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▲ AUMOVIO H1 2026 Results Philipp von Hirschheydt - CEO Dr. Jutta A. Dönges - CFO Lutz Ackermann - Head of IR 6 August 2026 Ticker : AMVO ISIN : DE000AUMOV10 Website : http://www.ir.aumovio.com IR Contact : ir@aumovio.com Investor Relations
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Investor Relations @AUMOVIO SE Agenda 1 Q2 Highlights 2 Financial Performance and Outlook 3 Capital Allocation Framework 4 Appendix
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Investor Relations @AUMOVIO SE AUMOVIO and BMW expand electronics and brake partnership Past warranty case settled amicably 3 − AUMOVIO and BMW agreed to deepen long-term cooperation and strengthen technology partnership − The partnership covers brake technologies and electronics solutions and includes new business awards of around €1.5bn − For the MK C2 integrated brake system, the companies agreed to extend series deliveries through the mid-2030s − AUMOVIO and BMW settle a warranty case involving an integrated brake system stemming from 2024 − AUMOVIO will pay BMW €350mn, with payments scheduled for Q3 and Q4 2026 Impact on financials Settlement: €350 mn Adj. EBIT: around €-100 mn in Q2 / FY Norm. FCF: around €-150 mn in H2 / FY Expanded technology partnership and settlement agreement 6 August 2026H1 2026 Results
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Investor Relations @AUMOVIO SE − Moderate adj. Sales decline (excl. BMW), following FX headwinds and volume/price effects in a challenging environment − Solid adj. EBIT margin performance (excl. BMW), reflecting transformation progress and disciplined execution − Normalized Free Cash Flow slightly lower than previous year quarter due to higher variable compensation payments Solid Q2 results in a challenging environment Adj. EBIT margin performance reflects execution discipline H1 2026 Results 4 €-34 mn / €-174 mn Normalized FCF / adj. FCF €152 mn / 3.5% Adj. EBIT / Adj. EBIT margin (excl. BMW) (Incl. BMW €50 mn / 1.2%) €4.307 mn Adj. Sales (excl. BMW) (Incl. BMW €4.244 mn) − Major project wins in Asia across all business areas, with delayed sourcing decisions weighed on overall order intake Q2 in Europe, while Project pipeline remains strong − Plants: Successful completion of the Rheinböllen transaction, as well as the signed SPA for Mechelen with closing of transaction expected in Q3, contribute to streamlining global footprint in line with stated ambition of <45 production locations − R&D efficiency programs on track and delivering measurable savings of >€200 mn in 2026 and additionally >€150 mn annual savings in 2027 − Negotiations regarding compensation for higher memory and raw material costs progressing − Capital Allocation Framework established, preserving financial flexibility, supporting long-term value creation and providing a compelling foundation for shareholder returns 6 August 2026
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Investor Relations @AUMOVIO SE Driving future growth through leading technologies H1 2026 Results 5 Strategic order intakes and technology progress in key areas Architecture and Network Solutions (ANS) Autonomous and Commercial Mobility (ACM) Safety and Motion (SAM) User Experience (UX) Efficient safety powerhousePioneering the autonomous future Driving the transformation to software-defined mobility The exciting differentiator Autonomous Connected Safe Exciting AD Components: Sensors qualified for various leading AD stacks (e.g., Nvidia) SDV & new architectures: HPC award with emerging autonomous mobility provider China: Awards for airbag control and One Box System with Chinese and European OEMs Under Display Camera: Two series-production awards (LCD & OLED) Commercial & Special Vehicles: Another quarter of Strong order intake diversifying AUMOVIO’s pass car business SDV & Digital Access: Telematics, Zone Controller, and UWB-based access wins with several Asian OEMs Europe: Reinforced business relationships with major European OEMs through various awards Projection Solutions: Advancing toward personalized UX differentiation 6 August 2026
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Investor Relations @AUMOVIO SE Building the foundation for scalable autonomous trucking H1 2026 Results 6 From successful pilots to series deployment at scale General Aurora update: Customer adoption, driverless route expansion and fleet-scale targets reinforce AUMOVIO’s industrialization opportunity for AD safety-critical hardware and lifecycle services. H2 2027 scaled production 3rd Gen Hardware kits Our progress: three industrialization proof points 01 Design validation started DV tests / equipment readiness − Stepwise start of thorough design qualification (DV) for modules and components − Comprehensive calibration facility operative in Ingolstadt 02 New Braunfels (Texas) facility Production extension progressing − Construction of space extension in-time − Line concept and production flow finished − Start of line bring-up End of Q4/2026 03 Fallback path field test Target-route data collection − 5 sensor trucks collecting target-route data on US routes − Hub established in New Braunfels to facilitate data management for fallback path validation 12 routes roadmap served by the Aurora driver 9 customers driverless cohort >200 trucks end-2026 target 500 Hirschbach MoU trucks beginning in 2027 Gen2 HW & SW launched 1,000-truck annual production capacity H2 2027 Scaled production 3rd Gen Hardware kits 6 August 2026
