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“o In 2035, we expect every 2nd new vehicle to be an EV.”

“o Renewable synthetic fuel (e- fuel) blends for the existing fleet will be decisive to meet CO2 targets.”

“Bosch solution  Achieve CO2 targets with minimum costs  48V systems and components support target achievement Cell design based on Bosch competence Passive cooling Compact design IP class: IP5k4”

“Bosch Hydrogen acquisitions Strategic agreement with Nikola ❖ World’s first 40-ton fuel cell power train truck ❖ 35 Bosch products ❖ SOP tgt - 2022 Electric air compressor (EAC) project won Fuel-cell power module compact version Awarded for Hydrogen Engine ❖ Commercial vehicle segment ❖ Localized production ❖ SOP tgt – 2022/23 51 Strictly confidential | RBIN/EE | 10.08.2022 Annual Investor Meet 2022 © Bosch Limited 2022.”

India - Three main drivers

1

Customer interests

1

Challenge

1

India - Three main drivers

- Emission regulations for road traffic getting tighter - Driving bans for combustion engines in inner cities, urbanization - Subsidies and incentive policies (e.g. to push “New Energy Vehicles” in CN or EU) - Total Cost of Ownership in a long run for an EV - Developing EV Ecosystem by Investments and Infrastructures - Subsidies and incentive policies (PLI, Make in India, etc) 41 Strictly confidential | RBIN/EE | 10.08.2022 Annual Investor Meet 2022 © Bosch Limited 2022. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights. Bosch view on the worldwide Powertrain scenario No legal advice - provided for informational purposes strictly on a non-reliance basis. New vehicle sales PC incl. LCV < 6t worldwide 2021 100% 2% 5% 5% 4% 84% 2025 100% 14% 5% 10% 10% 61% 2030 2035 o By 2030, about every 3rd new 100% 2% 28% 6% 14% 20% 31% 100% 2% 36% 6% 13% 17% 26% 100% 4% 39% 6% 15%

Customer interests

Bosch solution  Achieve CO2 targets with minimum costs  48V systems and components support target achievement Cell design based on Bosch competence Passive cooling Compact design IP class: IP5k4

Challenge

 Develop standardized, compact, efficient solution at attractive costs to fulfill customer needs  Straightforward integration into vehicle system Up to 15% CO2 reduction Optimized for P0 48V systems 46 Strictly confidential | RBIN/EE | 10.08.2022 Annual Investor Meet 2022 © Bosch Limited 2022. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the event of applications for industrial property rights. HYDROGEN Hydrogen Landscape No legal advice - provided for informational purposes strictly on a non-reliance basis. Off-shore wind On-shore wind + – ELY MW scale Water purifier Electrolyzer Compressor + – ELY MW scale Electricity distribution On-site electrolysis PEMFC Mobility Stationary Buildings & urban quarters Solar ELY GW scale Compressor Water purifie r H2 HSDS comps H2 Off-site electrolysis H2 storage H2 distribution SOFC Data centers H2 boilers Maritime Others Heat & power buildings Electricity Hydrogen Heat Bosch H