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*EV 1499 2023 11 02*1 9 22.89%9 25.75 2.78%5.25%22.89%1-9 198.15 19.81%22.20%6.39 35.24%26.32%53.46%3.58%9 92.99%63.40%37.44%11.37 Pcts 0.90 Pct 16.03 4.41 1.70 2.86 Pcts 2023 311 20%2030 202155%2035 2022 21.48%/21.12%/22.89%/34.32%+6.5/4.25/2.49/-5.03 Pcts 2023 Q1 Q2 Q3 19.26%/21.85%/24.72%-2.22/+0.73/+1.8 Pcts 1 2 3ZXCXyRmRoNoPtNpMrMqPrQbR8QbRsQnNnPsRjMnMpOiNoOnO9PpPuMxNnRuNuOpNuM*C O N T E N T S 02 039 25.75 2.78%22.89%01 0412*9 25.75 2.78%22.89%01.3*3 1 2023 9 Markline InsideEV 9 2023 9 9 9 22.45 27.26 15.63 13.63 6.88 1.03 1.41 2.81 91.11 10.99%38.80%1-9 722.86 16.44%019 25.75 2.78%22.89%1.1 4-80%-40%0%40%80%120%160%200%240%050000100000150000200000250000300000*3 2 2023 9 Markline InsideEV 9 4.71 6.39 4.59 1.04 0.87 0.96 0.53 1.78 35.24%26.32%53.46%3.58%9 92.99%63.40%37.44%11.37 Pcts 0.90 Pct 16.03 4.41 1.70 2.86 Pcts 019 25.75 2.78%22.89%1.2 5 3 Markline InsideEV-80%-40%0%40%80%120%160%200%010,00020,00030,00040,00050,00060,00070,000 0%20%40%60%80%100%2022 9 2023 9 2023 8*3 4 EV sales 2023 9 25.75 2.78%5.25%22.89%1.83 Pcts 7.30 Pcts 1-9 198.15 19.81%22.20%9 9 17.31 4.23%8.55%8.44 0.05%52.359%9 67.22%8 10.14 Pcts 32.78%019 25.75 2.78%22.89%1.3 6 5 ACEA 0%20%40%60%80%100%-60%-40%-20%0%20%40%60%80%100%050,000100,000150,000200,000250,000300,000350,000400,000450,0001 2 3 4 5 6 7 8 9 10 11 12 2021 2022 2023 2022 2022 2023 2023*3 6 ACEA EV Sales 2023 9 25.75 2.78%2023 311 20%ACEA EV Sales 2022 2023 1 2023 3 14 2035 2030 2021 55%23 2 2022 3 2023 311 20%26.71%019 25.75 2.78%22.89%1.4 2023 7 7 0%20%40%60%80%100%120%140%01002003004005006007002016 2017 2018 2019 2020 2021 2022 2023E 2024E 2025E yoy ACEA EV Sales 0%10%20%30%40%50%60%01002003004005006007002016 2017 2018 2019 2020 2021 2022 2023E 2024E 2025E*3 8 23 22 9 SMMT 9 27.26 21.02%218.26%1-9 143.26 18.56%9 6.39 26.71%167.82%23.42%1.05 Pcts 4.41 Pcts EV 4.53 18.91%162.85%16.63%PHEV 1.85 50.92%180.79%6.80%1-9 33.75 35.24%2023 9 2030 2035.01 9 3035 9 25.75 2.78%22.89%1.5 8-50%0%50%100%150%200%250%300%350%400%020000400006000080000100000120000 2022-09 2023-09 16.63%6.80%13.94%3.63%38.69%20.31%9 2023 9 SMMT*3 10 23 22 9 KBA 9 22.45 0.13%17.89%1-9 213.81 14.51%9 4.71 35.24%53.46%20.98%11.37 Pcts 16.03 Pcts EV 3.17 28.5%63.40%14.13%PHEV 1.54 45.71%5.71%6.85%1-9 51.06 4.61%4 6750 4-6.5 4500 2023 9 1 2024 1 1 01 9 9 1 9 25.75 2.78%22.89%1.5 9 11 2023 9 KBA-80%-60%-40%-20%0%20%40%60%0100002000030000400005000060000700008000090000 2022-09 2023-09 14.13%6.85%25.74%17.77%35.18%0.33%*3 12 23 22 9 CCFA 9 15.63 10.74%37.59%1-9 128.86 15.88%9 4.59 35.02%57.20%29.36%5.28 Pcts 3.66 Pcts EV 3.03 35.08%53.70%19.33%PHEV 1.57 34.89%64.43%10.03%1-9 32.13 40.04%40%2023 12 15 01 9 9 25.75 