HM HMC In Investo stor r Presentati sentation on Hyundai Motor - PowerPoint PPT Presentation

HM HMC In Investo stor r Presentati sentation on Hyundai Motor Company June 2020

Recent Updates Global Retail Sale P. 2 Geographical Sales Mix P. 3 Market Updates United States P. 4 China P. 5 Korea P. 6 W. Europe P. 7 India P. 8 Russia / Brazil P. 9

2020 Global Sales (Retail Sales) 2019 Apr YTD 2020 Apr YTD (Thousand units) Europe 2 United States China Korea △ 34.4% △ 37.4% △ 9.9% △ 18.8% HMC Global Sales 3 171 113 237 209 170 148 255 230 △ 26.2% △ 23.8% 1,434 1,059 1,195 911 Sales Sales (ex.China) India Brazil Others 1 Russia △ 27.0% △ 40.3% △ 30.7% △ 22.7% 167 100 45 274 200 58 63 43 1 MEA, Asia-Pacific, Other regions, Commercial vehicles(ex. Korea CV) 2 Western Europe excluding CV 3 Retail sales including CV and overseas CKD (’19 : 11,754 units, ’20 : 10,701 units) 2

Geographical Sales Mix Sales by Region Regional Characteristics Korea N.America W.Europe China E.Europe Developed Market Emerging Market India AMEA S. America Others SUV SUV 13.7% 15.3% 15.7% 16.7% 21.8% SUV Devel elop oped ed 54.3% 51.9% 32.7% 38.5% Market ket Market Hyundai 18.0% Market Hyundai 18.5% 17.9% 19.0% Opportunity to win shares 56.6% % of Outperform market growth (Ex. GV80 in US market) Total Sales 23.4% 10.1% Market ket Cyclical cal Slowdown Cyclical cal Recove very 11.8% 11.9% 12.4% Demand and 11.5% 24.5% 17.5% Competi petiti tion on Intens nse Mode oderate ate 18.1% 14.9% 9.5% 5.2% 5.4% 5.3% 4.4% Green Mid d to Long ng term 6.0% Emerging Immine nent t Pressure 6.6% 7.2% 6.9% Regul ulat ation Pressur ure 7.5% Market ket 7.0% 12.0% 11.5% 11.7% 10.4% 33.9% % of 10.2% Disrupt uptive ve High Low Total Sales 8.1% 7.9% Forces ces 7.8% (Ex. ADAS) (Ex. Car Sharing, Hailing) 6.7% 6.0% 5.1% 5.2% 4.6% 4.7% 4.7% 2016 2017 2018 2019 2020 Apr YTD (Company Data, Wholesale) 3

US Market US Market sales Mid-to-Long Outlook Indust stry Hyundai ai Year of Turn-Ar Around und (Thousand units) (Thousand units) M/S (%) 4.0% 3.9% 4.4% 4.2% 5,338 M/S M/S 4.0% 3.9% 209 -20.9% 4,220 -18.8% 775 775 34.8% 170 710 710 686 686 678 678 30.4% 51.8% 16.9% 40.8% 20.5% 48.3% 49.2% 48.2% 59.2% SUV (%) 52% 2019 Apr YTD 2020 Apr YTD 2019 Apr YTD 2020 Apr YTD 45% 36% 29% SUV Pick-Up Sedan SUV Sedan (Company Data, Retail Sales) 2016 2017 2018 2019 2023(F) Full Line-up of SUV 2018 2019 2020 ~ Kona Santa Fe Tucson F/L · Elantr ntra · Santa nta-Fe F/L Hyund ndai ai · Palisade · Sonata · Venue ue · Tucs cson n · Sant nta a Cruz M/S M/S M/S 8.1% 8.2% 4.8% Genesis · G90 F/L · GV80 · G80 · GV70 Entry CUV Compact SUV Sub-Compact SUV 2019 Regional HQ Optimizing Palisade Nexo Venue System volume & profit Focu cusing g on market ket & M/S M/S Enhanced dealer Reducing fleet sales customer 4.4% 1.8% Competitiveness Improve residual value Green Car Mid-Size SUV Entry CUV 4

