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STRATEGYUPDATE:
MERCEDES-BENZVANS
DISCLAIMER
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UJOThefollowingpresentationcontainsforward-lookingstatementsthatreflectmanagement'scurrentviewswithrespecttofutureevents.Such
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nresultsmaybemateriallydifferentfromthoseexpressedorimpliedbysuchstatements.Forfurtherdetails,pleaserefertothedisclaimerat
mtheendofthepresentation.
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FOUNDEROFTHE
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VANPORTFOLIOSTRONGLYFOCUSEDONUPPERSEGMENTS
SHAREOFOVERALLSALES
SSprinterVitoV-ClassCitan/T-Class
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A
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LARGE
THEVANBUSINESSISCOMMERCIALLYATTRACTIVE
MARKETSPLAYERS
S
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n
3
sDevelopmentLCV-marketTop-3playersinEurope
,
Sdominateapprox.70%
LOU+25%expectedincoremarkets,
LLYIfrom2022throughto2030*ofthemarket
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N
m
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n
>CUSTOMERSPRODUCTS
9
3KnowledgeableandloyalPeriodicallylowercapital
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sintensityandlonglifecycles
MostlyB2BcustomersFewerarchitectures,lifecycles
of>10years,focusonre-use
AHISTORICALLYPROFITABLESEGMENTFORTHEINDUSTRY
CoreMarkets:Europe,U.S.,China;Source:IHS
MERCEDES-BENZVANSENJOYSAUNIQUEPOSITION
S
NExceptionaltop-end
<Leadtheindustry
>
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Ntoall-electricfuture
3
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,
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9
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c
sAddressmanufacturingfootprint
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Strongsynergieswith
Mercedes-BenzCars
WEOFFERTHEWORLD'SMOSTDESIRABLEVANSANDSERVICES
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N
3
8
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3
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5
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9ENTRY
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Salesvolume
20212030
FOCUSONPREMIUMSEGMENTSINEACHINDUSTRY
PRIVATEVANS:ENHANCINGTHETOP-ENDOFOURPORTFOLIO
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N
3
0
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3
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INTHEMOSTPROFITABLESEGMENTS
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COMMERCIALVANS:FOCUSEDONANDSUCCESSFUL
INTHEMOSTPROFITABLESEGMENTS
AMBITION2LIJ9
Wehavemadeastrongcommitmenttoclimateprotection
NETCARBON-NEUTRALFLEETOFNEWVANS
2022202620302039
S
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<
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NNetcarbon-neutralupto20%BEVshare>50%BEVshare*Netcarbon-neutral
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3
N
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RAWMATERIALSLOGISTICS
Wherevermarketconditionsallow,target
TRANSITIONPLANTOWARDS“ELECTRICONLY”
VAN.EA
2030
2026
ELECTRIFICATIONROADMAP
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lxgJ
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>
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Q1/202398.94.671915.6
KunitsEURbnEURmpercent
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INTENSIFYINGOURFOCUSONCOSTCOMPETITIVENESS
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#1TARGET
I.REGIONS:
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MERCEDES-BENZVANSSTRATEGY
WEOFFERTHEWORLD'SMOSTDESIRABLEVANSANDSERVICES
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Target
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030digital
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#2EMBRACE
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N
3
8
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RETAININGLIFELONGCUSTOMERS
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m74%Sprinterrepurchaseratein2021inEurope
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Source:NVBS2022
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WEOFFERTHEWORLD'SMOSTDESIRABLEVANSANDSERVICES
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N
3
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,
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m
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工1972
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LASVEGAS
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GROWINGSTRONGLYWITHAFULLRANGE
OFPRIVATEANDCOMMERCIALVANS
TOPRESENTTARGET2026TARGET2030
>40,000upto20%>50%
eVanssoldBEVshareBEVshare*
#3LEAD
EFFICIENCYISTHENEWCURRENCY
DRIVETRAIN
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sCHASSIS
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TARGETINGLEADERSHIPINELECTRICDRIVE
ANDDIGITALEXPERIENCE
--------------------ELECTRICDRIVE---------------------
S
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<
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NVAN.EAisournew,purpose-builtEVarchitecture-
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>
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3
c
s
------------------AUTOMATEDDRIVING-------------------
WiththelaunchofVAN.EA-basedvehicles,wewillprovideSAELevel2capabilities.
Ourambition:Startingbyendofthedecade,SAELevel3forprivatecustomers
andLevel4forcommercialcustomers.
MERCEDES-BENZVANSSTRATEGY
WEOFFERTHEWORLD'SMOSTDESIRABLEVANSANDSERVICES
S
N
<
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N
3
8
,
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N
3
8
,
S
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LLYI
3
N
m
d
n
>COMPANYOPERATIONSPRODUCTS
9
3
c
s
FIXEDCOSTSHOURSPERVEHICLE(HPV)PORTFOLIOVARIANTS
—20—25%火—30%*
Processes
Digitalisation
Synergies
Bymid-decadeVs.2019
FINANCIALS:STARTINGFROMASTRONGPOSITION
Controlledgrowthinsales
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S
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<
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