SCHAEFFLER

Schaeffler India Limited Investor Presentation July 23, 2026 Copyright Schaeffler AG, 2026 –All rights reserved. | 1 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. Accordingly, neither Schaeffler Group nor any of its directors, officers, employees or advisers nor any other person makes any representation or warranty, express or implied, as to, and accordingly no reliance should be placed on, the accuracy or completeness of the information contained in the presentation or of the views given or implied. Neither Schaeffler Group nor any of its directors, officers, employees or advisors nor any other person shall have any liability whatsoever for any errors or omissions or any loss howsoever arising, directly or indirectly, from any use of this information or its contents or otherwise arising in connection therewith. 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 1 Economy and Industry Economy and Industry 2 2 Business Highlights - Q2 and 6M 2026 Business Highlights - Q2 and 6M 2026 3 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 0.8 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 1 9 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 .2 0 .2 6 .2 6 8 4 8 2 5 3 5 4 2 1 5 4 7 4 2 3 5 9 3 4 4 0 5 7 3 4 3 9 4 9 6 3 2 5 4 5 0 1 9 1 1 7 9 5 1 1 2 0 1 3 9 1 0 1 3 9 8 9 3 2 1 8 7 1 0 1 3 9 6 0 1 6 6 9 1 1 6 8 0 1 1 3 9 0 1 1 7 9 2 1 1 4 0 1 5 1 1 Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun Jan Feb Mar Apr May Jun Year to Date (YTD) Growth Key aspects • Two and three wheelers – Growth driven by rural demand and steady urban mobility needs. Vehicle YTD Growth • PVs and CVs – Growth driven by new product launches and infrastructure investments. 2W and 3W 22.4% • Tractors - Growth driven by strong monsoon outlook rural subsidies and higher farm incomes. PVs 13.7% CVs 15.4% Tractors 24.7% Source of data : 1) SIAM : Society of Indian Automobile Manufacturers 2) TMA : Tractor Manufacturers Association2 2025 2026 Note : 2W – Two wheelers, 3W- Three-wheeler , CV – Commercial Vehicles, PV – Passenger Vehicles, AT- Agricultural Tractors 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 7 1 1 Economy and Industry Economy and Industry 2 2 Business Highlights - Q2 and 6M 2026 Business Highlights - Q2 and 6M 2026 3 3 Financial Highlights - Q2 and 6M 2026 Financial Highlights - Q2 and 6M 2026 AGENDA 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation 8 2 B US I NES S H I G H LI G H TS - Q2 A ND 6M 2026 Q2 2026 Performance Key messages Revenue EBITDA YoY double digit growth momentum continued in 1 26,814 5,132 Automotive Technologies, Vehicle Lifetime Solutions and Exports mn INR mn INR 2 Earnings quality marginally declined given increased cost 17.5% vs Q2’25 19.1% Q2’26 7.0% vs Q1’26 19.3% Q1’26 linked to geopolitical developments 3 Working capital increase is mainly due to inventories, same PAT FCF will be managed in coming quarters 3,367 965 4 Capex – framework remains on track mn INR mn INR 12.6% Q2’26 -66.3% vs Q2’25 12.8% Q1’26 -29.5% vs Q1’26 EBITDA : Earning Before Interest, Tax and Depreciation (before exceptional item), FCF : Free Cashflow, PAT: Profit After Tax Note: Q2 2026 performance comments on Standalone Financials 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 9 2 B US I NES S H I G H LI G H TS - Q2 A ND 6M 2026 Business Developments AUTOMOTIVE TECHNOLOGIES VEHICLE LIFETIME SOLUTIONS BEARINGS AND INDUSTRIAL SOLUTIONS Precision and Longevity Increased Market Coverage Advance Motion Solutions • New business wins in Clutch for passenger • Business wins for FEAD timing kits, bearings • New business wins for CRBs, DGBBs, SRBs, and lubricants continued vehicles. TRBs and Plain Bearings for raw material sector. • Launched focus campaigns and workshop • Continued momentum in Double clutch for engagement programs tractors. • Business wins for Wheel Bearing , Needle • Continued focus on portfolio expansion and Bearing , Water Pump Bearing and Gen-2 • Business wins for Overrunning Alternator penetration through range extension WB for automotive sector. Pulley. • Continued momentum for NRBs for two- wheeler segment. SRBs -Spherical roller bearing, TRB - Tapered roller bearing, CRB - Cylindrical roller bearing, DGBBs- Deep Groove Ball Bearing, FEAD- Front End Accessory Drive 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 10 1 1 Economy and Industry Economy and Industry 2 2 Business Highlights - Q2 and 6M 2026 Business Highlights - Q2 and 6M 2026 3 3 Financial Highlights - Q2 and 6M 2026 Financial Highlights - Q2 and 6M 2026 AGENDA 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation 11 33 FF II NNAA NNCCII AA LL PHEI GR FHOLIRGMHATNSC -E Q2 A ND 6M 2026 Revenue from operations 2025 2026 Total