EV

Electric Vehicle
Strategy
Gilles Normand
SVP, EV Business Unit
EV Strategy

Disclaimer
Information contained within this document may contain forward looking statements. although the company considers that
such information and statements are based on reasonable assumptions taken on the date of this report, due to their nature,
they can be risky and uncertain (as described in the Renault registration document filed with the French autorité des marchés
financiers). actual results may differ materially from those projected or implied in these forward looking statements.
These forward looking statements are made as of the date of this presentation. Renault does not undertake to provide
updates or revisions, should any new statements and information be available, should any new specific events occur or for
any other reason.
Renault makes no representation, declaration or warranty as regards the accuracy, exhaustiveness, adequacy, effectiveness
and genuineness of any statements and information contained in this report.
This information does not constitute an invitation to invest in shares or constitute or form a part of any offer for the sale or
subscription of, or any offer to buy or subscribe for, any securities or other financial instruments.
Further information on Renault can be found on Renault's web site (www.group.renault.com), in the section finance/regulated
information.”

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EV Strategy

Renault: EV pionnier & leader in Europe

CUSTOMER
FIRST MOVER WITH SATISFACTION
A COMPLETE EV LINE UP • NEW ZOE: 300 km WLTP range
• >90% customer recommendations
• ~200K customers

10 YEARS EV EXPERIENCE

TECHNICAL 30,000
PEOPLE EV TRAINED
EXCELLENCE
100% EV LEADER
TRAINED DEALERS IN EUROPE

ZOE FLINS e-Motor CLEON

194k
148k 102k
2 1 3
Kangoo ZE Battery pack Cumulated total EV sales
MAUBEUGE TECHNOCENTRE
(@end 2018)

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EV Strategy

A clear plan to continue leading

PLAN 2022

EXPAND OUR REACH

ACCELERATE
COST REDUCTION

LEADER IN AFFORDABLE
ELECTRIC MOBILITY

PROVIDE EASY
ELECTRIC LIFE

GENERATE VALUE FROM ENERGY

& MOBILITY SECTORS

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Strategy for the coming years: acceleration !

EV line-up expansion Keep leadership in Provide clients with

géo. extension affordable e-mobility « easy electric life »

≈ 8 new EV 80% of EV models Autonomy

models by 2022 based on Alliance > 500 Km WLTP
platforms

Charging
Key segments New e-motor >150 km WLTP
coverage New batteries recovery in 15 min

Breakthrough TCO* inflexion point:

In China ~ 2020 (seg-B)

* Transaction Price + usage costs (4 years)

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An ambitious & achievable objective

EV = CORE PROFITABLE BUSINESS
INITIAL PROFIT ON FULL COST
INVESTMENT VARIABLE PROFIT
NO PROFIT COSTS
NEW EV GROUP
GENERATION AVERAGE
PROFITABILITY

500 CURRENT
LINE UP

55k
100
2008 DRIVE THE DRIVE THE
CHANGE FUTURE

Volume

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EV Strategy

ANNEXES

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EV Strategy

EV2020 Platform

NEW ALLIANCE PLATFORM,

DEDICATED TO EV
BATTERY 1 • ≈ -40% R&D Entry Ticket reduction
• ≈ -30% manufacturing cost reduction

NEW ALLIANCE
E-MOTOR GENERATION
FRONT REAR
2 •
•
More output
≈ -20% cost vs current

NEW BATTERY PACKS,

FOR THE ALLIANCE NEEDS
3 • ≈ - 30% in $/kWh vs 2016 at pack level

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EV Strategy

K-ZE China: Going global

1485

SEDUCTIVE DESIGN WARM TECHNOLOGY ASSURED JOURNEY

悦心设计 暖心科技 安心畅行

▪ SUV-like exterior design ▪ > 250 km NEDC range ▪ Eye-popping road handling
▪ Sporty, urban ▪ Easy charging (100% compatible with ▪ Renault strong expertise and know-
domestic plugs and public infras) how in EV technology

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EV Strategy

2018 Europe EV sales ranking

#4 23 503

#5 18 064
48 297
Renault
45 314 22,2%
Nissan 29 073
Tesla

1
20,9%
13,4%
2 3
BRANDS

8 746
40 629 3 646 Renault
Kangoo Z.E.
39 448 Nissan Leaf
Nissan 2 867
Renault Zoe 18,7% 20 962 e-NV 200
40,9%
VW e-Golf Streetscooter
18,2%

1
17,1%

2 1 9,7%

3 2 3
13,4%

PC + LCV MODELS LCV MODELS

Source : SIM simplifie
Excl TWIZY and REX (I3) incl LCV
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EV Strategy

Concrete examples of EV new businesses and services

IMPROVE CUSTOMER EXPERIENCE GENERATE VALUE

EASY LIFE NEW BUSINESS

Car-sharing projects
Moov’in Paris
(100 ZOE -> 500 by end Dec)

NEW ELECTRIC ALL EV APPS

ROUTE PLANNER IN ONE APP
“Smart island” “Advanced Battery Storage”
Belle-Île-en-mer (France) Biggest energy stationary storage system
from EV batteries in Europe: 60 MWh

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