Analysts/Institutional Investor Meet/Con. Call Updates

ZF Group · ZF Commercial Vehicle Control Systems India Limited, Chennai 600058 Commercial Vehicle Solutions Department Finance From C V Kavviya Phone +91 044-4224 2000 Email cv.kavviya@zf.com Date September 21, 2026 The Manager Listing Department BSE Limited, Phiroze Jeejeebhoy Towers Dalal Street, Mumbai 400 001 Scrip code: 533023 Listing Department National Stock Exchange of India Ltd Exchange Plaza, C-1, Block G Bandra - Kurla Complex Bandra (E), Mumbai 400 051 Trading Symbol: ZFCVINDIA • ISIN : INE342J01019 Dear Sirs, Sub: Announcement under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations,2015 – Investor / Analyst Conference Presentation Ref: Prior intimation dated September 15, 2026 Pursuant to regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 and in continuation of our earlier letter dated September 15, 2026, intimating schedule of Investor / Analyst Conference to be held today i.e., 21st September 2026, please find attached the presentation to be made thereat. Request you to take the above information on record. Thanking you, Yours sincerely, For ZF Commercial Vehicle Control Systems India Limited C V Kavviya Company Secretary & Compliance Officer ZF Group ZF Commercial Vehicle Control Systems India Limited (Formerly known as WABCO INDIA Limited) Plot No.3 (SP), Third Main Road, Registered Office: Plot No.3 (SP), Third Main Road, Ambattur Industrial Estate, Ambattur Industrial Estate, Chennai - 600058. India Chennai - 600058. India CIN: L34103TN2004PLC054667 Phone: +91 44 4224 2000 Phone: +91 44 42242000. Fax: +91 44 42242009 Fax: +91 44 4224 2009 www.zf.com www.zf.com AI-Generated ZF Commercial Vehicle Control Systems India Limited September 21, 2026 © ZF Friedrichshafen AG 1 Presenters Paramjit Singh Chadha Rakesh Mishra Shankar V A Ganesamoorthy Managing Director Chief Financial Officer Head of Sales and Marketing - OE Head of R&D and Engineering © ZF Friedrichshafen AG 2 About ZF Group ZF confidential 3 ZF Products and Services for Passenger Cars, Commercial Vehicles and Industrial Technologies AI-Generated Electrified Powertrain Commercial Industrial Technology Chassis Solutions ZF Lifetec Electronics and ADAS Vehicle Solutions Technologies Aftermarket © ZF Friedrichshafen AG 4 ZF AG: Financial Overview 2025 4.5% €1.4 billion €38.8 billion adjusted adjusted free cash Sales EBITA margin flow €3.3 billion €1.8 billion 153,153 Research & Investments in Employees Development property, plant, and equipment © ZF Friedrichshafen AG 5 Worldwide Presence - Production, Development, Sales and Service North America EMEA Asia Pacific Locations: 24 Locations: 88 Locations: 42 Employees: 31,444 Employees: 87,992 Employees: 28,363 162 production locations in 29 countries 20 main development locations in 9 countries Global service network with more than 20,000 workshop partners South America Locations: 8 Employees: 5,354 © ZF Friedrichshafen AG 6 AI-Generated Key Figures - Research & Development 8.6% ZF Group invested 8.6% of its global revenue into R&D in 2025 2,043 1,193 Invention Disclosures Patent applications © ZF Friedrichshafen AG 7 ZF Group at IAA Transportation 2026 © ZF Friedrichshafen AG 8 About ZF Group in India ZF confidential 9 ZF Group in India - Footprint and Employees Pantnagar Ambattur Mahindra World City Hyderabad Jamshedpur Lucknow Oragadam €1.1 billion Sales in 2025 Strong Footprint Across India Coimbatore GBS -Chennai ZF Rane Pune GEC -Chennai Test Track ~14,000 Employees © ZF Friedrichshafen AG 1100 ZF Group in India: AI-Generated Commercial Vehicles Passenger Cars Wind Power Off- Highway / Railway Market Leader in Vehicle Built strong engagement with Market leader in India with a Built strong engagement Control Systems leading OEMs focus on exports with Key Customers Strong partnership with all Business awards for EPB from 9GW → 12GW; New production facility major OEMs leading customers 13.2 MW Test Rig inaugurated Meeting customer