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Investor Relations @AUMOVIO SE Targeted R&D net / sales below 9% on track H1 2026 Results 7 R&D cost reduction measures Driven by savings of >€200mn in 2026 and >€150mn in 2027 Annual savings R&D net / sales ratio impact Following a holistic approach with diverse measures… …and consequent deployment leads to significant savings… …that help us delivering on our commitments: 11.1% YE 2025 <9% long-term <10% target 2027 >200mn Annual net savings in €: >150mn on top 2026 2027 Sourcing & partnerships Structural changes Productivity through AI Without reducing Innovation invest 6 August 2026
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Investor Relations @AUMOVIO SE Agenda 1 Q2 Highlights 2 Financial Performance and Outlook 3 Capital Allocation Framework 4 Appendix
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Investor Relations @AUMOVIO SE Topline decline offset by disciplined transformation execution Q2 Adj. EBIT margin stable while normalized FCF slightly lower 9 Adj. EBIT (€ mn)Adj. Sales (€ mn) Normalized FCF (€ mn) 1 | Special items in Q2 2026 consist of €95 mn cash-out restructuring, €43 mn cash-out listing and separation and €2 mn others. Q2 2025 Q2 2026 4,714 Q2 2026 excl. BMW 4,3074,244 -10.0% -8.6% − Adjusted Sales amounted to €4,244 mn − Excluding the effects of the settlement, adj. Sales would have been €4,307 mn − Adj. Sales decline of 8.6% driven by volume & price effects (€-231 mn), active portfolio management (€-116 mn) as well as negative FX effects (€-60 mn) 3.5% 3.5% − Significant decline of €117 mn resulting in an adj. EBIT of €50 mn − Excluding settlement effects adj. EBIT margin would have been stable YoY, driven by cost discipline and R&D efficiencies, while Q2 2025 margin was uplifted by UX elevated reimbursements − Q2 2026 Normalized Free Cash Flow decreased YoY, primarily driven by higher variable compensation payments partially compensated by lower capex − Higher special items in Q2 2026 weighed on adj. Free Cash Flow H1 2026 Results Q2 2025 Q2 2026 167 Q2 2026 excl. BMW 152 50 -9.2%-69.9% 1.2% 6 August 2026 Q2 2025 Q2 2026 -25 -119 -144 -34 -174 -140 Normalized FCF Special Items1 Adj. FCF Adj. FCF
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Investor Relations @AUMOVIO SE Profitability and FCF improvement in H1 despite sales headwinds H1 Free Cash Flow performance reflecting lower capex level 10 Adj. EBIT (€ mn)Adj. Sales (€ mn) Normalized FCF (€ mn) 1 | Special items in H1 2026 consist of €233 mn cash-out restructuring, €55 mn cash-out listing and separation and €2 mn others. H1 2025 H1 2026 9,493 H1 2026 excl. BMW 8,7118,649 -8.2%-8.9% − Adjusted Sales amounted to €8,649 mn − Excluding the effects of the settlement, adj. Sales would have been €8,711 mn − Adj. Sales decline by 8.2% driven by volume & price effects (€-434 mn), active portfolio management (€-196 mn) as well as negative FX effects (€-152 mn) 3.0%2.7% − Significant decline of € 103 mn in adj. EBIT to €157 mn − Excluding the effects of the settlement, adj. EBIT would have been €258 mn with a margin of 3.0%, driven by continued transformation execution despite sales decline and unfavorable raw material & memory prices − H1 2026 Normalized Free Cash Flow slightly higher benefitting from lower capex − H1 2026 adj. Free Cash Flow on the same level as prior year because of higher special items H1 2026 Results H1 2025 H1 2026 157260 H1 2026 excl. BMW 258 -39.8% -0.8% 1.8% 6 August 2026 H1 2025 H1 2026 84 -261 -177 113 -177 -290 Normalized FCF Special Items1 +34.1% Adj. FCFAdj. FCF
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Investor Relations @AUMOVIO SE 11 Sales H1 2025 Cairo Montenotte Adj. Sales H1 2025 Display Business UX Contract Manu- facturing Sales w/o organic effects FX- Translation Adj. Sales H1 2026 excl. BMW -52 -196 8,711 -152 9,297 -66 -130 9,493 -2-50 9,545 Others Price / Volume -434 -586 Adj. Sales H1 2026 8,649 BMW Active Portfolio Management / Footprint Reduction Divestments(€ mn) Sales performance impacted by challenging market environment Dominated by pricing and volume pressure H1 2026 Results Regional Sales exposure 51% 21% 100% 12% 16% Europe North America China RoW 6 August 2026
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Investor Relations @AUMOVIO SE Adj. EBIT H1 2025 Adj. Gross Profit Adj. net R&D 260 -96 115 258 Adj. EBIT H1 2026 excl. BMW Others4Adj. S&D / FG&A -64 43 Adj. EBIT H1 2025 as reported 259 Deconsolidation 1 BMW 157 Adj. EBIT H1 2026 R&D measures showing first results in profitability Adj. EBIT margin gradually improving YoY 12 1 | Differences may occur due commercial rounding. 2 | Adj. Gross Profit margin. 3 | Adj. net R&D-to-sales-ratio. 4 | Others includes e.g., FX effects, other operational income and expenses, non-income taxes and charges. (€ mn) 2.7% 3.0% H1 2025 H1 2026 -0.1%p 12.0% 11.9% H1 2025 H1 2026 +0.6%p 19.5% 20.1% H1 2026 Results 2 3 (Q2 26: 11.4%)(Q2 25: 11.9%) 1.8% 6 August 2026 c. -100
