New Clio CMF-B
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 1 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.”
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 2 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 3 Renault CLIO 4 2.6 million since 2013 451,000 in 2018
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 4 #1 B-Segment In Europe since 2013
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 5 #1 French car in the world 15 million in 30 years
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 6 Smart cockpit
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 7 Driver oriented
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 8 Renault CLIO 4
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 9 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 10 Renault CLIO 4
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 11 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 12 Renault CLIO 4
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 13 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 14 Renault CLIO 4
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 15 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 16 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 17 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 18 Life on board & Perceived Quality
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 19 Renault CLIO 4 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 20 Renault CLIO 4 New Renault CLIO 330L 391L Best in class
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 21 Renault CLIO 4
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 22 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 23 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 24 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 25 New Renault CLIO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 26 INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 27 INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 28 INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 29 INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 30 INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 31 Technology & Innovations
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 32 CMF-B Platforms Family
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 33 0.640 CdA
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 34 INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 35 Petrol engine range
Best price / economy ratio
1.0 SCe 65 1.0 SCe 75 MT-5 MT-5
Best selling Performance, fun to drive
1.0 TCe 100 1.0 TCe 100 1.0 TCe 100 LPG 1.3 TCe 130 MT-5 X-TRONIC MT-5 EDC7
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 36 1.0 TCe 100
MT-5 kW
80
N.m 70
160 60 140
50 120
40 100
30
20
10
Power: 74 kW at 5,000 rpm 500 1,500 2,500 3,500 4,500 5,500 6,500 rpm Torque: 160 N.m at 2,750 rpm TCe 90
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 37 1.3 TCe 130 EDC7 kW
N.m 100
240 90 220 80 200
180 70
160 60 140 50 120 40
30
20
10
Power: 96 kW at 5,000 rpm 500 1,500 2,500 3,500 4,500 5,500 6,500 rpm Torque: 240 N.m at 1,600 rpm TCe 120
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 38 Diesel engine range
1.5 Blue dCi 85 1.5 Blue dCi 115 MT-6 MT-6
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 39 E-TECH Hybrid powertrain
Hybrid powertrain technology
Battery 1.2 kWh
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 40 Electric motor 2
Electric motor 1 Internal combustion engine
Multimode clutchless gearbox
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 41 INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 42 EASY DRIVE
SAFETY DRIVING ASSIST
Active Emergency Brake System Highway & Traffic Jam Companion
Blind Spot Warning Adaptive Cruise Control
Traffic Sign Recognition Cruise Control & Speed Limiter with Speed Alert
Lane Departure Warning / Automatic High-Low Beam Lane Keeping Assist
PARKING
360o camera Front / Rear / Side Park Assist Easy Park Assist
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 43 Highway & Traffic Jam Companion
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 44 360o camera
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 45 EASY LINK
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 46 Fully customizable
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 47 One line search with Google
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 48 Connected navigation
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 49 ANDROID AUTO
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 50 APPLE CARPLAY
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 51 Auto update
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 52 MULTI-SENSE
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 53 All-new Renault CLIO MARKET CONTEXT, LAUNCH, COMPETITIVENESS
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 54 EUROPE MARKET EVOLUTION BY SEGMENT
42% 41% 41% 41% 42% 41% 40% 39% C Seg
33% 31% 30% 30% B Seg 29% 29% 29% 29%
15% D Seg 14% 14% 14% 13% 13% 13% 13%
A Seg 10% 10% 9% 9% 9% 8% 8% 8% 7% 6% 6% 6% 6% 6% 6% 5% E Seg
2012 2013 2014 2015 2016 2017 2018 2019
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 55 EUROPE B SEGMENT EVOLUTION BY BODYTYPE
HATCH 75% 73% 70% 66% 64% 64% 59% 58%
36% 33% 25% 23% 20% 14% MPV 10% 6% SUV
