Q Corporate Presentation

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1 Q Corporate Presentation

2 Contents Group Financials Divisional Information Outlook Daimler Group Strategy Funding Appendix Daimler Corporate Presentation / Q / Page 2

3 Highlights of Q Unit sales in thousands of units Revenue in billions of euros World premiere of the new, fully-electric EQC** Q Q EBIT in billions of euros 3.4* -4% -27% 2.5 Q Q * 40.2 Net profit in billions of euros 2.2* -1% Q Q % 1.8 Q Q Presentation of the new A-Class sedan, B-Class and GLE World premiere of the new Mercedes-Benz Actros with Active Drive Assist Presentation of Mercedes-Benz eactros and ecitaro, FUSO ecanter, E-FUSO Vision One, Thomas Built Buses Jouley at the IAA Mercedes-Benz Vans opens new Sprinter plant in South Carolina for the North American market Daimler Financial Services is set to become a partner and investor in used-vehicle platform heycar Board of Management and Supervisory Board of approve new divisional structure of the Group * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) ** electricity consumption combined: 22.2 kwh/100 km; CO 2 emissions combined: 0 g/km, preliminary figures (for further information see page 13) Daimler Corporate Presentation / Q / Page 3

4 Support of the German federal government s concept for cleaner air Mercedes-Benz offers an exchange premium for diesel vehicles up to 10,000 in 14 priority regions in Germany The trade-in program will be supplemented by attractive financing and leasing offers The package of measures builds on the existing plan to strengthen the future of the Diesel engine that has been in effect since July 2017 Daimler will also participate in a federal government s hardware retrofit program of which the exact specifications are still to be clarified The measures further improve air quality while ensuring that car drivers retain their individual mobility Daimler Corporate Presentation / Q / Page 4

5 High level of net liquidity - in billions of euros - Free cash flow industrial business January-September 2018: minus 0.1 billion Net industrial liquidity 12/31/2017 Earnings and other cash flow impact Working capital impact M&A effects Dividend payment Other (mainly FX effects) Net industrial liquidity 9/30/2018 Daimler Corporate Presentation / Q / Page 5

6 Further investment growth as a basis for profitable growth and development of future mobility - in billions of euros Investment in property, plant and equipment Research and development expenditure Actual 2013 Actual 2014 Actual 2015 Actual 2016 Actual 2017 Plan 2018/19 (average p.a.) Daimler Corporate Presentation / Q / Page 6

7 Contents Group Financials Divisional Information Outlook Daimler Group Strategy Funding Appendix Daimler Corporate Presentation / Q / Page 7

8 Mercedes-Benz Cars Unit sales in thousands of units Revenue in billions of euros EBIT in millions of euros * ,105* -6% -7% -35% 1,372 Q Q Q Q Q Q * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) Daimler Corporate Presentation / Q / Page 8

Mercedes-Benz Cars: EBIT - in millions of euros - - 733 9.

9 Mercedes-Benz Cars: EBIT - in millions of euros %** 2,105* Remeasurement of the investment in Aston Martin Expenses for a specific vehicle recall in Q Expenses for voluntary service activities in connection with a comprehensive plan for diesel engines in Q Lower unit sales Temporarily weaker net pricing Foreign exchange rates Higher expenses for new technologies and future products Governmental proceedings and measures relating to diesel vehicles Risk provision relating to the previously used refrigerant R134a 6.3%** 1,372 * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) ** Return on sales EBIT Q EBIT Q Daimler Corporate Presentation / Q / Page 9

Mercedes-Benz Cars: sales decrease due to delivery delays and model changes of A- and C-Class - in thousands of units - 597 30 560 6 31 smart 4

10 Mercedes-Benz Cars: sales decrease due to delivery delays and model changes of A- and C-Class - in thousands of units smart 4 Sports Cars SUVs S-Class E-Class C-Class 105 Q Q A-/B-Class Daimler Corporate Presentation / Q / Page 10

11 Mercedes-Benz Vans Unit sales in thousands of units Revenue in billions of euros EBIT in millions of euros * * -2% -2% Q Q Q Q Q Q * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) Daimler Corporate Presentation / Q / Page 11

Mercedes-Benz Vans: sales decrease by 2% mainly due to temporary delivery delays - in thousands of units - 93.1 91.4 46.2 49.

12 Mercedes-Benz Vans: sales decrease by 2% mainly due to temporary delivery delays - in thousands of units Sprinter Q Q Vito V-Class X-Class Citan Daimler Corporate Presentation / Q / Page 12

Mercedes-Benz Vans: EBIT - in millions of euros - - 307 6.

13 Mercedes-Benz Vans: EBIT - in millions of euros %** 214* Lower unit sales caused by delivery delays Governmental proceedings and measures relating to diesel vehicles Higher expenses for new technologies and future products Impacts from the Sprinter model change %** EBIT Q EBIT Q * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) ** Return on sales Daimler Corporate Presentation / Q / Page 13

14 Daimler Trucks Unit sales in thousands of units Revenue in billions of euros EBIT in millions of euros * * +8% +9% +38% Q Q Q Q Q Q * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) Daimler Corporate Presentation / Q / Page 14

15 Daimler Trucks Unit sales in thousands of units Revenue in billions of euros EBIT in millions of euros * * +8% +9% +38% Q Q Q Q Q Q * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) Daimler Corporate Presentation / Q / Page 15

Daimler Trucks: sales increase by 8% mainly driven by NAFTA region - in thousands of units - 127 13 40 8 136 9 42 10 Rest of world Asia Latin

16 Daimler Trucks: sales increase by 8% mainly driven by NAFTA region - in thousands of units Rest of world Asia Latin America NAFTA region 21 Q * European Union, Switzerland and Norway 22 Q EU30* Daimler Corporate Presentation / Q / Page 16

Daimler Trucks: significant increase in incoming orders mainly driven by NAFTA region - in thousands of units - 117 12 43 8 35 129 11 40 9 51 Rest of

17 Daimler Trucks: significant increase in incoming orders mainly driven by NAFTA region - in thousands of units Rest of world Asia Latin America NAFTA region 19 Q * European Union, Switzerland and Norway 18 Q EU30* Daimler Corporate Presentation / Q / Page 17

18 Daimler Trucks: EBIT - in millions of euros %** 614* Higher unit sales especially in the NAFTA region Efficiency enhancements Expenses for fixed cost optimization in Q Higher expenses for raw material Higher costs, mainly related to supply chain constraints 8.5%** 850 EBIT Q EBIT Q * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) ** Return on sales Daimler Corporate Presentation / Q / Page 18

19 Daimler Buses Unit sales in thousands of units Revenue in billions of euros EBIT in millions of euros * * 30 +7% +3% -6% Q Q Q Q Q Q * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) Daimler Corporate Presentation / Q / Page 19

Daimler Buses: higher unit sales in Brazil and India - in thousands of units - 7.2 0.8 1.6 2.1 0.8 1.9 7.7 1.3 1.2 2.3 0.9 2.

