Accelera ting new technology and business ideas Consequences for - PowerPoint PPT Presentation

anders williamsson executive vice president, head of purchasing Accelera ting new technology and business ideas – Consequences for our suppl y chain

new Truck Genera tion Fuelling growth preferabl y with al terna tive fuels  15 th TOP MANAGEMENT MEETING 2019

highlights from past year Sustainable T stainable Transport F ansport Forum BR BRT gas buse T gas buses t s to Bogo Bogotá Sca Scania NXT NXT 100% alt. fuel 100% alt. fuelled a d at IAA IAA All t ll time h me high V Vehic hicle & e & Services rvices Market leader trucks Eur Market leader trucks Europe pe Women moving the c Women moving the city ty Connect Connected Scani Scania engi engine nes > 19% Flexible M ible Main intenanc nance C e Contr ntracts cts Top L To Line G Growth Sca Scania AXL AXL Suppl Supplier Code of Conduc r Code of Conduct > 80,000 +40% in 3 years 15 th TOP MANAGEMENT MEETING 2019

market trends 15 th TOP MANAGEMENT MEETING 2019

Five overarching trends areas are impacting the future of transport TREND TRENDS IN IN GOODS GOODS TRAN TRANSPORT

TCO impact due to autonomous and electrified Yearly d ly driving ing 130,000 130,000 130,000 130,000 130,000 130,000 340,000 340,000 distan dis ance ce [km] [km] Yearly driving Combustion engine distance Electric drivetrain Driver & Cab TCO p. km [EUR] 2) 0.94 0.94 Autonomous 0.85 0.85 Other 0.66 0.66 Vehicle 0.50 0.50 Energy Driver Combustion Comb Electric Electr Aut Autonomou nomous, , Autonomou Aut nomous, , electr electric vehicle ic vehicle vehicl vehicle vehicle vehicl electric vehicle electr ic vehicle Source: Project Pathfinder, Scania

New technology sparks a transforma tion … with even str … with even stronger nger Today Tomorrow incentives t incen ives to make sur make sure Scania profits Scania pr ofits when the when the cust customer omer is on the r is on the road ad Big combus Big combustion engine engine Small e-ma ll e-machine ine Big fuel tank Big fue tank Even Even bigge bigger ba r batt ttery pack(s pack(s) ~15 minutes r s re-fuellin uelling d diesel el ~45 mi 5 minut nutes s re-c -char harging ing el elec ectric tricity ity Beloved V8 s soun und Silen ent e t elec ectric tric d drive

Will transforma tion redefine current business models? Today Tomorrow Supplier Supplier deliver deliver pa pay Cust Customer omer

Examples of driving the shift

Energy Efficiency Scania DNA of ener Scania DNA of energy gy efficienc efficiency + + conne connectiv tivity ty = Proof of Pr oof of futur future ener energy gy efficiency r efficienc regar gardless fuel less fuel Alternative fuels Energy efficiency and electrification New T New Truck R uck Range: nge: Average erage 5% fuel sa 5% fuel savings vings vs. PGR vs. PGR rd par NT NTG has G has won all won all 3 rd party y fuel efficienc fuel efficiency tests sts

Al terna tive fuels and electrifica tion Wor World’ d’s first gas-fuelled first gas-fuelled long-distance coac long-distanc e coach f h for LNG r LNG Alternative fuels and electrification BEV buses in Öst BEV buses in Östersund rsund

smart and safe transport Scania Zone Scania Zone position-based service position-based service for a fo auto tomatic vehicle adjustm vehicle adjustment Smart and safe transport Aut Autonom nomous us vehi vehicle in cle in mining application mining appli ion

Are you ready to join our journey into the future?

Buyers of transport services Transport Scania companies partnerships to fuel the shift Infrastructure partners

The ba ttery life extends well beyond the first owner Recycling Raw material Collection & disassembly Cell Remanufacture non-vehicle new technological ar new t chnological area ea application Module Connected securing supply securing supply Pack Reuse for 2 nd use Connected importance of importance of ba batt ttery ery Software managemen management Replace & Repair & upgrade (flex. spec.) maintenance

Data flows Partnership Management Example Contracts and commercial flows Pre-existing agreements Customer trailer dealer Scania distributor trailer manufacturer Scania HQ Data Data storage storage 16

Supplier support needed in the Scania sust ainability journey LEADER IN LEADER IN SUS SUSTAIN INAB ABLE TRAN LE TRANSPO SPORT Resource SUS SUSTAIN AINABLE TRAN TRANSPO SPORT RESPONSIBEL BUS ONSIBEL BUSINESS NESS and energy Diversity & Health & efficient Inclusion Safety operations “Doing the right things” “Doing things right” Human & Business Community Labour Ethics impact Rights Sust ainable Suppl y Chain

Thank you!