01 Strategic context

  1. Scenic E-Tech electric
  2. Customer intelligence
  3. Finance

European EV market the place to be

EV adoption over time in Europe, China, USA

EU CHINA USA

125

100

75

50

25

0

2 0 2 0

2 0 2 5

2 0 3 0

2 0 3 5

High growth ~25% p.a.1

European EV market 2023-30

Already happening

EU EV launches surpass ICE launches

for the 1st time in 2023 EV adoption in Europe from 12 to 16% (9m 2022 vs. 9m 2023)2

Clear end destination 2035 "ICE ban" regulation

leads to ~100% EV penetration in Europe by 2035

Sources: (1) McKinsey (September 2023) "Automotive powertrain suppliers face a rapidly electrifying future" (2) IHS, EV volumes

EV market overview

xx% EV weight on PC TIV

2021

2022

2023

2024

2025

forecast

forecast

PC TIV EV EU1, thousands

Breakdown of EV sales by major EU markets, thousands

23,7%

27,1%

851

3 212

25,8%

757

17,6%

21,6%

652

16%

2 319

26%

548

526

520

13,9%

2 027

24,1%

472

16%

451

463

20%

437

10,1%

1 576

19,1%

391

353

339

315

310

1 181

299

267

41%

46%

203

206

9,1%

189

32%

38%

174

162

159

5,8% 146

10%

138

104

115

107

66 91

7,1%

27

43

63

74

67

49

31

54 72

24

2021

2022

2023

2024

2025

France

Germany

UK

Belux

Netherlands

Italy

Spain

Rest

forecast

forecast

Note: (1) : EU27 + EFTA + UK

Source: Renault DPV - EV TIV Europe, March 2024

Ampere, designed to play in the big venues

>75%

C-SEGMENT

~40%+

of the EV European

market volume

market addressed

by Ampere

1 out of 10

1 out of 6

cars on European market1

cars on retail market

are from Renault Group

are from Renault Group

Sources: IHS, McKinsey (September 2023) «Automotive powertrain suppliers face a rapidly electrifying future»; Company information

Note: (1) European passenger car market incl. EU+EFTA+UK Q1-Q3 2023

Capturing market growth with a focused line-up

market share objective: around 10% in 2030

1 S T

G E N E R A T I O N

2 N D G E N E R A T I O N

2 0 2 8 & B E Y O N D

UNITS P.A.

~45K

~300K

~1M

A-SEGMENT

Twingo

Lifecycle

2026

beyond 2030

B-SEGMENT

Renault 5

Renault 4

New cars

2024

2025

introduction

C-SEGMENT

Megane E-Tech

Scenic E-Tech

Replacement of 1st Gen

2022

2024

Megane E-Tech and Scenic E-Tech

2 0 2 3

2 0 2 5

2 0 3 1

Note: (1) EV market share in Europe

Renault Scenic E-Tech electric

2024

car of the year

attractive design

attractive design

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Disclaimer

Renault SA published this content on 22 March 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 22 March 2024 13:50:02 UTC.