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November 5, 2026 Investor Relations Q3 2026 results Philipp von Hirschheydt – CEO Claus Bauer – Head of Finance Lutz Ackermann – Head of IR Ticker: AMV0 ISIN: DE000AUM0V10 Website: http://www.ir.aumovio.com IR Contact: ir@aumovio.com
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© 2026 AUMOVIO November 5, 2026 9M 2026 highlights 9M 2026 highlights 1 1 2 2 Financial performance and outlook Financial performance and outlook 2 2 9 9 Appendix Appendix 3 3 20 20 Agenda 2Q3 2026 results
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© 2026 AUMOVIO Claus T. Bauer – Head of Finance Member of the AUMOVIO Supervisory Board since 2025 − More than 20 years of leadership experience in the automotive industry − 2021-2025: Schaeffler Group, Chief Financial Officer, CFO − 2016-2021: Schaeffler Group, Chief Financial Officer & Senior VP Americas − 2002-2015: Schaeffler Group, Chief Financial Officer & Senior VP IT and Legal North America − 1998-2002: INA Werk, Head of Group Accounting − 1991-1998: Rödl & Partner, Certified Tax Advisor and Team Lead − 1986-1991: University degree in Business Administration, Friedrich-Alexander University Erlangen-Nürnberg
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© 2026 AUMOVIO Solid 9M 2026 result in a challenging environment November 5, 2026Q3 2026 results 4 Profitability & norm. FCF severely impacted by BMW settlement − Adj. Sales declined due to volume and price effects, while adj. EBIT margin improved to 3.1% (excl. BMW) reflecting transformation execution with normalized FCF below prior-year due to BMW settlement cash-out and selective semiconductor inventory build-up €111 mn / €-297 mn Normalized FCF / Adj. FCF (9M normalized FCF down €91mn) €294 mn / 2.3% Adj. EBIT / Adj. EBIT margin (9M adj. EBIT margin -0.7%p YoY) €12,619 mn Adj. Sales (9M adj. Sales down 9.8% YoY) − UX remains a strategic pillar within AUMOVIO, underpinning long-term value creation potential through technology leadership and operational execution − Strong transformation execution, including the completed divestment of the Belgium plant, the signed divestment of the washer & cleaning business in the Czech Republic, and the closed divestment of SupplyOn − Expansion of business with Chinese OEMS, including the Chery partnership in Europe, marked by an order intake of airbag control units − SAM secured its first series award for a Distributed Brake System from a major Chinese OEM and provided the braking system for VW’s Mission Efficiency concept car, demonstrating both local execution strength and global innovation capabilities
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© 2026 AUMOVIO November 5, 2026Q3 2026 results 5 AURORA | Leadership to scale Independent assessments position Aurora among the leading L4 trucking players. YE 2027 target: >1,000 driverless trucks 2030 target: >30,000 driverless trucks Route validation time: 6y → 6w → 6d first route today ambition AUMOVIO | Industrialization status and US localization advantage Aurora’s scale-up drives demand for AUMOVIO hardware, integration and lifecycle services. Gen3 Aurora Driver hardware Gen3 driving kit seamless into OEM series production local-for-local in the US with SOP in 2027 AURORA: Autonomous trucking at the inflection point A significant industrialization opportunity for AUMOVIO AURORA CMD1: We validate We integrate We produce Latest customer update: Charger Logistics2: Charger Logistics plans to acquire up to 500 Aurora-equipped autonomous trucks. Deliveries expected in 2027–2028. 1 Sources: Aurora CMD 2026. 2 Source: https://ir.aurora.tech 26 October 2026.
