Schaeffler Ag · XETR:SHA0

Schaeffler — Investor Presentation (December 2025)

16 slides from Schaeffler's investor presentation, Dec 2, 2025

  1. Slide 1: Humanoids at Schaeffler

    Humanoids at Schaeffler Schaeffler AG December 2025 Copyright Schaeffler AG, 2025 – 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: Agenda

    1 Introduction Schaeffler 2 Now is the right time to enter the humanoid market 3 Humanoid market development, incl. Schaeffler's market share ambition 4 What value does Schaeffler generate for the humanoid market 5 Why will Schaeffler be successful in the humanoid market 6 Proofpoints & summary AGEN

  4. Slide 4: 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

  5. Slide 5: Artificial Intelligence enables humanoid robots to reach market maturity – Now is the time

    2 NOW IS THE TIME TO ENTER THE HUMANOID MARKET Artificial Intelligence enables humanoid robots to reach market maturity – Now is the time to grow with the industry and enter the market Breakthroughs in AI and technology Economic need • Disruption in AI from machine learning, to generative AI, to (Qu

  6. Slide 6: Number of humanoid OEMs is growing rapidly – Especially in China and USA

    3 HUMANOID MARKET DEVELOPMENT Number of humanoid OEMs is growing rapidly – Especially in China and USA Sanctuary AI Humanoid founded 2018 founded 2024 Agility Robotics Hexagon Rainbow Robotics founded 2015 UB Tech founded 2011 Boston Dynamics gegründet founded 2012 2012 founded 1992 Galbot PAL Mente

  7. Slide 7: Demand for humanoid robots will grow exponentially

    3 HUMANOID MARKET DEVELOPMENT Tech visionaries, researchers und analysts agree: Demand for humanoid robots will grow exponentially Humanoid robots with the potential to become the next Annual market growth forecast at 53–88% (2025 – 2035) mass-market device after smartphones and electric cars1 BofA2

  8. Slide 8: Outlook – Diversifying Schaeffler's business portfolio

    3 HUMANOID MARKET DEVELOPMENT Outlook – 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 EUR bn in EUR bn 80.000 8.000 60

  9. Slide 9: Schaeffler drives humanoid development in 4 key fields

    4 SCHAEFFLER’S VALUE FOR THE HUMANOID MARKET Schaeffler drives humanoid development in 4 key fields User Supplier • Bringing humanoids into production SY • Wide range of components and ST ER EM systems • Simulate and train humanoids with S U real world process data • Longstanding expertise in techno

  10. Slide 10: Understanding of customer requirements as foundation of humanoid product development

    5 SCHAEFFLER’S SUCCESS IN THE HUMANOID MARKET Understanding of customer requirements as foundation of Schaeffler’s humanoid product development Reference to the humanoid product portfolio Customer System requirement Component Sustain motion Repair & Monitoring Services requirement for actuator Requi

  11. Slide 11: Core competence with integrated linear and rotary actuators account for ~50% of bill of material

    5 SCHAEFFLER’S SUCCESS IN THE HUMANOID MARKET Schaeffler’s core competence with integrated linear and rotary actuators account for ~ 50 % of the bill of material costs for humanoids Reference to the humanoid product portfolio Schaeffler’s Holistic System Understanding as foundation to establish a st

  12. Slide 12: Rotary Actuators – High dynamic motion at maximum payload

    5 SCHAEFFLER’S SUCCESS IN THE HUMANOID MARKET Rotary Actuators – High dynamic motion at maximum payload Robot joint actuator elbow Rotary actuator Hornbill currently in development for multiple Humanoids December 2025 Humanoids at Schaeffler Copyright Schaeffler AG, 2025 – All rights reserved. | 12

  13. Slide 13: Three types of rotary actuators – Schaeffler's competence covers all of them

    5 SCHAEFFLER’S SUCCESS IN THE HUMANOID MARKET Three types of rotary actuators – Schaeffler’s competence covers all of them 1 Strainwave Actuator 2 Planetary Actuator 3 Cycloid Actuator • Highest power density enabling low weight • Highest efficiency for long battery life • Highest impact resistance

  14. Slide 14: Linear actuators – Full lineup for multiple mounting positions

    5 SCHAEFFLER’S SUCCESS IN THE HUMANOID MARKET Linear actuators – Full lineup for multiple mounting positions Linear Actuator Linear Actuators in Chinese OEM humanoid • Lightweight module, reducing limb inertia and improving flexibility Technical features • High power density, enabling higher load ca

  15. Slide 15: Schaeffler's humanoid activities gaining traction globally

    6 PROOF POINTS AND SUMMARY Schaeffler’s humanoid activities gaining traction globally – Establishment in the humanoid ecosystem • Investment of 10 mn $ by Schaeffler Invest • Completed Proof of Concept with pre-alpha robot • Taicang Humanoid Lighthouse Factory as a USA in November 2024​ Cooperation

  16. Slide 16: Schaeffler

    SCHAEFFLER

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