Stellantis N.v. · EURONEXT:STLAP
Stellantis — Investor Day (2021)
56 slides from Stellantis's investor day presentation, 2021
Slide 1: EV Day 2021
EV202)
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This document contains forward-looking statements. In particular, statements regarding future financial performance and the Company’s expectations as to the achievement of certain targeted metrics, including revenues, industrial free cash flows, vehicle shipments, capital inves
Slide 3: EV Day 2021
EV DAY 2021 | 3
Slide 4: Stellantis LEV mix expected to grow fast
STELLANTIS LEV MIX* EXPECTED TO GROW FAST 2021 14% 4% 2030 70%+ 40%+ * Forecasted LEV mix on total Stellantis passenger car and light-duty truck sales EV DAY 2021 | 4
Slide 5: Exceeding customers expectations
EXCEEDING CUSTOMERS EXPECTATIONS ECO EV RANGE WILL AFFORDABILITY CONSCIOUSNESS FIT CUSTOMERS FROM 2026 64% 80% EV TOTAL COST OF OWNERSHIP WILL BE EQUAL TO ICE of people worldwide of customers consider “preserving in the small cars segment the environment” as 90% most important value of customers in
Slide 6: EV Day 2021
EV DAY 2021 | 6
Slide 7: It's only green when it's green for all
IT’S ONLY GREEN WHEN IT’S GREEN FOR ALL HEATING UP PEOPLE, BUT NOT THE PLANET CITROËN ELECTRIC: WELL-BEING FOR ALL ! COMMERCIAL VEHICLES THE GLOBAL LEADER IN E-COMMERCIAL VEHICLES EV DAY 2021 | 7
Slide 8: Green is the new cool
GREEN IS THE NEW COOL TURNING SUSTAINABLE MOBILITY INTO QUALITY TIME EV DAY 2021 | 8
Slide 9: From 2024, Alfa becomes Alfa E-Romeo
FROM 2024, ALFA BECOMES ALFA E-ROMEO THE ART OF TRAVEL, MAGNIFIED THE MOST ELEGANT WAY TO PROTECT THE PLANET THE BEST IN PERFORMANCE LUXURY, ELECTRIFIED EV DAY 2021 | 9
Slide 10: Tear up the streets...not the planet
CLEAN TECHNOLOGY FOR A NEW GENERATION OF FAMILIES TEAR UP THE STREETS…NOT THE PLANET BUILT TO SERVE A SUSTAINABLE PLANET ZERO EMISSION FREEDOM EV DAY 2021 | 10
Slide 11: EV Day 2021
EV DAY 2021 | 11
Slide 12: Commercial Vehicles
COMMERCIAL VEHICLES A GLOBAL KEY PLAYER CLEAR ELECTRIFICATION ROADMAP “NO COMPROMISE” IN CV BUSINESS LEVERAGED BY SYNERGIES AS TOP COMMITMENT 100% ADDRESSING VAN & PICK UPS CUSTOMER EXPECTATIONS WHEN VAN RANGE ELECTRIFIED IN 2021 SWITCHING TO ELECTRIC A FULL BEV VAN RANGE IN EUROPE IN EUROPE MIDSIZE
Slide 13: EV Day 2021
EV DAY 2021 | 13
Slide 14: Customer-centric approach
CUSTOMER-CENTRIC APPROACH MEET ALL CUSTOMERS ENHANCE OFFER SUSTAINABLE & EVOLVE & EXPECTATIONS OUR BRANDS DNA AFFORDABLE MOBILITY INNOVATE EV DAY 2021 | 14
Slide 15: 4 full BEV platforms
4 FULL BEV PLATFORMS STLA SMALL STLA MEDIUM STLA LARGE STLA FRAME EFFICIENT CITY PREMIUM AWD PERFORMANCE CAPABILITY & MOBILITY VEHICLES & AMERICAN MUSCLE PRACTICALITY EV DAY 2021 | 15
Slide 16: Leading to class-leading performance
