Porsche Strategic Realignment Update

Overview & Context

This presentation from Dr. Ing. h.c. F. Porsche AG, dated September 19, 2025, outlines the company's strategic realignment. It addresses extensive measures initiated to strengthen financial resilience in response to environmental factors and market shifts, including the BEV transition.

Strategic Pillars

The reaction to current conditions focuses on several key areas:

• Product Portfolio: Adapting offerings to new market expectations, with a growing BEV share projected.
• Focus on the Core: Strengthening the brand's identity and performance heritage.
• Push-to-Pass: Initiatives aimed at driving future growth and efficiency.
• Structural Package: Measures to optimize operations and financial performance.

The strategy balances short-term expenses with long-term goals of increased financial resilience.

Product Evolution

Porsche's product strategy is evolving across ICE/PHEV and BEV segments:

• ICE/PHEV: Strengthening the brand core, introducing new models like the updated Cayenne, 911, and Panamera for the 2030s, and adding new ICE/PHEV derivatives.
• BEV: Building on the current lineup (Taycan, Macan BEV) with future highlights like the new Cayenne BEV and 718 BEV, and a new BEV platform.

The portfolio is being adapted to offer flexibility during the transition, covering Sports Cars, Sports Limousines, and Sport Utility Vehicles.

Financial Outlook & Capital Allocation

The document provides an adjusted Porsche Financial Outlook for 2025, detailing contributors to Group Return on Sales (RoS) and key performance indicators (KPIs) for the Group and Automotive segments. It also outlines the Capital Allocation Policy, including dividend strategy, investment focus (CAPEX & R&D, Technology & Venture), pension funding, and liquidity targets.