1. © SKF Group CMD 2013 SKF Automotive CMD 2013

2. © SKF Group CMD 2013 SKF Automotive speakers Tryggve Sthen President SKF Automotive Bernd Stephan Director, Business unit Trucks Edward Holweg Director, Product and Systems Development

3. © SKF Group CMD 2013 Special focus – Trucks

4. © SKF Group CMD 2013 Global truck sales (GVW>6t) Source: LMC Report Q2 2013

5. © SKF Group CMD 2013 Regional trucks sales (GVW>6t) Source: LMC Report Q2 2013 -11,2% +4,5% +0,9% Total growth 2013/2012: +0,2% Values in K units

6. © SKF Group CMD 2013 Regional trucks production (GVW>6t) Source: LMC Report Q2 2013 -6,6% -0,4% +4,2% Total growth 2013/2012: +3% Values in K units

7. © SKF Group CMD 2013 Regional trucks production vs SKF (GVW>6t) Source: LMC Report Q2 2013 Total growth 2013/2012: +3% Values in K units SKF +22,9% LMC +4,2% SKF -10,6 LMC -0,4% SKF +6,0% LMC -6,6%

8. © SKF Group CMD 2013 Growing the trucks, trailers and bus business High growth rates in BRIC countries especially strong in Brazil (128%) & China (28%) Growth in China/ Asia facilitated by local production of new Jinan factory Gaining share from Japan Truck OE in Asia Extended growth with Japan Truck aftermarket business in Asia Higher growth rate of up to 25% with winning customers Additional sales growth with launch of European products in BRIC countries Additional growth with application specific products

9. © SKF Group CMD 2013 Growing with winning customers SKF Split Truck Hub Unit Recent successful cases SKF Gear Bearing Unit High pressure valve stem seal Transmission bearings SKF Bus Door Actuator

10. © SKF Group CMD 2013 Scania Stefan Palskog, VP Product Development

11. © SKF Group CMD 2013 Scania Close cooperation Local footprint with global support Short lead times and high flexibility

12. © SKF Group CMD 2013 CNHTC Ma Chunji, Chairman

13. © SKF Group CMD 2013 CNHTC High quality Advanced technology Innovation Brand image

14. © SKF Group CMD 2013 Business unit Trucks – Fit for future Cost reduction from sourcing and design SKF Germany sourcing of rings, rollers and cages from SKF Ukraine Further outsourcing of “non-core processes” New Jinan factory cost structure as a competitive model for Asia market Optimization of cost by increasing factory flexibility Optimization of capacity utilization Productivity and improvements through channel upgrades Increased use of technical centres in Asia for engineering support SKF India – Fit for future project Energy saving projects to reduce CO 2 footprint

15. © SKF Group CMD 2013 Special focus – SKF knowledge engineering

16. © SKF Group CMD 2013 3 August 2015Slide 15 Automotive business drivers Trucks, trailers and buses Fuel efficiency Trouble free operation Total cost of ownership

17. © SKF Group CMD 2013 3 August 2015Slide 16 Energy efficient solution for bus doors SKF Bus Door Actuator

18. © SKF Group SKF Gear Bearing Unit for a heavy-duty truck engine

19. © SKF Group CMD 2013 3 August 2015Slide 18 Efficient solutions for truck engines SKF Gear Bearing Unit High pressure valve stem seal

20. © SKF Group CMD 2013 3 August 2015Slide 19 SKF Split Truck Hub Unit Optimized wheel bearing solution for local need

21. © SKF Group CMD 2013 3 August 2015Slide 20 Engineering case – Key model production SKF helped CNHTC optimize performance of new- generation trucks and adapt them to local environment. SKF Split Truck Hub Unit

22. © SKF Group CMD 2013 3 August 2015Slide 21 Fuel reducing system keeping track on the pressure Tyre pressure monitoring system

23. © SKF Group CMD 2013 3 August 2015Slide 22 SKF knowledge engineering Next station ….