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© 2026 AUMOVIO SAM competitiveness: China strength and technology leadership Three proof points in execution, customer wins and innovation 6November 5, 2026Q3 2026 results Winning in China First series award for Distributed Brake System Major Chinese OEM SOP end of 2027 Growing with Chinese OEMs Taking a long-time partnership to Europe 25+ years with Chery Local R&D and production in Europe Technology leadership Semi-dry brake for VW Mission Efficiency One enabler for VW’s three world records Efficiency, recuperation and stability − Compact, efficient and lightweight − Flexible packaging − Ready for SDV/AD-platforms − First nomination: Airbag-control-unit − Unlocks broader AUMOVIO portfolio potential − Electromechanical-rear brake + optimized hydraulic front − Advance toward full dry brake
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© 2026 AUMOVIO User Experience remains part of our company November 5, 2026Q3 2026 results 7 Long-term ambition A credible path to the targets − Target of more than €4bn Sales − Aim to increase profitability above mid- single–digit adj. EBIT and a strong ROCE − Fully invested asset base enables strong cash generation potential Leading technology Technology leadership differentiates − Next-gen cockpits: #1 displays, top 3 in HUDs & Digital Cluster − First-to-market under-display camera and B-pillar display − Award-winning cockpit technologies with multiple OEM awards − Vertical integration increases value Portfolio fit Scale unlocks synergies and resilience − Cross-BA award with a Chinese OEM − UX beyond passenger cars (CSV, AES)1 − Greater resilience in volatile markets during semiconductor and component shortages − Strong ecosystem: 30+ strategic partnerships accelerating innovation And creates greater long-term shareholder value in-house 1 CSV= Commercial & Special Vehicle, AES=AUMOVIO Engineering Solutions. UX adj. EBIT margin development 2024 2025 2026E Long-Term-Target stable YoY above mid- single–digit 0.4%-4.8%
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© 2026 AUMOVIO Major Q3 project wins in Europe and NA across all business areas November 5, 2026Q3 2026 results 8 BMW order intake of €1.4 bn underpins strong Q3 performance − Increased share of NA, EU and Korea, due to major project wins across all BAs and various OEMs − BA ACM: Major awards on SAT CAM, Truck business and Long-Range Radar − BA ANS: Major awards for Zone Controllers, Door Control Units, Antenna Modules and CoSmA − BA SAM: Major awards for MK C2, MK 120 ESC, Electronic Parking Brake, Foundation and Airbag Control Units − BA UX: Major awards for Display Solutions, Digital Cluster with Asian OEM 3,2271 6,3981 632 1,328 779 479 1,014 2,247 804 2,324 Q3 26Q3 25 China RoWNorth AmericaEurope Q3 2026 SAM UXANSACM 42% 21% 22% 15% C-OEM 59% I-OEM 41% Regional split (%)Q3 2026 order intake (mn €) Highlights order intake Q3 2026 1 Including other sales. Due to AES segment not reported separately, the sum of numbers shown in the column does not match the total sum.
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© 2026 AUMOVIO November 5, 2026 9M 2026 highlights 9M 2026 highlights 1 1 2 2 Financial performance and outlook Financial performance and outlook 2 2 9 9 Appendix Appendix 3 3 20 20 Agenda 9Q3 2026 results
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© 2026 AUMOVIO Q3 profitability improved despite topline headwinds November 5, 2026Q3 2026 results 10 FCF reflects BMW settlement and higher inventory Adj. EBIT (€ mn)Adj. Sales (€ mn) Normalized FCF (€ mn) Q3 2025 Q3 2026 -11.6% 4,492 3,970 − Q3 2026 adj. Sales declined by 11.6% YoY, driven by volume & price effects (€-498 mn) 3.4% 3.5% − Q3 2026 adj. EBIT declined by 10.5% YoY, driven by lower adj. Sales and lower adj. Gross Profit − Adj. EBIT margin improvement resulting from cost discipline and R&D efficiencies − Q3 2026 normalized Free Cash Flow decreased YoY, driven by BMW settlement and inventory build up in selective semiconductors to balance supply constraints − Adj. Free Cash Flow impacted by higher special items Q3 2025 Q3 2026 153 137 -10.5% Q3 2025 Q3 2026 118 -92 -2 -118 Normalized FCF Special Items1 27 -120 Adj. FCF Adj. FCF 1 Special items in Q3 2026 consist of €62 mn cash-out restructuring and €6 mn cash-out listing and separation.
