1

Interim Report, January–September 2014 Erik Ljungberg, Corporate Relations

2

Business overview Martin Lundstedt, President and CEO

Third quarter 2014

Truck order bookings decreased from

a high level

Higher market share in Europe and

Russia

Strong increase in Engine order

High growth in service revenue

Strong result in Financial Services

3

Demand trend Scania trucks, order bookings

4

Seasonal downturn

in Europe in Q3

Lower economic

activity in Latin

America

Low level in Eurasia

Asia supported by

large orders

0

5 000

10 000

15 000

20 000

25 000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3

2012 2012 2012 2012 2013 2013 2013 2013 2014 2014 2014

Units

5

Strong growth in

Q3, revenue +11%

Ambition to

increase market

share

~100,000

connected Scania

vehicles by year-

end

Growing service revenue

3 000

4 000

5 000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3

2010 2011 2012 2013 2014

SEK m.

6

Interim Report, January–September 2014 Jan Ytterberg, CFO

Volume trend Total deliveries, trucks and buses

7

Significantly lower

deliveries in Latin

America

Strong increase

in Asia

Total production

volume stable

during Q3 y/y 0

4 000

8 000

12 000

16 000

20 000

24 000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3

2010 2011 2012 2013 2014

Units

Earnings trend Operating income, Scania Group

8

Net sales SEK 21,721

m. in Q3 (+10%)

Operating margin

9.6% (10.0) in Q3

Net income SEK

1,394 m. (1,462)

in Q3

Cash flow in V&S

SEK 900 m. (1,336)

in Q3

0

2

4

6

8

10

12

14

16

18

20

0

500

1 000

1 500

2 000

2 500

3 000

3 500

4 000

Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3

2010 2011 2012 2013 2014

Percent SEK m.

Operating income Operating margin

9