China Market Industry Demand 2020 Market Strategy 2019 2020 (Thousand units) △ 21% △ 3% △ 50% Maximizing Optimizing △ 84% new car sales production Margi gin & M/S COVID ID19 19 1,995 1,925 Reco cove very Reducing Improving sales 1,585 1,533 1,515 1,488 1,193 192 965 dealer inventories Competitiveness of EVs Jan Feb Mar Apr May New Model Line-up Hyundai Sales Wholesale Retail (Thousand units) Q4 2019 2020 Inventories Sedan Sonat ata Elantra tra Mistra tra 66 3.1% 2.3% M/S (%) 2.0% 0.5% Verna F/L 40 7 35 34 32 1 30 +0.3% △ 40% △ 32% YoY (%) △ 51% △ 13% △ 22% △ 97% △ 79% '20 Jan '20 Feb '20 Mar '20 Apr SUV Sales by Model New China a MPV ix35 F/L (Thousand units, Retail sales) ix25 237 (‘19. 1~4) 22% 20% 11% 10% 10% 7% More to come EV 148 (‘20. 1~4) 21% 13% 8%7% 16% 14% (36%) Ensino EV La Festa EV Elantra ix35 La Festa Celesta ix25 Mistra Others (Launch schedule is subject to change) 5 (SUB-C) (C2) (C2) (SUB-B) (C2-Sedan) (D-Sedan)

Korea Market Industry Demand Improving Product Mix - Quick rebound in both demand and Sales after COVID 19 - Large sized sedan and SUV sales continued to increase 2019 2020 (Thousand units) 742 742 721 721 10.4% 8% 689 659 59 △ 15% 200.0 △ 18% 22% 25% 0.0% 26% YoY (%) Others 26% -20.0% 180.0 SUV -40.0% 173.7 28% 32% 19% 167.8 160.0 22% -60.0% Genesis 157.4 155.6 154.2 159 159 8% COVID ID19 19 -80.0% 140.0 10% 9% 8% mid-large 24% -100.0% 136.6 31% 23% 120.0 29% -120.0% 27% small 25% 121.0 116.8 8% -140.0% 100.0 16% 18% 29% 14% 99.7 10% -160.0% 7% 80.0 -180.0% Jan Feb Mar Apr May 2016 2017 2018 2019 Q1 2020 1Q 2020 Hyundai Sales Strong New Vehicle Cycle to continue 2019 (Thousand units) 2020 45.0% 90.00 2018 ~ 19 2020 2020 42.3% 41.6% 43.0% M/S (%) 40.7% 80.00 39.4% 41.0% Sedan an 39.0% Sonata Grandeur F/L 70.00 New Elantra 72.2 71.4 71.0 70.1 37.0% 35.0% 60.00 60.4 Genesi esis 33.0% Genesis SUV Genesis SUV New Genesis 53.4 50.00 GV80 GV70 G80 31.0% 47.6 29.0% 40.00 SUV 39.3 27.0% Palisade Venue New Tucson Santa Fe F/L 25.0% 30.00 Jan Feb Mar Apr 6

W. Europe Market Sales and M/S Trend Green-car Sales Trend SUV Sedan Others EV FCEV HEV PHEV 3.1% 8.2% 3.0% 3.0% 2.9% 7.0% 2.7% 6.4% BEV M/S M/S 5.6% 5.4% 4.5% 539 539 536 536 4.2% 528 528 495 495 59 59 1.3% Green-car car Sales * 3.3% 5 M/S 1.0% 24 37 37 6 23 23 51% 51% 45% 45% 2 17 49% 49% SUV 103 103 41% 41% 31 31 Portion 2 39% 39% Sales* 15 5 13 13 4 1 6 1 1 2016 2017 2018 2019 Q1 2020 2016 2017 2018 2019 Q1 2020 - New powertrain & platform with better fuel efficiency - Maximize EV & FCEV sales and Expand green-car line-up 2018 2018 2019 2019 2020 2020 2020 i10 i20 i30 F/L Kona na F/L Tucson on New New · Kona EV · Kona HEV Model · NEXO · IONIQ F/L · Greene ner SUV Line-up up - 48V mild HEV, HEV, PHEV HEV PHEV EV FCEV · Expand Kona EV supply Line-up up 1 1 2 1 EU market t volume models (sales portion : 80% ) 7 * Europe Market : EU + ETFA * Thousand units, Retail Sales