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© 2026 AUMOVIO Market headwinds continue to impact 9M Sales development November 5, 2026Q3 2026 results 11 Active portfolio management to enhance profitability Sales 9M 2025 Cairo Montenotte Adj. Sales 9M 2025 Display Business UX Contract Manu- facturing Sales w/o organic effects FX- Translation Adj. Sales 9M 2026 -70 -221 12,619 -91 13,764 -88-133 13,985 -2-68 14,054 Others Price / Volume -1,054 -1,145 Active Portfolio Management / Footprint Reduction Divestments(€ mn) Regional Sales exposure 50% 21% 100% 12% 17% Europe North America China RoW Europe North America China RoW
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© 2026 AUMOVIO Q3 profitability resilience supported by R&D efficiency measures November 5, 2026Q3 2026 results 12 Adj. EBIT walk 2025 to 2026 excluding special items Adj. EBIT Q3 2025 Adj. Gross Profit Adj. net R&D 153 -230 124 137 Adj. EBIT Q3 2026 Others3Adj. S&D / FG&A 7 82 Adj. EBIT Q3 2025 as reported 150 3 Deconsolidation (€ mn) 3.4% 3.5% Q3 2025 Q3 2026 11.9% 10.4% -1.5%p Q3 2025 Q3 2026 -3.0%p 20.8% 17.8% 1 2 1 Adj. Gross Profit margin. 2 Adj. net R&D-to-Sales-ratio. 3 Others includes mainly FX effects as well as litigations, other operational income and expenses, non-income taxes and charges.
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© 2026 AUMOVIO R&D measures contributing to improved 9M profitability November 5, 2026Q3 2026 results 13 Adj. EBIT walk 2025 to 2026 excluding special items Adj. EBIT 9M 2025 Adj. Gross Profit3 Adj. net R&D 413 -332 240 395 Adj. EBIT 9M 2026 excl. BMW Others4Adj. S&D / FG&A -58 132 Adj. EBIT 9M 2025 as reported 409 Deconsolidation 4 BMW 294 Adj. EBIT 9M 2026 (€ mn) 3.0% (Q3 26: 10.4%)(Q3 25: 11.9%) 2.3%c. -100 9M 2025 9M 2026 11.4%12.0% -0.6%p 9M 2025 9M 2026 19.9% 19.3% -0.6%p 1 2 3.1% 1 Adj. Gross Profit margin. 2 Adj. net R&D-to-sales-ratio. 3 Does not include the BMW settlement. 4 Others includes mainly FX effects as well as litigations, other operational income and expenses, non-income taxes and charges.
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© 2026 AUMOVIO Transformation progress drives 9M profitability in ACM, ANS, UX November 5, 2026Q3 2026 results 14 Adj. EBIT development by business area (€ mn) 294 -18 9 -172 37 24 413 Adj. EBIT 9M 2026 CM & Conso UX SAM ANS ACM Adj. EBIT 9M 2025 9M 2026 0.6% 211 6.0% 81 1.6% 0.7% 9M 2025 -11 -0.5% 174 4.6% 253 4.6% 5 0.2% 14 13 ACM − Adj. Sales -12.0% YoY, mainly due to FX effects as well as lower volumes − Adj. EBIT improvement primarily driven by R&D-efficiency measures ANS − Adj. Sales -7.8% YoY, due to FX effects and lower volumes − Adj. EBIT +21.2% YoY, reflecting effective transformation and cost management SAM − Adj. Sales -9.3% YoY, due to BMW settlement, FX and volume effects − Adj. EBIT -67.8% YoY, due to BMW settlement, FX and volume effects UX − Adj. Sales -7.9% YoY, driven by FX and price/volume effects − Adj. EBIT improvement, due to effective self-help measures, resulting in strong operational performance and cost structure improvements BMW settlement effect of ~ €-100 mn (Q2) included
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© 2026 AUMOVIO 9M normalized FCF reflects lower adj. EBIT & higher inventory November 5, 2026Q3 2026 results 15 Adj. FCF affected by restructuring, separation & BMW settlement 973 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 -408 -297 -86 -239 648 679 294 Investments1 -339 111 Interest & Taxes -198 Normalized FCF (€ mn) 1 Investments do not include Capex for right-of-use assets with an amount of €38mn. BMW settlement effect of ~ €-30 mn included Cash-effective costs include: − €-295 mn restructuring − €-61 mn spin-off & separation − ~ €-70 mn BMW settlement
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© 2026 AUMOVIO Operating in a changing and challenging market environment November 5, 2026Q3 2026 results 16 Group outlook for FY 2026 unchanged 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) 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+ Further assumptions 3.0-4.0% Current Outlook 500-700 17.0-17.5 Around 650 Improvement vs. prior year Further assumptions - - 1 Delta between normalized Free Cash Flow and adj. Free Cash Flow. 2 Net income after minorities.
