Slides
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1 1 2026 Q3 Revenue OCTOBER 29, 2026
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2 Agenda Highlights 2026 Q3 Sales & Revenue 2026 Outlook Questions & Answers Appendix 5
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3 Highlights Duncan Minto CFO Renault Group
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4 4 Strong fundamentals reflecting agile operating model (1) Europe, PC, 2026 9M year-on-year. (2) Harbour (2 shifts; 5 days). (3) Forward sales in Europe, PC + LCV, as of September 30, 2026. (4) Europe, PC, 2026 Q3 year-on-year. COMMERCIAL MOMENTUM Renewed & attractive line-up Strong dealer & aftersales network MFS’ sales support & resilience Outstanding EV demand acceleration + 59 % OPERATIONAL AGILITY HIGH CAPACITY UTILIZATION 85 % worldwide; >95% in Europe2 HEALTHY LEVEL OF INVENTORIES 532 ku total inventories SOLID ORDERBOOK c. 2 months sales coverage in Europe3 PC EV sales over 9 months1 + 85 % PC EV sales in Q3 alone4
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5 5 54% 62% 49% Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Value over volume: retail-led mix supporting residual values VALUE COMMERCIAL POLICY HIGHER RESIDUAL VALUES2 Market average 65 % in Q3 PASSENGER CARS SALES1 +5% retail sales −18% short-term rental & demo vs. +3% for market 5 to 13 pts above market average (1) In Europe, PC, 2026 Q3. (2) For Renault and Dacia brands vs. 23 main brands PC segment, Europe G5 Source: Editor Residual Value forecast trend - 36 months / 45,000km. RETAIL MIX1 +20pts vs. market
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6 6 1,699 1,166 521 7 1,662 1,179 471 12 2025 9M 2026 9M9M 2026 Renault Group sales -2.2% +1.1% -9.7% +65.6% (1) PC+LCV in thousand units. Renault Group data comprises other brands such as Renault Korea Motors. Mobilize’s quadricycles are not aggregated with total sales. Renault Group demonstrating sales resilience
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7 7 1,166 1,179 2025 9M 2026 9M (1) In Europe, passenger cars, 2026 9M. (2) In Europe, light commercial vehicles, 2026 9M. On the graph: PC+LCV in thousand units. Renault brand outperforming on EV, retail and LCV in Europe +20% retail sales1 +8% LCV sales2 +1.1% +75% EV sales1 2 nd brand in Europe PC+LCV
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8 8 521 471 2025 9M 2026 9M Dacia: gearing up for its upcoming product offensive 3 rd brand retail in Europe1 Sandero #1 retail in Europe1 +14% electrified sales1 -9.7% (1) In Europe, passenger cars, 2026 9M. On the graph: PC+LCV in thousand units. +7pts C & above mix1
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9 9 7 12 2025 9M 2026 9M Alpine: strong growth momentum supported by A290 success +66% total sales1 +54% A290 sales1 +90% A290 orders1 +65.6% (1) In Europe over 2026 9M. On the graph: PC+LCV in thousand units.
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10 10 Electric vehicle TRAFIC VAN E-TECH 100% electrified product offensive DACIA SANDERO HEV NEW DACIA SPRING NEW RENAULT MEGANE E-TECH DACIA STRIKER RENAULT DUSTER E-TECH H2 2026 Hybrid vehicle
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11 2 2026 Q3 Sales & Revenue Duncan Minto CFO Renault Group
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12 € million 2025 Q3 2026 Q3 Change Change at constant FX Global unit sales (Kunits) 529 498 -6.0% Group revenue 11,426 11,596 +1.5% +1.4% o/w Automotive 9,839 9,835 0.0% -0.2% o/w Sales Financing (Mobilize Financial Services) 1,587 1,761 +11.0% +11.3% Group revenue
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13 +14 -581 +483 +110 +229 +50 -3099,839 Currency Volume Sales to Partners Price Product mix Geographic Mix Other +0.2pts -5.9pts +4.9pts +1.1pts +2.3pts +0.5pts -3.1pts Change 2026 Q3 vs. 2025 Q3 0.0% Automotive revenue 2025 Q3 2026 Q3 € million 9,835
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14 +14 -581 +483 +110 +229 +50 -3099,839 Currency Volume Sales to Partners Price Product mix Geographic Mix Other +0.2pts -5.9pts +4.9pts +1.1pts +2.3pts +0.5pts -3.1pts Change 2026 Q3 vs. 2025 Q3 0.0% Automotive revenue 2025 Q3 2026 Q3 € million 9,835
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15 529 360 165 2.4 498 350 144 3.7 2025 Q3 2026 Q3 Sales evolution by brand(1) (1) PC+LCV in thousand units. Renault Group data comprises other brands such as Renault Korea Motors. Mobilize’s quadricycles are not aggregated with total sales. RENAULT GROUP RENAULT DACIA ALPINE In % Δ / 2025 Q3 -6.0% -2.9% -12.8% +58.4% Q3 Renault Group sales
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16 540 560 530 538 539 554 546 532 437 340 416 319 442 335 430 312 103 220 114 219 97 219 116 220 Dec'24 Mar'25 Jun'25 Sept'25 Dec'25 Mar'26 Jun'26 Sept'26 In thousand units Group Independent dealers Total New vehicle distribution inventories
