AUMOVIO SE

Investor Presentation • Nov 7, 2025

Q3 2025 Results

Philipp von Hirschheydt – CEO Dr. Jutta A. Dönges – CFO

Ticker: AMV0

ISIN: DE000AUM0V10

Website: http://www.ir.aumovio.com

IR Contact: ir@aumovio.com

Investor Relations Finance & Controlling

Dr. Jutta A. Dönges – CFO and member of the Executive Board As of November 1, 2025

• − Proven finance and capital markets / M&A track record with 25+ years of professional experience
• − Most recently Chief Financial Officer of Uniper SE, listed German energy company (Mar 2023 - Oct 2025), successful financial turnaround and repositioning of the company in banking and capital markets as well as with rating agencies
• − Member of Executive Board of German Finance Agency (2018 2022) and Member / Chair of Executive Board of Bundesanstalt für Finanzmarktstabilisierung (2015 - 2017), responsible for Finance, Risk and Governance functions as well as focus on stabilization measures during Pandemic and reprivatization of German Government shareholdings via capital markets
• − More than a decade at Goldman Sachs Investment Banking Division in Frankfurt, working across many industries on M&A, financing and capital market transactions
• − Joint master's degree in Mechanical Engineering and Economics from TU Darmstadt and a doctorate in Economics from Goethe University
• − Amongst others, member of the Supervisory Boards of Commerzbank AG (2020 - 2025) and TUI AG (since 2021) as well as member of the Management Board of Deutsche Aktieninstitut (since 2023)

Strong start to AUMOVIO's first standalone quarter Narrowed guidance 2025

€14.1 bn 9M adj. Sales down 4.2% yoy

€409 mn 9M adj. EBIT¹ €243 mn up yoy

€190 mn 9M adj. FCF and excluding cash effective spin-off costs and restructuring²

• − Sales development impacted by a challenging market environment and a focused project selection
• − Adjusted EBIT and margin improved through stronger project mix and successful execution of self-help measures
• − Adjusted Free Cash Flow including cash effective spinoff and restructuring costs of €340 mn at €-150 mn
• − Narrowed 2025 Guidance: Sales €18.0-19.0 bn, adj. EBIT¹ margin at the upper end of the 2.5%-4.0% range

² I Adjusted Free Cash Flow is calculated as the sum of cash flow from operating activities and investing activities, adjusted for cash inflow/outflow from interest-bearing investments as well as for acquisitions and divestments of companies and business operations, here additionally adjusted for separation costs, listing costs and restructuring costs

¹ I Adjusted EBIT margin is calculated as adjusted EBIT divided by adjusted sales multiplied by 100. Adj. EBIT is calculated as EBIT before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects (e.g., impairment, restructuring and gains and losses from disposals of companies and business operations)

Milestone achieved AUMOVIO listed and ready for the next chapter

Listing and spin-off highlights

• − 409 days from start of detailed evaluation to stock market debut
• − Listed in Prime Standard of Frankfurt Stock Exchange in the legal form of a Societas Europaea
• − Transformed into a focused, standalone company: smaller, sharper and significantly faster
• − First share price of €35.00
• − Gearing up towards MDAX inclusion by December 2025

...continued focus on sustainable value creation and execution of 3 pillar strategy (Lead, Transform, Deliver)

Significant adjusted EBIT growth despite lower adjusted sales

• − Sales declined by 4.2% to €14.1 bn, mainly due negative FX effects of 2.3%

• − Organic sales development with -1.8% reflecting the overall challenging automotive environment and macroeconomic uncertainty

• − Adjusted EBIT increased by €243 mn to €409 mn, driven by:

• Higher gross margin
• More efficient R&D expense management
• SG&A reductions through procurement synergies and cost discipline
• − Sequential margin improvement reflects AUMOVIO's strong execution in strategic cost control and operational efficiency

Core operational strength evident after special items

Adj. EBIT Special items of €542 mn 291 Restructuring and termination 154 Spin-off costs (Listing and separation) 63 Plant footprint & portfolio optimization (divestiture Cairo Montenotte & Zonar) 34 Others Numbers in € mn -133 409

EBIT

Strategic execution drives EBIT expansion Adjusted EBIT walk from 9M 2024 to 9M 2025

Cost measures across all BAs substantiate earnings growth

• − AM: Sales declined due to exchange rates effects and volume reduction especially in North America, EBIT increased due to fix cost savings, specifically in R&D
• − ANS: Sales decline primarily driven by early termination of a build-to-print business; EBIT lower yoy as cost savings could not compensate for sales decline
• − SAM: Sales slightly lower yoy; EBIT increase mainly driven by significant reduction in fixed costs and lower quality-related costs
• − UX: Sales on prior year level; strong improvement in EBIT driven by efficiency gains in manufacturing and successful execution of transformation programs
• − CM: Sales lower, following the agreed rampdown of former Powertrain business, lower EBIT due to lower sales

¹ I Due to consolidation effects, the sum of numbers shown in the column does not match the total sum

