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FY 2025 RESULTS FY 2025 RESULTS February 25, 2026 Félicie BURELLE Chief Executive Officer Olivier DABI Chief Financial Officer Stéphanie LAVAL VP Strategic Planning & Investor Relations
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FY 2025 RESULTS4 2025 Business Highlights Félicie BURELLE, Chief Executive Officer
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FY 2025 RESULTS February 25, 2026 Adapting successfully in a complex environment 3 Accelerating our geographical diversification Mitigating the impact through flexibility and cost reductions OEMs volumes and supply chain volatility Addressing all powertrain technologies and adapting innovation to regional trends Autonomous driving and powertrain regional dynamics intensify Automotive market >50% of the production in Asia and consistent demand in America Capitalizing on local footprint and operational proximity with OEMs Tariffs impact differs by region and OEM
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FY 2025 RESULTS 2025 key achievements February 25, 2026 Significant increase of key financial metrics Robust financial structure and strong debt reduction Accelerating in North America and Asia Group carbon neutrality for scopes 1 & 2 4 All targets reached Leverage: 1.4x EBITDA ~2/3 order intake outside Europe All activities including Lighting
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FY 2025 RESULTS Strong momentum in USA and Asia NORTH AMERICA EUROPE REST OF THE WORLD ASIA -0.6%** -1.5% 3% of revenue* 18% of revenue* 51% of revenue* 28% of revenue* * Economic revenue. Changes are in Like-for-Like February 25, 2026 USA -0.5%** +1.2% ** Source: S&P Global Mobility automotive production published in February 2026 by source plant region - [0;3.5t PC + LCV] REST OF ASIA CHINA SOUTH AMERICA / AFRICA #1st country in Group’s revenue excl. FX Auto market -1.0%** +0.6% Auto market Auto market +7.1%** +11.8% Auto market +10.5%** +5.3% +2.6%** +18.0% Auto market Auto market 5 -0.8%** -4.6% Auto market MEXICO / CANADA
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FY 2025 RESULTS Solid operational execution: 144 launches in 2025 February 25, 2026 6 23 launches Americas 48 launches EMEA 73 launches Asia Modules Major US EV player Skoda Enyaq Kia PV-5 Powertrain Ram 2500/3500 Dacia Jogger Maruti Suzuki New Victoris Exterior & Lighting Mercedes Modular Architecture BYD Sealion 6e Jeep Grand Wagoneer
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FY 2025 RESULTS 7 395 440 490 2023 2024 2025 163 170 185 2023 2024 2025 In €m 227 246 297 2023 2024 2025 Operating margin Net result Group share FCF generation In €mIn €m February 25, 2026 Continuous increase in key financial metrics +€22m / +14% in 3 years +€95m / +24% in 3 years +€70m / +31% in 3 years
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FY 2025 RESULTS 2025 Financial Results Olivier DABI, Chief Financial Officer
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FY 2025 RESULTS4 2025 financial results snapshot: a very solid year February 25, 2026 9 Economic revenue IMAGE IMAGE EBITDA Operating margin Free Cash Flow Net debtNet result Group share €11,537m €1,001m €490m €297m €1,409m€185m +11.4% +8.9%+1.7% LFL +7.7% +20.7% - €167m All 2025 targets achieved vs. 2024 vs. 2024 vs. 2024 vs. 2024 vs. 2024 vs. 2024
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FY 2025 RESULTS4 Revenue up +1.7% LFL in 2025 February 25, 2026 -0.9% 11,647 Economic revenue +1.7%* FY 2024 FX FY 2024 excl. FX Exterior & Lighting PowertrainModules FY 2025 11,347 -47 11,537+201 +36 -300 Exterior & Lighting • Exterior activity is increasing excl. FX impact, in a context of fewer SOP vs. 2024 • Lighting still impacted by lower order book prior to acquisition Modules • Benefiting from high volumes mainly in South Korea Powertrain • Consolidating leadership position in fuel systems • Progressive ramp-up of battery packs activity • Hydrogen activity adapting to the market 10 In €m * Changes are in Like-for-Like
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FY 2025 RESULTS4 Significant increase in operating margin Operating margin rate FY 2024 FY 2025 4.8% 5.3% 5.4% 2.7% 2.2% 4.2% 5.5%Powertrain Modules Exterior & Lighting 4.2% February 25, 2026 11 Strong increase in operating margin at €490m • +€50m vs. 2024, + 11.4% vs. 2024 • 4.8% of revenue, +0.6pts vs. 2024 All historical activities are improving significantly their operating margin • Excellent operational execution • Solid cost reductions more than offsetting inflation o Reduction in structure costs intensified since Q2 2025 o Labor costs contained at 17% of revenue • Efficient flexibility to adapt to volatile volumes