20 Daimler Buses: higher unit sales in Brazil and India - in thousands of units Rest of world Latin America (excl. Brazil and Mexico) Brazil Mexico EU30* Q * European Union, Switzerland and Norway Q Daimler Corporate Presentation / Q / Page 20

Daimler Buses: EBIT - in millions of euros - - 2 3.1%** 32* Efficiency enhancements Product mix Inflation-related cost increases 2.

21 Daimler Buses: EBIT - in millions of euros %** 32* Efficiency enhancements Product mix Inflation-related cost increases 2.8%** 30 EBIT Q * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) ** Return on sales EBIT Q Daimler Corporate Presentation / Q / Page 21

22 Daimler Financial Services New business Contract volume EBIT in billions of euros in billions of euros in millions of euros % +6% -23% Q Q /31/2017 9/30/2018 Q Q Daimler Corporate Presentation / Q / Page 22

Daimler Financial Services: further increase in contract volume to 148.8 billion euros - in billions of euros - 139.9 29.4 148.8 32.

23 Daimler Financial Services: further increase in contract volume to billion euros - in billions of euros Africa & Asia-Pacific Americas Europe (excl. Germany) /31/ /30/2018 Germany Daimler Corporate Presentation / Q / Page 23

Daimler Financial Services: EBIT - in millions of euros - - 116 18.

24 Daimler Financial Services: EBIT - in millions of euros %* 508 Higher contract volume Higher interest-rate level Cost of risk situation in Turkey 12.5%* 392 EBIT Q EBIT Q * Return on equity Daimler Corporate Presentation / Q / Page 24

25 Contents Group Financials Divisional Information Outlook Daimler Group Strategy Funding Appendix Daimler Corporate Presentation / Q / Page 25

26 Assumptions for automotive markets in 2018 Car markets Medium- and heavy-duty truck markets Van markets Bus markets Global Europe USA China NAFTA region EU30 Japan* Brazil Indonesia* EU30 USA EU30 Brazil around +2% slight growth around the prior-year level slight growth significant growth slight growth slight decrease significant growth from low level positive development slight growth slight growth slight growth significant growth * including light-duty trucks Daimler Corporate Presentation / Q / Page 26

2018 sales outlook Mercedes-Benz Cars Daimler Trucks Mercedes-Benz Vans Daimler Buses Slightly Unit sales higher around unit the sales prior-year level Further Supported growth by wide particularly

growth in NAFTA region, Brazil, Indonesia and India; slight growth in Japan Slight decrease growth in in EU30 region; unit sales around the prior-year level in Japan Significantly higher unit sales

27 2018 sales outlook Mercedes-Benz Cars Daimler Trucks Mercedes-Benz Vans Daimler Buses Slightly Unit sales higher around unit the sales prior-year level Further Supported growth by wide particularly range of attractive in China and innovative vehicles Strong Further momentum growth in China from the wide range of attractive and innovative vehicles Significantly higher unit sales Significant growth in NAFTA region, Brazil, Indonesia and India; slight growth in Japan Slight decrease growth in in EU30 region; unit sales around the prior-year level in Japan Significantly higher unit sales Significant Slight growth growth in EU30 in EU30 region, region, significant China growth and the in United China States and the United States Additional Growth momentum from from new new X-Class and and new new Sprinter Significantly higher unit sales Maintain market leadership in core markets Significant sales increase in EU30 region and further growth in Latin America Daimler Corporate Presentation / Q / Page 27

2018 outlook for EBIT We expect Group EBIT for FY 2018 to be significantly below the prioryear level based on the following expectations for divisional EBIT: Mercedes-Benz Cars Daimler Trucks

28 2018 outlook for EBIT We expect Group EBIT for FY 2018 to be significantly below the prioryear level based on the following expectations for divisional EBIT: Mercedes-Benz Cars Daimler Trucks Mercedes-Benz Vans Daimler Buses Daimler Financial Services Significantly below the prior-year level Significantly above the prior-year level Significantly below the prior-year level Significantly below the prior-year level In the prior-year magnitude* * subject to the completion of the mobility services transaction of Daimler and BMW Group in 2018 Daimler Corporate Presentation / Q / Page 28

29 Contents Group Financials Divisional Information Outlook Daimler Group Strategy Funding Appendix Daimler Corporate Presentation / Q / Page 29

30 We have set the course for a successful future Profitable CORE business Strategic CASE business COMPANY structure CULTURE change Daimler Corporate Presentation / Q / Page 30

31 Mercedes-Benz Cars & Vans Daimler Corporate Presentation / Q / Page 31

32 Exciting and promising future ahead of us CORE Electric Connected Autonomous Daimler Corporate Presentation / Q / Page 32

33 Mercedes-Benz Cars: globally balanced sales structure with strong development especially in China - in % of unit sales - Rest of world 16% China 30% Europe excl. Germany 27% United States 14% Germany 13% Q Daimler Corporate Presentation / Q / Page 33

Mercedes-Benz Cars in China: continued strong sales growth with higher share of locally produced vehicles - in thousands of units - imported locally produced 619 488 196

34 Mercedes-Benz Cars in China: continued strong sales growth with higher share of locally produced vehicles - in thousands of units - imported locally produced YTD YTD 09 Daimler Corporate Presentation / Q / Page 34

35 Mercedes-Benz Network Development in China Region Dealer# North 175 South 136 East 172 West 99 Number of Outlets YTD 09 Daimler Corporate Presentation / Q / Page 35

Made in China for China: we re producing four car models and

213) + M264 GLC (X/V 253)* C-Class (V/W 205) As announced in

in BBAC M274 GLA (X156) M276 A-Class L Sedan (Z177)** * GLC (X/V

36 Made in China for China: we re producing four car models and three engine models at BBAC M270 Rear wheel drive E-Class (V 213) + M264 GLC (X/V 253)* C-Class (V/W 205) As announced in July 2017, a localized BEV model under EQ brand will be produced in BBAC M274 GLA (X156) M276 A-Class L Sedan (Z177)** * GLC (X/V 253): X253 end of production and V253 start of production at BBAC on Sep. 19 th ** A-Class L Sedan (Z177): Start of production end of Oct Daimler Corporate Presentation / Q / Page 36

flexible Powertrain E/E Chassis Exterior Interior

37 With vehicle architecture and modular strategy, we aim at being more cost efficient, faster and more flexible Powertrain E/E Chassis Exterior Interior Daimler Corporate Presentation / Q / Page 37