revenue Sales Mix mn INR Q2 2026 26,814 26,431 25,070 22,821 23,601 21,100 IC Exports & Others 1) Automotive 17% Technologies 35% Q1 Q2 Q3 Q4 QoQ Growth -5.1% 7.0% Bearings & 35% Vehicle Lifetime YoY Growth 18.8% 17.5% Industrial Solutions 12% Solutions Key aspects Growth Q2’26 vs Q1’26 Q2’26 vs Q2’25 • YoY Double digit growth in Automotive Technologies and Vehicle Automotive Technologies 3.6% 33.3% Lifetime Solutions and Exports, domestic business up 16.2% Vehicle Lifetime Solutions 10.8% 9.9% • QoQ domestic business showed resilient growth at 5.9% Bearings and Industrial Solutions 6.5% 5.0% Intercompany Exports & others 12.5% 23.9% IC Exports – Intercompany Exports; 1) Exports mainly includes exports to group companies, scrap sale and other operating income Note : Business highlights on Standalone Financials 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 12 33 FF II NNAA NNCCII AA LL PHEI GR FHOLIRGMHATNSC -E Q2 A ND 6M 2026 Earnings Quality Margin 2025 2026 EBITDA PAT mn INR mn INR 5,132 5,056 4,830 4,489 4,760 3,197 3,367 3,280 4,071 2962 3067 2,654 19.3% 19.3% 19.7% 19.1% 20.2% 19.1% 12.6% 12.8% 13.0% 12.6% 13.0% 12.4% Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 -4.5% 6.3% -2.5% 5.3% QoQ Growth QoQ Growth YoY Growth 18.6% 14.3% YoY Growth 20.5% 13.7% EBITDA Bridge Key aspects 1,470 mn INR (78) 5,132 4,489 (749) • Earnings quality marginally impacted given to geopolitical developments related to fuel prices and depreciating INR Q2 2025 Gross Margin Employee Cost Other Income / Exp Q2 2026 EBITDA EBITDA EBITDA (before exceptional items) – Earning Before Interest, Tax, Depreciation and Amortization ) - interest income (net) at 267 mn INR in Q2’‘26 (262 mn INR Q2’25) PAT: Profit After Tax Note : Performance indicators on Standalone Financials 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 13 33 FF II NNAA NNCCII AA LL PHEI GR FHOLIRGMHATNSC -E Q2 A ND 6M 2026 Working Capital and Capex 2025 2026 Working Capital Free Cash Flow mn INR mn INR 20,291 17,937 2,868 16,238 16,942 16,608 2,540 15,426 2,371 2,232 1,369 965 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 % to 3M’25 3M’26 6M’25 6M’26 9M’25 12M’25 YoY -42.2% -66.3% sales Change 18.5% 17.9% 18.7% 19.7% 19.0% 17.9% 1166 1002 958 Capex 825 788 843 Key aspects mn INR • Capex – framework on track • Free cash flow generation – impacted by increase in working capital and reduction in earnings Q1 Q2 Q3 Q4 3M’26 6M’26 % to sales 3.1% 3.6% Note : Business highlights on Standalone Financials 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 14 B3 UFSIINNAENSCSI AHLI GHHILGIHGLHITGSH T– SQ -1 QA2N DA N3DM 62M0 224026 Performance Indicators Unit Q2 2026 Q1 2026 Q2 2025 6M 2026 6M 2025 Revenue mn INR 26,814 25,070 22,821 51,884 43,921 Revenue growth (YoY) % 17.5% 18.8% 10.1% 18.1% 12.0% Revenue growth (QoQ) % 7.0% -5.1% 8.2% - - EBITDA1) mn INR 5,132 4,830 4,489 9,962 8,560 EBITDA Margin % 19.1% 19.3% 19.7% 19.2% 19.5% EBIT mn INR 4,259 3,962 3,718 8,221 6,996 EBIT Margin % 15.9% 15.8% 16.3% 15.8% 15.9% EBT mn INR 4,525 4,257 3,980 8,782 7,537 EBT Margin % 16.9% 17.0% 17.4% 16.9% 17.2% PAT mn INR 3.367 3,197 2,962 6,564 5,616 PAT Margin % 12.6% 12.8% 13.0% 12.7% 12.8% Capex2) mn INR 958 788 1,002 1,746 1,827 FCF mn INR 965 1,369 2,868 2,335 5,239 1) EBITDA (before exceptional items) - Earning Before Interest, Tax, Depreciation and Amortization - interest income (net) at 267 mn INR in Q2’‘26 (262 mn INR Q2’25) ; 2) Capex includes CWIP Note : Performance indicators on Standalone Financials 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 15 3 F I NA NCI A L H I G H LI G H TS - Q2 A ND 6M 2026 Q2 2026 - Consolidated Financial Results Schaeffler India Limited KRSV Innovative Auto Schaeffler India Limited mn INR Standalone Solutions Private Limited Consolidated1) (Q2 2026) (Q2 2026) (Q2 2026) Revenue 26,814 791 27,605 EBITDA (before exceptional) 19.1% -17.3% 18.5% EBIT (before exceptional) 15.9% -19.1% 15.2% EBT (before exceptional) 16.9% -22.7% 16.1% 1) Consolidated results are net of consolidation effects 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 16 3 F I NA NCI A L H I G H LI G H TS - Q2 A ND 6M 2026 In Summary Key messages YoY double digit growth momentum sustained in Automotive 1 Technologies, Vehicle Lifetime Solutions and Intercompany Exports 2 Earnings quality marginally impacted given increased cost linked to geopolitical developments 3 Working capital levels to remain in check. Capex framework remains on track 4 Committed to deliver results and drive long term stakeholder value 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation Copyright Schaeffler AG, 2026 – All rights reserved. | 17 7/23/2026 Schaeffler India Limited | Q2CY26 Investor Presentation 18