LEADING TO CLASS-LEADING STLA BEV ARCHITECTURE PERFORMANCE VS. BEST IN CLASS 2024 FUTURED RANGE AUX. LOADS (KILOMETERS) BEST-IN-CLASS KPIs (WATTS) EFFICIENCY OVER 800 KILOMETERS OR 500 MILES OF RANGE (KWH /100 KM) ENERGY STORAGE BEST-IN-SEGMENT EFFICIENCY EFFICIENCY FOR ENERGY DEMAND IN ALL PLATFORM
Slide 17: Future-proof strategy
FUTURE-PROOF STRATEGY PLATFORMS DESIGNED FOR INTERCHANGEABILITY OF BATTERY CELL CHEMISTRY, BASED ON FLEXIBILITY ELECTRIC DRIVE MOTORS, POWER INVERTERS AND SOFTWARE CONTROL EV DAY 2021 | 17
Slide 18: Future-proof strategy
FUTURE-PROOF STRATEGY BASED ON FLEXIBILITY ABLE TO UPGRADE ENHANCE HARDWARE COMPETITIVENESS, & SOFTWARE COST, EFFICIENCY, OVER THE WEIGHT, LIFECYCLE CAPABILITIES EV DAY 2021 | 18
Slide 19: Future-proof strategy
FUTURE-PROOF STRATEGY BASED ON FLEXIBILITY READY TO EXTEND THEIR LIFE INTO THE NEXT DECADE EV DAY 2021 | 19
Slide 20: Future-proof strategy: collaboration with strong suppliers
FUTURE-PROOF STRATEGY WORKING BASED ON COLLABORATION WITH STRONG SUPPLIERS INTERNAL ACC SKILL SET ARCHER FOXCONN STRATEGIC PARTNERSHIPS AND JVs EV DAY 2021 | 20
Slide 21: EV Day 2021
EV DAY 2021 | 21
Slide 22: 4 full BEV platforms to support market and customer needs
4 FULL BEV PLATFORMS TO SUPPORT MARKET & CUSTOMER NEEDS 4 BEV BY DESIGN STLA 500 km PLATFORMS SMALL 300 miles HIGH ENERGY DENSITY STLA 700 km & EFFICIENT BATTERIES MEDIUM 440 miles 3 UNIBODY STLA 800 km OPTIMIZED SEGMENTATION FOR FULL LARGE 500 miles MARKET COVERAGE CROSS SHARED STLA 800 km COMPONEN
Slide 23: High level of flexibility
HIGH LEVEL OF FLEXIBILITY WITHIN EACH PLATFORM WITH OPTIMAL EFFICIENCY 94% WIDTH (MM) 2150, STLA FRAME Embedded energy 2000, USEFUL BATTERY EFFICIENCY 159 kWh > 200+ STLA LARGE kWh 1850, Embedded energy STLA MEDIUM 101 kWh > 118 kWh Embedded energy STLA SMALL 87 kWh > 104 kWh 1700, Embedded energy 3
Slide 24: STLA Frame platform
STLA FRAME PLATFORM A NEW CHOICE OF ELECTRIC POWER FOR TRUCK CUSTOMERS TO COME… BEV REPB Range Electric Paradigm Breaker EV DAY 2021 | 24
Slide 25: Platforms fit to scale
4 PLATFORMS FIT TO SCALE up to 2 million Vehicles / Platform / Year EV DAY 2021 | 25
Slide 26: EV Day 2021
EV DAY 2021 | 26
Slide 27: Software to support energy efficiency, charging and BEV services
SOFTWARE TO SUPPORT ENERGY EFFICIENCY, CHARGING AND BEV SERVICES COCKPIT & REMOTE CONTROL TRACTION CONTROL BATTERY & REGENERATION MANAGEMENT EV DAY 2021 | 27
Slide 28: Virtuous cycle of SW strategy
VIRTUOUS CYCLE OF SW STRATEGY ATTRACTIVE & FLUID CUSTOMER EXPERIENCES SMART DATA & AI LEVERAGE 12 MILLION ACTIVE CONNECTED VEHICLES AS OF 2021 FREQUENT OTA UPDATES 15+ MILLION OTA UPDATES BY 2023 EV DAY 2021 | 28
Slide 29: EV Day 2021
EV DAY 2021 | 29