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Investor Relations @AUMOVIO SE Adj. EBIT stable YoY supported by ANS H1 2026 Results 13 SAM continues to focus on the transformation path (€ mn) 157 -8 3 40 -12 260 Adj. EBIT H1 2026 CM & Conso UX SAM ANS ACM Adj. EBIT H1 2025 H1 2026 -1.0% 142 5.9% 29 0.9% 1.0% H1 2025 -2 -0.1% 102 4.0% 156 4.2% 11 0.7% 14 -14 ACM − Adj. Sales -12.6%, mainly due to FX effects as well as lower volumes − Adj. EBIT decline primarily driven by lower volumes and unfavorable product mix ANS − Adj. Sales -6.1%, due to FX effects, and volume reductions − Adj. EBIT +39.3%, reflecting effective transformation and cost management SAM − Adj. Sales (excl. BMW) -6.7% YoY, driven by FX and volume effects − Adj. EBIT (excl. BMW) -16.5% YoY, due to lower sales and higher material costs UX − Adj. Sales −6.3% YoY, driven by FX, shift in demand and price effects − Adj. EBIT improvement +30.7%, driven by cost reduction and efficiency improvement measures − Q2 2025 margin elevated by reimbursement 131 3.8% excl. BMW Adj. EBIT H1 2026 excl. BMW 258 c. -100-25 BMW 6 August 2026
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Investor Relations @AUMOVIO SE H1 Normalized FCF slightly higher benefitting from lower capex Adj. FCF impacted by restructuring & separation cash effects 605 Adj. EBIT / Adj. D&A / Adj. EBITDA Net Working Capital Employee Benefits, Provisions, and Others Operating Cash Flow before Interest & Taxes Special items Adj. FCF -290 -177 -25 -125 455 448 157 Investments1 -193 113 Interest & Taxes -148 Normalized FCF H1 2026 Results 14 1 I Investments do not include Capex for right-of-use assets with an amount of €26mn. (€ mn) Cash-effective costs include: €233 mn restructuring €55 mn spin-off & separation 6 August 2026
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Investor Relations @AUMOVIO SE Net-cash position in H1 2026 remains strong H1 2026 Results 15 Lower net pension liabilities due to lower discount rate Gross Financial Debt primarily Leasing Changes Derivative Cash Net Cash 30.06.2026 30 -6 1,246 Net Cash 31.12.2025 FCF1 Other changes in cash 1,389 -166 -1 As at Dec 31, 2025 As at Jun 30, 2026 1,065 1,000 Net Pension Liabilities (€ mn) 4.3%2 4.4%2 1 I Adjusted Free Cash Flow: €-177 million, interest-bearing advances and investment grants (€8 million), acquisition of companies and business operations (-€28 million), and disposals of companies and business operations (€31 million). 2 I Discount rate Germany. (€ mn) 6 August 2026
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Investor Relations @AUMOVIO SE Operating in a changing and challenging market environment Updated outlook for FY 2026 Adj. EBIT margin (%) 3.5-5.0%3.9% Reduced net R&D expenses Continued footprint optimization Ongoing raw material and memory price headwinds (low-to-mid-three-digit € mn amount before customer compensations) BMW settlement Actuals 2025 March 2026 500-800650 Selective inventory increases to strengthen resilience in volatile semiconductor and geopolitical environment Disciplined cash effective capex spending <4.5% Guidance for Normalized FCF excl. potential prior-years tax payments Cash outflow BMW settlement Normalized FCF (€ mn) 1 I Delta between Normalized Free Cash Flow and Adj. Free Cash Flow. 2 I Net income after minorities Adj. Sales (€ bn) Lower light vehicle production expectations; active portfolio management; delayed project ramp-ups; FX as of Dec 31, 2025; BMW settlement17.0-18.518.5 - + + - - + Cash-out spin-off & restructuring & BMW settlement1 (€ mn) Low- to mid-three- digit € mn range 491 Spin-off cash outflow in double-digit € mn range; restructuring cash outflows tied to R&D and footprint measures; divestitures; BMW settlement - Net income2 (€ mn) / Earnings per Share (€) Significant improvement vs. prior year -655 / -6.54 Assuming an improved tax rate+ H1 2026 Results Further assumptions 3.0-4.0% August 2026 500-700 17.0-17.5 Around 600 Improvement vs. prior year Further assumptions - - 166 August 2026
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Investor Relations @AUMOVIO SE Operating in a changing and challenging market environment Updated outlook for ACM, SAM and UX 17 Business Area Adj. Sales (€)1 Outlook Autonomous and Commercial Mobility (ACM) − Significant (previously moderate) lower adj. Sales due to updated market assumptions, FX and lower volumes in ADAS and weaker US commercial vehicle market − Lower R&D expenses vs. 2025 − Slightly improved adj. EBIT margin2 from cost savings in R&D, production, sales, and administration Architecture and Network Solutions (ANS) − Moderate lower adj. Sales due to FX; project ramp-ups compensate project phase-outs − Stable adj. EBIT margin2 through cost savings, re-design to cost measures, and R&D efficiencies Safety and Motion (SAM) − Moderate lower adj. Sales due to FX, a challenging market environment − Slightly adj. EBIT margin2 decline (previously moderate improvement) despite R&D cost efficiency, footprint optimization, and operational excellence − BMW Settlement burdens adj. Sales and adj. EBIT User Experience (UX) − Moderate lower adj. Sales mainly due to FX − Slightly (previously moderate) adj. EBIT margin 2 improvement due to updated market assumptions − Support from structural measures (plant closures), operational excellence, and efficiencies in material prices1 I FX as of Dec. 31, 2025. 2 I Percentage point change. H1 2026 Results August 2026Adj. EBIT margin (%)1 Updated Updated Stable performance Moderate improvement Moderate decrease Significant decreaseSlight improvement Slight decrease Significant improvement Updated 6 August 2026
