Ford Otomotiv Sanayi (FROTO) Investor presentation summary

Macroeconomic outlook

• Inflation and currency appreciation persisted, with inflation at 32% YoY and the euro appreciating 14% against the lira in H1'26.

• Consumer confidence remained negative, with the index at -17.0 in June 2026.

• Electrification is a key trend, with hybrid and electric vehicles gaining significant market share in Europe and Turkey.

Operating performance

• Maintained No.1 position in European commercial vehicle (CV) market for 12 consecutive years, with 17.2% share in 1Q'26.

• Produced 16% of Ford's global sales and 80% of Ford's CV sales in the EU.

• Turkish automotive market saw declines in all segments, with total sales down 8% YoY in 6M'26.

• No.1 in total CV market in Turkey with a 24.6% share; ranked No.2 in light CV and No.5 overall.

• Production volume reached 340,677 units in 6M'26, with 222,109 units from Turkey and 118,568 from Romania.

• Exported 294,061 units in 6M'26, with major destinations including the UK and Germany.

Growth & electrification roadmap

• Electrification journey began in 2019 with a €2bn investment plan in Turkey.

• All produced vehicles to have 100% electric options by 2026.

• Six EV models in production, including E-Transit, E-Custom, Puma Gen-E, and E-Courier.

• Significant EV production in 2025: 7,463 E-Transit, 49,800 BEV/PHEV Custom, 33,319 Puma Gen-E, and 9,489 E-Courier.