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FY 2025 RESULTS4 Solid net result Group share at €185m In €m FY 2024 FY 2025 EBITDA In % of revenue 929 8.9% 1,001 9.8% Operating margin In % of revenue 440 4.2% 490 4.8% Other operating income and expenses -67 -90 Financial result -130 -135 Income tax -72 -79 Net result Group share In % of revenue 170 1.6% 185 1.8% EBITDA • Strong growth in EBITDA +€72m vs. 2024 • More than offsetting the increase in non-recurring items Other operating income and expenses • Additional costs vs. 2024, including transformation costs to improve our efficiency Financial result • Contained increase in financial costs including new bond issued in 2025 Income tax • Tax rate decrease at 35%, -1pt vs. 2024 February 25, 2026 12
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FY 2025 RESULTS4 Strong Free Cash Flow generation of €297m In €m Net debt 31 … Gross Cash Flow* CAPEX ∆WRC Dividends Others** Net debt 31 …Net Debt 31 Dec. 2024 Net Debt 31 Dec. 2025 DividendsCAPEX ∆WCRGross Cash Flow* 1,577 1,409 54 FCF €297m 758 -13 -448 * EBITDA – taxes, interest & non-recurring cash items ** Including IFRS 16 for €72m ∆WCR • -€13m in 2025 vs. +€42m in 2024 Free Cash Flow • Up +20.7% vs. 2024 • Representing 2.9% of revenue vs. 2.3% in 2024 Capex • Investments discipline in a volatile context • Representing 4.4% of revenue vs. 4.8% in 2024 February 25, 2026 13 Others** 75
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FY 2025 RESULTS4 Sound financial structure and significant net debt reduction 1,540 1,577 X 31 Dec. 2022 31 Dec. 2023 31 Dec. 2024 31 Dec. 2025 1,669 1,409 Net debt and leverage February 25, 2025 1.9x 1.7x 1.4x1.7x Private placement notes & bonds issue per maturity In €mIn €m 87% 78% 76% 71 31 Dec. 2022 31 Dec. 2023 31 Dec. 2024 31 Dec. 2025 66% Gearing 175 50 630 250 300 2026 2027 2028 2029 2030 2031 * • Successful €300m bond issued in 2025 maturing in 2031 • No significant refinancing terms until 2029 • Liquidity amounted to €2.5bn as of 31 December 2025 14 -167
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FY 2025 RESULTS Sustainability Stéphanie LAVAL, VP Strategic Planning & Investor Relations
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FY 2025 RESULTS 16 Carbon neutrality achieved for scopes 1 and 2 and continuous reduction for scope 3 45.9 29.1 2019 2025 2030 -30% on scope 3 vs. 2019 SCOPE 3 Roll-out of the roadmap 2019-2030 In MtCO2e COMMITMENT TO BE NET ZERO IN 2050 522 0 Reduce Replace Compensate Energy efficiency up +19.1% • 38 sites already equipped with • PPA and VPPA • Green electricity certificates 20252019 SCOPES 1 & 2 CO2 emissions reduction roadmap 2019-2025 In ktCO2e Group carbon neutrality for scopes 1 and 2 including Lighting acquisitions made in 2022 February 25, 2026
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FY 2025 RESULTS High ESG ratings and significant progress in safety February 25, 2026 17* FR2: accidents frequency rate with and without lost time at work in number of accidents per million hours worked Among the leaders in its industry “A” score by CDP Climate for the 3rd consecutive year and “B” by CDP Water Continuous improvement in recognitions Record safety performance > 80% of OPmobility sites with zero accident in 2025 2015 2017 2019 2021 2023 2025 0.43 3.91 Global FR2* better than 2025 target < 0.5 Prime status B-
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Sustainability Investors presentation Strategic Highlights Félicie BURELLE, Chief Executive Officer Stéphanie LAVAL, VP Strategic Planning & Investor Relations
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FY 2025 RESULTS Moving forward with our diversification strategy February 25, 2026 DIVERSIFYING CUSTOMER PORTFOLIO REBALANCING GEOGRAPHICAL MIX EXPANDING BEYOND AUTOMOTIVE FORTIFYING TECHNOLOGICAL LEADERSHIP Technologies for all powertrains Capitalizing on historical OEMs Addressing all mobilities Increasing business with new players Synergies on exterior solutions 19 ~ 2/3 of orders in Americas and Asia to capture growth
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FY 2025 RESULTS Building on our integrated exterior solutions February 25, 2026 20 ✓ Full integrated rear of the vehicle including rear bumper, plastic tailgate and lighting ✓ European OEM, with SOP in 2028 Benefiting of higher design flexibility Reducing development time Saving weight and gaining in aerodynamics ~10 awards in 2025, 1st year of the effective rollout Key award Increasing the content value per vehicle Combining the expertise of Exterior & Lighting and Modules Validating the strategy