38 High degree of modularity of the entire drive train Daimler Corporate Presentation / Q / Page 38

39 Development of CO 2 emissions Average CO 2 -emissions in g/km Mercedes-Benz Cars fleet in Europe 230 CO 2 -emissions in (g/km) EU Legislation* l 6.9 l 6.4 l 6.3 l 6.0 l 5.6 l 5.4 l 5.2 l 5.0 l 5.0 l 5.0 l <4.0 l * Target value for average weight of European fleet. Daimler Corporate Presentation / Q / Page 39

40 Overview CO 2 reduction measures CO 2 measures in and on the vehicle CO 2 measures ICE powertrain Electrification of powertrain 0% Aerodynamics Energy recovery 48V-starting system (e.g. ISG) Efficient high-tech diesel and gasoline engines Rolling resistance Weight Eco-Mode, Intelligent Drive Energy efficient operational strategy Efficient transmissions Efficient ancillary units PHEV Long Range PHEV BEV / FCEV Degree of electrification 100% Daimler Corporate Presentation / Q / Page 40

electric supercharger Air conditioning AC

41 48 Volt electrification: Several advantages regarding CO2 and comfort NVH Calm starting of automatic start-stop function Integrated starter-generator Combined performance with C0 2 -reduced hybrid functions Comfort CO 2 48 Volt Agility Turbocharger Innovative boost concept with two-stage turbocharger and electric supercharger Air conditioning AC works without running engine Daimler Corporate Presentation / Q / Page 41

42 Hybrid offensive as further step to reach CO 2 targets Fuel consumption combined: 2,1 l/100 km, CO 2 -emissions combined: 49 g/km, weighted power consumption: 15.5 kwh/100 km, all-electric range of around 50 kilometers. Daimler Corporate Presentation / Q / Page 42

43 Mercedes-Benz Cars and Vans: continued product offensive smart (upgraded) A-Class A-Class Sedan & Sedan (long wheelbase) B-Class CLA 4-door Coupe CLA Shooting Brake C-Class Sedan, Wagon, Coupe, Cabriolet (upgraded) C-Class Sedan (long wheelbase, upgraded) CLS S-Class Coupe & Cabriolet (upgraded) AMG 4-door Mercedes-Maybach Coupe S-Class Pullman (upgraded) G-Class (upgraded) GLC F-CELL GLE GLC & GLC Coupe (upgraded) EQC GLS 8 th Compact Car X-Class Sprinter evito V-Class esprinter Daimler Corporate Presentation / Q / Page 43

44 Our target: remain No.1 premium car brand achieved already in 2016! Sales target In thousand units Profitability target Return on Sales in % 2, % No. 1 2,374 Corridor during transition phase Daimler Corporate Presentation / Q / Page 44

45 New Sprinter plant in North Charleston - Amazon becomes the world s largest Sprinter customer Daimler Corporate Presentation / Q / Page 45

46 Our target: No 1 provider of holistic transport and mobility solutions Sales target In thousand units Profitability target Return on Sales in % >500 over the cycle 9% Daimler Corporate Presentation / Q / Page 46

47 CASE trends leading to fundamental changes in the automotive industry Daimler Corporate Presentation / Q / Page 47

48 Revolution in the cockpit: Mercedes-Benz User Experience Touch Controls Touchscreen Hey Mercedes Speech Control Daimler Corporate Presentation / Q / Page 48

49 Connect - Anytime. Anywhere.. 25million connected vehicles Daimler Corporate Presentation / Q / Page 49

Development steps towards fully automated driving Level 1 Driver Assistance - Currently offered

High Automation Level 5 Full Automation Single control functions such as speed selection,

More than one control function is automated under certain conditions.

Vehicle can perform the dynamic driving task under certain conditions.

Vehicle can perform all dynamic driving tasks within a certain use case.

50 Development steps towards fully automated driving Level 1 Driver Assistance - Currently offered by MB & legally permissible - Level 2 Partial Automation Level 3 Conditional Automation Level 4 High Automation Level 5 Full Automation Single control functions such as speed selection, braking or lane keeping are automated. Driver in charge. More than one control function is automated under certain conditions. Driver expected to take care of all remaining aspects of the dynamic driving task. Vehicle can perform the dynamic driving task under certain conditions. Driver expected to respond to requests to take control. Vehicle can perform all dynamic driving tasks within a certain use case. Driver not expected to take control. Vehicle can perform all dynamic driving tasks that can also be managed by a human driver. No driver needed. Autonomous Driving + enabler for new & complementary mobility services Daimler Corporate Presentation / Q / Page 50

51 Sensors for Driver Assistance Package Daimler Corporate Presentation / Q / Page 51

Close strategic cooperation with HERE for: - map content, format, accuracy, coverage, - quality assurance,

52 HD MAP for highly automated driving and HERE cooperation The HD Live Map is a mandatory part for the HAD* system for planning and positioning The HD Map is the only sensor that delivers context information and a long road horizon Close strategic cooperation with HERE for: - map content, format, accuracy, coverage, - quality assurance, maintenance and - update concept *highly automated driving - illustrative examples - Daimler Corporate Presentation / Q / Page 52

In the future - driver controlled and system

Safety technologies and automated systems, which are

systems, which drive the vehicle from the starting

53 In the future - driver controlled and system controlled Driver controlled System controlled Safety technologies and automated systems, which are situational activated by the driver Automated systems, which drive the vehicle from the starting point to the destination Daimler Corporate Presentation / Q / Page 53

Bundling of our forces with Bosch Aim: To put automated driving and driverless cars on the road in urban environments by early in the next decade. Bosch System Sensor Algorithms Embed. SW Infrastr.

