investor day (2) - september 26, 2012

RENAULT PROPERTY26th September, 2012IR - INVESTOR DAY

CLIO IV: AN IMPROVED EQUATIONA. KASSAIPROGRAM DIRECTOR, SMALL PASSENGER CARS

26th September, 2012IR - INVESTOR DAY RENAULT PROPERTY

DISCLAIMER

Information contained within this document may contain forward looking statements. Although the Company considers that such information and statements are based on reasonable assumptions taken on the date of this report, due to their nature, they can be risky and uncertain (as described in the Renault documentation registered within the French financial markets regulation authorities) and can lead to a difference between the exact figures and those given or deduced from said information and statements.

Renault does not undertake to provide updates or revisions, should any new statements and information be available, should any new specific events occur or for any other reason. Renault makes no representation, declaration or warranty as regards the accuracy, sufficiency, adequacy, effectiveness and genuineness of any statements and information contained in this report.

Further information on Renault can be found on Renault’s web site (www.renault.com), in the section Finance / Regulated Information.


1.1 AN IMPROVED EQUATION1.2 CUSTOMER VALUE1.3 COST REDUCTION


CLIO IV: A NEW BALANCE BETWEEN DESIGN AND PERFORMANCE

>IMPROVEMENTON NEW CLIO

=SAME

AS CURRENT CLIODESIGN

<TECHNICAL

RIGHT-SIZING

RIDE HANDLING FUEL ECONOMY & CO2

PERCEIVED QUALITY 7’’ MULTIMEDIA TOUCHSCREEN

5! PASSIVE SAFETY STEERING IN TOWN

RAW MATERIAL :weight reduction BOOT VOLUME THERMAL COMFORT (A/C)

NOISE REDUCTION AT SOURCE :Less insulation RELIABILITY

CHOICE OF MATERIALS


CLIO IV: AN IMPROVED EQUATIONCLIO IV VERSUS CLIO III

ΔValue ΔCost

Fuel Eco

Features

DesignINCREASE

Roominess Productivity DECREASE

(diesel entry version)


CLIO IV: AN IMPROVED EQUATIONBACK ON TRACK FOR CUSTOMER VALUE

CUSTOMER VALUECUSTOMER VALUE

+

VARIABLE COSTVARIABLE COST

- +

CLIO IV

CLIO III


QUALITYCUSTOMER SATISFACTION

Prod 2007 Prod 2009 Expected Prod 2012 Expected Prod 2012 Target TOP3 2012

Reliability /Durability

Customersatisfaction

CLIO III CLIO IV

Reliability / Durability Top 3Top 3

Customer satisfaction Top 3Top 5


WHAT DRIVES CUSTOMER CHOICE?

PURCHASE REASON B-SEGMENT

DESIGN (31%)

PRICE (28%)

FIDELITY (21%)

IMAGE STATUS (15%)

FUEL ECONOMY


Clio III


Clio IV


CLIO IV: CUSTOMER VALUECUSTOMIZATION

" Generates conquest " Increases revenues" From plant for better quality and lower cost

4 colors of dashboard

7 packs of internal decor

5 packs of exterior decor

3 exterior striping styles

4 colors of alloy wheel


CLIO IV: CUSTOMER VALUEUSEFUL TECHNOLOGY FOR EVERY DAY LIFE

" REAR VIEW CAMERA

" ONE TOUCH ECO MODE

" BASS REFLEX SOUND SYSTEM

" CLIO R-SOUND: CHOOSE YOUR FAVORITE ENGINE SOUND

" R-LINK CONNECTED INFOTAINMENT & NAVIGATION

" 100% KEYLESS

" 100% BLUETOOTH ® TELEPHONE / MULTIMEDIA

" 100% HILL START ASSIST & EL. STABILITY CTRL

" 100% SPEED LIMITER / CRUISE CONTROL

" 100% ELECTRIC SIDE MIRRORS & FRONT WINDOWS

" 100% 1/3-2/3 REAR FOLDING BENCH

INNOVATION FOR ALLFEATURES FOR ALL


CLIO IV: CUSTOMER VALUECO2 EFFICIENCY : TOP 3

10 11 161514131209140

70

90

80

100

120

110

130

CO2g/kmYear

Clio III Clio IV

dCi 90 CO2 champion

TCe 90 CO2 champion

90

114

94

119

98

129

138

119

83

99

1.2 entry price127

116 1.2 LPG

90

95

dCi 90

dCi 75

104 TCe 90

French tax system : Bonus €200 Bonus €550 Gasoline Diesel


PRODUCTION

Flins

Bursa

COST REDUCTIONLEANER FOOTPRINT

PLANTS

CLIO III CLIO IV

BURSAFLINS

VALLADOLID

BURSAFLINS

PRODUCTION


COST REDUCTIONCARRY-OVER

" Stamping investment: -25%" Assembly investment: -21%" Engineering: -30%

Carry-over + Carry-back (75% parts number)

