SHAPING OUR FUTURE Schaeffler in AsiaPacific and Korea

" SHAPING OUR FUTURE " Schaeffler in Asia-Pacific and Korea June 9, 2016 Dragoș Natea Vice President Logistics Schaeffler Asia-Pacific

Schaeffler Group Schaeffler - More than 130 years of innovation FAG – innovations since 1883 – First ball grinding machine (Patent FAG) INA – innovations since 1946 LUK – innovations since 1965 1949 – Cage-guided 1965 – Diaphragm needle roller bearing spring clutch 2009 – Uni. Air world's first fully variable hydraulic valve control system 2014 – FAG VELOMATIC automatic bicycle gearshift system with actuator 21 Priorities 2016 - Dragos, Natea 2011 – first fully 2013 – Double clutch technology variable TMM with actuation system for hybrid

Schaeffler Group Schaeffler – driving and shaping mobility of tomorrow 31 Priorities 2016 - Dragos, Natea

Schaeffler Group "Mobility for tomorrow" – our strategic framework Environmentally friendly drives 2 1 Urban mobility "Mobility for Tomorrow" Interurban mobility 4 3 Priorities 2016 - Dragos, Natea 4 Energy chain

Schaeffler Group Schaeffler at a glance Key aspects Locations ► Leading manufacturer of best-in-class components and systems for the automotive industry and a broad group of industrial sectors ► One of the largest family-owned businesses worldwide ► Global footprint with 74 plants, 16 R&D centers and approx. 82, 000 employees in 50 countries Schweinfurt Herzogenaurac h Fort Mill Shanghai ►. Sales by region 1) Asia/Pacific Greater China Americas 10% 14% 22% Singapor e Headcount by region Europe 54% Greater China Americas 12% Germany 37% 15% 3% 33% Europe ► Balanced business portfolio with two major divisions and above industry average profitability and revenue growth Sales by business Industrial Sales by business Aftermarket 26% 74% 23% Automotive ► Strategic participation in Continental AG 5 Priorities 2016 - Dragos, Natea Europe # Plants 77% OEM # R&D Centers Americas Greater China Asia/ Pacific Total 47 14 8 5 74 9 4 1 2 16

Schaeffler Group Schaeffler Asia Pacific at a glance Key aspects Overview locations Asia - Pacific ► Aging population in KR and JP Ansan ► SEA with rising middle class driving demand for mobility Jeonju Changwon Yokohama ► Automotive: flat automotive production with shift of volumes to SEA Chonburi Net sales development 2011 -2015 Regional / Subregional Net sales split 2014 Southeast Asia Pacific Singapore Jakarta 13% Japan Bien Hoa City Kuala Lumpur 27% 60% Korea Brisbane Perth 2011 2012 2013 2014 2015 Actual Actual Business division mix 1) 2014 Industrial Automotive Applications Aftermarket Chassis Systems Industrial Aftermarket 10% Melbourne Auckland Headcount development 2011 -2015 Korea Japan SEA-P Total 3% 10% 39% Transmission Systems # Plants 3 0 2 5 # R&D centers 2 1 - 3 # Sales offices etc. 5 5 21 31 # Distribution centers 5) 3 (+3) 3 (+46) 9 (+1) 15 (+50) 16% 22% Engine Systems 6 Sydney Adelaide 2011 2012 2013 2014 2015 Actual Actual Priorities 2016 - Dragos, Natea

Asia-Pacific at a glance Schaeffler Korea at a glance Key aspects Overview locations Rep. of Korea ► 65% of 2015 sales is Bearings ► 78% of sales in 2015 is Automotive ► 55% of 2015 sales is Key account Hyundai ► Focusing on distributors in industrial market Net sales development 2012 -2016 Subregional Net sales split 2015 100% Plant 2012 Actual 2013 Actual 2014 Actual Business division mix 2) 2015 Industrial Division 22% Automotive Aftermarket Chassis Systems Sales offices Headcount development 2012 -2016 Distribution center Engine Systems Rep. of Korea 25% # Plants 3 # R&D centers 2 # Sales offices etc. 5 # Distribution center 3) 3 2% 15% 36% Transmission Systems 7 R&D Korea 2015 Actual 2012 Actual Priorities 2016 - Dragos, Natea 2013 Actual 2014 Actual 2015 Actual

Schaeffler AP warehouse Asia Pacific warehouse footprint S. Korea AOEM CJ, Korea Express + Hyundai inland terminal + Hyundai Glovis Area – 1, 948 Sq mtr Schaeffler Logistics Center 14000 Sq mtr US to KR 2015 - 121 Tonnes KR to US Europe to KR 2015 – 4, 551 Tonnes Asia to KR 2015 - 208 Tonnes KR to Europe 2015 – 2, 267 Tonnes 2015 – 4, 385 Tonnes Japan AOEM+AAM+IAM Area – 2, 200 Sq mtr KR to Asia 2015 - 209 Tonnes Japan AOEM+IOEM KANBAN Warehouses = 30 Philippines OEM+AAM Area – 200 Sq mtr Thailand BU - IOEM+AOEM+IAM Area – 1, 232 Sq mtr Vietnam IOEM + Component Area – 1, 340 Sq mtr Indonesia BU - IOEM+AOEM Area – 240 Sq mtr Malaysia IOEM + Component Area – 10 Sq mtr 8 Manufacturing plant 5 Number of warehouses – 3 PL 13 Number of 3 PL partners 10 Number of KANBAN warehouses - Japan 30 Total area square meters 12, 559 Plant Distribution Centre Australia IAM+OEM+AAM Area – 1, 389 Sq mtr Singapore IOEM + Component Area – 4, 000 Sq mtr

Schaeffler Transport: Split by Mode (Sea / Air) 363 t 87 t Europe 4, 188 t 2, 180 t 9 Korea

Schaeffler Logistics Lean logistics throughout the supply chain Packaging & Label Variety " Green Logistics by utilizing FTL and less packaging materials " 10

Io. T What is Internet of things (Io. T) ? 11

Supply. On – Efficient collaboration between customers and suppliers Internet Connection in the supply chain " Green Logistics by No paper work and speed in the information flow" 12

Thank You Together We Move The World Natea Dragoș Vice President Logistics Asia Pacific Schaeffler Korea Corporation Kyobo Life Insurance Bldg. , 14 F, #1, Jongno-1 ga, Jongno-gu, Seoul , Korea 110 -714 Tel. +82 2 311 3007 · Mobile : +82 10 2927 3023 E-mail : nateadag@schaeffler. com· http: //www. schaeffler. kr