54 Bundling of our forces with Bosch Aim: To put automated driving and driverless cars on the road in urban environments by early in the next decade. Bosch System Sensor Algorithms Embed. SW Infrastr. Hardware (Sensors, Actors, ECUs) Software for HW components Motion Control Environment Fusion Testing IT & Process Support Vehicles Integration of systems in vehicle line Behavior Generation Vehicle Control Center Daimler Corporate Presentation / Q / Page 54

55 Californian metropolis will become first pilot testing city for automated driving in 2019 Daimler Corporate Presentation / Q / Page 55

56 Vision URBANETIC autonomous driving platform with cargo or people-mover body Daimler Corporate Presentation / Q / Page 56

57 EQ - Electric Intelligence. The new brand for electric mobility as part of our brand portfolio. Daimler Corporate Presentation / Q / Page 57

58 We are on our way to emission-free mobility High-tech combustion engines Plug-in hybrids Performance hybrids Electric vehicles with battery or fuel cell Daimler Corporate Presentation / Q / Page 58

Pushing ahead with our electric vehicle offensive 10 billion investment into e-mobility fleet Above 130 electrified alternatives by 2022 Thereof more than 10 BEV vehicle types In each series of

59 Pushing ahead with our electric vehicle offensive 10 billion investment into e-mobility fleet Above 130 electrified alternatives by 2022 Thereof more than 10 BEV vehicle types In each series of Mercedes-Benz at least one electrified version BEV volume share between 15% and 25% until 2025 smart fully electric in EU/USA until 2020 New brand EQ for electric mobility Implementation of charging infrastructure in Europe via joint venture IONITY Daimler Corporate Presentation / Q / Page 59

World premiere of the new fully-electric EQC* Power consumption (NEDC) Range (NEDC) Output Peak torque Top speed Acceleration 0-100 km/h Battery Battery energy content (NEDC) Battery weight 22.

60 World premiere of the new fully-electric EQC* Power consumption (NEDC) Range (NEDC) Output Peak torque Top speed Acceleration km/h Battery Battery energy content (NEDC) Battery weight 22.2* kwh/100 km more than 450* km 300 kw (408 hp) 765 Nm 180 km/h (governed) 5.1 s Lithium-ion 80 kwh 650 kg * electricity consumption combined: 22.2 kwh/100 km; CO2 emissions combined: 0 g/km, preliminary figures (figures on electricity consumption and CO2 emissions are preliminary and calculated by Technical Service. Figures on range are likewise preliminary. EC type approval and conformity certification with official figures are not yet available. The official figures may vary from those stated.) Daimler Corporate Presentation / Q / Page 60

61 smart fully electric in Europe & US by 2020 smart EQ fortwo: power consumption combined: 13,0-12,9 kwh/100km; CO2-emission combined: 0 g/km smart EQ forfour: power consumption combined: 13,2-13,1 kwh/100km; CO2-emission combined: 0 g/km Daimler Corporate Presentation / Q / Page 61

62 evito: Electrically powered, mid-sized van has been available to order since the end of 2017 Ecosystem to electrify commercial fleets Range of up to 150 km Designed for innercity delivery, commercial and passenger transport Daimler Corporate Presentation / Q / Page 62

63 Ambitious definition of our EV market targets Daimler Corporate Presentation / Q / Page 63

Tuscaloosa Hambach Sindelfingen Untertürkheim Asia Beijing

64 Flexible integration of e-mobility in global production network Europe Bremen (2019 EQC) Rastatt Kamenz USA Tuscaloosa Hambach Sindelfingen Untertürkheim Asia Beijing Bangkok EQ Vehicles Battery Daimler Corporate Presentation / Q / Page 64

HV-battery Charging inlet Transmission and integrated E-motor Inverter and DCDC

65 Flexible architecture to integrate all types of electrified powertrains On-board-charger Combustion engine On-board-charger Electric drive module HV-battery Charging inlet Transmission and integrated E-motor Inverter and DCDC Electric drive module HV-battery Illustration Daimler Corporate Presentation / Q / Page 65

66 Charging network together with partners improve customer experience Home Work Public Mercedes-Benz GLC F-CELL: Preproduction model Mercedes-Benz GLE 500 e 4MATIC: comb. fuel consumption: l/100hm; comb. power consumption: kwh/100km; CO2 emissions combined: g/km smart EQ fortwo: combined power consumption: kwh/100km; CO2 emissions combined: 0 g/km Daimler Corporate Presentation / Q / Page 66

67 Daimler Trucks & Buses Daimler Corporate Presentation / Q / Page 67

68 Our answers to master future challenges CORE Electric Connected Autonomous Daimler Corporate Presentation / Q / Page 68

69 Our Daimler Trucks We improve total cost of ownership and shape future transportation We expand economies of scale and speed up innovation efficient & electric safe & automated reliable & connected We have a global reach and meet local needs Daimler Corporate Presentation / Q / Page 69

70 Strong brands and strong market positions around the world NAFTA EU 30 #1 #1 #3 Russia Japan China #2 Brazil #4 India Daimler Corporate Presentation / Q / Page 70

CHINA: We are well prepared to tap into the biggest market Biggest market of commercial vehicles and promising growth perspective. Market shifting towards premium segment and new technologies.

71 CHINA: We are well prepared to tap into the biggest market Biggest market of commercial vehicles and promising growth perspective. Market shifting towards premium segment and new technologies. Strong, committed partnership with Foton Product Launches 2017 EST-A ETX EST GTL Our Joint venture BFDA delivers strong sales. Over 100k trucks sold in Daimler Corporate Presentation / Q / Page 71

Continuous Process Improvement Connectivity & Uptime Customer-focused product development End to-end Support &

72 Our Mission: Make our customers more successful Best-in-class products in all regions Customer experience as differentiator Services beyond the hardware Service and Parts Network Extended Warranty & Service Products Continuous Process Improvement Connectivity & Uptime Customer-focused product development End to-end Support & Consulting Measurable Benefits Ease of Doing Business Trusted Partner Daimler Corporate Presentation / Q / Page 72

73 Efficiency: improving our customers bottom line Europe: Mercedes-Benz Actros NAFTA: Freightliner New Cascadia Japan: FUSO Super Great Fuel reduction up to -3%*on motor-ways and up to -5%* on rural routes *Fuel reductions compared to previous model Fuel reduction up to -8%* Next efficiency step by 2019 Fuel reduction up to -15%* Complete efficiency makeover Daimler Corporate Presentation / Q / Page 73

74 Safe: We offer leading safety assistance systems Active Brake Assist 5 Brakes to full stop for pedestrians. Active Brake Assist 4 Detects moving pedestrians. Sideguard Assist Detects pedestrians and cyclists. soon soon soon Daimler Corporate Presentation / Q / Page 74

75 Global Platforms: Leveraging our global scale in technology & cost EU LA China Heavy-duty engines Medium-duty engines Transmissions Chassis Electric/ Electronic ECU1 ECU3 ECU2 Cab architecture Daimler Corporate Presentation / Q / Page 75

76 Global platforms are a great competitive advantage they achieve several goals at the same time: Speed of Innovation Economies of Scale R&D Efficiency ABA4 Pedestrian Sideguard Assist HDEP FE1 MDEG NAFTA & Jp Global platforms enable fast rollout of innovations Global platforms can secure pass-carlike volumes. Common base development in an efficient R&D network. Daimler Corporate Presentation / Q / Page 76