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© 2026 AUMOVIO Moderate improvement Stable performance Moderate decrease Stable performance Operating in a changing and challenging market environment November 5, 2026Q3 2026 results 17 Updated outlook for ACM, SAM and UX Business Area Adj. Sales (€)1 Outlook Autonomous and Commercial Mobility (ACM) Significant decrease − Significant 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 − Moderate adj. EBIT margin2 improvement (previously stable) due to a larger effect of cost savings in R&D, production, sales, and administration Architecture and Network Solutions (ANS) Moderate decrease − 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) Significant decrease − Significant lower adj. Sales (previously moderate) due to FX and a more challenging market environment − Moderate adj. EBIT margin2 decline (previously slightly), due to a more challenging environment despite R&D cost efficiency, footprint optimization, and operational excellence; BMW Settlement burdens adj. Sales and adj. EBIT User Experience (UX) Moderate decrease − Moderate lower adj. Sales due to FX − Stable adj. EBIT margin2 (previously slightly improvement) due to a more challenging environment as well as project mix effects − Support from structural measures (plant closures), operational excellence, and efficiencies in material prices Actual OutlookAdj. EBIT margin (%)1 Updated Updated Updated 1 FX as of Dec. 31, 2025. 2 Percentage point change.
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CAPITAL MARKET DAY 2027 Save the date 22 June 2027 Frankfurt region More details will follow November 5, 2026
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Thank you! Q&A
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© 2026 AUMOVIO November 5, 2026 9M 2026 highlights 9M 2026 highlights 1 1 2 2 Financial performance and outlook Financial performance and outlook 2 2 9 9 Appendix Appendix 3 3 20 20 Agenda 20Q3 2026 results
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© 2026 AUMOVIO Business Areas ACM and ANS Q3 development adj. Sales and adj. EBIT Q3 2026 results 21 Q3 2025 Q3 2026 739 661 -10.5% Adj. Sales (€ mn) Adj. EBIT (€ mn) Adj. EBIT margin (%) − Adj. Sales declined by 10.5%, mainly driven by negative FX effects (€ -7 mn), lower volumes and price effects − Adj. EBIT improved primarily driven by cost reductions in R&D, as well as higher customer reimbursements Q3 2025 Q3 2026 1,0901,227 -11.1% Q3 2025 Q3 2026 72 69 -4.5% Q3 2025 Q3 2026 5.8% 6.3% Adj. Sales (€ mn) Adj. EBIT (€ mn) Adj. EBIT margin (%) − Adj. Sales declined by 11.1%, due to lower volumes and contractual price reductions − Adj. EBIT declined slightly by 4.5%, reflecting effective transformation and cost management Autonomous and Commercial Mobility (ACM) Architecture and Network Solutions (ANS) Q3 2025 Q3 2026 -9 27 +36 Q3 2025 Q3 2026 -1.3% 4.1% 1 Percentage changes are not meaningful where adj. EBIT is negative or close to zero in either period. Accordingly, absolute changes are presented. 1 November 5, 2026
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© 2026 AUMOVIO Business Areas SAM and UX Q3 development adj. Sales and adj. EBIT Q3 2026 results 22 Q3 2025 Q3 2026 1,792 1,589 -11.3% Q3 2025 Q3 2026 97 52 -45.7% Q3 2025 Q3 2026 5.4% 3.3% − Adj. Sales declined by 11.3%, driven by lower volumes − Adj. EBIT decreased by 45.7%, due to lower volumes and unfavorable selling price effects, partially offset by positive effects from fix cost reductions Q3 2025 Q3 2026 718 637 -11.2% Q3 2025 Q3 2026 -6 0 +6 Q3 2026Q3 2025 -0.8% 0.0% 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 11.2%, driven by FX effects (€ -6 mn), portfolio effects and lower volumes − Adj. EBIT increased due to positive impact from structural optimization and operational efficiency improvements November 5, 2026 1 1 Percentage changes are not meaningful where adj. EBIT is negative or close to zero in either period. Accordingly, absolute changes are presented.
