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PROPERTY OF GROUPE RENAULT 1 INVESTOR RELATIONS CMF-EV & E-TECH OCT 16, 2020 CMF-EV E-TECH

CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

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Page 1: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 1INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

CMF-EVE-TECH

Page 2: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 2INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

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.

Page 3: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 3INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

02 E-TECHGrégoire GinetPowertrain Marketing Director

Agenda

03 Questions & Answers

01 CMF-EVJean-Paul DraiEngineering Director of Electric Vehicles Projects

Page 4: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 4INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

CMF-EVJean-Paul DraiEngineering Director of Electric Vehicles Projects

01

Page 5: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 5INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

CMF-EVNew modular electric platform

Page 6: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 6INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

A 3D Scalable Platform

Page 7: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 7INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

A 3D Scalable Platform

Low-drive and SUV compatible

Page 8: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 8INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

New Chassis for Dynamic Driving Pleasure

The platform can receive a 2WD transmission

or a 4WD transmission

Page 9: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 9INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Powertrain

New Electric Powertrain160 kW / 300 Nm

New Charging SystemAC 7 kW / 22 kW

DC 130 kW

Page 10: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 10INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Engine Compartment

-30% vs. ICE

Compact engine compartment

Page 11: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 11INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Air Conditioning Optimization

Air conditioning system integrated in the engine compartment

Page 12: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 12INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Flat Modular Battery Pack

Integration of the battery pack as a structural element: weight improvement

Page 13: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 13INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Thin Battery Pack

Flat floor: increased roominess

Page 14: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 14INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Extended Wheelbase for Better Cabin Roominess

Extended wheelbase, short overhangs

Page 15: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 15INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Lower Vehicle for Better Aerodynamics

Thin battery pack = lower seat implantation for low drive vehicle

Page 16: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 16INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Improved Roominess Thanks to Innovative CMF-EV Packaging

Improved roominess compared to traditionnal architectures

Page 17: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 17INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

First Vehicle: Megane eVision

Page 18: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 18INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Cost Improvement – Alliance Benefits

181

8

18

NEW ALLIANCE PLATFORM,

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

• -30% Manufacturing cost

NEW ALLIANCE

E-MOTOR GENERATION• -20% cost vs current

• 100% shared e-components

NEW BATTERY PACKS,

FOR THE ALLIANCE NEEDS• - 30% in $/kWh at pack level (2016-22)

Page 19: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 19INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Innovative Alliance Organization

19

▪ Leader-follower approach

▪ Innovative Alliance one team

organization to reduce

development cost

▪ Franco-Japanese team in Nissan

Technical Center Atsugi

Page 20: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 20INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

E-TECHGrégoire GinetPowertrain Marketing Director

02

Page 21: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 21INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

HEALTHShort-term local impact

Local restrictions

Low emission areas

CLIMATELong-term global impact

New regulations Tax incentives & CAFE

A CONTEXT OF GLOBAL CHANGE

Page 22: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 22INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

CUSTOMERS EXPECTATIONS & USAGES WILL DRIVE THEIR CHOICES OF TECHNOLOGY

Plug

Capacity

&

Purchasing

powerELECTRIC

ON DEMANDI need flexibility

I can’t be blocked

ALWAYS EVI can handle

limited

autonomy

No Plug

Capacity

PURCHASING

PRESSURE

FUEL

ECONOMY

GR

EE

N S

EN

SIT

IVIT

Y

EMOTIONAL

100% convinced, I switch

to the new world

RATIONAL

I adapt myself to the

context

I can’t or I don’t want to

change

EV

PHEV

HEV

ICE

I want the best of the

2 worlds

Page 23: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 23INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Ingenious innovation based on strong assets, fitted in our best selling cars with strong & clear benefits

Full ICE

Micro-hybrid

HEV

PHEV

EV

Fuel saving

100 %

~ 70 %

~ 40 %

~ 10 %

Ref

12 V+

48 V+

~ 200 V

1,2 Kw/h

+

~ 400 V

9,8 Kw/h+

~ 400 V

52 Kw/h

Electric range

395 km

Up to 65 km

~ 3 km

No

No150 PATENTS

The best B-Seg HEVUp to 80% EV driving in city (best of category)

CLIO… AND NOW HYBRID !

