TRATON SE / DE000TRAT0N7

IR release Munich, October 10, 2025 – In a persistently weak and uncertain market environment, the TRATON GROUP’s unit sales declined by 16% year-over-year in the third quarter of 2025. Based on preliminary figures, a total of 71,400 vehicles were sold in the third quarter of 2025, down from 85,300 vehicles in the same quarter last year. In the first nine months of 2025, unit sales amounted to 224,500 vehicles, representing a decrease of 9%. Unit sales of the TRATON GROUP: 

	Q3 2025	Q3 2024	Delta	9M 2025	9M 2024	Delta
TRATON GROUP	71,400	85,300	–16%	224,500	245,400	–9%
of which all-electric vehicles	820	530	55%	2,070	1,130	83%
– Scania Vehicles & Services	21,500	21,800	–1%	68,400	74,100	–8%
of which all-electric vehicles	160	80	99%	380	190	101%
- MAN Truck & Bus	24,600	19,900	24%	71,700	69,200	4%
of which all-electric vehicles	290	150	96%	1,090	380	184%
- International Motors	13,400	31,500	–57%	48,000	66,800	–28%
of which all-electric vehicles	360	290	26%	540	460	17%
- Volkswagen Truck & Bus	11,900	12,400	–4%	36,700	35,700	3%
of which all-electric vehicles	10	10	–43%	60	100	–42%

Percentage changes are based on unrounded figures Scania Vehicles & Services recorded a 1% decrease in unit sales in the third quarter of 2025 compared to the previous year. In Europe, Scania benefitted from the high level of incoming orders of the past quarters. However, this was offset by decreasing unit sales in Brazil. The Brazilian market continues to be characterized by high dealer inventory levels, rising interest rates, and high inflation. This particularly affects Scania due to its focus on heavy-duty trucks. Overall unit sales for the first nine months of 2025 were down by 8%. MAN Truck & Bus increased its unit sales by 24% in Q3 2025. Despite the ongoing weakness of the European truck market, unit sales of MAN trucks increased year-on-year. In addition, a strong performance in buses and MAN TGE vans supported the total unit sales increase. For the first nine months of 2025, MAN unit sales were up 4% year-over-year. International Motors saw a 57% decrease in unit sales in the third quarter of 2025 compared to the exceptionally strong prior-year quarter, when a delivery backlog caused by a fire at the plant of a mirror supplier was resolved. The US truck market remains weak amidst tariff-related uncertainties and an ongoing freight recession, leading to continued caution among truck customers. For the first nine months of 2025, International’s unit sales declined by 28%. Volkswagen Truck & Bus (VWTB) recorded a 4% decrease in unit sales in the third quarter of 2025. The slowdown in the Brazilian market is now also having a greater impact on VWTB. However, the South American markets Argentina, Chile, Colombia, and Peru are showing positive trends. Due to a strong first quarter, VWTB slightly increased unit sales in the first nine months of the year by 3%. The TRATON GROUP will publish its 9M 2025 Interim Statement, which also includes more detailed information on unit sales, on October 29, 2025. It will be available here: https://ir.traton.com/en/publications/ Contact Ursula Querette
Head of Investor Relations
M +49 152 02152400
ursula.querette@traton.com Thomas Paschen
Investor Relations
M +49 170 9073494
thomas.paschen@traton.com TRATON SE 
Hanauer Straße 26 / 80992 Munich / Germany
www.traton.com With its brands Scania, MAN, International, and Volkswagen Truck & Bus, TRATON SE is the parent and holding company of the TRATON GROUP and one of the world’s leading commercial vehicle manufacturers. The Group’s product portfolio comprises trucks, buses, and light-duty commercial vehicles. “Transforming Transportation Together. For a sustainable world.”: this intention underlines the Company’s ambition to have a lasting and sustainable impact on the commercial vehicle business and on the Group’s commercial growth.