Cnh Industrial N.v. · NYSE:CNH
Cnh Industrial — Investor Day (February 2022)
17 slides from Cnh Industrial's investor day presentation, Feb 2, 2022
Slide 1: Construction Segment
Construction Segment Stefano Pampalone PRESIDENT, CONSTRUCTION
Slide 2: Delivering intuitive solutions to our customers' real-world challenges
CONSTRUCTION Delivering intuitive solutions to our customers’ real-world challenges 180 years 3 complementary brands 2,600+ sales points 180 countries Top 5 player in North and South America $3.1B 8 8 13 Industry’s first factory integrated tractor loader backhoe, pioneer in net sales 2021 plants R&D
Slide 3: Construction Running Start: transformed the way we operate
CONSTRUCTION RUNNING START Over the past two years we have transformed the way we operate… PERFORMANCE +11% net sales 2021 vs. 2019 +110 bps operating margin 2021 vs. 2019 2x EBIT 2021 vs. 2019 PEOPLE New regional organization Acquisition of R&D talent Diversity & Inclusion OPERATIONS +$20M quality
Slide 4: Preparing the ground for profitable growth
CONSTRUCTION RUNNING START … preparing the ground for profitable growth PRODUCT Next gen Wheel Loaders Mini and Midi Excavator ranges Minotaur and industry largest Compact Track Loader BRAND AND NETWORK North and South America core markets Selected emerging markets Residential, non-residential and d
Slide 5: A New Construction Industry
A NEW CONSTRUCTION INDUSTRY Our customers can reach new levels of efficiency and productivity, alongside new use-cases INFRASTRUCTURE TECHNOLOGY DIGITALIZATION SUSTAINABILITY Our customers are riding Our customers use tech Our customers are looking Our customers are asking growing infrastructure to
Slide 6: Global Outlook
GLOBAL OUTLOOK Growth driven by North America as the most relevant market Positive Neutral Negative for CNH Industrial Construction Equipment Europe North America 47% 18% of 2021 revenues China of 2021 revenues, among top 5 players Market yet to reach historical peak 3% of 2021 revenues Market at hi
Slide 7: Strategic Priorities
STRATEGIC PRIORITIES CUSTOMER TECHNOLOGY BRAND OPERATIONAL SUSTAINABILITY INSPIRED LEADERSHIP AND DEALER EXCELLENCE STEWARDSHIP INNOVATION STRENGTH
Slide 8: Our Customers
OUR CUSTOMERS We are a proud partner of construction workers with an offering tailored to their needs HEALTH AND SAFETY Site control, low noise and emissions, ergonomics INCREASED PRODUCTIVITY We serve construction Uptime, machine control, site management businesses along the TOTAL COST OF OWNERSHIP
Slide 9: Product Portfolio Innovation
PRODUCT PORTFOLIO INNOVATION New product generations to be launched by 2024 to bring customers great iron and great technology HEAVY Wheel Loaders Crawler Excavators Graders Dozers LINE Integrated digital features to Improved fuel efficiency, Automated blade control Improved machine interface increa
Slide 10: Sampierana
SAMPIERANA Completing our product portfolio with Mini and Midi excavators and key electric technology WIDE MINI AND MIDI EXCAVATORS OFFERING 24 models from 1t to 10t SCALABLE INDUSTRIAL FOOTPRINT, COMPETITIVE SOURCING Planned production capacity ramp-up R&D SPECIALIZATION IN SPECIAL APPLICATIONS Dem
Slide 11: Digital and Automation
DIGITAL AND AUTOMATION Bringing benefits to the customer through digital and automation solutions Co-development with Agriculture SITE MAN AGER Strong synergies Some synergies Worksite planning to optimize activities and productivity SURROUN D SEN SE Monitor surroundings to improve safety and provid
Slide 12: Electrification
ELECTRIFICATION Zero-emissions vision opens opportunities to develop new use cases and applications MINI TRACTOR COMPACT COMPACT EXCAVATORS LOADER BACKHOES WHEEL LOADERS TRACK LOADERS LAUNCH IN H2 2022 Quickly bring to market electric solutions for selected models to support emerging customer needs
Slide 13: Brands & Dealers
BRANDS & DEALERS A key asset creating customer loyalty across a diversified customer base around the world CAPILLARY NETWORK 1,000+ dealers and 2,600+ sales / service points globally, continuously evolving BRANDS Specific regional positioning and missions DIGITAL INTEGRATION Enhanced customer experi
Slide 14: Operational Excellence
OPERATIONAL EXCELLENCE Continuous improvement in flexible operations, building on successful transformation to improve operational efficiencies De-complexity and modularization From manufacturing rationalization to supply chain optimization Construction equipment to Investment and cost synergies wit
Slide 15: Financial Targets
FINANCIAL TARGETS Successful turnaround enables a plan focused on profitable growth 2019 2021 2024E Net sales $2.8B $3.1B $3.7-4.5B Adj. EBIT walk 2021-2024 5.5 - 6.5% 2.9% 1.8% 2019 2021 Market Growth Ops R&D and 2024E Improvement SG&A New technologies, Manufacturing, Sampierana integration, purcha
Slide 16: Our Path to Profitable Growth
OUR PATH TO PROFITABLE GROWTH We build on a successful transformation in the way we operate Market outlook is positive in key regions Sampierana products and technology to improve offering for our dealers and customers Synergies with Agriculture to further enhance commercial and operational excellen
Slide 17: Innovation Sustainability Productivity
INNOVATION SUSTAINABILITY PRODUCTIVITY