Specific CLIO IV (25% parts number)


COST REDUCTIONCARRY-ACROSS AND MODULARITY

" Fixed cost :50% of D&D Cost & Capex (incl. powertrain) shared with other vehicles

" Variable cost :35% of variable cost shared with other vehicles (o/w 30% with entry)


COST REDUCTIONCARRY-ACROSS: COMMON ENGINE COMPARTMENT WITH ENTRY RANGE

SPECIFICPARTS

SPECIFICPARTS

COMMON PARTS

COMMON PARTS


COST REDUCTIONCARRY-ACROSS: COMMON ENGINE COMPARTMENT WITH ENTRY RANGE

Master Vac, maître cylindre, bocal de frein

Calculateur moteur

Filtre à airrésonateur

BIM

Batterie EN avec boîte froideou JIS sans boîte froide

GEP DAOu bocal DA

GMVRadiateurCondenseur

RAS

Prise d’air amont filtre

Filtre à gazole+ poireou canister

SMO2 rehaussée

Bocal de dégazage

Bloc ABS/ESPAlternateurCompresseurCommandes BVSMO1

Émetteur d’embrayagePedals

Eng. Cool tank

Engine mounting RH

Air filterresonator

Connexion box

Battery + cold area box

Steering assist, steering tank, brake booster, MC brake tank

IntercoolerAir intake duct

Battery Box

ABS/DFCAlternator

compressorclutch

commands

PedalsClutch hydraulic cmd

Engine ECU

Diesel filterCanister

Motor fan

Engine mounting

Hydraulic steering tank


COST REDUCTIONCARRY-ACROSS: COMMON FRONT AXLE WITH ZOE


COST REDUCTIONCARRY-ACROSS: COMMON SEATS WITH MEGANE

" 50% savings on tooling investment " Carry-over of seat frames Clio III and Mégane on Clio IV

Clio III

Mégane

New standard

Carry-Over

New standard

Specific


COST REDUCTIONMODULARITY: COMMON ARCHITECTURE WITH ENTRY RANGE

15% cost reductionvs Clio III

Reduced R&Dexpenses

Reduced cost of

common parts

R2 electronic

architecture

G1electronic

architecture

T4electronic

architecture

23% R&D expensesreduction

Clio IV/B cross-overvs

Clio III/ModusM0 Range

I&CV Range


COST REDUCTIONMODULARITY:COMMON ARCHITECTURE WITH ENTRY RANGE

" Fuse /Relay Box

Several module sizeto optimize cost

for each vehicle option

-30% variable cost vs Clio III

" Energy Management Module -30% variable cost vs Clio III

Energy ManagementorHand free access

No Control Unit

AutomaticLighting / Wiping

Level 0 Level 1 Level 2


COST REDUCTIONLESS DIVERSITY, MORE VALUE

" Door panels: CLIO IV 12 vs CLIO III 49" Steering column: CLIO IV 4 vs CLIO III 6

EQUIPMENTCLIO III CLIO IV

Front windows ManualElectric

Steering col. Key Keyless

Side mirrors ManualElectric

Rear bench 1/1(folding seat) 1/3-2/3

Elec.stab.ctrl withw/o

Electric front windows

Keyless

Electric side mirrors

Rear bench 1/3-2/3

Elec.stab.ctrl

5

10



" Nb. of combinations (equipment level x powertrain) divided by 90

POWERTRAINCLIO III CLIO IV

1.2 manual1.2 robotized G/B1.4 100hp1.2 turbo 1.6 1.6 auto2.0 manual2.0 auto2.0 RS1.5 D 55hp1.5 D 85hp1.5 D robotized G/B1.5 D 105hp

1.2 manual0.9 turbo1.2 turbo auto1.5 D 75hp1.5 D 90hp1.5 D auto1.6 turbo R.S.

EntryMéganeLatitude

In common with

7

13



" Bodytype diversity reduction: hatchback and station-wagon only


COST REDUCTIONENTRY TICKET

MODUS & CLIO III PROGRAM

Clio IV & B Cross-over PROGRAM

BODIES 3+2 2+1

VOLUMES (Life cycle) 3 m Est. 2.8 m

€ 1 bn

€ 2 bn

CLIO III CLIO IVMODUS B Cross-over

2005 2013


FROM CLIO III TO CLIO IVA MORE COMPETITIVE PRODUCT

" Low entry ticket: carry over, diversity, standard components" Improved industrial footprint: Bursa + Flins" Competitive sourcing, common parts with Entry range" Better value proposition: design, connectivity, CO2

" Customization smart pricing

investor day (2) - september 26, 2012

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