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Investor Relations @AUMOVIO SE Agenda 1 Q2 Highlights 2 Financial Performance and Outlook 3 Capital Allocation Framework 4 Appendix
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Investor Relations @AUMOVIO SE Capital allocation framework H1 2026 Results 19 Why and what Providing clear priorities across capital structure, growth investments and shareholder distributions − As communicated in our CMD last year, AUMOVIO’s key focus was to drive the development of the business and execute on the required transformation ➢ Indication of a mid-term target dividend payout ratio of 10-30% of net income at the CMD − While our focus on business development and restructuring remains, we today introduce a holistic shareholder value focused capital allocation framework ➢ With more transparency on our priorities and targets ➢ Defining clear hierarchy for financial strength, deploying capital and shareholder returns − The framework is fully aligned with our strategic and financial targets and will support sustainable long-term shareholder value creation 6 August 2026
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Investor Relations @AUMOVIO SE Capital allocation framework H1 2026 Results 20 Balancing financial flexibility, growth and shareholder returns Invest in Organic Growth − Invest in value generating growth − Target net R&D towards 9%1 in long-term & <4.5%1 cash effective capex mid-term Maintain Strong Balance Sheet and Financial Flexibility − Build an investment grade credit profile − Ensure sufficient liquidity through the cycle Return Capital to Shareholders − Distribute c. 30% of net income as dividend − Use excess FCF post dividends and M&A for share buybacks Consider Inorganic Investments − Pursue M&A opportunities opportunistically − Strengthen market position and generate value Shareholder Value Focused Capital Allocation Priorities 1 2 3 4 1 As % of sales 6 August 2026
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Q&A Thank you!
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Investor Relations @AUMOVIO SE Agenda 1 Q2 Highlights 2 Financial Performance and Outlook 3 Capital Allocation Framework 4 Appendix
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Investor Relations @AUMOVIO SE Business Areas ACM and ANS Q2 development adj. Sales and adj. EBIT H1 2026 Results 23 Q2 2025 Q2 2026 788 692 -12.1% Adj. Sales (€ mn) Adj. EBIT (€ mn) Adj. EBIT margin (%) − Adj. Sales declined by 12.1%, mainly driven by negative FX effects (€ -14 mn) and lower volumes especially in the US market − A significant part of the volume decline was driven by strong EU Mobility Package sales in Q1 and Q2 of the prior year, also contributing to a negative mix effect − Adj. EBIT improved primarily driven by cost reductions in R&D, as well as higher customer reimbursements Q2 2025 Q2 2026 1,1841,279 -7.4% Q2 2025 Q2 2026 64 80 +26.1% Q2 2025 Q2 2026 5.0% 6.8% Adj. Sales (€ mn) Adj. EBIT (€ mn) Adj. EBIT margin (%) − Adj. Sales declined by 7.4%, impacted by negative FX effects (€ -10 mn) and contractual price reductions − Adj. EBIT increased by 26.1%, reflecting effective transformation and cost management Autonomous and Commercial Mobility (ACM) Architecture and Network Solutions (ANS) Q2 2025 Q2 2026 -2 5 +7 Q2 2025 Q2 2026 -0.3% 0.7% 1 | Percentage changes are not meaningful where adj. EBIT is negative or close to zero in either period. Accordingly, absolute changes are presented. 1 6 August 2026
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Investor Relations @AUMOVIO SE Business Areas SAM and UX Q2 development adj. Sales and adj. EBIT H1 2026 Results 24 Q2 2025 Q2 2026 1,831 Q2 2026 excl. BMW 1,7181,656 -9.6% -6.2% Q2 2025 Q2 2026 78 Q2 2026 excl. BMW 69-32 -10.7% Q2 2025 Q2 2026 4.2% -2.0% Q2 2026 excl. BMW 4.2% − Adj. Sales (excl. BMW) declined by 6.2%, driven by FX effects (€ -19 mn), and lower volumes − Adj. EBIT (excl. BMW) decreased by 10.7%, due to lower volumes, partially offset by positive effects from fix cost reductions − Stable adj. EBIT margin (excl. BMW), despite sales decline Q2 2025 Q2 2026 786 719 -8.5% Q2 2025 Q2 2026 42 8 -81.5% 5.4% 1.1% Q2 2026Q2 2025 Safety and Motion (SAM) User Experience (UX) Adj. Sales (€ mn) Adj. EBIT (€ mn) Adj. EBIT margin (%) Adj. Sales (€ mn) Adj. EBIT (€ mn) Adj. EBIT margin (%) − Adj. Sales declined by 8.5%, driven by FX effects (€ -16 mn), portfolio effects and lower volumes − Adj. EBIT decreased by 81.5%, due to FX effects, as well as lower volumes. YoY comparison is affected by elevated reimbursement level in the prior-year. 6 August 2026