77 Daimler Trucks is setting the stage for a total of >1,400 mn improvement fully effective in 2019 EBIT Impact 1 Growth & Customer focus Global optimized network Cost reduction initiative Stream Net improvements Net improvements >1,400 mn Fully effective in 2019 Daimler Corporate Presentation / Q / Page 77

78 Sticking to our target: leader in the truck industry Sales target In thousand units Profitability target Return on Sales in % over the cycle 8% Daimler Corporate Presentation / Q / Page 78

79 Our target: No 1 in the global bus business Sales target In thousand units Profitability target Return on Sales in % over the cycle 6% Daimler Corporate Presentation / Q / Page 79

Our invest in future technologies in 2018 and 2019 @ DT Total R&D investment (2018 2019) Investment in

80 Our invest in future technologies in 2018 and DT Total R&D investment ( ) Investment in Connectivity, Automated, Electric ( ) > 2.5 bn > 500 mn Daimler Corporate Presentation / Q / Page 80

81 We make a lot of progress in future technologies Connected Electric Automated Gain Headline Gain Knowledge Platooning Gain Business MB Uptime Active Safety Daimler Corporate Presentation / Q / Page 81

82 Connected: Daimler trucks are online in every region Mercedes-Benz Uptime Daimler Corporate Presentation / Q / Page 82

Connected: Detroit Connect boosts logistics performance Analytics Virtual Technician Remote Updates Improves fuel consumption and safety Detects changes in fuel consumption and offers recommendations

83 Connected: Detroit Connect boosts logistics performance Analytics Virtual Technician Remote Updates Improves fuel consumption and safety Detects changes in fuel consumption and offers recommendations Reports safety-related events Analysis on the basis of trip, vehicle, and fleet Helps to reduce servicerelated downtime Alerts customers to vehicle faults Provides immediate steps for action Analysis of entire fleet history Updates firmware over-the-air Installs firmware for engine, transmission and aftertreatment without workshop visit Remote access to truck from customer office Daimler Corporate Presentation / Q / Page 83

84 We are pioneering automated trucking for many years Mercedes-Benz Future Truck 2025 Freightliner Inspiration Truck Test license for German autobahn Automated snow clearance Platooning trials in entire triad Daimler Corporate Presentation / Q / Page 84

85 The The road map towards the the fully fully automated truck truck LEVEL0 Driver LEVEL 1 Function-specific LEVEL 2 Partial automation LEVEL automation 3 Conditional automation LEVEL 5 Full LEVEL High 4automation automation Daimler Corporate Presentation / Q / Page 85

86 Electric: We have been the pioneers for many years : FUSO ecanter fleet tests in Europe 09/2016: Mercedes-Benz eactros prototype, FUSO ecanter in new design 09/2017: FUSO ecanter market launch 11/2017: World premiere of Thomas Built Buses Jouley 06/2018: Presentation of Freightliner ecascadia and em2 09/2010: First prototype of FUSO ecanter 07/2016: Mercedes-Benz eactros technology concept 07/2017: Start of production FUSO ecanter 10/2017: New brand E-FUSO and heavy-duty e-truck Vision One 09/2018: First handover of Mercedes-Benz eactros to customers Daimler Corporate Presentation / Q / Page 86

87 Electric, locally emission-free and quiet: Our battery-powered commercial vehicles for urban areas Thomas Built Buses Jouley Mercedes-Benz eactros FUSO ecanter Freightliner ecascadia & em2 2017: World premiere 2018: Innovation fleet 2019: Small series 2016: World premiere 2018: Innovation fleet ~2021: Market introduction 2014: Innovation fleet 2017: Market introduction End of decade: Large series 2018: World premiere 2019: Innovation fleet 2021: Market introduction Daimler Corporate Presentation / Q / Page 87

88 Freightliner ecascadia and em2: leading the charge Daimler Corporate Presentation / Q / Page 88

89 The all-electric Citaro: Emission-free through the city Daimler Corporate Presentation / Q / Page 89

90 Daimler Financial Services Daimler Corporate Presentation / Q / Page 90

91 Daimler Mobility We move you Daimler Mobility Daimler Corporate Presentation / Q / Page 91

92 We offer a broad variety of financial and mobility services vehicles in fleet management banking customers car2go customers insurance policies Ride-Hailing Group customers financed or leased vehicles moovel customers Daimler Corporate Presentation / Q / Page 92

93 WE FINANCE NEARLY EVERY SECOND VEHICLE SOLD BY DAIMLER Penetration rates per vehicle segment 55% Global penetration rate DFS in Q % 39% 25% ~49% Daimler Corporate Presentation / Q / Page 93

94 We operate in over 40 countries and we have successfully grown our portfolio in over the years Portfolio (in bn ) Acquisitions (in bn ) % CAGR EUROPE AMERICAS AAP CHINA 72* Loan Buses Vans Trucks Wholesale Others Lease Passengers Cars YTD 09 Daimler Corporate Presentation / Q / Page 94

95 Our portfolio will continue to perform on an excellent level, based on our outstanding acquisition quality NET CREDIT LOSSES QUALITY OF ACQUISITIONS BY CATEGORY Q-cat 4 Q-Cat % 0.26% 0.20%* High share of excellent & very good acquisition quality Q-cat 2 Q-cat Q3/17 Q4/17 Q1/18 Q2/18 Q3/18 *Annualized September 2018 figure Daimler Corporate Presentation / Q / Page 95

96 Our target: best financial and mobility services provider Portfolio target in billions of EUR Profitability target Return on Equity in % > Annual growth 5.5% 17% Daimler Corporate Presentation / Q / Page 96

TOMORROW CONSUMING (car-based) mobility as a service

97 Our Customers mobility needs will change TODAY BUYING (car-based) mobility as a product Enabler: Finance & Lease TOMORROW CONSUMING (car-based) mobility as a service Enabler: Finance & Lease Daimler Corporate Presentation / Q / Page 97

98 Daimler Financial Services represents the S in CASE SERVICES SHARED Daimler Corporate Presentation / Q / Page 98

MENT 2. Create frequent customer interaction 3. Gain largescale customer data 4.