India Market Winning M/S with Refreshed Line-up India Sales New Launch ch Indust stry Hyundai ai Full Model del Change ge 2019 (Thousand units) Venue Kona EV i10 16.4% -39.3% 1,084 084 16.2% M/S M/S 658 658 11.8% -38.2% 175 175 12.9% 22.8% 24.9% 108 108 India’s First India’s First 75.5% Compact Sedan 65.2% Fully Connected Car Premium EV 62.2% 65.3% 2020 24.5% 34.7% Creta i20 2019 Apr YTD 2020 Apr YTD 2019 Apr YTD 2020 Apr YTD Sedan SUV Others SUV Sedan (Source : SIAM) (Company Data, Wholesale) SUV-Low Compact Sedan Strong M/S in SUV-Low segment Crucial Market in the Long-run SUV-Low ow Segmen ent t in India · Fastest growing among major EM (Thousand units) · Second largest after China Populati ation on 735 735 - 1.35 Billion (2018, World Bank) 710 710 632 632 158 158 · Fastest GDP growth among major EM Econom omy - 5.9% (2018) , 7.5% (2021, World Bank) 171 123 107 38 38 23.3% 17.3% 23.9% 17.0% · Lowest among major EM Moto torizat zation on 2017 2018 2019 2020 Apr YTD - 35 vehicles per 1,000 capita (2017) Hyundai Rest 8

Russia/Brazil Market Brazil Russia Indust stry Hyundai ai Indust stry Hyundai ai (Thousand units) (Thousand units) (1.2%) %) (8.2%) %) (15.5%) %) (0.1%) %) 392 392 387 387 581 581 8.0% 8.0% 42 42 534 534 42 42 45 45 38 38 16.1% 41.8% 42.8% 16.1 % 25.9% 20.3% 58.1% 22.3% 28.2% 64.0% 72.5% 50.2% 49.2% 63.6% 68.4% 61.6% 40.9% 35.0% Q1 2019 Q1 2020 Q1 2019 Q1 2020 Q1 2019 Q1 2020 Q1 2019 Q1 2020 Sedan SUV Pick up (Source : Company Data) Sedan SUV Others (Source : Company Data) Sales s Tren end Market ket Demand and Tren end Sales s Tren end Market ket Demand and Tren end 2020 2019 162 2020 2019 2020 2019 160 2020 2019 128 193 200 122 191 190 184 103 17 102 16 156 16 16 15 15 15 13 12 13 11 10 Jan Feb Mar Jan Feb Mar Jan Feb Mar Jan Feb Mar Rank Brand Model Sales M/S YoY Rank Brand Model Sales M/S YoY 1 Hyundai dai Creta 18.8 33.0% 0% 12.2% 2% 1 GM Onix 67.1 25.5% (10.7%) 2 Renault Duster 7.1 12.4% 12.4%) 2 Ford Ka 32.4 12.3% (29.5%) 3 Lada 4X4 6.7 11.7% 11.7%) 3 Hyundai dai HB20 20 26.7 10.1% 1% (28. 8.3% 3%) Creta HB20 * As of Q1 2020 * As of Q1 2020 (SUV-B) (PV-B) * New HB20 launched in Oct.2019 * New Creta launch in 2021 9

Retaining Core Strength Next Design Philosophy P. 11 New Model Big Cycle P. 12 Cost Innovation Smartstream P. 13 3 rd Generation Platform P. 14