CORPORATE PRESENTATION

April 2024

Corporate presentation

2

2024

DISCLAIMER

This presentation has been prepared for information purposes only.

It does not constitute or form part of any offer or invitation to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of Volkswagen AG, TRATON SE, or any company of the TRATON GROUP in any jurisdiction. Neither this presentation, nor any part of it, nor the fact of its distribution, shall form the basis of, or be relied on in connection with, any contractual commitment or investment decision in relation to the securities of Volkswagen AG, TRATON SE, or any company of the TRATON GROUP in any jurisdiction, nor does it constitute a recommendation regarding any such securities.

It contains forward-looking statements and information on the business development of the TRATON GROUP. These statements and information are based on assumptions relating in particular to the TRATON GROUP's business and operations and the development of the economies in the countries in which the TRATON GROUP is active.

The TRATON GROUP has made such forward-looking statements on the basis of the information available to it and assumptions it believes to be reasonable. The forward-looking statements and information may involve risks and uncertainties, and actual results may differ materially from those forecasts.

If any of these or other risks or uncertainties materialize, or if the assumptions underlying any of these statements prove incorrect, the actual results may significantly differ from those expressed or implied by such forward-looking statements and information. The TRATON GROUP will not update this presentation, particularly not the forward-looking statements. The presentation is valid on the date of publication only.

Certain financial information and financial data included in this presentation are preliminary, unaudited, and may be subject to revision. Due to their preliminary nature, statements contained in this presentation should not be unduly relied upon, and past events or performance should not be taken as a guarantee or indication of future events or performance. Financial figures might be translated from different currencies, using the exchange rate prevailing at the relevant date or for the relevant period that the relevant financial figures relate to.

All statements with regard to markets or market position(s) of TRATON SE or any affiliated company or any of its competitors are estimates based on data available to the TRATON GROUP.

IHS Markit Data referenced herein are the copyrighted property of IHS Markit Ltd. and its subsidiaries ("IHS Markit"). The IHS Markit Data are from sources

considered reliable; however, the accuracy and completeness thereof are not warranted, nor are the opinions and analyses published by IHS Markit representations of fact. The IHS Markit Data speak as of the original publication date thereof and are subject to change without notice. IHS Markit and other trademarks appearing in the IHS Markit Data are the property of IHS Markit or their respective owners.

The percentage figures shown may be subject to rounding differences. Due to different proportions and scaling in graphs, data shown in different graphs are not comparable.

Corporate presentation

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2024

ABOUT THE TRATON GROUP

With its brands Scania, MAN, Navistar, and Volkswagen Truck & Bus, TRATON SE is the holding company of the TRATON GROUP and one of the world's leading commercial vehicle manufacturers. The product portfolio comprises trucks, buses, and light-duty commercial vehicles.

Our purpose is:

"Transforming Transportation Together. For a sustainable world."

Corporate presentation

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2024

DEVELOPMENT OF THE GROUP AND ITS BRANDS

2015

2018

2019

2021

Volkswagen AG creates

Volkswagen Truck & Bus

IPO of TRATON SE

TRATON acquires Navistar

Volkswagen Truck & Bus

becomes the TRATON GROUP

GmbH to bundle its MAN,

Scania, and Volkswagen

Caminhões e Ônibus brands

2022

TRATON's brand Scania with its

own production site in China, groundbreaking in Rugao

Corporate presentation

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2024

TRATON SE SHAREHOLDER STRUCTURE

10.28% Free float

89.72% 1 Volkswagen Finance Luxemburg S.A

1 As of December 31, 2023, TRATON SE's largest single shareholder was Volkswagen Finance Luxemburg S.A., a Volkswagen Group company, which holds 89.72% of the share capital.

Corporate presentation 2024

FOUR STRONG BRANDS UNDER ONE ROOF

6

  • Global leader in sustainable transport solutions with premium- quality trucks and buses
  • Wide range of commercial vehicles and services
  • Aims to drive the shift towards a sustainable transport system
  • Presence across diverse markets around the world
  • Strong business partner
  • Aims at simplifying customer business
  • High-qualityproduct and service experiences with smart solutions for a full-line offering
  • Strives to cultivate excellent customer relationships across multiple markets globally
  • High-performancemanufacturer of trucks and buses
  • Commercial trucks under the International brand and buses under the IC Bus brand
  • Main presence in North America
  • Spare parts and services through dealerships in the USA, Canada, and Mexico
  • Dedicated to delivering value- driven solutions
  • Empowers businesses to thrive in emerging economies
  • Presence in Latin America, Africa, and Asia
  • Diverse array of products and services tailored to growth markets

Corporate presentation

Confidential classification

7

Additional information here

2024

INNOVATIVE SOLUTIONS THAT SHAPE

THE INDUSTRY'S FUTURE

TRATON service entities

  • Global captive financing unit
  • Financing for customers, dealers, and distributors
  • Insurance solutions and additional services via the TRATON brands
  • Access to a large network of public charging stations in twelve European countries
  • Seamless charging experience for electric commercial vehicles
  • Aiming to simplify electric transport
  • Open, vendor-independent, and cloud-based platform
  • Digital solutions for the entire supply chain
  • Valuable recommendations for action in real- time

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2024

STRONG MANAGEMENT TEAM

AND TWO-TIER BOARD STRUCTURE

Independence secured by Supervisory Board composition

TRATON SE Supervisory Board

Composition

Audit Committee

― Supervisory Board composition reflects target shareholder structure

― Comprises 6 members

― Broad complementary skills and experience

― Equal number of shareholder and employee representatives

― Chairman of the Supervisory Board: Hans Dieter Pötsch

― 20 members with equal number of international shareholder and

employee representatives

TRATON SE Executive Board

Christian Levin

Dr. Michael Jackstein

Catharina Modahl Nilsson

Alexander Vlaskamp

Mathias Carlbaum

Antonio Roberto Cortes

Chairman of the Executive Board and

Member of the Executive Board of

Member of the Executive Board

Member of the Executive Board of

Member of the Executive Board of

Member of the Executive Board of

Chief Executive Officer of TRATON SE

TRATON SE, responsible for Finance,

of TRATON SE, responsible for Group

TRATON SE, Chief Executive Officer of

TRATON SE, Chief Executive Officer and

TRATON SE, Chief Executive Officer of

Chief Executive Officer of Scania

Business Development, and Human

Product Management

MAN

President of Navistar

Volkswagen Truck & Bus

Resources

TRATON SE Truck Board

The extended management team of TRATON SE

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2024

TRATON AT A GLANCE:

OUR GLOBAL FOOTPRINT

Commercial vehicle brands

4

Södertälje, Sweden

Munich, Germany

Lisle, Illinois, USA

12

Countries1

Production and

33

assembly sites

São Paulo, Brazil

1 Number of countries where the TRATON GROUP has their production and assembly sites. In addition, our brands Scania, MAN, Navistar, and Volkswagen Truck & Bus also have regional product centers, sales offices, and research & development facilities in many countries around the world.

Corporate presentation 2024

TRATON AT A GLANCE:

FULL-YEAR KEY FIGURES IN COMPARISON

10

Incoming orders

(k units)

335

265

2022

2023

Unit sales

(k units)

305

338

2022

2023

Sales revenue

(€ billion)

46.9

40.3

2022

2023

Adjusted operating result (€ billion)

4.0

2.1

2022

2023

Fiscal year 2023

Summary

workforce

Active103,621

Earnings per share €4.90

Adjusted operating8.6% return on sales

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Disclaimer

Traton SE published this content on 26 April 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 26 April 2024 15:00:37 UTC.