Schaeffler Ag · XETR:SHA0

Schaeffler — Goldman Sachs APAC – Robotics Call Series (July 2026)

15 slides from Schaeffler's conference presentation, Jul 9, 2026

  1. Slide 1: Goldman Sachs APAC – Robotics Call Series

    Goldman Sachs APAC – Robotics Call Series Dave Kehr – President of Humanoid Robotics Haitian Sun – Head of Humanoid China July 9th, 2026 Copyright Schaeffler AG, 2026 – All rights reserved. |

  2. Slide 2: Disclaimer

    Disclaimer This presentation contains forward-looking statements. The words “anticipate”, Accordingly, neither Schaeffler Group nor any of its directors, officers, employees “assume”, “believe”, “estimate”, “expect”, “intend”, “may”, “plan”, “project”, “should” or advisers nor any other person makes

  3. Slide 3: 4 pure play Divisions plus the "5th Division" – Room for new business

    1 INTRODUCTION SCHAEFFLER 4 pure play Divisions plus the “5th Division” – Room for new business + Hedge 2: Build vs. Repair Product Families Hedge 1: ICE vs. BEV Powertrain Vehicle Lifetime Bearings & 5th Division, incl. E-Mobility & Chassis Solutions Industrial Solutions Humanoid Start-up Sustain R

  4. Slide 4: Outlook – Humanoids Business Will Support Diversifying Schaeffler's business portfolio

    2 HUMANOID MARKET DEVELOPMENT Outlook – Humanoids Business Will Support Diversifying Schaeffler’s business portfolio Development of annual humanoid sales until 2035 1 Exploiting according new growth opportunities at Schaeffler USD T humanoids 80.000 10.000 Status Quo 2024 Strategic Ambition 2035 in

  5. Slide 5: Integrated player – Schaeffler Supports the Entire Humanoid Lifecycle

    3 VALUE FOR HUMANOID MARKET Integrated player – Schaeffler Supports the Entire Humanoid Lifecycle SYSTEM & INTEGRATOR & COMPONENT INDUSTRIALIZATION Special SUPPLIER Start-Up PARTNER We provide an integrated motion portfolio Machine Schaeffler Special Machinery and our for humanoids with bearings joi

  6. Slide 6: Portfolio – Schaeffler's core competence products already account for at least 50% of Humanoid BOM

    4 PRODUCT PORTFOLIO Portfolio – Schaeffler’s core competence products already account for at least 50% of Humanoid BOM Reference to the humanoid product portfolio Schaeffler’s holistic system understanding is the foundation to establish a strong position in the humanoid market Sustain motion Repair

  7. Slide 7: Humanoid activities gaining traction globally – Establishment in the humanoid ecosystem

    5 HUMANOID ACTIVITIES Humanoid activities gaining traction globally – Establishment in the humanoid ecosystem America Europe Asia • Technology Partnership signed in April 2026 • Investment of 10 mn $ by Schaeffler Invest • Technology Partnership signed in April 2026 • Supply agreement for rotary act

  8. Slide 8: Humanoid activities gaining traction globally – Establishment in the humanoid ecosystem

    5 HUMANOID ACTIVITIES ASIA Humanoid activities gaining traction globally – Establishment in the humanoid ecosystem America Europe Asia • Technology Partnership signed in April 2026 • Investment of 10 mn $ by Schaeffler Invest • Technology Partnership signed in April 2026 • Supply agreement for rotar

  9. Slide 9: Fast Developing China Humanoid Ecosystem & Supply Chain

    5 HUMANOID ACTIVITIES ASIA Fast Developing China Humanoid Ecosystem & Supply Chain 150+ Humanoid OEMs in China Beijing Humanoid China Humanoid Supply Chain SCHAEFFLER focus Robot Innovation DINGS, ZHAOWEI, INOVANCE Center ”Tiangong” Motor National humanoid Kinco, MOONS’, WEICHI robot Platform Shuang

  10. Slide 10: China Humanoid OEM Categories

    5 HUMANOID ACTIVITIES ASIA China Humanoid OEM Categories 1st Wave – since 2016 2nd Wave – already grip market opportunities for past 1 year Humanoid Start-ups Industrial Robot / Automotive OEMs 3C & e-Commerce Platform Cobot Enterprises Enterprises Pure humanoid / physical AI robot Automobile compan

  11. Slide 11: Y2026: The first year of commercialization of humanoid robots (China)

    5 HUMANOID ACTIVITIES ASIA Y2026: The first year of commercialization of humanoid robots (China) The commercialization of the first batch of humanoid robots will be based on service applications Special design with batch demand Sales Assistant Consulting Assistant Education Assistant Training Assist

  12. Slide 12: China Production Footprint

    5 HUMANOID ACTIVITIES ASIA China Production Footprint Lifting Pillar Force Sensor Torque Sensor Pinghu-Ewellix Changchun Changchun Encoder Tianjin Wuhu Yinchuan Frameless BLDC Nanjing Taicang Shanghai Wuhu Suzhou Pinghu Changsha Xiangtan Taicang-Suzhou Rd Xiangtan Nanjing PTC + Taicang Plant 3 Taica

  13. Slide 13: Humanoids are becoming the real deal – Key Milestones

    6 SUMMARY Humanoids are becoming the real deal – Key Milestones Breakthrough in AI Demand for humanoids will grow Discussions with 45 strategically Humanoid robotics enters initial relevant humanoid players commercialization Physical Market Agentic AI development Generative AI “By 2030, I feel confi

  14. Slide 14: Slide 14

  15. Slide 15: SCHAEFFLER

    SCHAEFFLER

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