Autoliv, Inc. · NYSE:ALV

Autoliv — Danske Bank Copenhagen Winter Seminar 2024

13 slides from Autoliv's conference presentation, November 2024

  1. Slide 1: Autoliv Inc.

    More Lives Saved More Life Lived Autoliv Inc. Fredrik Westin, Chief Financial Officer Danske Bank Copenhagen Winter Seminar 2024 November 2024 Danske Bank Copenhagen Winter Seminar 2024 Copyright Autoliv Inc., All Rights Reserved Public

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement* This report contains statements that are not historical facts but rather forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward- looking statements include those that address activities, events or developments that A

  3. Slide 3: Well Diversified Across Customers and Geographies

    Well Diversified Across Customers and Geographies Serving All Major OEMs… …across All Key Automotive Regions % of 2023 Revenue % of 2023 Revenue 10% EV Maker 5% Europe Asia Rest of Asia 27% 10% 4% 11% 39% 9% 3% Japan 8% 9% 2% China 20% 9% 2% 7% 2% 7% 2% Americas 34% 6% Others 8% November 2024 Danske

  4. Slide 4: Leading Global Footprint with No1 Position in all Regions

    Leading Global Footprint with No1 Position in all Regions AMERICAS Europe 48% 50% China 36% Other Asia 44% Market share (%) November 2024 Danske Bank Copenhagen Winter Seminar 2024 Copyright Autoliv Inc., All Rights Reserved Public

  5. Slide 5: Leading Market Share Across All Products

    Leading Market Share Across All Products >2x Market Share than Next Best 2023 Market Share by Product Area Competitor Other Comp. 6 Comp. 5 Comp. 4 Steering 45% Airbags Seatbelts wheels 47% 45% 40% Comp. 2 Comp. 1 Autoliv Company estimates. Based on Autoliv’s passive safety market definition includi

  6. Slide 6: China: Expanding Business with Fast Growing Domestic OEMs

    China; China: Expanding Business with Fast Growing Domestic* OEMs 20% Our Customers ALV Market Share COEMs / New Order Intake Market Shares GOEMs** Currently serving 68 OEMs 50% 50% GOEM COEM 40% 40% 30% 30% 20% 20% 10% 0% 10% 2021 2022 2023 2024 F2025 0% Domestic OEMs Total China Domestic OEMs Glob

  7. Slide 7: Strong Balance Sheet & Cash flow Supporting Shareholder Returns

    Strong Balance Sheet & Cash flow Supporting Shareholder Returns Repurchased >10% of outstanding shares since the beginning of 2022 for more than $900 million under current mandate Shareholder Returns US$ Millions Share Repurchases Dividends 600 ~$1.7 billion in direct shareholder 352 $822 million re

  8. Slide 8: Q3 2024

    Q3 2024 November 2024 Danske Bank Copenhagen Winter Seminar 2024 Copyright Autoliv Inc., All Rights Reserved Public

  9. Slide 9: Q3'24 Key Highlights – Solid Sales Outperformance

    Q3’24 Key Highlights – Solid Sales Outperformance ▪ Solid sales outperformance in most regions − Outperformed global LVP by close to 4pp ▪ Settled cost compensation claims with nearly all customers ▪ Profitability virtually flat Year-over-Year, despite lower net sales and costs for a settlement, dri

  10. Slide 10: Q3'24 Light Vehicle Market Development

    Q3´24 Light Vehicle Market Development Global LVP almost in-line with expectations, but regional mix substantially more negative Q3´24 LVP Production vs. July Forecast * Customer Call-off Accuracy** Percentage Points % 100% 10 pp Normal COEMs 8 pp 6 pp 4 pp 80% 2 pp 0 pp GOEMs -2 pp 60% -4 pp * Ligh

  11. Slide 11: Continued Significant Sequential Cost Improvements

    Continued Significant Sequential Cost Improvements Direct Labor Productivity Index Gross Margin SG&A and RD&E, net Operating Cash flow LTM Sales in relations to Average Headcount % US$ -Millions and in relations to sales US$ -Millions 300 11.0% 1,250 140 20% 120 250 10.0% 1,050 18% 100 200 9.0% 850

  12. Slide 12: Business Outlook – Expected Significant Increase in profitability in Q4'24

    Business Outlook – Expected Significant Increase in profitability in Q4´24 as expressed on Oct 18, 2024 Compared to the first nine months of this year, we expect for Q4´24 Adjusted Operating Margin* Development % ▪ Higher volumes driven by higher Global LVP according to S&P Global ▪ Normal seasonali

  13. Slide 13: Saving More Lives

    Saving More Lives Saving More Lives November 2024 Danske Bank Copenhagen Winter Seminar 2024 Copyright Autoliv Inc., All Rights Reserved Public

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