ROADSHOW PRESENTATION

May 2024

ISIN: DE 000 DTR0CK8

Bloomberg Ticker: DTG:GR

Level I ADR Program

WKN: DTR0CK

Reuters Ticker: DTGGe.DE

ISIN: US23384L1017

OUR PURPOSE: FOR ALL WHO KEEP THE WORLD MOVING

We keep our heritage and lay the foundations for the future

2025 2030

TRUCKS WILL REMAIN THE BACKBONE OF OUR ECONOMY

WE ARE THE VOICE OF OUR INDUSTRY

WE DRIVE THE TRANSFORMATION WITH GREAT ZEV PRODUCTS WE SUPPORT OUR CUSTOMERS WITH THE RIGHT SOLUTIONS

Daimler Truck Group | Roadshow Presentation | May 2024

2

TRANSPORT IS THE BACKBONE OF OUR ECONOMY AND SOCIETY

Trucking remains a growth industry as global economy transitions to lower carbon

▸ Global transport volume has grown over the past

CORE TRUCK MARKETS TO STAY ON A HIGH LEVEL, INDIA WITH SIGNIFICANT GROWTH POTENTIAL

years and will continue to grow ~2% p.a.

▸

Road transportation remains number one for

long-haul and last mile distribution

▸

Truck industry has high barriers to entry - we

benefit from our close customer relationship,

our dealer network and broad portfolio

WE ARE WELL POSITIONED AS ONE OF THE WORLD'S LARGEST COMMERCIAL VEHICLE MANUFACTURERS

North America

(Cl. 6-8)

+10%

2025

2030

EU 30

(HDT/MDT)

+10%

2025

2030

India

(HDT/upper MDT)

+70%

2025

2030

Daimler Truck Group | Roadshow Presentation | May 2024

3

TRANSFORMING FOR SUSTAINABLE GROWTH

We deliver our 2025 ambitions and further enhance profit and cash flow by 2030

2025

DELIVER HIGHER

PROFITABILITY AND

INCREASED RESILIENCE, INCREASE SHAREHOLDER REWARDS

LAY THE FOUNDATION FOR

OUR TRANSFORMATION

2030

FURTHER UPLIFT

PROFITABILITY AND FREE

CASH FLOW

EXECUTE THE

TRANSFORMATION

Daimler Truck Group | Roadshow Presentation | May 2024

4

HOW WE WIN

We build our foundations on strong strategic pillars & a high-performance culture

#1

#2

#3

PROFITABILITY

SERVICES

ZEV

Implementation

Build recurring revenue

Leverage our scale

of our self-help

streams, increase

with global platforms

measures to increase

resilience and customer

for ICE and ZEV

resilience

lifetime value

#4

#5

#6

HEAVY-DUTY

AUTONOMOUS

ESG

Focus on heavy-duty

Bring autonomous

ESG framework

segment to increase

trucks on the road to

drives sustainability

profitability

enter high-margin

transformation

business

Daimler Truck Group | Roadshow Presentation | May 2024

5

WHY INVEST IN DAIMLER TRUCK

Capitalize on our strong position and unlock profit and free cash flow potential

1

2

3

STRONG POSITION - ALREADY TODAY

  • Strong brands, teams and cutting edge technologies in all regions
  • Significant scale to capitalize on commonality and lower costs
  • Significant investments in ZEV already undertaken
  • Captive financial services to accelerate service revenues

CLEAR TARGETS FOR VALUE CREATION - GOING FORWARD

  • Unlock profit & FCF potential through pricing realization, and cost & capex discipline
  • Reduce break-even point and grow service revenue for increased resilience
  • Every region must deliver benchmark profitability
  • Rock-solidbalance sheet with balanced funding mix and investment-grade rating
  • Capital allocation with clear consistent shareholder returns

LASER FOCUS ON EXECUTION OF STRATEGY

  • Constant focus on self-help measures with active portfolio management: restructuring our business, optimizing our product portfolio - focus on the most attractive return on investment
  • Strong pricing discipline to offset inflationary cost pressure
  • Increasing investments in our ZEV transformation, while maintaining overall spending discipline by reducing diesel-related capex