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Investor Relations @AUMOVIO SE Key figures by Business Area (1/2) Sales (€ mn) and EBIT (€ mn and as % of Sales) H1 2026 Results 25 AUMOVIO Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Sales 4,805 4,740 4,509 4,496 18,550 4,404 4,244 Sales growth (YoY) -1.8% -5.4% -6.8% -8.4% -5.6% -8.3% -10.0% EBIT -147 4 11 63 -70 -79 -390 EBIT margin -3.1% 0.1% 0.2% 1.4% -0.4% -1.8% -9.2% ANS Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Sales 1,295 1,279 1,227 1,247 5,048 1,232 1,184 Sales growth (YoY) -4.1% -11.1% -12.6% -8.6% -9.2% -4.9% -7.4% EBIT -65 8 57 160 160 24 -54 EBIT margin -5.0% 0.6% 4.6% 12.8% 3.2% -1.9% -4.5% SAM Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Sales 1,883 1,857 1,810 1,821 7,371 1,725 1,655 Sales growth (YoY) 0.9% -5.5% -0.8% -2.9% -2.1% -8.4% -9.6% EBIT 43 27 71 70 211 21 -311 EBIT margin 2.3% 1.5% 3.9% 3.8% 2.9% 1.2% -18,8% UX Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Sales 752 786 718 738 2,993 721 719 Sales growth (YoY) -1.9% 5.8% -5.6% -7.8% -2.5% -4.1% -8.5% EBIT -59 42 -10 -89 -116 0 -14 EBIT margin -7.8% 5.4% -1.3% -12.1% -3.9% 0.0% -1.9% ACM Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Sales 835 788 739 690 3,051 724 692 Sales growth (YoY) -1.5% -5.2% -9.1% -17.0% -8.1% -13.3% -12.1% EBIT -6 -18 -17 -68 -109 -111 -3 EBIT margin -0.7% -2.3% -2.2% -9.9% -3.6% -15.4% -0.5% 6 August 2026
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Investor Relations @AUMOVIO SE Key figures by Business Area (2/2) Adj. Sales (€ mn) and adj. EBIT (€ mn and as % of adj. Sales) H1 2026 Results 26 1 | Adjusted for consolidation effect Quantum Inventories and Cairo Montenotte. 2 | Adjusted for consolidation effect co-pace. 3 | Adjusted for consolidation effect Quantum Inventories. 4 | Adjusted for consolidation effect Cairo Montenotte. AUMOVIO Q1 251 Q2 251 Q3 251 Q4 251 FY 251 Q1 262 Q2 262 Adj. Sales 4,780 4,714 4,492 4,496 18,480 4,404 4,244 Adj. Sales growth (YoY) -7.8% -10.0% Adj. EBIT 93 167 153 308 721 106 50 Adj. EBIT margin 1.9% 3.5% 3.4% 6.9% 3.9% 2.4% 1.2% ACM Q1 253 Q2 253 Q3 253 Q4 253 FY 253 Q1 26 Q2 26 Adj. Sales 833 787 739 690 3,050 724 692 Adj. Sales growth (YoY) -13.1% -12.1% Adj. EBIT 1 -2 -9 -31 -42 -19 5 Adj. EBIT margin 0.1% -0.3% -1.3% -4.5% -1.4% -2.6% 0.7% ANS Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Adj. Sales 1,295 1,279 1,227 1,247 5,048 1,232 1,184 Adj. Sales growth (YoY) -4.9% -7.4% Adj. EBIT 39 64 72 186 360 62 80 Adj. EBIT margin 3.0% 5.0% 5.8% 14.9% 7.1% 5.0% 6.8% SAM Q1 254 Q2 254 Q3 254 Q4 254 FY 254 Q1 26 Q2 26 Adj. Sales 1,859 1,831 1,792 1,821 7,303 1,725 1,655 Adj. Sales growth (YoY) -7.2% -9.6% Adj. EBIT 79 78 97 124 377 61 -32 Adj. EBIT margin 4.2% 4.2% 5.4% 6.8% 5.2% 3.6% -2.0% UX Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Adj. Sales 752 786 718 738 2,993 721 719 Adj. Sales growth (YoY) -4.1% -8.5% Adj. EBIT -32 42 -6 6 11 6 8 Adj. EBIT margin -4.2% 5.3% -0.8% 0.8% 0.4% 0.8% 1.1% 6 August 2026
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Investor Relations @AUMOVIO SE Major project wins in Japan across all Business Areas Delayed sourcing decisions, while order pipeline remains strong 1 I Including other sales. Due to AES segment not reported separately, the sum of numbers shown in the column does not match the total sum. Q2 2026 Order Intake (€ mn) Highlights Order Intake Q2 2026 − Increased share of RoW, due to major project wins in Japan across all BAs and various OEMs (0.9 €bn), while multiple OEMs have postponed sourcing activities into Q3 − BA ACM: Major award on Long Range Radar, ADCU, SAT CAM and CSV business − BA ANS: Major awards for Telematic Control Units, big project won for Body Controllers and Light Controllers − BA SAM: Major awards for MK C2 and Airbag Control Units, big project won for Electronic Parking Break − BA UX: Major award for Digital Cluster (volume extension) and for HUD, multi projects for Display Solutions 27 5,6951 4,2931 Q2 25 Q2 26 89 1,966 1,629 1,998 911 1,445 897 1,031 H1 2026 Results Regional split (%) China RoWNorth AmericaEurope Q2 2026 37% 19% 12% 32% C-OEM 71% I-OEM 29% SAM UXANSACM 6 August 2026
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Investor Relations @AUMOVIO SE Focused project selection affecting regional growth outcomes 28 Sales exposure and performance per region in Q2 2026 Sales exposure H1 2026 Results AUMOVIO Sales organic growth vs. vehicle production (YoY in %) 51% 20% 12% 17% North AmericaEurope China ROW 1 I Net sales by country adjusted on FX effects and without consolidation effects. 2 | Based on S&P global, status July 2026. -0.2 -8.8 Worldwide1 Europe North America China -1.6 -10.5 -0.2 -14.1 -3.2 -16.5 AUMOVIO adj. Sales Mobility Global 3.9-1.5 Rest of World 6 August 2026
