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Q3 2026 REVENUE Félicie BURELLE Chief Executive Officer Stéphanie LAVAL VP Strategic Planning & Investor Relations Q3 2026 REVENUE October 21, 2026
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Q3 2026 REVENUE Automotive market remains under pressure in Q3 2026 *Source: Mobility Global automotive production published in October 2026 by source plant region - [0;3.5t PC + LCV] ** Source: China Passenger Car Association 2October 21, 2026 Global automotive production* in Q3 2026 22.0 m vehicles -1.9% vs. Q3 2025 REGION Q3 26 CHANGE % of global automotive production Raw materials and components cost inflation, and supply chain disruptions Regional trends North America Decreasing market Softer demand with solid inventory levels in the US, and tariffs uncertainty continue to impact production Europe Continued production adjustments Weaker demand drives production adjustments, particularly in Western Europe vs. Q3 2025 36% 26% 17% 16% China Rest of Asia Europe North America China Domestic market declining Persistent pressure from intense competition and weak demand, with automotive sales down -24%**, partially offset by higher exports Rest of Asia Solid automotive production Continuous strong growth momentum in India -5.6% +5.3% -0.2% -5.0%
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Q3 2026 REVENUE Q3 2026 highlights 3October 21, 2026 +2.8% Like-for-Like revenue growth US, Eastern Europe, South Korea and India are the main drivers All segments are growing Agreement recently signed with Hyundai Mobis, with closing targeted in the second half of 2027 Strategic milestone in Lighting To support increasing volume for Exterior Fourth plant inaugurated in Morocco In a decreasing market
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Q3 2026 REVENUE Our resilient performance in a regionally mixed market Economic revenue. Changes are in Like-for-Like * Source: Mobility Global automotive production published in October 2026 by source plant region - [0;3.5t PC + LCV] NORTH AMERICA 29% of revenue Auto prod.* -5.0% -5.9% EUROPE 49% of revenue Auto prod.* -0.2% +8.6% REST OF ASIA 11% of revenue Auto prod.* +5.3% +12.3% North America • USA remains the top contributor in Group’s revenue • US revenue +4.9%, strongly outperforming the market • Modules activity supported by higher volumes for a US OEM • Lighting benefiting from several Mexico launches Rest of Asia • South Korea led by strong momentum in Modules and Fuel Systems • Strong outperformance in India, confirming a strong market position • New C-Power plant opening by end 2026 in India China • Exterior parts sales evolved broadly in line with the market, while development revenues pace correlated to OEMs launches • Fuel tanks volumes impacted by powertrain electrification • Strengthening partnerships with strategic local players in and outside China Europe • Eastern Europe growth driven by modules assembly and exterior systems • Announcements of volume cuts from European OEMs due to weak demand • Reinforcing competitiveness CHINA 7% of revenue Auto prod.* -5.6% -33.2% SOUTH AMERICA/ AFRICA 4% of revenue October 21, 2026 4
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Q3 2026 REVENUE Q3 2026 Revenue Stéphanie LAVAL, VP Strategic Planning & Investor Relations
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Q3 2026 REVENUE Solid revenue growth LFL in Q3 2026 +3.2% 2,362 Consolidated revenue +2.8%* Q3 2025 FX and scope Q3 2025 excl. FX and scope Exterior & Lighting PowertrainModules Q3 2026 2,370 +42 2,437+22 +3 +7 6 In €m • No material scope impact from the expansion of YFPO scope since 1st June 2026 Q3 2026 REVENUEOctober 21, 2026 • All segments posted revenue growth vs. Q3 2025 • Positive FX impact, mainly linked to US dollar • Joint ventures revenue reflecting decreasing production in China, partially offset by the growing activity in South Korea *Like-for-Like: at constant scope and exchange rates
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Q3 2026 REVENUE Exterior solutions – Q3 2026 highlights October 21, 2026 7 Exterior & Lighting Modules Exterior benefited from several launches in USA and strong volumes in Eastern Europe Continuous momentum in Asia Solid performance in the US, mainly driven by higher volumes for a major US OEM Increasing activity in Europe, notably thanks to major launches Continuous improvement in Lighting revenue, with several launches notably in Czech Republic Launch Skoda – Peaq Headlamps, rear lamps Launch Renault – Megane Rear lamps Launch Jaecoo – J5 Front end modules Launch Skoda – Peaq Front end modules Launch Skoda – Peaq Bumpers Launch BMW – X5 Bumpers Launch Volkswagen – Atlas Bumpers