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FY 2025 RESULTS Addressing all types of powertrains February 25, 2026 21 Consolidating our leading position Increasing demand for PHEV/EREV* solutions Fuel systems Battery packs Hydrogen ~10% of order intake among fuel systems Progressive ramp up of the activity in collective mobility Unique portfolio 8 certified vessels from 47L to 415L Increasing development in Asia, notably in China to capture growth * Plug-in Hybrid Electric Vehicle and Extended Range Electric Vehicles Major award in the US for one of the world’s largest OEMs ** Source: data based on S&P Global Mobility automotive production published in February 2026 by powertrain Strong order intake, notably in North America Industrial capacities production of high-pressure vessels 2025 2030 9% 15% Automotive production** 2025 2030 target 23% 30% Market share**
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FY 2025 RESULTS Accelerating development in key markets February 25, 2026 22 CHINA Intensifying our portfolio diversification • Accelerating with strategic local players • >2/3 of order intake in China is with local OEMs • Strengthening our joint venture YFPO NORTH AMERICA Expanding activities • All business groups in a new shared HQ • Supporting OEMs to expand their US business • Ambition to x2 sales in the US by 2030 EMEA Consolidating our position • Strengthening our competitiveness • Accelerating with Chinese OEMs • Capitalizing on our existing local footprint INDIA Boosting our development • 5 operational plants with new capacities to come • Reinforcing capabilities across engineering and software development • Ambition to more than x2 sales by 2030
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FY 2025 RESULTS Strengthening our Chinese JV YFPO with new activities in 2026 February 25, 2026 23 ➢ Incremental sales and industrial synergies leveraging on solid footprint 1 in 5 vehicles equipped by YFPO Leader in exterior systems Exterior systems Signature & decorative lighting Modules 2026 post closing ➢ Successful increasing business with Chinese OEMs TailgatesBumpers Expanding YFPO product portfolio Strengthening portfolio of technological solutions
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FY 2025 RESULTS Expanding our portfolio for all mobilities 24 TOP 10 AUTO CUSTOMERS CUSTOMERS WITH INCREASING EXPOSURE BEYOND AUTOMOTIVE February 25, 2026 Major EV player Major EV player Railway Leisure Self-driving Off-road
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FY 2025 RESULTS Supporting Chinese OEMs in their international expansion February 25, 2026 25 • Long-term strategic partnership • Providing bumpers from 2026 • Awarded by Chery “Outstanding Overseas Supplier Partnership” …to address the global expansion of major Chinese players • Bumpers and tailgates SOP in 2027 • Cooling modules SOP in 2025 Other Chinese OEMs Leveraging our long-term relations with Chinese OEMs Operating from our existing industrial capacities
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FY 2025 RESULTS Highlights on strategic priorities Félicie BURELLE, Chief Executive Officer
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FY 2025 RESULTS Potential acquisition in Lighting strengthening our diversification strategy February 25, 2026 27 Accelerating in lighting with potential acquisition Expanding our technological and commercial leadership Increasing business scale while delivering cost synergies Exploring the potential acquisition of a controlling stake of Hyundai Mobis’ lighting business MoU signed on January 2026 Lighting activity Lighting business Geographical footprint Customer base notably with Product portfolio reinforced for front solutions Expected closing end 2026
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FY 2025 RESULTS Innovation to create value February 25, 2026 28 Improving industrial efficiency through advanced technology partnerships AI-enabled design optimization for H2 storage New generation of lightweight battery casing AI-enabled simulation and validation for exterior systems ➢ Continuous composite 3D printed material ➢ Simplified assembly process Open Innovation Start-ups, Venture Capital 3rd edition of MIT Symposium hosted in Detroit (USA) Accelerating innovation across all modes of mobility CES 2025 in Las Vegas (USA) Showcasing innovations for tomorrow’s mobility Engaging with innovation ecosystems ➢ Reduction of lead time design freeze ➢ Simulation loops ➢ Automate complex system modeling ➢ Explore feasible layouts
