1

Year-end Report, January–December 2014 Erik Ljungberg, Corporate Relations

2

Business overview Martin Lundstedt, President and CEO

Summary of 2014

Order bookings in line with 2013

Higher truck market share in Europe and Russia

Record levels in Services and Engines

Record earnings in Financial Services

3

Demand trend Scania trucks, order bookings

4

Europe improved in Q4

Weakness in Latin America

Uncertainty in Eurasia

Higher orders in some of the Asian markets in Q4

0

5,000

10,000

15,000

20,000

25,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2012 2012 2012 2012 2013 2013 2013 2013 2014 2014 2014 2014

Units

Demand trend Scania buses, order bookings

Some improvement in Europe

Order to Taiwan in Q4

Hybrid bus launched, Scania Citywide LE

5

0

500

1,000

1,500

2,000

2,500

3,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2012 2012 2012 2012 2013 2013 2013 2013 2014 2014 2014 2014

Units

Demand trend Scania engines, order bookings

Record level of order bookings and deliveries

Agreement with Atlas Copco

Expanded cooperation with Doosan

6

0

500

1,000

1,500

2,000

2,500

3,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2012 2012 2012 2012 2013 2013 2013 2013 2014 2014 2014 2014

Units

7

Strong growth in 2014, revenue +8%

Ambition to increase market share

>100,000 connected Scania vehicles

Growing service revenue

3,000

4,000

5,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2010 2011 2012 2013 2014

SEK m.

8

Year-end Report, January–December 2014 Jan Ytterberg, CFO

Volume trend Total deliveries, trucks and buses

9

Significantly lower deliveries and production level in Latin America

Strong increase in Asia

0

4,000

8,000

12,000

16,000

20,000

24,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2010 2011 2012 2013 2014

Units

Earnings trend Operating income, Scania Group

10

Net sales SEK 26,413 m. in Q4 (+6%)

Operating margin 9.0% (10.1) in Q4

Net income SEK 1,642 m. (1,961) in Q4

0

2

4

6

8

10

12

14

16

18

20

0

500

1,000

1,500

2,000

2,500

3,000

3,500

4,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2010 2011 2012 2013 2014

Percent SEK m.

Operating income Operating margin

Cash flow Vehicles and Services

Cash flow SEK 2,477 m. (2,001) in Q4

High level of investments

Positive impact from working capital

11

-2,000

-1,000

0

1,000

2,000

3,000

4,000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4

2010 2011 2012 2013 2014

SEK m.

12