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© 2026 AUMOVIO Key figures by Business Area (1/2) Sales (€ mn) and EBIT (€ mn and as % of Sales) Q3 2026 results 23 AUMOVIO Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Q3 26 Sales 4,805 4,740 4,509 4,496 18,550 4,404 4,244 3,970 Sales growth (YoY) -1.8% -5.4% -6.8% -8.4% -5.6% -8.3% -10.0% -12.0% EBIT -147 4 11 63 -70 -79 -390 2 EBIT margin -3.1% 0.1% 0.2% 1.4% -0.4% -1.8% -9.2% 0.0% ANS Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Q3 26 Sales 1,295 1,279 1,227 1,247 5,048 1,232 1,184 1,090 Sales growth (YoY) -4.1% -11.1% -12.6% -8.6% -9.2% -4.9% -7.4% -11.1% EBIT -65 8 57 160 160 24 -54 44 EBIT margin -5.0% 0.6% 4.6% 12.8% 3.2% -1.9% -4.5% 4.1% SAM Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Q3 26 Sales 1,883 1,857 1,810 1,821 7,371 1,725 1,655 1,589 Sales growth (YoY) 0.9% -5.5% -0.8% -2.9% -2.1% -8.4% -9.6% -12.2% EBIT 43 27 71 70 211 21 -311 -19 EBIT margin 2.3% 1.5% 3.9% 3.8% 2.9% 1.2% -18.8% -1,2% UX Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Q3 26 Sales 752 786 718 738 2,993 721 719 637 Sales growth (YoY) -1.9% 5.8% -5.6% -7.8% -2.5% -4.1% -8.5% -11.2% EBIT -59 42 -10 -89 -116 0 -14 -18 EBIT margin -7.8% 5.4% -1.3% -12.1% -3.9% 0.0% -1.9% -2.9% ACM Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Q3 26 Sales 835 788 739 690 3,051 724 692 661 Sales growth (YoY) -1.5% -5.2% -9.1% -17.0% -8.1% -13.3% -12.1% -10.5% EBIT -6 -18 -17 -68 -109 -111 -3 20 EBIT margin -0.7% -2.3% -2.2% -9.9% -3.6% -15.4% -0.5% 3.0% November 5, 2026
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© 2026 AUMOVIO Key figures by Business Area (2/2) Adj. Sales (€ mn) and adj. EBIT (€ mn and as % of adj. Sales) Q3 2026 results 24 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 Q3 26 Adj. Sales 4,780 4,714 4,492 4,496 18,480 4,404 4,244 3,970 Adj. Sales growth (YoY) -7.8% -10.0% -11.6% Adj. EBIT 93 167 153 308 721 106 50 137 Adj. EBIT margin 1.9% 3.5% 3.4% 6.9% 3.9% 2.4% 1.2% 3.5% ACM Q1 253 Q2 253 Q3 253 Q4 253 FY 253 Q1 26 Q2 26 Q3 26 Adj. Sales 833 787 739 690 3,050 724 692 661 Adj. Sales growth (YoY) -13.1% -12.1% -10.5% Adj. EBIT 1 -2 -9 -31 -42 -19 5 27 Adj. EBIT margin 0.1% -0.3% -1.3% -4.5% -1.4% -2.6% 0.7% 4.1% ANS Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Q3 26 Adj. Sales 1,295 1,279 1,227 1,247 5,048 1,232 1,184 1,090 Adj. Sales growth (YoY) -4.9% -7.4% -11.1% Adj. EBIT 39 64 72 186 360 62 80 69 Adj. EBIT margin 3.0% 5.0% 5.8% 14.9% 7.1% 5.0% 6.8% 6.3% SAM Q1 254 Q2 254 Q3 254 Q4 254 FY 254 Q1 26 Q2 26 Q3 26 Adj. Sales 1,859 1,831 1,792 1,821 7,303 1,725 1,655 1,589 Adj. Sales growth (YoY) -7.2% -9.6% -11.3% Adj. EBIT 79 78 97 124 377 61 -32 52 Adj. EBIT margin 4.2% 4.2% 5.4% 6.8% 5.2% 3.6% -2.0% 3.3% UX Q1 25 Q2 25 Q3 25 Q4 25 FY 25 Q1 26 Q2 26 Q3 26 Adj. Sales 752 786 718 738 2,993 721 719 637 Adj. Sales growth (YoY) -4.1% -8.5% -11.2% Adj. EBIT -32 42 -6 6 11 6 8 0 Adj. EBIT margin -4.2% 5.3% -0.8% 0.8% 0.4% 0.8% 1.1% 0.0% November 5, 2026
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© 2026 AUMOVIO Focused project selection affecting regional growth outcomes 25 Sales exposure and performance per region in Q3 2026 Sales exposure Q3 2026 results AUMOVIO Sales organic growth vs. vehicle production (YoY in %) 51% 20% 12% 17% North AmericaEurope China ROW 1 Net Sales by country adjusted on FX effects and without consolidation effects. 2 Based on Mobility Global, status October 2026. -1.6 -11.2 Worldwide1 Europe North America China -13.4 1 -4.7 -17.4 -5.9 -21.2 AUMOVIO adj. Sales Mobility Global 3.9 15.7 Rest of World November 5, 2026 1.0