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Investor Relations @AUMOVIO SE Financial development Adj. Sales and adj. EBIT margin 2025 Adj. EBIT margin (%) − €18.5 bn adj. Sales − 3.9% adj. EBIT margin Adj. Sales (€ bn) H1 2026 Results 29 2026 Guidance of: − €17.0-17.5 bn adj. Sales − 3.0-4.0% adj. EBIT margin 4,8 4,7 4,5 4,5 4,4 4,2 1,9% 3,5% 3,4% 6,9% 2,4% 1,2% Q1 2025 Q2 Q3 Q4 Q1 2026 Q2 1 6 August 2026
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Investor Relations @AUMOVIO SE Transformation and one-off items impact EBIT and net income Bridge from adj. EBIT to net income 30 IFRS PnL item (€ mn) H1 2025 H1 2026 Key comments (H1 26 YoY) Adj. EBIT 260 157 Adj. EBIT decrease by 39.8% Adjustments (incl. special items) 404 626 Key items − €210 mn restructuring and termination (PY €260 mn) − €5 mn spin-off (PY €57 mn) − €109 mn impairments and amortization of PPA (PY €21 mn) − €102 mn disinvestments (PY €66 mn) − €200mn all others EBIT -144 -469 EBIT lower by €325mn YoY Financial Result 48 -99 Mainly related to fair value evaluation of debt Taxes -117 -25 Tax rate mainly driven by − Non-creditable withholding taxes − Tax pre-payments − Valuation allowances − Tax provisions for prior periods Net income1 -232 -597 Net income lower by €365 mn YoY 1 | Net income refers to net income after minorities. Net income before minorities amounts to €-212 mn in H1 2025 and €-593 mn in H1 2026, representing a year-on-year decrease of €381 mn. H1 2026 Results 6 August 2026
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Investor Relations @AUMOVIO SE H1 2026 Reconciliation adj. EBIT and Normalized FCF Figures in € mn H1 2026 Results 31 Reported Free Cash Flow -166 Interest bearing investments 7 Cash in- and outflows for acquisition and selling of business operations 4 Adjusted Free Cash Flow -177 Cash outflow for restructuring -233 Cash outflow for listing and separation -55 Other cash inflows -2 Normalized Free Cash Flow 113 6 August 2026 EBIT reported -469 Amortisation of intangible PPA 18 Impairments 91 Restructuring and termination 210 Gains/Losses from disposal of business operations 102 Expenses for listing and separation 5 All others 200 Adjusted EBIT 157
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Investor Relations @AUMOVIO SE Q1 2025 Q2 2025 Q3 2025 145 192 154 Q4 2025 Q1 2026 278 97 Q2 2026 134 Disciplined Capex approach and efficient WC management Improving capital efficiency Capex (€ mn and as % of sales) 2.2% − Capex/Sales at 3.2% in Q2 2026 due to disciplined spending across all Business Areas − Continued Capex discipline to leverage on well-invested asset base Working Capital (€ mn) − Dedicated inventory efficiency programs launched in Business Areas Trade accounts payable Trade accounts receivable Inventories H1 2026 Results 32 6.2%3.2%4.0%3.2% 2,648 2,435 2,413 3,713 3,493 3,443 -3,416-3,466-3,773 3,153 3,315 2,309 2,322 -3,325 -3,414 Mar-2025 Jun-2025 Sep-2025 Dec-2025 Mar-2026 Jun-2026 2,317 -3,275 3,187 2,588 2,462 2,440 2,138 2,2242,223 3.2% 6 August 2026
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Investor Relations © AUMOVIO SE Building a streamlined and highly competitive global footprint H1 2026 Results 33 Ramp down aligned with ambition of <45 production locations 2026 20272025 CLOSURE: − Karben (Production loc. closed Q4 25/ Sales of location completed Q3 26) DIVESTMENT/M&A: − Cairo Montenotte (Transaction closed Q4 25) 2028 CLOSURE: − Changsha (Operational Exit1 Q1 26) − Nogales (Operational Exit1 Q4 26) − Babenhausen prod. loc. (Operational Exit2 Q4 26) CLOSURE: − Gifhorn (Operational Exit1 Q4 27) − Kaunas (Operational Exit1 Q4 27) 1 | Following the operational exit, the production location is no longer included in AUMOVIO’s production footprint. Remaining activities are limited to wind-down process. 2 | In this context, the operational exit refers exclusively to the discontinuation of production activities at the site. R&D and shared service functions will continue to be located at the site. 3 | M&A activities and closures in the fourth quarter are reflected in the footprint count in the following year. CLOSURE: − Lianyungang (Operational Exit1 Q2 28) DIVESTMENT/M&A: − Rheinböllen (Transaction completed Q2 26) − Mechelen (SAP signed in Q2 2026) FY-end 553 Production locations YTD 513 Production locations FY-end 483 Production locations FY-end 453 Production locations 6 August 2026
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Investor Relations @AUMOVIO SE Net periodic costs slightly higher than net periodic payments FY 2025 pension reconciliation H1 2026 Results 34 31.12.2024 Service Costs Admin Costs Net Interest Costs From Group From Plan Assets 31.12.2025Others (mainly Actuarial Gains) Annual contribution to Plan Assets -106 -77 29 0 46 1,355 68 -20 1,065 -29 -307 P&L Personnel Costs P&L: Financial Line Operating Cash Flow Mainly: Equity (OCI) In financial statements Non-cash employees earning future pension payments Cash to pensioners Net periodic pension costs: 114 Net periodic payments: -97 1 I Discount rate Germany. 3.5%1 4.3% (€ mn) 6 August 2026
