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Valeo — Investor Presentation (April 2026)
11 slides from Valeo's investor presentation, April 2026
Slide 1: BRAIN Overview
11 00 → 12 00 Gilles MABIRE BRAIN Overview Valeo BRAIN Division Chief Technical Officer R&D & Projects BRAIN CONVENTION 2026 Strictly private & confidential
Slide 2: A Leading Multi-Regional Player with a Strong Presence in China
A LEADING MULTI-REGIONAL PLAYER WITH A STRONG PRESENCE IN CHINA DRIVING AUTOMATION BRAIN INTERIOR EXPERIENCE €4.9B CHINA TOTAL SALES 2025 4 4 1 NORTH AMERICA EUROPE & AFRICA 18,000+ Shanghai* EMPLOYEES 3 2 1 11 12 5 Wuhan Guanghzou 22 Shenzhen PRODUCTION SITES 23 ASIA (excl. China) R&D CENTERS 4 5 3
Slide 3: Global Mobility Transformation
GLOBAL MOBILITY TRANSFORMATION The transition to Software-Defined Vehicles (SDV) opens opportunities. It is a Global Shift allowing different physical embodiments. BRAIN OVERVIEW
Slide 4: Humanizing the Tech: User Centricity
HUMANIZING THE TECH: USER CENTRICITY PERSONALIZATION THE COCOON SAFEST PLACE Creating freedom "Emotionalization" of Blending advanced through tailored the cabin, a sanctuary safety with a software architectures of comfort and frictionless, enjoyable that adapt to the user. interactive fun. driving e
Slide 5: Valeo Role and Strategic Positioning
VALEO ROLE AND STRATEGIC POSITIONING An Industrial Company That manufactures high tech components on advanced processes in large quantities and in good quality BRAIN Division Complemented by A SW Business That delivers a vertically integrated, modular stack, leveraging our competences in Driving Aut
Slide 6: We Master & Partner
WE MASTER & PARTNER Strategic Mastery Ecosystem Partnership Market transformation Leveraging global tech leaders to accelerate scale and digital integration. Workable strategic steps: ● What to master? ● Core assets for vehicle intelligence and safety. BE THE MAGNET BRAIN OVERVIEW
Slide 7: Valeo Offering
VALEO OFFERING FULL SYSTEMS FROM COMPONENTS TO SERVICES ENGINEERING SERVICES DIGITAL SERVICES TO END USERS SERVICES SW INTEGRATION, MAINTENANCE L4 PARKING IMMERSIVE CONNECTION TESTING & VALIDATION AS A SERVICE SOLUTIONS ON THE MOVE AD LEVEL 3-4 STACK ADAS LEVEL 1 TO 2+ STACK PARKING AUTOMATION STACK
Slide 8: Valeo Offering Translates into Business Awards
VALEO OFFERING TRANSLATES INTO BUSINESS AWARDS Full large Turnkey program First L4 parking offering (China and ROW) Global US OEM New Mobility OEM Large Volume Central Compute SW Gaming as a Service New Radar gen. at “China speed” BRAIN OVERVIEW
Slide 9: AI Is Part of Valeo DNA
AI IS PART OF VALEO DNA FULL FOR SPEED AND EFFICIENCY From 2003 2024 2025 Classification Specialized tasks Human & Digital Perception product Knowledge management interactive task End of Line Daily task, Document analysis SW Coding Assistant Requirement Management RFQ compliance matrix AI AI integrat
Slide 10: Elevate 2028 Ambition for BRAIN
ELEVATE 2028 AMBITION FOR BRAIN SALES OPERATING MARGIN IN €B AS % OF SALES [7-8] [ 6.0 - 7.0 ] 5.4 4.9 2025 2028 2025 2028 BRAIN OVERVIEW
Slide 11: Follow us on:
Follow us on: BRAIN CONVENTION 2026 Strictly private & confidential