Schaeffler Capital Markets Day 2025 – Building the Leading Motion Technology Company - Seite 2

Creating The Leading Motion Technology Company 
The strategic merger with Vitesco has significantly extended the Schaeffler Group’s product offering, especially in power electronics, electronic control units (ECUs), and sensors. The new structure developed based on this platform, with four product-oriented divisions and eight product families is the basis for making Schaeffler the leading Motion Technology Company. Schaeffler’s strategic ambition is to become a top 3 global player with all four divisions. Schaeffler will establish itself as a global leader in E-Mobility, maintain its leadership position in Powertrain & Chassis and expand its leading role in replacement parts and modern repair solutions. In addition, the strong market position built on best-in-class bearings and linear solutions will be expanded.

Consistent Focus on Execution
Schaeffler has a strong base on which to deliver its medium-term targets. Over the next three years, it will focus on three priorities: (1) processing and delivering the substantial order book in the E-Mobility and Powertrain & Chassis divisions, (2) executing its performance improvement programs, and (3) optimizing its current business portfolio. The order book in E-Mobility and Powertrain & Chassis is 74 billion euros. Savings of 815 million euros p.a. will be realized through synergies from the merger with Vitesco and structural measures as well as implementing the structural measures to right-size the Group’s European footprint announced in November 2024. The Group’s business portfolio will be optimized based on the guiding principle of “earn the right to grow”.

Mid-Term Targets 2028 for the Schaeffler Group and the four divisions
Schaeffler is announcing new medium-term targets for 2028:

	FY 20247	Mid-Term Targets 20288
Revenue  (billion euros)	24.3	27 – 29
EBIT Margin1	3.5%	6 – 8%
Free Cash Flow2