Slide 30: Optimal integrated 3-in-1 electric drive module
OPTIMAL INTEGRATED 3-IN-1 ELECTRIC DRIVE MODULE OFFSET & COAXIAL ARCHITECTURES SCALABLE DESIGN EDM #1 70 kW COMPACT 400 V HIGH LEVEL OF REUSE EDM #2 125 - 180 kW 400 V Driveline Flexibility: FWD, RWD, EDM #3 AWD, 150 - 330 kW and 4Xe 400/800 V EV DAY 2021 | 30
Slide 31: Scalable inverter
SCALABLE INVERTER EDM #1 EDM #2 EDM #3 EDM FAMILY/POWER 70kW 125 - 180kW 150 - 330kW BUS VOLTAGE 400 V 400 V 400/800 V 450 TO 750A RMS @400V PHASE CURRENT 350 TO 600A RMS @800V POWER DEVICES, SELECTABLE SI IGBT SI, SIC IGBT SI, SIC IGBT IN HOUSE CONTROL BOARD EV DAY 2021 | 31
Slide 32: Scalable EDM solutions to cover all platforms
3 SCALABLE EDM SOLUTIONS TO COVER ALL PLATFORMS EDM #1 STLA SMALL 70 kW STLA MEDIUM PERFORMANCE EDM #2 125-180kW STLA LARGE DRIVELINE FLEXIBILITY EFFICIENCY EDM #3 COST EFFECTIVE 150-330 kW STLA FRAME GLOBAL MANUFACTURING FOOTPRINT Europe based Production with Npe* and Suppliers Partners NA and Chin
Slide 33: EV Day 2021
EV DAY 2021 | 33
Slide 34: A dual chemistry strategy to serve all our customers
A DUAL CHEMISTRY STRATEGY TO SERVE ALL OUR CUSTOMERS NiCo FREE Ni BASED Cathode active material on Al foil Fe – Mn - x Ni - Mn - y Anode active material on Cu foil Graphite Carbon Energy Density at cell (Wh/L) 400 – 500 Wh/L 600 – 700 Wh/L Pack configuration 2024 Cell-To-Pack One unique module-based
Slide 35: Design efficiency: cells and modules
DESIGN EFFICIENCY FOR MORE COMPETITIVENESS CELLS & MODULES COST COMPETITIVE CELLS & MODULES OTHER MOST > 40% COMPETITIVE CELLS SUPPLIERS SAVINGS 2024 VS. 2020 EV DAY 2021 | 35
Slide 36: Design efficiency: housing and pack assembly
DESIGN EFFICIENCY FOR MORE COMPETITIVENESS HOUSING & PACK ASSEMBLY THE CUTTING EDGE OF EFFICIENCY > 40% SAVINGS 2024 VS. 2020 EV DAY 2021 | 36
Slide 37: Design efficiency: battery management system
DESIGN EFFICIENCY FOR MORE COMPETITIVENESS BATTERY MANAGEMENT SYSTEM THE USEFUL ENERGY IN REAL LIFE 4% SAVINGS EV DAY 2021 | 37
Slide 38: Leading competitiveness
LEADING COMPETITIVENESS COST @ PACK LEVEL (€/KWH) Ni Based +30% NI BASED CHEMISTRY IMPROVEMENT + CELL-TO-PACK NiCo free +15% NICO FREE CHEMISTRY IMPROVEMENT ENERGY DENSITY @ PACK LEVEL (WH/L) EV DAY 2021 | 38
Slide 39: EV Day 2021
“FOSVSL EVDAY2021 | 39
Slide 40: Take care of our customers in a sustainable way
TAKE CARE OF OUR CUSTOMERS IN A SUSTAINABLE WAY POSITIONING STELLANTIS ON THE VALUE CHAIN OF A HIGHLY PROFITABLE EASY Charging solutions MARKET. SUSTAINABLE Battery lifecycle AVAILABLE Guarantee supply of EV components & raw materials EV DAY 2021 | 40
Slide 41: EV Day 2021
EV DAY 2021 | 41
Slide 42: End-to-end charging and energy solutions
