Investor Presentation

Schaeffler India Limited Investor Presentation July 23, 2026 Copyright Schaeffler AG, 2026 –All rights reserved. | Disclaimer The information contained in this presentation is provided by Schaeffler India Limited (“the Company”), to you solely for your reference. This document is being given solely for your information and for your use and may not be retained by you and neither this presentation nor any part thereof may be (i) used or relied upon by any other party or for any other purpose; (ii) copied, photocopied, duplicated or otherwise reproduced in any form or by any means; or (iii) re-circulated, redistributed, passed on, published in any media, website or otherwise disseminated, to any other person, in any form or manner, in part or as a whole, without the prior written consent of the Company. This presentation does not purport to be a complete description of the market conditions or developments referred to in the material. This presentation contains forward-looking statements. The words “anticipate”, “assume”, “believe”, “estimate”, “expect”, “intend”, “may”, “plan”, “project”, “should” and similar expressions are used to identify forward-looking statements. Forward-looking statements are statements that are not historical facts; they include statements about Schaeffler Group’s beliefs and expectations and the assumptions underlying them. These statements are based on plans, estimates and projections as they are currently available to the management of Schaeffler AG. Forward-looking statements therefore speak only as of the date they are made, and Schaeffler Group undertakes no obligation to update any of them in light of new information or future events. By their very nature, forward-looking statements involve risks and uncertainties. These statements are based on Schaeffler AG management’s current expectations and are subject to a number of factors and uncertainties that could cause actual results to differ materially from those described in the forward-looking statements. Actual results may differ from those set forth in the forward-looking statements as a result of various factors (including, but not limited to, future global economic conditions, changed market conditions affecting the automotive industry, intense competition in the markets in which we operate and costs of compliance with applicable laws, regulations and standards, diverse political, legal, economic and other conditions affecting our markets, and other factors beyond our control). This presentation is intended to provide a general overview of Schaeffler Group’s business and does not purport to deal with all aspects and details regarding Schaeffler Group. 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The material contained in this presentation reflects current legislation and the business and financial affairs of Schaeffler Group which are subject to change. 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 2 A WA R DS A ND A CCOLA DES Q2 2026 Awards and Accolades Agile, Customer-Focused Cost Excellence, and Efficient Best Partner 2025 Award Hall of Fame Award Sourcing Award from Voith Turbo Pvt. Ltd. from John Deere from Sandvik Mining and Rock Technology India Pvt. Ltd. Supplier of the Year (Runner Zero PPM Award Outstanding Performance in Up) Award Best Value Creation Award from Toyota Kirloskar Auto Parts Pvt. from Toyota Kirloskar Auto Parts Pvt. Ltd. from Denso India Private Limited Ltd. Tribal and Indigenous Certificate of Appreciation for Communities Development Special Support Category Award zero PPM Category Award from Escorts Kubota Limited from Denso India Private Limited at CSR Convention and Best Practices in CSR Awards 2026 by Parul University 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 3 1 Economy and Industry Economy and Industry 2 Business Highlights - Q2 and 6M 2026 Business Highlights - Q2 and 6M 2026 3 Financial Highlights - Q2 and 6M 2026 Financial Highlights - Q2 and 6M 2026 AGENDA 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation 4 B1 UESCIONNEOS SM YH IAGNHDL IIGNHDTUSS –T RQY1 A ND 3M 2024 Economy GDP 1) 3) IIP 1) 3) 6) Automotive Production 2) 4) CPI 1)3) 7.4 7.8 8.2 7.0 7.8 6.6 5.0 4.7 5.0 19.5 15.4 15.7 3.7 3.1 3.9 3.6 3.8 2.7 7.0 1.7 1.8 5.5 5.4 Q1 Q2 Q3 Q4 Q1 Q2 est Q1 Q2 Q3 Q4 Q1 Q2 Q1 Q2 Q3 Q4 Q1 Q2 Q1 Q2 Q3 Q4 Q1 Q2 2025 2026 2025 2026 2025 2026 2025 2026 Note : Key messages • Data is reinstated every quarter as per final reports released by authorities • GDP – Estimated growth at ~6.6%, marking a slowdown amid global uncertainty and subpar monsoon risks • GDP, IIP, and Automotive Production are YoY growth rates, whereas CPI is quarterly mount. inflation rate. • Growth rates of the three sectors, Mining, • IIP – Growth momentum sustained due to resilient manufacturing output and gradual recovery in capex demand. Manufacturing and Electricity for the month of May are -1.6%, 5.5% and 9.9% • Automotive – Q2 YoY growth for CVs at 13.6% for PVs at 16.5% and for Tractors at 14.4%. respectively. • Automotive Production includes PVs, CVs, • CPI – Surge in CPI driven by base effects, increase in housing costs and demand revival. & Tractors with production share of 69%, 14% & 16% respectively. Source of data : 1) Ministry of Statistics & Programme Implementation 4) Automotive Production includes PVs, CVs, & Tractors 2) SIAM : Society of Indian Automobile Manufacturers 5) GDP data for Q1CY26 is based on estimates 3) GDP - Gross Domestic Production, IIP - Index of Industrial Production, CPI - Consumer Price Index 6) IIP Q2 numbers are only for April and May, June data not yet published 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 5 B1 UESCIONNEOS SM YH IAGNHDL IIGNHDTUSS –T RQY1 A ND 3M 2024 Core Sector Performance 8.8% 6.1% -3.1% 2.7% Cement Steel Coal Electricity Production (mn tn) Production (mn tn) Production (mn tn) Generation (bn KwH) 3 4 8 4 1 4 5 4 6 4 8 4 9 3 3 4 0 4 3 4 5 1 7 1 4 1 5 1 5 1 5 1 4 1 4 1 3 1 4 1 5 0 1 9 0 1 9 9 1 0 1 0 2 1 5 1 1 2 8 5 7 6 8 8 7 8 4 1 5 5 1 1 4 1 4 4 1 0 1 9 0 2 7 4 1 9 5 1 1 1 0 8 Jan Feb Mar Apr May Jan Feb Mar Apr May Jan Feb Mar Apr May Jan Feb Mar Apr May Sector weightage within eight core Key aspects sectors Sector % weight • Core industry growth for Q1FY27 registered at 1.2% compared to 1.0% for the same period last year. Cement 5.4% • Cement production registered growth whereas steel production moderated due to rising raw material costs, higher imports, and softer domestic price trends. Steel 17.9% • Coal production remained sluggish amid geopolitical instability whereas electricity generation rebounded in May Coal 10.3% on record summer demand during heatwaves. Electricity 19.8% Source of Data: Core sectors data - Office of Economic Advisor 2025 2026 YTD CY2026 Growth 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 6 B1 UESCIONNEOS SM YH IAGNHDL IIGNHDTUSS –T RQY1 A ND 3M 2024 Automotive Sector Performance Two and three Passenger Vehicles Commercial Vehicles Agricultural Tractors wheelers (mn units)1) (th units)2) (th units)2) (th units) 1 .2 5 .2 9 .1 4 .2 1 .2 5 .2 9 .1 5 .2 2 .2 5 [Showing first 8,000 characters — download PDF for full document]