ELECTRIC… WHENEVER I WANT

The only B-seg PHEVA new offer on the market

DRIVING PLEASURE REINVENTED

At the heart of customers expectations160 hp, ideal for all customers (inc. fleet)

One petrol engine

+

2 electric motors

+

1 innovative Gearbox

+

1 high voltage battery

FU

LL

HY

BR

IDS

E-TECH HYBRIDS: A UNIQUE EXPERIENCE MEETING CORE CUSTOMERS EXPECTATIONS

Page 24: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 24INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Electrification is key to answer market/customer expectations, and to achieve CAFE target

Fast volume increase of electrified carsHybrid preference have emerged largely and represent now

40% of preference in engine choice

Source IPSOS France Barometer 08-2019

Personal Car MTP Europe May 2020 Renault projection

ELECTRIFICATION: CONTEXT & MAIN STAKES

Page 25: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 25INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

ELECTRIC VEHICLE

RECHARGEABLE HYBRID

HYBRID

DIESEL

LPG

PETROL

The importance of electrified cars

▪ Electrified vehicles make it possible to reduce significantly CO2 emissions

▪ Example of Renault B-segment (in NEDC values) :

Average CO2 level CAFE Impact

0 g + + +

34 g + +

83 g +

100 g -

105 g - -

115 g - - -

CAFE BY TYPE OF MOTORIZATION

Page 26: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 26INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

OUR E-TECH LINEUP

Page 27: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 27INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

E-TECH: HYBRID EXCELLENCE BUILT ON STRONG FOUNDATIONS

Page 28: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 28INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Electric motor 2

High voltage starter

& generator

Electric motor 1

High power E-motor

1 POWERTRAIN / 2 APPLICATIONS

150 PATENTS

Page 29: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 29INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

High efficiency

gearbox

Page 30: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 30INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

4 cylinders 1.6 L

Efficient natural

aspirated gasoline

engine

Page 31: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 31INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Battery :1.2 kWh

Battery :9.8 kWh

HEV: 140 hp PHEV: 160 hp

Nb: the batteries units are sold with the car. They are eligible to Renault recycle ecosystem and delivered with 8 years Warranty / 160 000 km

MODULAR TECHNOLOGY: 2 APPLICATIONS → HEV & PHEV

Page 32: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 32INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

140 ch (103 kW)

96 g CO2/km WLTP(83g NEDC)

A full electric driving up to 80% of the time in the city, with auto-charging

Up to 40% savings on city consumption

4.3 L/100 km (WLTP):

Silent start with 100% electric traction

160 ch (116 kW)

Autonomy electric up to 65 km (city) & 50 km (combined) - WLTP

32 g CO2/km (WLTP)

1st Plug-in Hybrid in B segment

Electric driving up to 135 km/h

1.4 L/100 km (WLTP)

PHEV works as HEV when no more battery

Renault CLIO E-TECH Hybrid Renault CAPTUR E-TECH Plug-in Hybrid

Page 33: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 33INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

2.4 kW

5h007.4 kW

3h003.7 kW

3h00

YOU CAN CHARGE EVERYWHERE

Page 34: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 34INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

«Renault makes a beautiful copy. Its sense of innovation pushed it

towards a new technology -the result is convincing»

L’Argus

« Renault Clio :Excited, technological and saving »

Al Volante.it

« Renault Clio, Mégane and Captur with extraordinary hybrid drive »

Heise Online

VERY POSITIVE FIRST PRESS FEEDBACK

Page 35: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 35INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Mix 16% 18% 31%

The E-TECH technology is priced in and prized by customers

Price Cost

Hybrid Order Mix in Sept 20

+1,100€ (+4.5%)

Vs Tce 130 EDC

+5,700€ (+20%)

Vs Tce 155 EDC

Clio E-TECH

2021e: pricing = cost

2022e: pricing > cost

Orders

HYBRID LAUNCH AT A GLANCE

Page 36: CMF-EV E-TECH - Renault · 2020. 10. 16. · INVESTOR RELATIONS –CMF-EV & E-TECH OCT 16, 2020 PROPERTY OF GROUPE RENAULT 2 Disclaimer Information contained within this document

PROPERTY OF GROUPE RENAULT 36INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020

Questions & Answers 03