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EV Electric Vehicle Strategy Gilles Normand SVP, EV Business Unit

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Page 1: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

EVElectric VehicleStrategy

Gilles NormandSVP, EV Business Unit

Page 2: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

EV Strategy

Confidential C

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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Page 3: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

EV Strategy

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EV Strategy

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Renault: EV pionnier & leader in Europe

EV LEADERIN EUROPE

Cumulated total EV sales

(@end 2018)

30,000PEOPLE EV TRAINED

FIRST MOVER WITH

A COMPLETE EV LINE UP

TECHNICAL EXCELLENCE

ZOE FLINS e-Motor CLEON

Kangoo ZE MAUBEUGE

Battery pack TECHNOCENTRE

100% TRAINED DEALERS

194k148k 102k

2 31

• NEW ZOE: 300 km WLTP range

• >90% customer recommendations

• ~200K customers

CUSTOMERSATISFACTION

10 YEARS EV EXPERIENCE

Page 4: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

EV Strategy

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A clear plan to continue leading

4

PLAN 2022

EXPAND OUR REACH

ACCELERATE

COST REDUCTION

PROVIDE EASY

ELECTRIC LIFE

GENERATE VALUE FROM ENERGY

& MOBILITY SECTORS

LEADER IN AFFORDABLE

ELECTRIC MOBILITY

Page 5: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

EV Strategy

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EV Strategy

Strategy for the coming years: acceleration !

EV line-up expansion

géo. extension

Keep leadership in

affordable e-mobility

Provide clients with

« easy electric life »

≈ 8 new EV

models by 2022

Key segments

coverage

Breakthrough

In China

80% of EV models

based on Alliance

platforms

New e-motor

New batteries

TCO* inflexion point:

~ 2020 (seg-B)

Autonomy

> 500 Km WLTP

Charging

>150 km WLTP

recovery in 15 min

* Transaction Price + usage costs (4 years)5

Page 6: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

EV Strategy

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An ambitious & achievable objective

Volume

55k

EV = CORE PROFITABLE BUSINESS

0

100

500

INITIALINVESTMENTNO PROFIT

PROFIT ONVARIABLE

COSTS

FULL COSTPROFIT

2008 DRIVE THEFUTURE

DRIVE THECHANGE

0

NEW EV

GENERATION

CURRENT

LINE UP

GROUP

AVERAGE

PROFITABILITY

Page 7: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

EV Strategy

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ANNEXES

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Page 8: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

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EV2020 Platform

8

EV

REARFRONT

BATTERY 1

NEW ALLIANCE PLATFORM,

DEDICATED TO EV• ≈ -40% R&D Entry Ticket reduction

• ≈ -30% manufacturing cost reduction

2

NEW ALLIANCE

E-MOTOR GENERATION• More output

• ≈ -20% cost vs current

3

NEW BATTERY PACKS,

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

8

Page 9: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

EV Strategy

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SEDUCTIVE DESIGN

悦心设计

▪ SUV-like exterior design▪ Sporty, urban

WARM TECHNOLOGY

暖心科技

▪ > 250 km NEDC range ▪ Easy charging (100% compatible with

domestic plugs and public infras)

ASSURED JOURNEY

安心畅行

▪ Eye-popping road handling▪ Renault strong expertise and know-

how in EV technology

K-ZE China: Going global

9

1485

Page 10: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

EV Strategy

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2018 Europe EV sales ranking

Source : SIM simplifie

Excl TWIZY and REX (I3) incl LCV

12 3PC + LCV MODELS

12 3LCV MODELS

12 3BRANDS

#4 23 503

#5 18 064

45 314Nissan

20,9%

48 297Renault

22,2%

40 629Nissan Leaf

18,7%39 448

Renault Zoe

18,2%

3 646Nissan

e-NV 200

17,1%

8 746Renault

Kangoo Z.E.

40,9%20 962VW e-Golf

9,7%

2 867Streetscooter

13,4%

29 073Tesla

13,4%

Page 11: Electric Vehicle Strategy - Renault · Kangoo ZE MAUBEUGE Battery pack TECHNOCENTRE 100% TRAINED DEALERS 194k 148k 102k 2 1 3 •NEW ZOE: 300 km WLTP range •>90% customer recommendations

EV Strategy

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Concrete examples of EV new businesses and services

EV

11

“Smart island”

Belle-Île-en-mer (France)

“Advanced Battery Storage”

Biggest energy stationary storage system

from EV batteries in Europe: 60 MWh

Car-sharing projects

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

NEW ELECTRIC

ROUTE PLANNER

ALL EV APPS

IN ONE APP

IMPROVE CUSTOMER EXPERIENCE

EASY LIFE NEW BUSINESS

GENERATE VALUE