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FY 2025 RESULTS Improving our competitiveness February 25, 2026 29 Engineering and programs productiveness Global organization efficiency Best-in class supply chain program Increasing competitiveness on R&D costs R&D hours in best-cost countries Integrated Transport Management System Scaling up automation and robotization Mutualizing Accounting, Digital & IS, HR, Purchasing Global business services Accelerating deployment of Automated Guided Vehiclesx2 Decreasing average hourly rate€ Reducing development hours Targeting best-cost countries >500 people end of 2025 One roof Exterior & Lighting OP’nSoftPune R&D center León hub Krakow hub Kick-off in Mexico to achieve higher delivery performance and savings
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FY 2025 RESULTS Outlook and Conclusion Félicie BURELLE, Chief Executive Officer
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FY 2025 RESULTS Consistent return to shareholders February 25, 2026 31 The dividend of €0.49 per share will be paid on April 30, 2026* Strong track record of dividend distribution In € per share €0.49 per share 2025 0.41 0.49 0.67 0.74 0.49 0.49 0.28 0.39 0.39 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0.60 0.49 * Subject to approval at the General Meeting on April 23, 2026 37.7% payout
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FY 2025 RESULTS Outlook February 25, 2026 Accelerating our diversification strategy and strengthening our competitiveness 2026 targets 32 Expanding our business in the United States and in Asia Intensifying synergies between the business groups on technologies Pursuing our operational efficiency and cost reduction measures Operating Margin > 2025 Net Result > 2025 Free Cash Flow > 2025 Net Debt < 2025 Independently of the potential acquisition of Hyundai Mobis’ lighting business
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FY 2025 RESULTS ✓ Significant increase in our key financial metrics over the last years ✓ Expanding ambitions in North America and Asia ✓ Accelerating our diversification strategy to secure future growth ✓ Strengthening our position in Lighting through potential acquisition ✓ Continuing to drive CO2 emissions reductions on the whole value chain ✓ Well positioned to address market transformations with a strong order intake and robust financial profile Conclusion February 25, 2026 FY 2025 RESULTSFebruary 25, 2026 33
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FY 2025 RESULTS Questions & Answers
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FY 2025 RESULTS Appendix: Cash Flow statement February 25, 2026 35 In €m 2024 2025 Operating margin 440 490 EBITDA 929 1,001 Gross Cash Flow 711 758 In % of revenue 6.8% 7.4% Capex and development -508 -448 In % of revenue 4.8% 4.4% Change in WCR +42 -13 Free Cash Flow 246 297 Dividends -95 -54 Treasury shares -10 -1 IFRS 16 -91 -72 Acquisition impacts & others -86 -2 Net debt (end of the period) 1,577 1,409
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FY 2025 RESULTS Appendix: glossary • Group segment reporting breaks down as follows: o Exterior & Lighting, which includes exterior systems and lighting activities; o Modules, which comprises module design, development and assembly activities; o Powertrain, which brings together the C-Power (energy and emission reduction systems, and batteries and electrification systems) and H2-Power (hydrogen activity) business groups. • Economic revenue corresponds to consolidated revenue of the Group and the following joint ventures and associates consolidated at their percentage holding: BPO (50%) and YFPO (50%) for Exterior & Lighting, EKPO (40%) for Powertrain and SHB (50%) for Modules. • Consolidated revenue does not include the Group’s share of revenue from joint ventures, consolidated using the equity method, in accordance with IFRS 10-11-12. • Like-for-Like (LFL): at constant scope and exchange rates. The currency effect is calculated by applying the exchange rate of the current period to the revenue of the previous period. • Operating margin includes the Group’s share of income from companies consolidated using the equity method and amortization of intangible assets acquired, before other operating income and expense. • EBITDA corresponds to operating margin, which includes the Group’s share of income from associates and joint ventures, before depreciation, amortization, and operating provisions. • Investments comprise expenditure on property, plant and equipment and intangible assets, net of disposals. • Free cash flow corresponds to operating cash flow less expenditure on property, plant and equipment and intangible assets net of disposals, taxes and net interest paid, plus or minus the change in the working capital requirement (cash surplus from operating activities). • Net debt includes all long-term borrowings, short-term loans, and bank overdrafts less loans, marketable debt instruments and other non-current financial assets, and cash and cash equivalents. • Gearing is the ratio of net debt to total shareholders’ equity. • Global or regional automotive production data refer to the S&P Global Mobility forecasts published in February 2026 (<3.5-ton passenger car segment and commercial light vehicles). February 25, 2026 36