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Investor Relations @AUMOVIO SE Germany accounts for majority of pension plans FY 2025 H1 2026 Results 35 Partly Underfunded Portion Unfunded Portion Accrued Pension Liabilities Plan Assets incl. Asset Ceiling Defined Benefit Obligation 1,031 34 1,065 1,665 2,730 Defined Benefit Obligation Plan Assets Accrued Pension Liabilities 2,286 -1,224 1,062 Defined Benefit Obligation Plan Assets Accrued Pension Liabilities 444 -442 3 Other Effects 1 Funded Status of Defined Benefit Obligation (€ mn) Reconciliation of Accrued Pension Liabilities per Region (€ mn) Germany Outside Germany 6 August 2026
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Investor Relations @AUMOVIO SE Interim 2026 IFRS Consolidated Financial Statement Profit and Loss Statement H1 2026 Results 36 € millions H1 Q2 2026 2025 2026 2025 Sales 8,649 9,545 4,244 4,740 Cost of sales –7,091 –7,804 –3,528 –3,852 Gross profit on sales 1,558 1,741 716 888 Research and development expenses –1,600 –1,713 –768 –785 Selling and logistics expenses –315 –304 –161 –144 Administrative expenses –200 –207 –93 –94 Other income 535 591 291 316 Other expenses –441 –257 –371 –181 Income from equity-accounted investees –6 5 –4 4 EBIT –469 –144 –390 4 Interest income 21 33 11 14 Interest expense –54 –76 –28 –39 Effects from currency translation –71 92 –14 60 Effects from changes in the fair value of derivative instruments, and other valuation effects 5 0 –6 –0 Financial result –99 48 –37 35 Earnings before tax –569 –95 –426 39 Income tax expense –25 –117 –5 –43 Net income –593 –212 –432 –4 Non-controlling interests –3 –20 –8 –11 Net income attributable to the shareholders of the parent –597 –232 –440 –15 Basic earnings per share in € –5,96 –2,32 –4,40 –0,15 Diluted earnings per share in € –5,96 –2,32 –4,40 –0,15 6 August 2026
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Investor Relations @AUMOVIO SE Interim 2026 IFRS Consolidated Financial Statements Balance Sheet - Assets H1 2026 Results 37 € millions 30.06.2026 31.12.2025 Goodwill 2,094 2,089 Other intangible assets 218 323 Property, plant, and equipment 4,570 4,788 Investment property 2 2 Investments in equity-accounted investees 173 197 Other investments 85 80 Deferred tax assets 1,416 1,319 Defined benefit assets 68 64 Long-term derivative instruments and interest-bearing investments 0 0 Long-term other financial assets 191 204 Long-term other assets 28 24 Non-current assets 8,846 9,090 Inventories 2,317 2,309 Trade accounts receivables 3,187 3,153 Short-term contract assets 39 90 Short-term other financial assets 60 96 Short-term other assets 550 555 Income tax receivables 163 132 Short-term derivative instruments and interest-bearing investments 5 11 Cash and cash equivalents 1,551 1,719 Asset held for sale 67 0 Current assets 7,934 8,065 Total assets 16,779 17,155 6 August 2026
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Investor Relations @AUMOVIO SE Interim 2026 IFRS Consolidated Financial Statements Balance Sheet – Equity and Liabilities H1 2026 Results 38 € millions 30.06.2026 31.12.2025 Subscribed capital 250 250 Capital reserves 9,676 9,677 Retained earnings –638 90 Other comprehensive income –571 –938 Equity attributable to the shareholders of the parent 8,716 9,079 Non-controlling interests 165 165 Total equity 8,881 9,244 Long-term employee benefits 1,223 1,281 Deferred tax liabilities 48 66 Long-term provisions for other risks and obligations 324 307 Long-term indebtedness 219 241 Long-term other financial liabilities 2 2 Long-term contract liabilities 65 51 Long-term other liabilities 6 11 Non-current liabilities 1,888 1,959 Short-term employee benefits 569 703 Trade accounts payables 3,275 3,325 Short-term contract liabilities 132 155 Income tax payables 130 138 Short-term provisions for other risks and obligations 628 735 Short-term indebtedness 92 100 Short-term other financial liabilities 759 407 Short-term other liabilities 395 390 Liabilities held for sale 30 - Current liabilities 6,010 5,952 Total equity and liabilities 16,779 17,155 6 August 2026
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Investor Relations @AUMOVIO SE Interim 2026 IFRS Consolidated Financial Statements Cash Flow (1/2) H1 2026 Results 39 € millions H1 2026 H1 2025 Net income –593 –212 Income tax expense 25 117 Financial result 99 –48 EBIT –469 –144 Interest paid –26 –85 Interest received 21 34 Income tax paid –143 –176 Dividends received 1 47 Depreciation, amortization, impairment, and reversal of impairment losses 558 522 Income from equity-accounted investees and other investments, incl. impairment and reversal of impairment losses 6 –5 Gains/losses from the disposal of assets, companies, and business operations –2 10 Changes in Inventories 21 62 Trade accounts receivables 59 –19 Trade accounts payables –105 –41 Employee benefits and other provisions –162 –28 Other assets and liabilities as well as other non-cash effects 246 –68 Cash flow arising from operating activities 4 110 6 August 2026
