866 1,965 1,825 1,876 1,883 1,857 1,810 Adj. Sales growth (YoY) -1.3% -4.9% -6.4% Adj. Sales growth (YoY) 0.9% -5.5% -0.8% Adj. EBIT1 -202 153 215 332 89 169 150 Adj. EBIT1 -57 124 89 111 75 79 94 Adj. EBIT margin -4.1% 3.1% 4.5% 6.8% 1.9% 3.6% 3.3% Adj. EBIT margin -3.1% 6.3% 4.9% 5.9% 4.0% 4.2% 5.2% AM UX Adj. Sales 823 805 788 814 835 788 739 Adj. Sales 767 743 760 800 752 786 718 Adj. Sales growth (YoY) 1.4% -2.1% -6.2% Adj. Sales growth (YoY) -1.9% 5.8% -5.6% Adj. EBIT1 -44 -20 -22 41 0 -1 -9 Adj. EBIT1 -82 -31 -14 -20 -32 43 -6 Adj. EBIT margin -5.4% -2.5% -2.8% 5.0% 0.0% -0.1% -1.3% Adj. EBIT margin -10.7% -4.2% -1.8% -2.5% -4.3% 5.4% -0.8% ANS Contract M. Adj. Sales 1,351 1,440 1,405 1,364 1,295 1,279 1,227 Adj. Sales 80 55 49 55 50 33 25 Adj. Sales growth (YoY) -4.1% -11.1% -12.6% Adj. Sales growth (YoY) -38.2% -40.5% -48.0% Adj. EBIT1 -18 78 157 202 39 64 72 Adj. EBIT1 1 2 1 4 4 1 -7 Adj. EBIT margin -1.3% 5.4% 11.2% 14.8% 3.0% 5.0% 5.8% Adj. EBIT margin 1.0% 2.9% 2.3% 7.1% 8.3% 2.5% -29.0% Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 FY 25Q3 25 Q4 25 FY 25 Q1 24 Q2 24 Q3 24 Q3 25 Q4 25 FY 25 Q1 24 Q2 24 Q3 24 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q3 25 Q4 25 FY 25 Q1 24 Q2 24 Q3 24 Q1 24 Q2 24 Q3 24 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q4 24 Q1 25 Q2 25 Q4 24 Q1 25 Q2 25
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Investor Relations © AUMOVIO SE 1 I Adjusted EBIT margin is calculated as adjusted EBIT divided by adjusted sales multiplied by 100. Adj. EBIT is calculated as EBIT before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects (e.g., impairment, restructuring and gains and losses from disposals of companies and business operations) 2 I Based on the Profit Forecast for AUMOVIO for the fiscal year ending on December 31, 2025; includes most recent assumption on tariffs 2025 Financial development November 7, 2025Q3 2025 Result 22 Adjusted sales and adjusted EBIT1 4.9 5.0 4.8 4.9 4.8 4.7 4.5 -4.1% 3.1% 4.5% 6.8% 1.9% 3.6% 3.3% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 2024 − €19.6 bn adj. sales − 2.5% adj. EBIT Margin1 Adj. EBIT Margin1 − Narrowed guidance: €18.0-19.0 bn adj. sales − At the upper end of the guidance range of 2.5%-4.0% adj. EBIT margin1 2.5% 4.0% Profit Forecast 2025 for AUMOVIO2 Adj. sales € bn
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Investor Relations © AUMOVIO SE Outlook on financial calendar November 7, 2025Q3 2025 Result 23 2026 May August NovemberMarch − Financial results publication FY 2025 − Quarterly statement as at March 31 − Annual shareholders meeting (May 13) − Half-year financial report as at June 30 − Quarterly statement as at September 30
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Investor Relations © AUMOVIO SE Disclaimer November 7, 2025Q3 2025 Result 24 − This presentation has been prepared by AUMOVIO SE solely in connection with the Analyst and Investor Call on November 7, 2025, and the subsequent analyst and investor meetings. It has not been independently verified. It does not constitute an offer, invitation or recommendation to purchase or subscribe for any shares or other securities issued by AUMOVIO SE or any subsidiary and neither shall any part of it form the basis of, or be relied upon in connection with, any contract or commitment concerning the purchase or sale of such shares or other securities whatsoever − Neither AUMOVIO SE nor any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss that may arise from any use of this presentation or its contents or otherwise arising in connection with this presentation − This presentation includes assumptions, estimates, forecasts and other forward-looking statements, including statements about our beliefs and expectations regarding future developments as well as their effect on the results of AUMOVIO. These statements are based on plans, estimates and projections as they are currently available to the management of AUMOVIO. Therefore, these statements speak only as of the date they are made, and we undertake no obligation to update publicly any of them in light of new information or future events. Furthermore, although the management is of the opinion that these statements, and their underlying beliefs and expectations, are realistic as of the date they are made, no guarantee can be given that the expected developments and effects will actually occur. Many factors may cause the actual development to be materially different from the expectations expressed here. Such factors include, for example and without limitation, changes in general economic and business conditions, fluctuations in currency exchange rates or interest rates, the introduction of competing products, the lack of acceptance for new products or services and changes in business strategy − All statements with regard to markets or market position(s) of AUMOVIO or any of its competitors are estimates of AUMOVIO based on data available to AUMOVIO. Such data are neither comprehensive nor independently verified. Consequently, the data used are not adequate for and the statements based on such data are not meant to be an accurate or proper definition of regional and/or product markets or market shares of AUMOVIO and any of the participants in any market − Unless otherwise stated, all amounts are shown in millions of euro. Please note that differences may arise as a result of the use of rounded amounts and percentages