requirements Game-changing products like Expanding from ~50 GW Market opportunities in other through advanced technologies EPB; IBC, DP-EPS; ADAS; currently to 140 GW by 2030 areas like Railway; Test such as E-Mobility and ESC Range Extender Systems; Agri and Defence. ~80% market share in braking solutions Aftermarket Solutions & Services © ZF Friedrichshafen AG 11 ZF Commercial Vehicle Control Systems India Limited (“ZF CVCS”): An Introduction ZF confidential 12 ZF CVCS: Building on a Strong Heritage ZF Group Record Integration Financial Inauguration Performance Inauguration Inauguration of Oragadam for FY25-26 of Ambattur Inauguration Inauguration of Technology Expansion Jan 2022 Plant -Feb’24 p Sl Coa f en t nt w ta a en r red of MWC Plant of Pa Pn lat nN tagar ac ne dn Gte Br S of p M lanW tC W inA toB C loCO bV aSin lyDte ;i vg Zir s Fa i ote nd TI ron af ca E ku S g -Cu r Ta oet vi so ’2tn n ue nw p er so d anu dct 2025 becomes corporate 5 product identity in India ramp-ups 2020 2005 2007 2008 2009 2011 2012 2013 2015 2017 2019 2020 2022 2024 2025 2011 2009 Mar 2022 WABCO India integration WABCO ZF Commercial 1962 oI fn a Jau Pmg lau sh nra e tt di po un r m S (u BaW n rj ao dA kr aiB et ry saC mO c do vt Cna isltk ar ioe o y ns tl o )o n ,f b We InT c Ao dV Bm iS C e Os I on fa u L Pug lacu k nra n tt oio wn E Jx ap ma Psn lh as e nio d tn pu o rf W I WnZ A dF AB i a BCta CO ak Od,e os W po rA t av sB e ZC dr F O LC io mmV n ite tsr eh o dIi l nc iSl d se y i s a ts operates as Limited new name of WABCO India WABCOTVS Limited Brand Milestones © ZF Friedrichshafen AG 13 ZF CVCS: Footprint Over 6 Decades as a Market Leader Pant Nagar 6 3 ~270 Lucknow Manufacturing Plants Global Engineering & Authorized Service Technology Centres Partners Jamshedpur 1 ~ 550 > 1,100+ Proving Ground Aftermarket Dealers/ Engineers, Global centre Distributors for Digitalization and Software development Over 5,560# Chennai Employees Mahindra World City Oragadam Headquarter Technology Centre Manufacturing Plant Proving Ground © ZF Friedrichshafen AG 14 Market Overview ZF confidential 15 India CV Market Overview Robust economic growth, key policy initiatives, rapid expansion across industry growth levers, and strategic OEM shifts are expected to drive sustained growth in India's CV market Key Economic Factors Policy Initiatives Consistent and sustained GDP growth PM E-Drive GST EV Push Reforms Continued growth in Manufacturing Sector Scheme Strong focus on Infra development National Scrappage Logistics policy Policy Bharatmala Growth Drivers Strategic Industry Trends Replacement demand of Trucks Global Consolidation & Market Leadership E-commerce & logistics expansion Segment Expansion & Market Share Growth Urbanization & last-mile delivery OEMs expansion of capacity in Green Government modernization push Mobility © ZF Friedrichshafen AG 16 ZF CVCS: Market Segments Truck Bus and Trailer Off-Highway Defence Market Leader in vehicle Control Bus: Technology Leader driving Market leader in pneumatic Leveraging decades of proven Systems safety, comfort & electrification control & air management CV expertise to deliver durable, through system integration products. Strong growth reliable technologies for Strategic Technology partner Trailer: Market Leader from potential with evolving defence, ensuring robust with all major OEMs Basic Braking to Integrated technology adoption in this performance in demanding Trailer Program (ITP) segment. environments OE & Aftermarket Solutions & Services Exports © ZF Friedrichshafen AG 17 Technological Evolution Trucks Regulation and Operating economics driving the technology adoption in CV, positioning the industry at a key growth inflection point ADAS & V2V Higher capacity engines BS6, telematics EV pilots AMT Base ICE Platform Basic Safety ABS adoption BSIV to BSVI CNG/LNG expansion preparation OTA update Telematics at scale Fleet reliability focus Durability [Showing first 8,000 characters — download PDF for full document]