2.78%22.89%1.5 10-40%-20%0%20%40%60%80%0100002000030000400005000060000 2022-09 2023-09 19.33%10.03%24.61%8.49%33.87%3.68%13 2023 9 CCFA*3 14 23 22 9 ofv 9 1.03 29.39%6.69%1-9 9.55 9.22%9 0.96 26.32%3.58%92.99%3.87 Pcts 3.00 Pcts EV 0.90 20.94%2.70%87.02%PHEV 0.06 63.03%14.78%5.97%1-9 8.63 4.36%2023 500 12.5 500,000 25%019 25.75 2.78%22.89%1.5 11 15 2023 9 ofv-80%-60%-40%-20%0%020004000600080001000012000 2022-09 2023-09 87.02%5.97%4.27%1.84%0.90%*3 16 23 22 9 Mobility Sweden 9 2.81 27.61%17.86%1-9 21.0 2.60%9 1.78 46.84%24.38%63.40%8.30 Pcts 3.32 Pcts EV 1.25 60.73%27.76%44.43%PHEV 0.53 22.13%17.12%18.97%1-9 12.41 17.79%2022 11 8 50%1.5 019 25.75 2.78%22.89%1.5 12 17 2023 9 Mobility Sweden 63.40%-40%-20%0%20%40%60%80%02000400060008000100001200014000 2022-09 2023-09 44.43%18.97%6.84%7.66%19.99%2.11%*02.13*3 18 2019/631 g/km 2019 11 European Green Deal 2050 2023 3 2035 2040 90%European Green Deal 2020 1 1 2019/631 2020-2024 95 g/km 2025-2030 2021 2025 15%2030 37.5%02 2.1 14-40%-35%-30%-25%-20%-15%-10%-5%0%01020304050607080901002021 2025E 2030E 2021 19-g/km 1301461641419511311911781899559.476020406080100120140160180 2015 2020 2025 2030 IHS PA EEA*3 1 02 2.1 15-1.50%)2.50 malus)CO2 60g/km CO2 47,000 5,000 47,000()3.000 47,000 6,000 1.2025 12 31(BEV)(FCEV),10 2.2030 12 31 3.95/1.0.5-1%)2.3.60.000 0.25-1%)1.2023 1 1 2.40,000 6,750 3.40,000 65,000 4,5004.2023 9 1 5.2024 1 1(75/)M1 35%2,500)112 35,000 1.(EVHS):2.(WCS):75%350 40*3 20 2018-2023 Q3 ACEA 2020 2022 21.48%/21.12%/22.89%/34.32%+6.71/4.25/2.49/-5.03 Pcts 2023 Q1 Q2 Q3 19.26%/21.85%/24.72%-2.22/+0.73/+1.83 Pcts 02 2.1 160%20%40%60%Q1 Q2 Q3 Q42018 2019 2020 2021 2022 2023*3 02 2.2 17 2 240GWh 2030 80 55%2040 SSP 2025 20 2026 370 180-400 2025 50%2030 100%2025 120 50%2030 5 190 75 4680 100GWh 2025 Neue Klasse 50%2030 50%1000 2030 MINI 2026 98%58%35%20230 EV 40%2035 100%2030*3 02 2.3 18 3/3.6 4 5000 NMP 5000 15 3 4 2.75 10 4.7 1 20/24 15 5 Valmet Quantron AG 20 155 24GWh PACK 20 10GWh 40GWh*3 GGII 9 8 9/3.7%/-0.2%/-1.2%/7.2%/2.4%/24.8%21.5%/29.9%/6.4%/25%/37%/43.2%02 2.3 19 21*03.20*3 9 4.71 6.39 4.59 1.04 0.87 0.96 0.53 1.78 35.24%26.32%53.46%3.58%9 92.99%63.40%37.44%11.37 Pcts 0.90 Pct 16.03 4.41 1.70 2.86 Pcts 2023 9 25.75 2.78%5.25%22.89%1-9 198.15 19.81%22.20%1131 2023 311 20%2020 2022 21.48%/21.12%/22.89%/34.32%+6.5/4.25/2.49/-5.03 Pcts 2023 Q1 Q2 Q3 19.26%/21.85%/24.72%-2.22/+0.73/+1.83 Pcts 03 21*04.22*3 1 2 3 04 23*THANKS 24 8 1 5F 200120 28 A 19 100005 6001 32 05:518026 S0100521100006 S0100523050004 S0100121110050 S0100122060007 S0100122060013 S0100522120001 S0100122120021 S0100122010020 S0100123020010 S0100123030035*12 A 300 500 15%5%15%-5%5%5%5%-5%5%5%*1425
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