Daimler Truck Group | Roadshow Presentation | May 2024

6

WHY INVEST IN DAIMLER TRUCK

Leading sustainable transformation with cutting-edge technology

4

5

6

ACCELERATING SUSTAINABLE AND HIGHLY AUTOMATED TRANSPORTATION

  • Leading in sustainable transportation with broad ZEV vehicles portfolio in all segments
  • Unbiased technology strategy for best fit sustainability solutions (BEV, FCEV, H2 ICE)
  • Shaping highly automated transportation with our partners Torc Robotics and Waymo

PARTNERSHIP STRATEGY CONTINUED

  • Ramp-upof cellcentric (Volvo) and partnership in battery technology (Manz)
  • Charging infrastructure in Europe (Milence)
  • Charging and H2 infrastructure in North America (Greenlane)
  • Potential merger of Mitsubishi Fuso and Hino Motors to create major player in Asia
  • Outsource ICE medium-duty engines (Cummins) and increase scale of heavy-duty diesel engines (Deutz)
  • Joint venture to advance battery cell production in the United States with Accelera by Cummins and PACCAR

CULTURE, LEADERSHIP AND SUSTAINABILITY AS KEY ENABLERS

  • Culture of trust and entrepreneurship
  • Sustainable business strategy including ambitions on E, S & G established
  • Investor and sustainability-focused performance and compensation culture

Daimler Truck Group | Roadshow Presentation | May 2024

7

1DAIMLER TRUCK GLOBAL LEADERSHIP Platform, powertrain and system commonality

Sales

Revenue

EBIT adjusted

in Units

in million €

in million €

1

+1%

+10%

+39%

55,890

5,489

526,053

50,945

520,291

3,959

2022

2023

GLOBAL LEADER2

#1

NORTH AMERICA

Class 6-8

#1

EU-303

MDT/HDT

#3

JAPAN

Trucks Total

#2

BRAZIL

MDT/HDT

#1

EU-30

Buses >8t

1 China: Auman and Mercedes-Benz trucks produced in Joint Venture with Foton for Chinese market

2 FY 2023. Source: Company estimate. 3 Brand View

Daimler Truck Group | Roadshow Presentation | May 2024

8

1DAIMLER TRUCK NORTH AMERICA: FROM STRONG TO STRONGER On-highway business presents a very clear framework for vocational success

LEADING POSITION… 1

40% Market share2

#1 On-highway large/mega fleets

#1 On-highway

small fleets

#2 Vocational

Detroit, MI

Portland, OR

High Point, NC

Ft. Mill, SC

Gaffney, SC

…STRONG FOUNDATIONS…

1M+

Uncompromised

CASCADIAS BUILT3

customer focus

~39%

Industrial-leading

IMPROVED FUEL

updated technology

EFFICIENCY2

11,000+

World-class

SERVICE BAYS

dealer network

North

Carolina

South

Carolina

….RIGHT PRODUCT PORTFOLIO

On-highway

large/mega fleets

On-highway small fleets

Off-highway

vocational

Corporate HQ

Business Unit

Manufacturing Plants

Parts Distribution Centers

1 For the year 2023 (US/CAN Class 8) . 2 Class 8. 3 Since launch in 2007. Source: Company estimate

Daimler Truck Group | Roadshow Presentation | May 2024

9

1MERCEDES-BENZ: REBUILDING PROFITABILITY

Strong market position in key markets and strong product portfolio

STRONG MARKET POSITION ACROSS REGIONS …

… AND PRODUCT PORTFOLIO

KEY MARKETS

Brazil

EU 30

23% market share1

20% market share1

#2 BRAND BRAZIL1

#1 BRAND EU-301

Finland

Kassel

HEAVY DUTY TRUCKS

MannheimWörth

Gaggenau Stuttgart

Säo Bernardo

Molsheim

Istanbul

Aksaray

Saudi Arabia

Kenya

Malaysia

Juiz de Fora

South Africa

MEDIUM DUTY TRUCKS

SPECIAL TRUCKS

MB Truck Operations Powertrain Operations R&D Location CKD - Completely Knocked Down Manufacturing

1 MDT/HDT; for the year 2023 Source: Company estimate.

Daimler Truck Group | Roadshow Presentation | May 2024

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Daimler Truck Holding AG published this content on 03 May 2024 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 03 May 2024 10:20:19 UTC.