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© 2026 AUMOVIO 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) Q3 2026 results 26 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 4,0 1,9% 3,5% 3,4% 6,9% 2,4% 1,2% 3,5% Q1 2025 Q2 Q3 Q4 Q1 2026 Q2 Q3 November 5, 2026
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© 2026 AUMOVIO Transformation and one-off items impact EBIT and net income Bridge from adj. EBIT to net income 27 IFRS PnL item (€ mn) 9M 2025 9M 2026 Key comments (9M 26 YoY) Adj. EBIT 413 294 Adj. EBIT decrease by 29.0% Adjustments (incl. special items) -546 -761 Key items − €222 mn restructuring and termination (PY €272 mn) − €11 mn spin-off (PY €193 mn) − €127 mn impairments and amortization of PPA (PY €33 mn) − €155 mn disinvestments (PY €19 mn) − €246 mn all others EBIT -133 -467 EBIT lower by €334 mn YoY Financial Result 35 -144 Mainly related to fair value evaluation of debt Taxes -124 -49 Tax rate mainly driven by − Non-creditable withholding taxes − Tax pre-payments − Valuation allowances − Tax provisions for prior periods Net income1 -251 -669 Net income lower by €418 mn YoY 1 Net income refers to net income after minorities. Net income before minorities amounts to €-223 mn in 9M 2025 and €-661 mn in 9M 2026, representing a year-on-year decrease of €438 mn. Q3 2026 results November 5, 2026
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© 2026 AUMOVIO 9M 2026 Reconciliation adj. EBIT and normalized FCF Figures in € mn Q3 2026 results 28 Reported Free Cash Flow -351 Interest bearing investments 5 Cash in- and outflows for acquisition and selling of business operations -58 Adjusted Free Cash Flow -297 Cash outflow for restructuring -295 Cash outflow for listing and separation -61 Other cash inflows -52 Normalized Free Cash Flow 111 November 5, 2026 EBIT reported -467 Amortization of intangible PPA 22 Impairments 105 Restructuring and termination 222 Gains/Losses from disposal of business operations 155 Expenses for listing and separation 11 All others 246 Adjusted EBIT 294
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© 2026 AUMOVIO 9M Net-cash position remains strong Q3 2026 results 29 Lower net pension liabilities improve financial position Gross Financial Debt primarily Leasing Changes Derivative Cash Net Cash 30.09.2026 Net Cash 31.12.2025 FCF1 Other changes in cash 1,389 - 351 - 34 52 3 1,058 As of Dec 31, 2025 As of Sep 30, 2026 1.065 808 Net Pension Liabilities (€ mn) 4.3%2 5.1%2 1 Adjusted Free Cash Flow: €-297 million, interest-bearing advances and investment grants (€5 million), acquisition of companies and business operations (-€9 million), and disposals of companies and business operations (-€49 million). 2 Discount rate Germany. (€ mn) November 5, 2026
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© 2026 AUMOVIO Q1 2025 Q2 2025 Q3 2025 145 192 154 Q4 2025 Q1 2026 278 97 Q2 2026 134 Q3 2026 167 Disciplined Capex and Working Capital management Improving capital efficiency Capex (€ mn and as % of Sales) 2.2% − Capex/Sales at 4.2% in Q3 2026 due to disciplined spending across all Business Areas − Continued Capex discipline to leverage on well-invested asset base Working Capital (€ mn) − Strategic inventory management to ensure reliable customer supply while preserving efficiency Trade accounts payable Trade accounts receivable Inventories Q3 2026 results 30 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-2025Mar-2026 Jun-2026 2,317 -3,275 3,187 Sep-2026 3,032 2,455 -3,212 2,588 2,462 2,440 2,138 2,2242,223 3.2% November 5, 2026 4.2% 2,275
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© 2026 AUMOVIO Building a streamlined and highly competitive global footprint Q3 2026 results 31 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) − Czech Republic – Washer and cleaning business (Signed in Q3 2026) FY-end 553 Production locations YTD 503 Production locations FY-end 473 Production locations FY-end 443 Production locations November 5, 2026