99 We aim to build a holistic mobility ecosystem 7. Create lock-in effects & loyalty 1. Offer broad variety of mobility solutions 6. Become trusted mobility companion MOBILITY SOLUTIONS BEYOND CAR VEHICLE FINANCING CAR-BASED MOBILITY SERVICES CAR RENTAL VEHICLE LEASING INSURANCE SERVICES FLEET MANAGE- MENT 2. Create frequent customer interaction 3. Gain largescale customer data 4. Optimize understanding of customer needs OUR AMBITION DFS AMBITION IS TO BECOME AN ENTIRELY CUSTOMER-CENTRIC, FULLY DIGITIZED, INTEGRATED FINANCIAL & MOBILITY SERVICES PROVIDER, OPERATING IN THE MOST EFFICIENT WAY. 5. Capitalize on upselling opportunities Daimler Corporate Presentation / Q / Page 99

is a showcase example for digital financing Daimler investment rationale behind AutoGravity engagement LEAD THE

CUSTOMER EXPERIENCES BY OFFERING FIRST-OF-ITS-KIND COMPARISON APP FOR VEHICLE SHOPPING AND FINANCING TOP FACTS

8 bn in total finance requests since launch BUILD ADDITIONAL ASSET-LIGHT REVENUE SOURCES BY BUILDING COMMISSION-BASED

100 is a showcase example for digital financing Daimler investment rationale behind AutoGravity engagement LEAD THE DIGITIZATION OF THE INDUSTRY BY LAUNCHING DISRUPTIVE APPROACH TOWARDS AUTOMOTIVE FINANCING PROVIDE OUTSTANDING CUSTOMER EXPERIENCES BY OFFERING FIRST-OF-ITS-KIND COMPARISON APP FOR VEHICLE SHOPPING AND FINANCING TOP FACTS AUTOGRAVITY Q million users Top-ranked Android & Apple app Over $3.8 bn in total finance requests since launch BUILD ADDITIONAL ASSET-LIGHT REVENUE SOURCES BY BUILDING COMMISSION-BASED PLATFORM BUSINESS MAINTAIN CUSTOMER CONTACT AND ENABLE GROWTH WHILE RELIEVING DAIMLER BALANCE SHEET VIA THIRD PARTY FINANCING Daimler Corporate Presentation / Q / Page 100

Daimler Mobility Services Total customers in m 26.0 * 17.8 8.5 4.

101 Daimler Mobility Services Total customers in m 26.0 * *Q Daimler Corporate Presentation / Q / Page 101

102 The expansion of our footprint is a result of our comprehensive mobility strategy Investment Acquisition Merger Daimler Corporate Presentation / Q / Page 102

Three main pillars of our mobility business The Ride-Hailing Group contains the brands mytaxi, Beat, Clever Taxi and

In Europe a mytaxi hail is accepted every second by one of mytaxi s 100,000+ drivers.

4 mn customers with 14,000 vehicles at numerous locations in Europe, North America and Asia.

103 Three main pillars of our mobility business The Ride-Hailing Group contains the brands mytaxi, Beat, Clever Taxi and Chauffeur Privé with 16.9 mn customers, available in over 110 cities within 15 countries. In Europe a mytaxi hail is accepted every second by one of mytaxi s 100,000+ drivers. The worldwide leading free floating carsharing concept. The car2go service is used by 3.4 mn customers with 14,000 vehicles at numerous locations in Europe, North America and Asia. moovel radically simplifies individual mobility by combining & offering innovative mobility services to more than 5.7 mn users worldwide via our services: ticketing apps, on-demand shuttle service, fare connect. Daimler Corporate Presentation / Q / Page 103

104 Daimler Mobility Services: our current portfolio is a strong starting point to conquer the customer interface DAIMLER MOBILITY SERVICES BUSINESS PORTFOLIO* STRATEGIC TARGETS CAR SHARING RIDE-HAILING MULTI-MODAL car2go mytaxi CleverTaxi moovel Turo shareholding Beat Flixbus shareholding Via shareholding Taxify shareholding Chauffeur Privé Blacklane shareholding Careem shareholding 26.0mn 126.7mn 130 CUSTOMERS INTERACTIONS CITIES * YTD September 2018; numbers for car2go, moovel, mytaxi, Beat, Clever Taxi and Chauffeur Privé. GENERATE NEW REVENUE BY ENTERING A THREE-DIGIT BILLION USD MARKET EXTEND DAIMLER ECOSYSTEM BY OFFERING ONE-STOP SHOPPING PREPARE FOR THE FUTURE BY BUILDING CUSTOMER BASE AND SKILLS GROW CUSTOMER BASE BY ADRESSING THEIR FINANCE & MOBILITY NEEDS Daimler Corporate Presentation / Q / Page 104

Combining forces with BMW: We are bringing together complementary pieces FREE-FLOATING CAR SHARING IN EU CAR-AS-A-SERVICE OFFERING IN NA ELECTRIC CHARGING SERVICES WORLD LEADER IN FREE-FLOATING

105 Combining forces with BMW: We are bringing together complementary pieces FREE-FLOATING CAR SHARING IN EU CAR-AS-A-SERVICE OFFERING IN NA ELECTRIC CHARGING SERVICES WORLD LEADER IN FREE-FLOATING CAR SHARING MOBILE PARKING SOLUTIONS LEADING RIDE-HAILING APP IN EUROPE INNOVATIVE SOLUTIONS FOR URBAN MOBILITY Subject to antitrust approval Daimler Corporate Presentation / Q / Page 105

Our business is strongly future oriented VEHICLE

FUTURE MOBILITY CUSTOMER Somebody needs to develop, produce

vehicle Somebody needs to take care of the vehicles Somebody

Consuming mobilityas-a-service/ self-driving car services

106 Our business is strongly future oriented VEHICLE MANUFACTURER ASSET PROVIDER FLEET OPERATOR SERVICE PLATFORM FUTURE MOBILITY CUSTOMER Somebody needs to develop, produce and sell the vehicle Somebody needs to pay for and own the vehicle Somebody needs to take care of the vehicles Somebody needs to offer the individual mobility service to customers Consuming mobilityas-a-service/ self-driving car services SCOPE OF CURRENT DFS BUSINESS Daimler Corporate Presentation / Q / Page 106

Our current mobility services will be the entry point for tomorrow s self-driving car services X% SELF-DRIVING CAR SERVICES SHARE Daimler Mobility Services builds key capabilities for self-driving

107 Our current mobility services will be the entry point for tomorrow s self-driving car services X% SELF-DRIVING CAR SERVICES SHARE Daimler Mobility Services builds key capabilities for self-driving car services DAIMLER MOBILITY SERVICES BUSINESS VOLUME TODAY (non-autonomous) FUTURE DAIMLER MOBILITY SERVICES BUSINESS VOLUME (incl. autonomous) Daimler Corporate Presentation / Q / Page 107