Order intake YTD 2025

• − General: Several key customer sourcing decisions originally anticipated for 2025 have now been deferred to 2026
• − General: Substantial order intake outside Europe
• − BA AM: Major orders for Satellite Camera and Surround Radar
• − BA ANS: Major order for Telematic Control Units from German OEM, big project won for Zone Controllers
• − BA SAM: Multiple orders in product group MK C2 for C-OEMs, Airbag Control Units and Air Supply CAirS
• − BA UX: Major orders for Display Solution for Asian OEMs

1 I including other sales of 1,2bn€ lifetime sales, due to consolidation effects, the sum of numbers shown in the column does not match the total sum

Adjusted sales exposure and performance per region

Source: Net sales by country adjusted on FX effects PY | S&P global, status October 2025

Status Strategic Transformation Substantial cost improvements via self-help measures

Headcount development¹incl. CM (in k)

Portfolio management / footprint

• − Divestiture of drum brake plant in Italy (Cairo Montenotte), completed on October 2
• − Ramp down of location Karben and location Babenhausen well on track

Fix cost reduction program

• − €400 mn target already achieved in Q3 2025
• − Total savings of project scope gearing towards €500 mn until YE 2025

R&D efficiency

• − R&D net expenses in 9M 2025 improved €133 mn yoy adjusted for restructuring
• − R&D net to sales ratio in 9M 2025 at 11,9% adjusted for restructuring

1 Number of employees; excluding apprentices, interns, employees with suspended contracts, and employees with special-wage or similar contracts

Investor Relations © AUMOVIO SE Q3 2025 Result November 7, 2025 11

Fix HC (R&D) Fix HC (SG&A) Variable HC

AUMOVIO footprint

Ramp down plan heading towards our ambition

2023 / 2024 2025 2026 2027

R&D Locations

• − AES² : Burgess Hills
• − EB³ : Beijing
• − EB³ : Bothell (Seattle)
• − EB³ : Ingolstadt
• − EB³ : San Jose

R&D Locations

• − AES² : Nürnberg
• − EB³ : Stuttgart, Berlin, Radolfszell
• − Schwalbach
• − Wetzlar

Production Locations

• − Cairo Montenotte (Divest)
• − Culpeper¹
• − Karben¹

R&D Locations

− Santa Barbara

Production Locations

• − Babenhausen¹
• − Changsha

Production Locations

• − Gifhorn¹
• − Nogales¹

1 I Based on Transformation C* communication in 2019; 2 I Aumovio Engineering Solutions; 3 I Elektobit

9M adj. Free Cash Flow excluding Spin-off costs and restructuring positive

¹ I Adjusted Free Cash Flow before spin-off costs and restructuring is calculated as the sum of cash flow from operating activities and investing activities, adjusted for cash inflow/outflow from interest-bearing investments as well as for acquisitions and divestments of companies and business operations, here additionally adjusted for separation costs, listing costs and restructuring costs. 2 I Adjusted Free Cash Flow is calculated as the sum of cash flow from operating activities and investing activities, adjusted for cash inflow/outflow from interest-bearing investments as well as for acquisitions and divestments of companies and business operations

Capex and working capital development Working on ambitions

• Elevated capex levels from 2022-2024 due to investments in Megafactories and technology transformation
• Return to normalized capex levels post completion of Megafactories
• Continued capex discipline to leverage on well-invested asset base
• Increased management focus on working capital optimization
• Dedicated inventory efficiency programs launched in BAs

^1. Capital expenditure relates to additions to property, plant and equipment, and software, as well as additions to capitalized right-of-use assets in line with IFRS 16 - leases and additions to capitalized borrowing costs in line with IAS 23 - Borrowing Costs | 2. Working capital is calculated as inventories plus trade accounts receivables less trade accounts payable

Investor Relations © AUMOVIO SE Q3 2025 Result November 7, 2025

Strong liquidity position provides stability and financial flexibility

Growth expectations diverge regionally FY 2025 vehicle production passenger cars and light trucks¹

1 I Source: S&P Global, Status October 2025

Narrowed guidance for 2025

Investor Relations © AUMOVIO SE Q3 2025 Result November 7, 2025 17

Q&A

Thank you!

Contact

Lutz Ackermann

Head of Investor Relations

+49 69 7603-1890 lutz.ackermann@aumovio.com

Nicole Butschle

Senior Manager Investor Relations

+49 69 7603-72549 nicole.butschle@aumovio.com

Michael Saemann

Senior Manager Investor Relations

+49 69 7603-3216 michael.saemann@aumovio.com

Helena Elisabeth Held

Senior Manager Investor Relations

+49 69 7603-1891 helena.elisabeth.held@aumovio.com

Guerickestraße 7 | 60488 Frankfurt am Main | Germany

Appendix

Key figures by Business Area

Adjusted sales (€ mn) and adjusted EBIT¹ (€ mn & as % of adjusted sales)

AUMOVIO	Q124	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	FY 25
Adj. Sales	4,867	4,983	4,816	4,892	4,805	4,740	4,509
Adj. Sales growth (YoY)					-1.3%	-4.9%	-6.4%
Adj. EBIT 1	-202	153	215	332	89	169	150
Adj. EBIT margin	-4.1%	3.1%	4.5%	6.8%	1.9%	3.6%	3.3%

