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PROPERTY OF GROUPE RENAULT 1INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
CMF-EVE-TECH
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.
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
PROPERTY OF GROUPE RENAULT 4INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
CMF-EVJean-Paul DraiEngineering Director of Electric Vehicles Projects
01
PROPERTY OF GROUPE RENAULT 5INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
CMF-EVNew modular electric platform
PROPERTY OF GROUPE RENAULT 6INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
A 3D Scalable Platform
PROPERTY OF GROUPE RENAULT 7INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
A 3D Scalable Platform
Low-drive and SUV compatible
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
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
PROPERTY OF GROUPE RENAULT 10INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
Engine Compartment
-30% vs. ICE
Compact engine compartment
PROPERTY OF GROUPE RENAULT 11INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
Air Conditioning Optimization
Air conditioning system integrated in the engine compartment
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
PROPERTY OF GROUPE RENAULT 13INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
Thin Battery Pack
Flat floor: increased roominess
PROPERTY OF GROUPE RENAULT 14INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
Extended Wheelbase for Better Cabin Roominess
Extended wheelbase, short overhangs
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
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
PROPERTY OF GROUPE RENAULT 17INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
First Vehicle: Megane eVision
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)
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
PROPERTY OF GROUPE RENAULT 20INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
E-TECHGrégoire GinetPowertrain Marketing Director
02
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
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
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
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
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
PROPERTY OF GROUPE RENAULT 26INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
OUR E-TECH LINEUP
PROPERTY OF GROUPE RENAULT 27INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
E-TECH: HYBRID EXCELLENCE BUILT ON STRONG FOUNDATIONS
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
PROPERTY OF GROUPE RENAULT 29INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
High efficiency
gearbox
PROPERTY OF GROUPE RENAULT 30INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
4 cylinders 1.6 L
Efficient natural
aspirated gasoline
engine
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
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
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
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
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
PROPERTY OF GROUPE RENAULT 36INVESTOR RELATIONS – CMF-EV & E-TECH OCT 16, 2020
Questions & Answers 03