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17 +14 -581 +483 +110 +229 +50 -3099,839 Currency Volume Sales to Partners Price Product mix Geographic Mix Other +0.2pts -5.9pts +4.9pts +1.1pts +2.3pts +0.5pts -3.1pts Change 2026 Q3 vs. 2025 Q3 0.0% Automotive revenue 2025 Q3 2026 Q3 € million 9,835
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18 +14 -581 +483 +110 +229 +50 -3099,839 Currency Volume Sales to Partners Price Product mix Geographic Mix Other +0.2pts -5.9pts +4.9pts +1.1pts +2.3pts +0.5pts -3.1pts Change 2026 Q3 vs. 2025 Q3 0.0% Automotive revenue 2025 Q3 2026 Q3 € million 9,835
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19 +14 -581 +483 +110 +229 +50 -3099,839 Currency Volume Sales to Partners Price Product mix Geographic Mix Other +0.2pts -5.9pts +4.9pts +1.1pts +2.3pts +0.5pts -3.1pts Change 2026 Q3 vs. 2025 Q3 0.0% Automotive revenue 2025 Q3 2026 Q3 € million 9,835
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20 2025 Q3 2026 Q3 Change New contracts (Kunits) 302 306 +1.6% New financings (€bn) 5.2 5.5 +5.4% Average performing assets (€bn) 59.5 62.5 +5.0% Revenue (€m) 1,587 1,761 +11.0% Mobilize Financial Services
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21 2026 Outlook
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22 22 Operating margin c. 5.5 % Automotive free cash flow c. € 1.0 bn 2026 FY financial outlook confirmed
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23 23 Questions Answers
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24 4 Appendix
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25 € million 2025 9M 2026 9M Change Change at constant FX Global unit sales (Kunits) 1,699 1,662 -2.2% Group revenue 39,066 41,848 +7.1% +7.6% o/w Automotive 34,373 36,641 +6.6% +7.2% o/w Sales Financing (Mobilize Financial Services) 4,693 5,207 +11.0% +11.1% 2026 9M Group revenue
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26 1 699 1 184 232 198 72 1 662 1 167 227 187 68 2025 9M 2026 9M Global Europe Eurasia (3) Africa & Middle East Latin America Asia Pacific In % Δ / 2025 9M Car Market +5.7% -12.7% +8.3% +9.0% Renault Group -1.4% -2.4% -5.5% -5.1% Market and sales evolution by region(1) Renault Group 9M sales – by region (2) (4) (1) PC+LCV in thousand units (2) ACEA European Scope. French overseas territories and departments are not accounted in the Europe region but comprised in the Global figure (3) Eurasia Africa & Middle East without Russia (4) Asia Pacific without China
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27 529 353 79 69 24 498 347 66 63 17 2025 Q3 2026 Q3 Global Europe Eurasia (3) Africa & Middle East Latin America Asia Pacific In % Δ / 2025 Q3 Car Market +5.8% -20.7% +6.1% +10.3% Renault Group -1.6% -16.4% -9.2% -28.2% Market and sales evolution by region(1) Renault Group Q3 sales – by region (2) (4) (1) PC+LCV in thousand units (2) ACEA European Scope. French overseas territories and departments are not accounted in the Europe region but comprised in the Global figure (3) Eurasia Africa & Middle East without Russia (4) Asia Pacific without China
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28 Information contained within this document may contain forward looking statements. Although the Company considers that such information and statements are based on reasonable assumptions taken on the date of this report, due to their nature, they can be risky and uncertain (as described in the Renault Universal Registration Document filed with the French Autorité des marchés financiers). Actual results may differ materially from those projected or implied in these forward-looking statements. These forward-looking statements are made as of the date of this presentation. Renault does not undertake to provide updates or revisions, should any new statements and information be available, should any new specific events occur or for any other reason. Renault makes no representation, declaration or warranty as regards the accuracy, exhaustiveness, adequacy, effectiveness and genuineness of any statements and information contained in this report. This information does not constitute an invitation to invest in shares or constitute or form a part of any offer for the sale or subscription of, or any offer to buy or subscribe for, any securities or other financial instruments. Further information on Renault can be found on Renault’s web site (www.renaultgroup.com), in the section Investors/Regulated Information. Disclaimer
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29 29 Download Invest’R The app dedicated to Renault Group investors To download the free application, scan this QR code with your smartphone