Cnh Industrial N.v. · NYSE:CNH
Cnh Industrial — Investor Day (September 2019)
15 slides from Cnh Industrial's investor day presentation, Sep 3, 2019
Slide 1: Agriculture – Capital Markets Day 2019
New York City September 3, 2019 Derek AGRICULTURE Neilson President Agriculture CAPITAL MARKETS DAY 2019
Slide 2: Agriculture Market Outlook: Positive Business Fundamentals Driving Equipment Demand
AGRICULTURE MARKET OUTLOOK POSITIVE BUSINESS FUNDAMENTALS DRIVING EQUIPMENT DEMAND COMMODITY PRODUCTION1 CROP YIELD AG-EQUIPMENT DEMAND (tonnes B) (maize, tonnes/hectare) ($B) +1% +1% +1% 6.0 6.4 5.8 6.1 ~ 80 ~ 85 2018A 2024E 2018A 2024E 2018A 2024E Increasing production Growing field productivity R
Slide 3: Global Agriculture Presence: Strong Position in All Regions
GLOBAL AGRICULTURE PRESENCE STRONG POSITION IN ALL REGIONS NORTH AMERICA EUROPE INDUSTRY CYCLE $4.0B $4.1B SA RoW ~ 1.7K dealer outlets ~ 1.8K dealer outlets 9 manufacturing plants 11 manufacturing plants EU NA No #2 in HHP tractors No #1 in tractors No #2 combines No #2 in combines EU: Flat outlook
Slide 4: Our Mission: High Yielding Partnership Delivering Sustainable Growth
OUR MISSION HIGH YIELDING PARTNERSHIP DELIVERING SUSTAINABLE GROWTH 4
Slide 5: Strategic Priorities for Agriculture
STRATEGIC PRIORITIES FOR AGRICULTURE AG STRATEGY World Class Our values: Professional Equipment Distribution Strengthen product and Services Passion, Partners line-up, improve Entrepreneurship, distribution, and Team Spirit, Excellence accelerate automation and digitalization GROW PERFORM OPTIMIZE 5
Slide 6: Brand Portfolio Serving Customers Globally with Leading Brands
BRAND PORTFOLIO SERVING CUSTOMERS GLOBALLY WITH LEADING BRANDS Powerful, reliable, highly Innovative, intuitive Premium design, productive industry-leading and sustainable solutions quality and technology to get the job done performance Full-liner focused Full-liner focused on small EU premium on gr
Slide 7: Full-Line Equipment Offering
FULL-LINE EQUIPMENT OFFERING BUILDING ON EXISTING STRONG POSITION IN MAJOR PRODUCT CATEGORIES CROP HARVESTING TRACTOR CROP PRODUCTION HAY & FORAGE UNDISPUTED GLOBAL NO 2 IN GLOBAL PLAYER IN LEADING BRAND LEADER IN HIGH HORSEPOWER CROP PRODUCTION FOR LIVESTOCK HARVESTING TRACTORS IMPLEMENTS AND HAY &
Slide 8: Sustainability Leadership: CNG/LNG Tractor
SUSTAINABILITY LEADERSHIP: CNG/LNG TRACTOR USING THE CIRCULAR ECONOMY TO COMBINE ECONOMIC ADVANTAGE WITH SUSTAINABILITY 1 First in the world to offer METHANE- an alternative to diesel INJECTION TO 7 POWERED 2 GRID AND FOR VEHICLES TRANSPORT USED ON FARMING Going beyond CO2 FARM OPERATIONS neutra
Slide 9: Productivity Leadership: Smart Equipment
PRODUCTIVITY LEADERSHIP: SMART EQUIPMENT BEST-IN-CLASS EQUIPMENT AUTOMATION SOLUTIONS FOR MAXIMUM PRODUCTIVITY Next gen. technology platform Combine automation platform Advanced precision Automatically New cab, armrest and farming functions to Intelligent control to adjusted flow control display to
Slide 10: Doubling Down on Digital Farming
DOUBLING DOWN ON DIGITAL FARMING ENABLING NEXT LEVEL PRODUCTIVITY ACROSS THE ENTIRE CROP CYCLE FLEET FARM Crop cycle Asset productivity Operational and agronomic Logistics and mainte- productivity nance optimization Farm management Proactive and predictive Plant food software availability erro
Slide 11: Growing a Truly Open Digital Farming Ecosystem
GROWING A TRULY OPEN DIGITAL FARMING ECOSYSTEM RESPECTING CUSTOMER CHOICE – FOCUSING ON INSIGHTS NOT PROTOCOLS FLEET FARM Crop cycle Fully connected machines & Seamless data exchange retrofit for own/mixed fleet with own and major FMS Firmware update Deep task planning and over the air Plant
Slide 12: Innovation Leadership: AgXtend
INNOVATION LEADERSHIP: AGXTEND AGXTEND—INCUBATION PLATFORM FOR TECHNOLOGY START-UPS IN THE AG SECTOR Further offerings Crop sensor for Venture/incubator to be released optimized N-balance approach to develop ground breaking technology Best sense and control Infrared solutions for all measurement
Slide 13: Regional Execution Priorities
REGIONAL EXECUTION PRIORITIES DRIVING GROWTH IN ALL REGIONS NORTH AMERICA EUROPE Professionalize dealer network Upgrade distribution and brand position Enrich HHP with digital offering Increase product differentiation Leverage construction equipment Gain leadership in harvesting SOUTH AM
Slide 14: 2024 Target: Invest in Profitability Gains and Top-Line Growth
2024 TARGET INVEST IN PROFITABILITY GAINS AND TOP-LINE GROWTH INVESTMENTS NET SALES $5.6B $12B $14B $16B Product Roadmap ADJ. EBIT 14% Mega Trends Maintenance & Other Dealer network Brand positioning 12% Quality excellence 23% Product innovation Digital farming 9% Aftersales services 18% 59% 2018A G
Slide 15: Safe Harbor Statement and Disclosure
SAFE HARBOR STATEMENT AND DISCLOSURE All statements other than statements of historical fact contained in the slides presented today including statements regarding our competitive strengths; business strategy; future financial position or operating results; budgets; projections with respect to reven