Nemak SAB de CV · BMV:NEMAK/A

Nemak SAB de CV — Investor Presentation (September 2015)

16 slides from Nemak SAB de CV's investor presentation, September 2015

  1. Slide 1: Nemak Investor Presentation

    nemak Investor Presentation

  2. Slide 2: Disclaimer

    Disclaimer During this presentation management may discuss certain forward-looking statements concerning Nemak’s future performance that should be considered as good faith estimates made by the Company. These forward-looking statements reflect management expectations and are based upon currently ava

  3. Slide 3: Nemak overview

    Nemak overview Company highlights Financial highlights (2014A) (US$)  Leading global supplier of complex, high-tech Revenue aluminum automotive components RoW 8%  Began operations in 1981 $4.6bn Europe North  Global footprint across 15 countries through 35 31% America Adj. EBITDA / Margin modern

  4. Slide 4: Light-weighting trend driven by CO2 / MPG regulations

    Light-weighting trend driven by CO2 / MPG regulations Strict emission & fuel economy standards have …and growth in Nemak’s product categories is driven up aluminum content per vehicle… poised to capture 75% of all market growth (1) Fuel Economy – Normalized to US Standards (MPG) (pounds of aluminum

  5. Slide 5: Nemak's growth strategy developed to capitalize on light-weighting trend

    Nemak’s growth strategy developed to capitalize on light-weighting trend Nemak Growth Drivers Cylinder Portfolio heads positioned for growth Presence in fast-growing markets Vertical integration initiatives Mexico is As cast Industry growth becoming a key hub in the global auto market Powertrain Alu

  6. Slide 6: Significant opportunity to grow existing core business

    Nemak Growth Drivers – Significant opportunity to grow existing core business Cylinder heads (1) Engine blocks (1) Automatic transmissions (1) (US$bn) (US$bn) (US$bn) 16.1 2.7 13.0 3.3 +3.6 9.4 8.2 0.1 +1.3 0.2 13.4 4.7 9.3 9.7 3.8 8.0 3.1 3.5 1.6 +1.2 0.3 2014 2020E 2014 2020E 2014 2020E Aluminum I

  7. Slide 7: Structural components is a key growth avenue

    Nemak Growth Drivers – Structural components is a key growth avenue Nemak has already secured five long-term …while the structural components market contracts in less than a year… continue with high growth prospects Aluminum structural components demand (US$bn) (1) 25 12 7 13 3 1 4 2015E 2020E 2030E

  8. Slide 8: Machining offers significant EBITDA expansion potential

    Nemak Growth Drivers – Machining offers significant EBITDA expansion potential Strategic rationale Nemak heads and blocks machining volume (%)  Vertical integration allows to increase more value added to the product 100%  Improves competitive position 30%  Increases entry barriers 65%  Improves

  9. Slide 9: Compelling equity story

    Compelling equity story 1 Leading position in fast-growing markets Broad portfolio of leading casting technologies focused on complex 2 and high value-added products Leading product development capabilities supported by skilled 3 workforce 4 Solid customer relationships with diversified revenue stre

  10. Slide 10: Broad portfolio of leading casting technologies focused on complex products

    2 Broad portfolio of leading casting technologies focused on complex and high value-added products Product portfolio focused on complex Nemak Casting Technologies (1) components Higher value Sand Regions GSPM HPDC Rotacast® Lost Foam added Package + Cylinder Heads (Al) NA, HPDC Blocks      Stru

  11. Slide 11: Solid customer relationships with diversified revenue streams

    4 Solid customer relationships with diversified revenue streams – average OEM relationship of 20+ years Years of Number of Vehicle Diversified revenue streams OEM Relationship Platforms (1) 30+ 72 30+ 110 30+ 80 20+ 104 20+ 13 15+ 19 NA & Europe 15+ 37 15+ 80 10+ 50 Others 80 Total 645 Nemak supplie

  12. Slide 12: Global footprint with modern manufacturing facilities

    5 Global footprint with modern manufacturing facilities (1) Poland Slovakia Germany Russia (1) Russia Canada Austria United States China Spain Mexico Hungary India Brazil Czech Republic Argentina (1) Considers manufacturing facilities 11

  13. Slide 13: Proven track record of profitable growth

    6 Proven track record of profitable growth… Revenues (US$bn) 4.6 Organic growth strategy 4.4  Focused commercial strategy 3.9  Increase customer share 3.6  Product portfolio and regional expansion M&A strategy 3.0 3.0 2.9  Additional customers, products and technology  High-growth markets and g

  14. Slide 14: Experienced management team

    7 Experienced management team  MBA or PhD A. Tamez A. Sada M. Nolte K. Bentin G. Barbero Years of CEO CFO VP of VP of HR VP of experience in Commercial Manufacturing the aluminum casting industry     31 21 21 18 33 N. Cantu P. Flynn K. Lellig L. Peña E. Saenz J. Rada BU Director BU Director BU

  15. Slide 15: Compelling equity story

    Compelling equity story 1 Leading position in fast-growing markets Broad portfolio of leading casting technologies focused on complex 2 and high value-added products Leading product development capabilities supported by skilled 3 workforce 4 Solid customer relationships with diversified revenue stre

  16. Slide 16: Slide 16

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