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© 2026 AUMOVIO Net periodic costs slightly higher than net periodic payments FY 2025 pension reconciliation Q3 2026 results 32 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 Discount rate Germany. 3.5%1 4.3% (€ mn) November 5, 2026
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© 2026 AUMOVIO Germany accounts for majority of pension plans FY 2025 Q3 2026 results 33 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 November 5, 2026
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© 2026 AUMOVIO Interim 2026 IFRS Consolidated Financial Statement Profit and Loss Statement Q3 2026 results 34 € millions January 1 till September 30 Q3 2026 2025 2026 2025 Sales 12,619 14,054 3,970 4,509 Cost of sales -10,395 -11,390 -3,304 -3,586 Gross profit on sales 2,224 2,664 666 923 Research and development expenses -2,242 -2,434 -642 -721 Selling and logistics expenses -464 -442 -150 -138 Administrative expenses -295 -452 -95 -246 Other income 910 878 402 297 Other expenses -597 -356 -183 -109 Income from equity-accounted investees -3 9 3 4 EBIT -467 -133 2 11 Interest income 43 43 22 10 Interest expense -92 -104 -37 -27 Effects from currency translation -112 103 -41 11 Effects from changes in the fair value of derivative instruments, and other valuation effects 17 -7 11 -7 Financial result -144 35 -45 -14 Earnings before tax -612 -98 -43 -3 Income tax expense -49 -124 -24 -8 Net income -661 -223 -67 -11 Non-controlling interests -8 -28 -5 -8 Net income attributable to the shareholders of the parent -669 -251 -72 -19 Basic earnings per share in € -6.68 -2.51 -0.72 -0.19 Diluted earnings per share in € -6.68 -2.51 -0.72 -0.19 November 5, 2026
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© 2026 AUMOVIO Interim 2026 IFRS Consolidated Financial Statements Balance Sheet - Assets Q3 2026 results 35 € millions 30.09.2026 31.12.2025 Goodwill 2,105 2,089 Other intangible assets 205 323 Property, plant, and equipment 4,437 4,788 Investment property 2 2 Investments in equity-accounted investees 182 197 Other investments 86 80 Deferred tax assets 1,352 1,319 Defined benefit assets 69 64 Long-term contract assets 24 - Long-term derivative instruments and interest-bearing investments 0 0 Long-term other financial assets 202 204 Long-term other assets 29 24 Non-current assets 8,693 9,090 Inventories 2,455 2,309 Trade accounts receivables 3,032 3,153 Short-term contract assets 37 90 Short-term other financial assets 57 96 Short-term other assets 520 555 Income tax receivables 167 132 Short-term derivative instruments and interest-bearing investments 14 11 Cash and cash equivalents 1,333 1,719 Asset held for sale 54 0 Current assets 7,668 8,065 Total assets 16,361 17,155 November 5, 2026
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© 2026 AUMOVIO Interim 2026 IFRS Consolidated Financial Statements Balance Sheet – Equity and Liabilities Q3 2026 results 36 € millions 30.09.2026 31.12.2025 Subscribed capital 250 250 Capital reserves 9,676 9,677 Retained earnings -728 90 Other comprehensive income -434 –938 Equity attributable to the shareholders of the parent 8,764 9,079 Non-controlling interests 175 165 Total equity 8,939 9,244 Long-term employee benefits 1,003 1,281 Deferred tax liabilities 21 66 Long-term provisions for other risks and obligations 304 307 Long-term indebtedness 192 241 Long-term other financial liabilities 2 2 Long-term contract liabilities 70 51 Long-term other liabilities 6 11 Non-current liabilities 1,598 1,959 Short-term employee benefits 629 703 Trade accounts payables 3,212 3,325 Short-term contract liabilities 127 155 Income tax payables 131 138 Short-term provisions for other risks and obligations 612 735 Short-term indebtedness 96 100 Short-term other financial liabilities 665 407 Short-term other liabilities 344 390 Liabilities held for sale 9 - Current liabilities 5,825 5,952 Total equity and liabilities 16,361 17,155 November 5, 2026