108 Self-driving technology will likely increase the demand for shared mobility services Self-driving car services will... Leading to a reinforcing cycle of mobility services DELIVER A UNIQUE CUSTOMER EXPERIENCE ENHANCE TRAFFIC SAFETY IMPROVE QUALITY OF LIFE IN CITIES PROVIDE A HUGE MARKET OPPORTUNITY Prices will decrease due to higher fleet utilization FUTURE SELF- DRIVING CAR SERVICES Customer demand will increase due to higher attractiveness Increasing need for self-driving car services Daimler Corporate Presentation / Q / Page 108

is providing on-demand shuttle services LAUNCHED BY SSB IN 06/2018 (SUCCESSFUL MOOVEL PILOT FROM 12/2017-05/2018) FLEET & STAFF PROVIDED BY SSB, TECHNOLOGY PROVIDED BY MOOVEL DEEP INTEGRATION INTO

109 is providing on-demand shuttle services LAUNCHED BY SSB IN 06/2018 (SUCCESSFUL MOOVEL PILOT FROM 12/ /2018) FLEET & STAFF PROVIDED BY SSB, TECHNOLOGY PROVIDED BY MOOVEL DEEP INTEGRATION INTO PUBLIC TRANSPORT SYSTEM (TARIFF, BRAND, INTERMODALITY) FIRST SERVICE OF ITS KIND IN GERMANY WITH LINIENGENEHMIGUNG (PBFG) DEVELOPED WITHIN LESS THAN 1 YEAR, INCL. MACHINE LEARNING AND OWN IP WE COMPLETELY OWN THE SOURCE CODE AT MOOVEL Daimler Corporate Presentation / Q / Page 109

110 Daimler Group Strategy Culture Daimler Corporate Presentation / Q / Page 110

111 Our success is rooted in a strong and evolving culture Daimler Corporate Presentation / Q / Page 111

112 Transforming the Mindset Daimler Corporate Presentation / Q / Page 112

113 Daimler Group Strategy Company Daimler Corporate Presentation / Q / Page 113

114 PROJECT FUTURE will create a strong family of companies with three legally independent divisions Our guiding principles The Daimler family will be preserved and further strengthened We will be less complex and closer to our customers We will build legally independent divisions under the umbrella of Daimler AG alongside the existing legally independent division Daimler Financial Services The new divisions will retain a substantial size and will continue to work closely together and leverage synergies All divisions will be German codetermined companies The structure we envision We are a family united under the umbrella of 1) Mercedes-Benz AG Daimler Truck AG Daimler Mobility AG 2) Mercedes- Benz Cars Mercedes- Benz Vans Daimler Trucks Daimler Buses Daimler Financial Services Daimler Mobility Services 1) After the Board of Management and the Supervisory Board of made their final decision on implementing the new structure in July 2018, our shareholders will have to make their vote in the general annual meeting in ) Daimler Financial Services AG is planning to rename itself Daimler Mobility AG. The business division Daimler Financial Services already represents the Daimler group's mobility portfolio. Daimler Corporate Presentation / Q / Page 114

115 Our new structure is designed to create significant benefits for Daimler Strengthen own business units accountability/ transparency Strengthen entrepreneurial spirit & focus Facilitate cooperation potential Analysis and process provide strategic business impulses Gain optionality and speed to address changing competitive environment Increase management focus on strategic decision making Increase operational efficiency Clear legal entity structures Enhance transparency of underlying business Create flexibility Daimler Corporate Presentation / Q / Page 115

116 PROJECT FUTURE is a consecutive building block of an even more customer-oriented company structure Customers Markets Organization Customer Dedication New organizational structure to increase customer proximity We have been working to focus our divisions completely on our customers' needs Legal Entity Dedication Organizational realignment through legal entities We have set up new companies in our international markets to better adapt to the specific needs of each country and market PROJECT FUTURE Legal separation of divisions We are continuing down this road by creating the right corporate structure Revenue increase Daimler Corporate Presentation / Q / Page 116

117 Major milestones of PROJECT FUTURE (AGM) Autumn 2019 Start Board of Management and Supervisory Board greenlight start of project Company decision Approval of implementation by Board of Management and Supervisory Board Decision of shareholders Final approval would have to be given by shareholders at our general meeting Go-live Following shareholder approval, we will implement the new structure in autumn Due diligence Implementation Go Live Annual general meeting Annual Press Conference 2019 Full Year Results 2018 Daimler Corporate Presentation / Q / Page 117

118 Contents Group Financials Divisional Information Outlook Daimler Group Strategy Funding Appendix Daimler Corporate Presentation / Q / Page 118

119 Daimler follows a prudent Financial Policy Clear commitment to a single A rating Balanced approach between shareholder interest and credit providers Dividend policy on a sustainable basis (40% target pay-out ratio) No share buybacks planned Further pension contributions will be evaluated, current funding status 85% Daimler Corporate Presentation / Q / Page 119

120 Our funding strategy is built on prudent principles Targeting Financial Independence Maximizing Financial Flexibility Stringent Global Funding Policy No dependence from single markets, instruments, banks or investors Diversification of funding sources and instruments: Bank Loans, Bonds, ABS, CP, Deposits No Covenants, no MAC, no asset pledges, no CSAs Keeping prudent amount of Cash and Committed Credit Facility New markets funded via global and local banks first Early capital market funding to save credit capacity in growth regions Liquidity matched funding Interest rate matched funding Currency matched funding Country matched funding Daimler Corporate Presentation / Q / Page 120

121 Daimler follows a prudent financial management approach and further strengthened the balance sheet Gross Group Liquidity (in bn EUR) Net Industrial Liquidity (in bn EUR) Financial Services Industrial Business Q Q Note: Figures may not be additive due to rounding. Daimler Corporate Presentation / Q / Page 121

122 Financing Liabilities with a balanced mix in billions of EUR Other Com. Paper ABS Acc. Deposits Bank Loans Bonds Q Note: Figures may not be additive due to rounding. Daimler Corporate Presentation / Q / Page 122

123 Consequent Development to Global Capital Market Funding Diversification will continue Canada USA EMTN Domestic Bonds ABS CP 144a / RegS PP CP ABS Mexico Domestic Issuance Prog. Brazil Letras Financeiras Euro Market EMTN Program Italian domestic EUR CP Prog. ABS Turkey Domestic Bonds EMTN India China Domestic Bonds ABS Domestic Bonds Domestic CP Thailand Domestic Bond Prog. Malaysia Korea Domestic Bond Prog. Domestic Bond Prog. Japan Domestic Bonds EMTN Argentina Domestic Debt Issuance Prog. South Africa Domestic Debt Issuance Prog. Australia EMTN Domestic CP Prog. ABS Daimler Corporate Presentation / Q / Page 123

