ANALYST AND INVESTOR CONFERENCE 2023

Department|author|documentname1 PORSCHE ANALYST&INVESTORCONFERENCE1 DR.ING.H.C.F.PORSCHEAG ANALYSTANDINVESTORCONFERENCE2023 Stuttgart,March13 精选汽车研报，入群免费分享 1.工作日群内免费分享多篇精选汽车行业资料，涵盖市场、技术、产业等多个维度； 2.海量资料库，及时满足群友专题资料搜寻需求； 3.严明群规，禁止广告，外链，禁止未沟通加好友，保护群友隐私； 4.车企高管，行业大咖都在参与的行业干货分享社群； 我们致力于构建优质、极致的汽车行业知识、情报及案例分享社群； 扫码关注！or微信搜索“3WAUTO”关注！ 回复关键词【进群】，加入3WAUTO汽车干货分享群 精选研报，均为网络收集版本，权利归原作者所有，3WAUTO仅作为内部学习分发。 DISCLAIMER Thispresentationcontainsforward-lookingstatementsandinformationthatreflectDr.Ing.h.c.F.PorscheAG'scurrentviewsaboutfutureevents.Thesestatementsaresubjecttomanyrisks,uncertainties,andassumptions.Theyarebasedonassumptionsrelatingtothedevelopmentoftheeconomic,political,andlegalenvironmentinindividualcountries,economicregions,andmarkets,andinparticularfortheautomotiveindustry,whichwehavemadeonthebasisoftheinformationavailabletousandwhichweconsidertoberealisticatthetimeofpublication.Ifanyoftheserisksanduncertaintiesmaterializesoriftheassumptionsunderlyinganyoftheforward-lookingstatementsprovetobeincorrect,theactualresultsmaybemateriallydifferentfromthosePorscheAGexpressesorimpliesbysuchstatements. Forward-lookingstatementsinthispresentationarebasedsolelyonthecircumstancesatthedateofpublication. Wedonotupdateforward-lookingstatementsretrospectively.Suchstatementsarevalidonthedateofpublicationandcanbesuperseded. Thisinformationdoesnotconstituteanoffertoexchangeorselloranoffertoexchangeorbuyanysecurities. PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE2 PORSCHE–AUNIQUESTORY ICONIC BRAND RESILIENT PERFORMANCE SUSTAINABLE LUXURY PERFORMANCE CULTURE PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE3 01PORSCHE2022 02 03 04 05 06 911GT3RS:Consumptioncombined(WLTP):13.4l/100km;CO2emissionscombined(WLTP):305g/km PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE4 Note:Thefiguresforfuelconsumption,electricrange,energyconsumptionandCO2emissionsareincludedonpage67 PORSCHE Department|author|documentname1 PORSCHE ANALYST&INVESTORCONFERENCE5 ANALYST&INVESTORCONFERENCE5 PORSCHE ANALYST&INVESTORCONFERENCE6 PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE6 PORSCHE ANALYST&INVESTORCONFERENCE7 PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE7 PORSCHE ANALYST&INVESTORCONFERENCE8 PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE8 01 02PORSCHEBRAND 03 04 05 06 911GT3RS:Consumptioncombined(WLTP):13.4l/100km;CO2emissionscombined(WLTP):305g/km PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE9 PORSCHEDEFINITIONOFMODERNLUXURY FREEDOMOF SELF-EXPRESSION ICONIC,MOSTPERSONALPRODUCT IT‘SNOTWHAT YOUBUY, IT‘SWHATYOU BUYINTO. PORSCHEFAMILY ASCOMMUNITY EXCITINGEXPERIENCES RESPONSIBLE CORPORATECITIZEN PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE10 THEMOSTPERSONALCAR ExclusiveManufaktur PASSIONPERSONALITYEXCLUSIVITY 911GT3:Consumptioncombined(WLTP):13.0-12.9l/100km;CO2emissionscombined(WLTP):294-293g/km PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE11 PASSIONATECOMMUNITYANDEMOTIONALEXPERIENCES COMMUNITYFEELING 1stPorscheClubfounded70yearsago DRIVINGEMOTIONSANDTRAVELJOY Porschetravelexperiences PUREMOTORSPORTPASSION Porschetrackandracingexperiences incl.customermotorsport TaycanSportTurismoModels:Electricalconsumptioncombined(WLTP):24.7-20.2kWh/100km;CO2emissionscombined(WLTP):0g/km;Rangecombined(WLTP):358-497km;RangeCity(WLTP):433-619km PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE12 RESPONSIBLECORPORATECITIZEN DONATIONS2022 Totalof€22.1mndonationsraised 154 DONATIONSIN2022 EMERGENCYRELIEFUKRAINE €2.0mnforUkraineemergencyrelief foreducational,social,cultural,sport andenvironmentalprojects Focusonemergencyrelief,languagedevelopment coursesandpsychologicalcareforvictims PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE13 01 02 03FINANCIALS 04 05 06 911GT3RS:Consumptioncombined(WLTP):13.4l/100km;CO2emissionscombined(WLTP):305g/km PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE14 PORSCHEAGACHIEVESRECORDRESULTSIN2022 DespiteDifficultEconomicAndGeopoliticalConditions TOPICMESSAGE Financialposition,netassetsandresultsofoperations PorscheAGgroupperformsfinanciallyrobustinadifficultenvironmentandcontinuestoexpanditspositionasaluxurymanufacturer BrandPorscheremainsthemostvaluableluxurybrandaccordingtoBrandFinance1 ESGPorscheassessedamong“inbestclass”insustainabilityratings OutlookInachallengingenvironment,PorscheAGgroupaimstoachieveanotherstrongresultandNetCashFlowin2023: GroupSalesRevenueinarangeofaround€40bnto€42bnGroupOperatingReturnonSalesinarangeof17%to19%AutomotiveNetCashFlowmarginbetween10%and12% 1)Source:BrandFinanceLuxury&Premium502022(brandirectory.com/luxury-and-premium),Note:SurveybeforeIPO PORSCHE Department|author|documentname1 ANALYST&INVESTORCONFERENCE15 €37.6bn GROUPSALESREVENUE (+13.6%comparedtopreviousyear) GROUPANDAUTOMOTIVE FinancialPerformanceOverview 18.0% GROUPRETURNONSALES (+200bpscompa