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FY 2025 RESULTS Disclaimer The information contained in this document (the “Information”) has been prepared by OPmobility SE (the “Company”) solely for informational purposes. The Information is proprietary to the Company. The content of this document may not be directly or indirectly, in whole or in part, reproduced or published, nor distributed to any other person for any purpose without the prior written permission of the Company. The Information is not intended to and does not constitute an offer or invitation to buy or sell or a solicitation of an offer to buy or sell any security or financial instrument in France or abroad or to participate in any trading strategy. Nor does it constitute a recommendation or advice regarding investment in any security or financial instrument and is nowise to be interpreted as an offer to provide, or solicitation with respect to, any securities or financial instrument-related services of the Company. This document contains information provided in summary form and does not purport to be complete. This communication is neither a prospectus, product disclosure statement or other offering document for the purposes of Regulation (EU) 2017/1129 of the European Parliament and of the Council of June 14, 2017, as amended from time to time and implemented in each member state of the European Economic Area and in accordance with French laws and regulations. This document contains certain forward-looking statements. Forward-looking statements are generally identified by the words “expects”, “anticipates”, “believes”, “intends”, “estimates”, “plans”, “potential”, “outlook” or “guidance” as well as similar expressions. These forward-looking statements are based on a series of assumptions, both general and specific, in particular the application of accounting principles and methods in accordance with IFRS (International Financial Reporting Standards) as adopted in the European Union. These forward-looking statements have been developed from scenarios based on a number of economic assumptions in the context of a given competitive and regulatory environment. These forward-looking statements speak only as of the date they are made and are subject to various risks and uncertainties, including matters not yet known to the Company or its management or not currently considered material, and there can be no assurance that anticipated events will occur or that the objectives setout will actually be achieved. Important factors that could cause actual results to differ materially from the results anticipated in the forward-looking statements include, among others, the global geopolitical environment (including ongoing armed conflicts), overall trends in general economic activity and in the Company’s markets in particular, regulatory and prudential changes, and the success of the Company’s strategic, operating and financial initiatives. Other than as required by applicable law, the Company does not undertake any obligation to update or revise any forward-looking information or statements, opinion, projection, forecast or estimate set forth herein. Investors are advised to take into account factors of uncertainty and risk likely to impact the operations of the Company when considering the information contained in such forward-looking statements. These risks also comprise those developed or detailed in the most recent version of the OPmobility Universal Registration Document filed with the Autorité des Marchés Financiers (AMF - French financial market place regulator), which is available online on the websites of both the AMF (www.amf-france.org) and OPmobility (www.opmobility.com). Persons receiving this document should not place undue reliance on forward-looking statements. To the maximum extent permitted by law, none of the Company or any of its affiliates, directors, officers, advisors and employees shall bear any liability (in negligence or otherwise) for any direct or indirect loss or damage which may be suffered by any recipient through use or reliance on anything contained in or omitted from this document and the related presentation, as applicable, or any other information or material arising from any use of these documents or their contents or otherwise arising in connection with these documents. By receiving this document, you will be deemed to have represented, warranted and undertaken to have read and understood the above notice and to comply with its contents. February 25, 2026 37