124 Funding base further diversified to a true global set-up in billions of EUR 141,6 8% 1% 2% 8% Other Com. Paper ABS Acc. Deposits Bank Loans Bonds 57,3 22% 23% 51% Q % 0% 2% Currency Volume % EUR 19,5 66% USD 7,8 27% ZAR 0,8 3% JPY 0,6 2% GBP 0,3 1% CHF 0,2 1% Other (AUD, 0,2 1% MXN, ARS) Total 29 Currencies 9 27% 53% Q Currency Volume % EUR 35,2 46% USD 25,3 33% GBP 3,7 5% CNY 3,1 4% CAD 3,1 4% ZAR 1,7 2% AUD 0,7 1% KRW 0,6 1% MXN 0,5 1% INR 0,4 1% JPY 0,4 1% Other (NOK, THB 0,9 1% HKD, BRL, NZD, MYR) Total 76 Currencies 18 Note: Figures may not be additive due to rounding. Daimler Corporate Presentation / Q / Page 124

125 Maturity profile further lengthened in billions of EUR as of 30 September Issued in 2018 Maturities Daimler Corporate Presentation / Q / Page 125

126 Financial flexibility over a 12-month period - in billions of euros ABS potential Credit facility Liquidity Financial Services Liquidity industrial business Available or accessible liquidity 47.1 Maturities over next 12 months Other Commercial paper Bank loans Bonds Account deposits The financial flexibility provides support to mitigate risk and volatility through a balanced mix of funding instruments and clear principles Daimler follows a financial management to safeguard our A-rating and thus our attractive refinancing conditions A high financial flexibility is a key support to our A-Rating Available or short-term accessible liquidity is higher than the total maturities over the next 12 months The current liquidity position reflects the volatile market environment, the currently required high investments for our future business model and the required financial flexibility for our business Daimler Corporate Presentation / Q / Page 126

127 Daimler renewed and increased its syndicated credit facility Renewal of syndicated 9 billion credit facility (maturing in September 2020) Increase to 11 billion Tenor of 5 years , i. e. until years Syndicate of international banks mostly unchanged together with excellent support by relationship banks No covenants, rating triggers, etc. No intention to draw the credit facility Secure significant long-term liquidity back-up Daimler Corporate Presentation / Q / Page 127

128 Daimler pension funded ratio increased to 85% in EUR bn ,5 9,8 8,6 7,4 7,8 4,5 4,9 3,4 3,7 3,1 2,2 2,0 1,9 2,4 1,1 0,3 0,5 0, Q Pension Provision Daimler Group Contributions Significant contributions of EUR 15.3bn since 2010 support the solid capital structure % 86% 85% % 5.0% 66% 4.7% 59% 3.1% 63% 3.4% 62% 1.9% 73% 2.6% 75% 1.9% 1.8% 1.8% Even though German Discount Rate decreased significantly since 2010, Funded Ratio increased by 22% Q Discount Rate (in %) Funded Ratio Daimler Group (in %) 0 Daimler Corporate Presentation / Q / Page 128

129 Stable rating supports Daimler s funding Current ratings: S&P: A stable A-1 Moody s: A2 stable P-1 Fitch: A- stable F2 DBRS: A stable R-1 (low) Scope: A stable S-1 Daimler target: Sustaining the A rating at all rating agencies Daimler Corporate Presentation / Q / Page 129

130 Contents Group Financials Divisional Information Daimler Group Strategy Outlook Funding Appendix Daimler Corporate Presentation / Q / Page 130

131 Key balance sheet and financial figures Daimler Group Dec. 31, 2017 Sept. 30, 2018 Equity ratio 24.0% 23.7% Gross liquidity Funded status of pension obligations Funding ratio 86% 85% Industrial business Equity ratio 46.4% 45.3% Net liquidity Free cash flow (January-September) in billions of euros Daimler Corporate Presentation / Q / Page 131

132 Units sales by division Q Q % change Daimler Group of which Mercedes-Benz Cars Daimler Trucks Mercedes-Benz Vans Daimler Buses in thousands of units Daimler Corporate Presentation / Q / Page 132

133 Revenue by division Q3 2017* Q % change Daimler Group of which Mercedes-Benz Cars Daimler Trucks Mercedes-Benz Vans Daimler Buses Daimler Financial Services Contract volume of Daimler Financial Services** * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) ** figures as of December 31, 2017 and September 30, 2018 in billions of euros Daimler Corporate Presentation / Q / Page 133

134 Revenue by region Q3 2017* Q % change Daimler Group of which Europe of which Germany NAFTA of which United States Asia of which China** Other markets * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) ** excluding revenue of not fully consolidated companies in billions of euros Daimler Corporate Presentation / Q / Page 134

135 EBIT by division Q3 2017* Q EBIT in millions of euros; RoS/RoE in % - EBIT RoS/RoE** EBIT RoS/RoE** Daimler Group 3, , of which Mercedes-Benz Cars 2, , Daimler Trucks Mercedes-Benz Vans Daimler Buses Daimler Financial Services Reconciliation * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) ** Return on sales for automotive business, return on equity for Daimler Financial Services; Daimler Group excluding Daimler Financial Services Daimler Corporate Presentation / Q / Page 135

136 Group EBIT in Q in millions of euros - 3,409* -810 Cars -942 Trucks +149 Vans -27 Buses Cars -237 Trucks -31 Vans -6 Buses 0 Cars -191 Trucks +49 Vans -275 Buses Cars: Remeasurement Aston Martin +185 Specific vehicle recall** +230 Voluntary service activities** +223 Trucks: Fixed cost optimization** +70 2,488 Actual Q Volume/ Structure/ Net pricing Foreign exchange rates Other cost changes Financial Services Reconciliation Disclosed items Actual Q * adjusted based on new IFRS 15 standards including cost of hedging (IFRS 9) ** in Q Daimler Corporate Presentation / Q / Page 136

137 Capital expenditure / Research and development in billions of euros Investment in property, plant and equipment Research and development expenditure Actual 2016 Actual 2017 Plan* Actual 2016 Actual 2017 Plan* Daimler Group of which Mercedes-Benz Cars Daimler Trucks Mercedes-Benz Vans Daimler Buses Daimler Financial Services * average p.a. Daimler Corporate Presentation / Q / Page 137

138 Daimler Investor Relations Events Q4-2018/Jan-2019 Nov IR Meetings Japan/Australia Nov CFO Roadshow London/New York/Boston Nov CFO Roadshow Frankfurt Nov IR Meetings London Nov IR Meetings Silicon Valley Nov IR Meetings Paris Nov IR Meetings London Jan IR Meetings CES Las Vegas For latest dates please see Daimler Corporate Presentation / Q / Page 138

Bodo Uebber Member of the Board of Management Finance & Controlling and Daimler Financial Services

Q3 and January-September 2018 Results Bodo Uebber Member of the Board of Management Finance & Controlling and Daimler Financial Services October 25, 2018 Contents Results for Q3 2018 Outlook for 2018 Development