SAM	Q124	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	FY 25
Adj. Sales	1,866	1,965	1,825	1,876	1,883	1,857	1,810
Adj. Sales growth (YoY)					0.9%	-5.5%	-0.8%
Adj. EBIT 1	-57	124	89	111	75	79	94
Adj. EBIT margin	-3.1%	6.3%	4.9%	5.9%	4.0%	4.2%	5.2%

АМ	Q124	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	FY 25
Adj. Sales	823	805	788	814	835	788	739
Adj. Sales growth (YoY)					1.4%	-2.1%	-6.2%
Adj. EBIT 1	-44	-20	-22	41	0	-1	-9
Adj. EBIT margin	-5.4%	-2.5%	-2.8%	5.0%	0.0%	-0.1%	-1.3%

UX	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	FY 25
Adj. Sales	767	743	760	800	752	786	718
Adj. Sales growth (YoY)					-1.9%	5.8%	-5.6%
Adj. EBIT 1	-82	-31	-14	-20	-32	43	-6
Adj. EBIT margin	-10.7%	-4.2%	-1.8%	-2.5%	-4.3%	5.4%	-0.8%

ANS	Q124	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	FY 25
Adj. Sales	1,351	1,440	1,405	1,364	1,295	1,279	1,227
Adj. Sales growth (YoY)					-4.1%	-11.1%	-12.6%
Adj. EBIT 1	-18	78	157	202	39	64	72
Adj. EBIT margin	-1.3%	5.4%	11.2%	14.8%	3.0%	5.0%	5.8%

Contract M.	Q1 24	Q2 24	Q3 24	Q4 24	Q1 25	Q2 25	Q3 25	Q4 25	FY 25
Adj. Sales	80	55	49	55	50	33	25
Adj. Sales growth (YoY)					-38.2%	-40.5%	-48.0%
Adj. EBIT 1	1	2	1	4	4	1	-7
Adj. EBIT margin	1.0%	2.9%	2.3%	7.1%	8.3%	2.5%	-29.0%

21

¹¹ Adj. EBIT is calculated as EBIT before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects (e.g., impairment, restructuring and gains and losses from disposals of companies and business operations)

Investor Relations © AUMOVIO SE Q3 2025 Result November 7, 2025

Financial development Adjusted sales and adjusted EBIT¹

¹ I Adjusted EBIT margin is calculated as adjusted EBIT divided by adjusted sales multiplied by 100. Adj. EBIT is calculated as EBIT before amortization of intangible assets from purchase price allocation (PPA), changes in the scope of consolidation, and special effects (e.g., impairment, restructuring and gains and losses from disposals of companies and business operations) 2 I Based on the Profit Forecast for AUMOVIO for the fiscal year ending on December 31, 2025; includes most recent assumption on tariffs

Outlook on financial calendar 2026

− Financial results publication FY 2025

• − Quarterly statement as at March 31
• − Annual shareholders meeting (May 13)

− Half-year financial report as at June 30

March May August November

− Quarterly statement as at September 30

Disclaimer

• − This presentation has been prepared by AUMOVIO SE solely in connection with the Analyst and Investor Call on November 7, 2025, and the subsequent analyst and investor meetings. It has not been independently verified. It does not constitute an offer, invitation or recommendation to purchase or subscribe for any shares or other securities issued by AUMOVIO SE or any subsidiary and neither shall any part of it form the basis of, or be relied upon in connection with, any contract or commitment concerning the purchase or sale of such shares or other securities whatsoever
• − Neither AUMOVIO SE nor any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss that may arise from any use of this presentation or its contents or otherwise arising in connection with this presentation
• − This presentation includes assumptions, estimates, forecasts and other forward-looking statements, including statements about our beliefs and expectations regarding future developments as well as their effect on the results of AUMOVIO. These statements are based on plans, estimates and projections as they are currently available to the management of AUMOVIO. Therefore, these statements speak only as of the date they are made, and we undertake no obligation to update publicly any of them in light of new information or future events. Furthermore, although the management is of the opinion that these statements, and their underlying beliefs and expectations, are realistic as of the date they are made, no guarantee can be given that the expected developments and effects will actually occur. Many factors may cause the actual development to be materially different from the expectations expressed here. Such factors include, for example and without limitation, changes in general economic and business conditions, fluctuations in currency exchange rates or interest rates, the introduction of competing products, the lack of acceptance for new products or services and changes in business strategy
• − All statements with regard to markets or market position(s) of AUMOVIO or any of its competitors are estimates of AUMOVIO based on data available to AUMOVIO. Such data are neither comprehensive nor independently verified. Consequently, the data used are not adequate for and the statements based on such data are not meant to be an accurate or proper definition of regional and/or product markets or market shares of AUMOVIO and any of the participants in any market
• − Unless otherwise stated, all amounts are shown in millions of euro. Please note that differences may arise as a result of the use of rounded amounts and percentages