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© 2026 AUMOVIO Interim 2026 IFRS Consolidated Financial Statements Cash Flow (1/2) Q3 2026 results 37 € millions 30.09.2026 30.09.2025 Net income -661 -223 Income tax expense 49 124 Financial result 144 -35 EBIT -467 -133 Interest paid -42 -95 Interest received 34 44 Income tax paid -190 -261 Dividends received 1 48 Depreciation, amortization, impairment, and reversal of impairment losses 805 767 Income from equity-accounted investees and other investments, incl. impairment and reversal of impairment losses 3 -9 Gains/losses from the disposal of assets, companies, and business operations 55 5 Changes in Inventories -113 88 Trade accounts receivables 210 48 Trade accounts payables -183 -98 Employee benefits and other provisions -173 -150 Other assets and liabilities as well as other non-cash effects 64 -5 Cash flow arising from operating activities 4 248 November 5, 2026
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© 2026 AUMOVIO Interim 2026 IFRS Consolidated Financial Statements Cash Flow (2/2) Q3 2026 results 38 € millions 30.09.2026 30.09.2025 Disposal of property, plant and equipment, and intangible assets 37 36 Capital expenditure on property, plant and equipment, and software -339 -432 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 -49 1 Cash inflow from interest-bearing investments 9 1,819 Cash outflow from interest-bearing investments -4 - Cash flow arising from investing activities -355 1,410 Cash flow before financing activities (Free Cash Flow) -351 1,658 Changes in equity 22 - Change in other indebtedness 21 -1,102 Repayment of lease liabilities -69 -75 Cash flow from profit and loss transfer agreements - -273 Dividends paid to and cash changes from equity transactions with non - controlling interests -8 -47 Other cash changes - -0 Cash flow arising from financing activities -34 -1,497 Change in cash and cash equivalents -385 161 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 35 -99 Classification of Cash and Cash Equivalents Held for Sale -9 -5 Disposal of cash and cash equivalents through changes in the scope of consolidation -26 0 Cash and cash equivalents at the end of the reporting period 1,333 1,450 November 5, 2026
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© 2026 AUMOVIO Financial calendar 2027 February − Financial results publication FY 2026 (February 24) Q3 2026 results 39November 5, 2026 November − Quarterly statement as of September 30 (November 04) May − Quarterly statement as of March 31 (May 05) − Annual shareholders meeting (May 14) August − Half-year financial report as of June 30 (August 05 ) June − Capital market day (June 22)
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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 Claudia Rippke Senior Manager Investor Relations +49 69 7603-8905 Claudia.rippke@aumovio.com Dr. Sebastian Zier Manager Investor Relations +49 69 7603-2355 Sebastian.zier@aumovio.com
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© 2026 AUMOVIO Glossary Q3 2026 results 41 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. November 5, 2026
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© 2026 AUMOVIO Disclaimer Q3 2026 results 42 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. November 5, 2026