SAF-HOLLAND

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Underlying Markets – Truck Production Truck Production in Europe ’000 Units Truck Production in North America ’000 Units 500 CAGR 05-11: 4.0% 500 400 CAGR 05-11: 0.3% 400 300 300 2004 2005 2006 2007 2008 2009 2010 2011 200 2004 2005 2006 2007 2008 2009 2010 2011 Source JD Power Source Global Insight Commentary Government incentives and increasing volumes of exports to other regions have a smoothing effect on EU market Less than 15% of SAF-HOLLAND sales linked to North American truck OEM market Early visibility on regulatory cycle, production can and has been adjusted accordingly Specialty applications are significantly less cyclical 2007 – 2008 Observations Europe continues to perform strongly driven by EU expansion, growth in Russia and rebound of German economy – expected to continue through 2008 Order backlog for products in Europe is at an all time high with visibility well into 2008 Regulatory downturn in US truck market happened as expected in 2007 Significant growth expected in US through 2008 as pre-buy for 2010 regulatory cycle 36 SAF-HOLLAND CMD Updated 7 January 2008
Diversified Customer Base Customers 2006 Long-Term OEM Relationships Excellent and long-standing relationships, some over 30 years, with North American OEMs Reinvigorated strategy in Europe will be driven by • SAF-HOLLAND ability to build on present service network and fleet calling activity • Generate demand from the end user base • Emphasize product features and benefits at competitive price levels 37 SAF-HOLLAND CMD Updated 7 January 2008
Page 1 and 2: SAF-HOLLAND Capital Markets Day Bes
Page 3 and 4: Agenda SAF-HOLLAND − Group Over
Page 5 and 6: Overview of SAF-HOLLAND • Sales Q
Page 7 and 8: 1. Strong and Defendable Market Pos
Page 15 and 16: 2. Robust Long-term Growth Path - G
Page 17 and 18: 2. Robust Long-term Growth Path - O
Page 19 and 20: Company Strategy End User Focus Di
Page 21 and 22: Members of the Management Board Rud
Page 23 and 24: Key Figures € m FY 2006 PF Q1/200
Page 25 and 26: Earnings Development by Business Un
Page 27 and 28: Key Cash Flow Items Q1-3 2007 € m
Page 29 and 30: Risk Management - Material Cost Man
Page 31 and 32: Outlook & Guidance Outlook FY 2007
Page 33 and 34: Addressed Powered Vehicle Systems I
Page 35: Fifth Wheels - Competitive Landscap
Page 39 and 40: Powered Vehicle Systems - Products
Page 41 and 42: Powered Vehicle Systems - Strategy
Page 43 and 44: Aftermarket Service Center Network
Page 45 and 46: Aftermarket - Focus on Service The
Page 47 and 48: Aftermarket - Track Record € m Sa
Page 49 and 50: Aftermarket - Strategy Going Forwar
Page 51 and 52: SAF-HOLLAND - Integration Update Ti
Page 53 and 54: Trailer Systems - Leading in Europe
Page 55 and 56: Trailer Systems - Market Developmen
Page 57 and 58: Trailer Systems - End-Customer Key
Page 59 and 60: Technology Leadership Delivers Domi
Page 61 and 62: Technology Leadership - The INTEGRA
Page 63 and 64: Trailer Systems - R&D-Focus: Servoh
Page 65 and 66: Trailer Systems - Strategy Going Fo
Page 67 and 68: SAF-HOLLAND - Summary Presented by
Page 69 and 70: Appendix 69 SAF-HOLLAND CMD Updated
Page 71 and 72: SAF-HOLLAND - Management CVs Wilfri
Page 73 and 74: SAF-HOLLAND - Management CVs Detlef
Page 75: SAF-HOLLAND - Contact Investor Rela

SAF-HOLLAND

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