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Investor Relations @AUMOVIO SE Interim 2026 IFRS Consolidated Financial Statements Cash Flow (2/2) H1 2026 Results 40 € millions H1 2026 H1 2025 Disposal of property, plant and equipment, and intangible assets 13 16 Capital expenditure on property, plant and equipment, and software –193 –301 Capital expenditure on intangible assets from development projects and miscellaneous –0 –2 Acquisition of companies and business operations –9 –12 Disposal of companies and business operations 12 1 Cash inflow from interest-bearing investments 7 1.823 Cash flow arising from investing activities –170 1,525 Cash flow before financing activities (Free Cash Flow) –166 1,636 Changes in equity 22 0 Change in other indebtedness 14 –877 Repayment of lease liabilities –47 –51 Cash flow from profit and loss transfer agreements - –273 Dividends paid to and cash changes from equity transactions with non - controlling interests - –48 Other cash changes 0 –2 Cash flow arising from financing activities –11 –1,251 Change in cash and cash equivalents –177 385 Cash and cash equivalents at the beginning of the reporting period 1,719 1,394 Effect of exchange-rate changes on cash and cash equivalents 22 –91 Disposal of cash and cash equivalents through changes in the scope of consolidation –12 - Cash and cash equivalents at the end of the reporting period 1,551 1,688 6 August 2026
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Investor Relations @AUMOVIO SE Financial calendar 2026 November − Quarterly statement (November 5) H1 2026 Results 416 August 2026
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Guerickestraße 7 | 60488 Frankfurt am Main | Germany Niclas Neff Senior Manager Investor Relations +49 69 7603-8574 niclas.neff@aumovio.com Lutz Ackermann Head of Investor Relations +49 69 7603-1890 lutz.ackermann@aumovio.com Dr. Sebastian Zier Manager Investor Relations +49 69 7603-2355 Sebastian.zier@aumovio.com
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Investor Relations @AUMOVIO SE Glossary H1 2026 Results 43 1 | Adj. Sales is calculated as sales adjusted for changes in the scope of consolidation. 2 | Adj. net R&D-to-sales-ratio calculated as adj. net R&D as percentage of adj. Sales. 3 I Adj. EBIT is defined 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 or losses from disposals of companies or business operations). 4 I Adj. EBIT margin is calculated as adj. EBIT divided by adj. Sales, multiplied by 100. 5 I Adj. Free Cash Flow is calculated as cash flow from operating and investing activities, adjusted for cash inflows/outflows from interest-bearing investments and for acquisitions and divestments of companies and business operations. 6 I Normalized Free Cash Flow is Defined as cash inflows/outflows arising from operating and investment activities, adjusted for disposals and acquisitions of companies and business operations, other interest-bearing investments, and cash inflows/outflows from special effects that are shown as adjustments in EBIT. The expected normalized free cash flow also excludes any tax payments related to prior-period tax liabilities. 7 I Financial result is defined as the sum of interest income, interest expense, the effects from currency translation (resulting from financial transactions), the effects from changes in the fair value of derivative instruments, and other valuation effects. The financial result is the result of financial activities. 8 | Capital expenditure relates to additions to property, plant & 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. 9 | Working Capital is calculated as inventories plus trade accounts receivables less trade accounts payable. The variance between the balance-sheet view of working capital and the movement shown in the cash flow bridge primarily stems mainly from different foreign-currency translation effects. The balance sheet uses period-end exchange rates, while the cash flow view reflects transactional and average-rate impacts over the reporting period. 6 August 2026
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Investor Relations @AUMOVIO SE Disclaimer H1 2026 Results 44 This presentation has been prepared by AUMOVIO SE (together with its consolidated subsidiaries, “AUMOVIO”) solely for information purposes. It has not been independently verified and will not be updated. It does not constitute an offer, invitation or recommendation to purchase or subscribe for any shares or other securities issued by AUMOVIO 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 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 toupdate 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 orservices 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. This presentation contains certain financial or operative measures that are not calculated in accordance with and recognized by IFRS, German GAAP (HGB) or any other generally accepted accounting principles and are therefore considered as non-IFRS measures. Such non-IFRS measures should not beconsidered as alternatives to performance measures derived in accordance with IFRS or any other generally accepted accounting principles and may not be comparable to other similarly titled measures of other companies and have limitations as analytical tools. You are cautioned not to place undue reliance on any non-IFRS financial measures included herein. Please note that numerical differences may arise as a result of the use of rounded amounts and percentages. 6 August 2026