SW 2012 2013 2014 2015 2016 2017 2018 2019
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 56 EUROPE B-HATCH : #1 OVERALL & STABLE VOLUME
Segment ranking B hatch evolution
Rank Segment 2018 volume
#1 B-HATCH 2.974 ku 2974 2698 #2 C-SUV 2.824 ku
#3 C-HATCH 2.004 ku B-Hatch volumes 2013 2018
TIV (M units) 13.8 17.7
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 57 CLIO: LEADER IN EUROPE CLIO 4 sales in Europe
365 000 363 000 Leader 339 000 350 000 316 000 in B-Segment 275 000 since 2013 #2 in overall market
2013 2014 2015 2016 2017 2018 since 2013
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 58 LAUNCHING SCHEDULE: ORDERS & DELIVERIES
MAY JUNE JULY AUGUST SEPTEMBER OCTOBER
ORDER OPENING CARS IN SHOWROOM
CARS IN SHOWROOM
ORDER OPENING
CARS IN ORDER SHOWROOM OPENING CARS IN SHOWROOM
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 59 TCO COMPETITIVENESS TCO evolution – Clio4 to New Clio Diesel Petrol -15% -14% Targeting top level RV +5pt vs Clio 4
High Fuel Efficiency -14% or -0.8L
TCO performance to be further improved with upcoming E-TECH Clio 4 NEW Clio Clio 4 NEW Clio hybrid 1.5 dCi 90 1.5 Blue dCi 85 0.9 TCe 90 1.0 TCe 100
Key Key Competitor Competitor
TCO Fleet - 36m/90,000km Running cost €/m Ownership cost €/m
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 60 ENLARGED PRICE COVERAGE
Petrol Diesel Petrol Diesel Petrol Diesel Petrol Diesel Petrol Diesel
25k€
20k€
15k€
10k€
Clio4 Polo C3 Fiesta
France, ICE versions, excluding Sport versions (RS220, GTI…)
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 61 All-new Renault CLIO CMF-B
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 62 CUSTOMERS BENEFIT
Multi HYBRIDS Energy FOR EVERYONE
Weight Reduction Passive & Safety Fuel -50kg and full undercover Economy CO2 bricks at best level
Structure in engine bay, Structure of passenger compartement, B-Pillar structure have been reinforced in order to Agile Steering more responsive improve passengers protection Drive Reduce brake pedal stroke Suspension : body motion control and vertical comfort improved
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 63 CO2 FOCUS Aerodynamics - Best in Class SCx= 0,640 → -3g CO2
Innovative Hybrid Powertrain RENAULT 1st HYBRID Technology Fun to drive 80% of total urban journey time using electric 40% economy in fuel consumption when driving in urban areas
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 64 CMF-B STRATEGY
CMF-B convergence Platform V-PF Micra, Note Performance Improvement (CO2, Weight reduction, Electrification, Safety incl. ADAS, 4WD etc.) B-PF Clio, Captur - Specifications + Costly Body swap Cost reduction Right B0-PF Content Logan Family
Alliance strategy is to converge 3 platforms to 1 platform for all the B range worldwide ✓ Platform update needed to improve performance & to keep competitiveness in the market ✓ Right sizing and right content for each brand and each market
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 65 BIG MODULES
ENGINE FRONT REAR UNDERBODY E/E(2) COCKPIT BAY UNDERBODY Central Unit Rear Unit ARCHITECTURE
High Standard Medium (C1A) 2/4WD
COMMON HEV / PHEV 4 Length Decontenting MODULE Variations for Long WheelBase 5 Variations by 2/4WD FAMILY Adapted to Driving Position markets Materials adapted to markets Long PHEV x x ICE / LPG
Commonality + interchangeable(1) parts X-Long 7 seats
(1) Parts are different (material, shape, thickness) but interfaces are similar. These parts are interchangeable. (2) E/E: Electronic and Electrical
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 66 FROM STRATEGY TO IMPLEMENTATION
Before 2018 2019 2020 2021 2022 2023 2024
CMF-B V-pf Note Kicks Micra
Versa Clio … … B-pf Clio Juke Captur
B0/B0+ Sandero Logan Arkana Quick Implementation of the strategy Duster Kaptur ✓ Reduced launching timeline: 14 vehicles in 4 years ✓ Some global vehicles addressing international markets
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 67 BODY TYPE AND VEHICLE DIMENSIONS
1840 More than 20 models 3 body types 1820 5 brands 1800 Large range of width and length Alliance B-Segment 1780
1760
1740 Overall Width Overall 1720
1700
1680 Market coverage potential: 97% of worldwide B-Segment 1660 Overall Length 1640 3700 3800 3900 4000 4100 4200 4300 4400 4500 4600
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 68 MARKETS & VOLUMES
Global CMF-B > 4 million units per year by 2025 CMF-B Volumes (ku / year)
4500
4000 ~750k 3500 3000 ~1600k 2500 2000
~350k 1500
1000 ~140k ~850k 500
0
~400k
Worldwide presence All Regions, 15 Plants
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 69 14
13
12 DIVERSITY
11
10 4 or less number of variants for 83% of the platform components 9
8 Maximum = 7 7 # of variants by component of the CMF-B 6
5 4 variants
4
3
2
1 25% 50% 75% 100%
CMF-B components
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 70 CMF-B COST PERFORMANCE AND CONTENT
CMF GAIN VEHICLE PERFORMANCE
REGULATION, Cost gap maintained SAFETY & CO2
PREVIOUS CMF-B platform cost for New Clio NEW
CMF cost performance covers regulation needs
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 71 DEVELOPMENT COST
3 to 1 Platform 4 million units Reduced launching timeline
~ -40% Reduced Development Cost
PREVIOUS NEW
INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 72 INVESTOR RELATIONS – CLIO 5 TEST DRIVE JUNE 26, 2019 PROPERTY OF GROUPE RENAULT 73