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Q3 2026 REVENUE Powertrain solutions – Q3 2026 highlights 8 Fuel systems & battery packs High fuel systems volumes in the Americas Strong fuel tank production in Asia, notably in India, and new award in battery packs for passenger cars October 21, 2026 Award Suzuki – Various vehicles Battery packs Solid fuel tank activity in Europe Award Suzuki – Ertiga Launch Major Chinese OEM Launch Kia – Sorento Award Jeep – Grand Cherokee Award Volvo – XC90 Launch Polaris – General Launch Toyota – Hilux
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Q3 2026 REVENUE Strategic Highlights Félicie BURELLE, Chief Executive Officer
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Q3 2026 REVENUE Strengthening our industrial capacities in Morocco 10October 21, 2026 Tangier Kenitra OPmobility in Morocco Three existing plants Presence since 2013 Exterior 1 plant Lighting 1 plant Fuel tanks 1 plant TangierKenitra + * Source: Mobility Global automotive production published in October 2026 by source plant region - [0;3.5t PC + LCV] Inauguration of a new plant in Kenitra A new plant for Exterior To support higher demand from a major OEM in a growing Moroccan market*(+8% in 9M 2026) Kenitra Exterior 2 plants Lighting 1 plant Fuel tanks 1 plant Tangier + Kenitra Fourth plant in the country
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Q3 2026 REVENUE Building a leading automotive lighting player Expanding our expertise and reinforcing our unique portfolio of exterior solutions • Enterprise value: KRW600bn* • 2025 revenue: KRW2.5 trillion** • Positive operating margin in 2025 Key figures • No material impact on OPmobility deleveraging strategy Financing • Acquisition of 100% of Hyundai Mobis’ lighting activity • Including industrial, commercial and engineering capabilities Transaction perimeter Consistent for technological and customer diversification • Subject to customary antitrust and regulatory approvals • Closing expected in H2 2027 Agenda Driving long-term value with Hyundai Mobis’ lighting business *Equivalent to about €390 million as of September 29, 2026 ** Equivalent to about €1.6 billion as of September 29, 2026 October 21, 2026 Major milestone in strengthening our global Lighting activity 11
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Q3 2026 REVENUE Accelerating our diversification strategy 12October 21, 2026 *Based on 2025 Group’s revenue Fortifying our technological leadershipRear lamps focused technology Headlamps Rebalancing our geographical mix*Concentrated regional mix More balanced regional mix Diversifying our customer portfolio Limited exposure to key Asian OEMs Major Group customers 9 existing plants 5 additional plants Geography Technology Main customers Industrial footprint Rear lamps + 9 plants Broader product and technology portfolio Western OEMs 14 plants A Stronger Global Lighting Player combined with Hyundai Mobis Expanding our presence in Asia + + Current Lighting business North America EMEA AsiaNorth America EMEA Asia
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Outlook and Conclusion Félicie BURELLE, Chief Executive Officer
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Q3 2026 REVENUE Addressing the transformation of the automotive market through targeted actions in Europe 14October 21, 2026 Restructuring costs ✓ Adaptation and competitiveness initiatives ✓ Between €120 million and €130 million for the full-year 2026 <<< ✓ Lower development activity in Powertrain ✓ 2035 regulation on combustion engine vehicles and delays in the hydrogen mobility market Optimizing R&D organization in France Reinforcing our operational competitiveness and creating value over the medium term Adapting industrial footprint in Germany ✓ Market with overcapacity ✓ Production transfer from an exterior plant to other sites ✓ Enhanced asset utilization
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Q3 2026 REVENUE Outlook 2026 15October 21, 2026 • Persistent volatility in the prices of raw materials and certain components • Automotive production revised downwards, particularly in China • Announcements of volume cuts from some customers More pronounced deterioration of the market conditions • Operating margin • Net result Group share • Free Cash Flow • Net debt Full-year objectives aligned with market conditions While maintaining strict financial discipline and selective allocation of resources €430m – €450m Significant > €220m < Net debt end 2025
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Q3 2026 REVENUE Questions & Answers
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Q3 2026 REVENUE 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. • 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. • Global or regional automotive production data refer to Mobility Global forecasts published in October 2026 (<3.5-ton passenger car segment and commercial light vehicles). 17October 21, 2026
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Q3 2026 REVENUE 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. 18October 21, 2026