END-TO-END CHARGING AND ENERGY SOLUTIONS PROVIDING THE BEST CUSTOMER EXPERIENCE OFFERING PROVIDING SUPPORTING 360° CHARGING DAY TO DAY CUSTOMER SOLUTIONS SMART CHARGING EXPERIENCE FOR PRIVATE, OFFERS WITH SPECIFIC TAILORED BUSINESS AND FLEET WITH GREEN ENERGY MADE SOLUTIONS CUSTOMERS JEEP SOLAR CHAR
Slide 43: End-to-end charging and energy solutions
END-TO-END CHARGING AND ENERGY SOLUTIONS PROVIDING THE BEST CUSTOMER EXPERIENCE BEING AT THE LAUNCHING A UNIQUE SIMPLIFYING CUTTING EDGE FAST CHARGING YOUR eMOBILITY OF THE FUTURE NETWORK : ENABLED BY EVERYWHERE IN OF SMART GRID RENEWABLES, ENERGY THE WORLD SOLUTIONS STORAGE AND 100% GRID INTEGRATED
Slide 44: World premiere fast-charging network
WORLD PREMIERE FAST-CHARGING fastcharging on-the-go NETWORK THE LARGEST SOUTHERN EUROPEAN EV FASTCHARGING 2025 NETWORK THE LARGEST +1,500 Locations VIRTUAL POWER PLANT WORLDWIDE ~5,000 Fastchargers INTEGRATED WITH SOLAR POWER AND ENERGY STORAGE 2030 100% VEHICLE-TO-GRID ~9,000 Locations +35,000 PROV
Slide 45: EV Day 2021
EV DAY 2021 | 45
Slide 46: Sustainable battery management: full circular strategy
SUSTAINABLE BATTERY MANAGEMENT: FULL CIRCULAR STRATEGY RE-PAIR E-REPAIR CENTERS RE-MAN BATTERY EXPERTISE CENTER RAW NEW ELECTRIC REPAIR E-EXPERT MATERIALS BATTERY VEHICLE CENTER RE-USE E MOBILITY CHARGING & STORAGE SECOND LIFE SOLUTIONS RE-CYCLE STEP 1 - RECYCLING WITH ACCREDITED RECYCLER RAW MATERI
Slide 47: Sustainable battery management: full circular strategy
SUSTAINABLE BATTERY MANAGEMENT: FULL CIRCULAR STRATEGY RE-PAIR E-REPAIR CENTERS RE-MAN BATTERY EXPERTISE CENTER RAW NEW ELECTRIC REPAIR E-EXPERT MATERIALS BATTERY VEHICLE CENTER RE-USE E MOBILITY CHARGING & STORAGE SECOND LIFE SOLUTIONS RE-CYCLE VOLUME GROWTH IN EUROPE RAW MATERIALS YTD 2021 100 BY
Slide 48: EV Day 2021
EV DAY 2021 | 48
Slide 49: Supply strategy
SUPPLY STRATEGY 2025 2030 130+ GWh 260+ GWh 3 GIGAFACTORIES (EU+NA) 5+ GIGAFACTORIES (EU+NA) ACC ACC SUPPLIERS + CONTRACTS WITH CATL, + BEST IN CLASS SUPPLIERS BYD, SVOLT, SAMSUNG, LGES 80+ GWh 170+ GWh 50+ GWh 90+ GWh EV DAY 2021 | 49
Slide 50: Guaranteeing customer demand by securing EV availability
GUARANTEEING OUR CUSTOMER’S DEMAND BY SECURING EV AVAILABILITY UP MID DOWN STREAM STREAM STREAM MINING REFINING PRECURSOR ANODE/CATHODE CELL/MODULE PACK INITIATIVE FOR DIRECT « OFF-TAKE » CONTRACT 1 WITH LITHIUM GEOTHERMAL BRINE PARTNERS US & EU SUPPLY CONTRACT SECURITIZATION 2 BY TIER 1 BATTERY SUP
Slide 51: EV Day 2021
EV DAY 2021 | 51
Slide 52: Stellantis LEV mix expected to grow fast
STELLANTIS LEV MIX* EXPECTED TO GROW FAST 2021 14% 4% 2030 70%+ 40%+ * Forecasted LEV mix on total Stellantis passenger car and light-duty truck sales EV DAY 2021 | 52
Slide 53: Investments focused on new technologies
INVESTMENTS FOCUSED ON NEW TECHNOLOGIES PLANNED TOTAL INVESTMENT* IN : STELLANTIS TARGETS ELECTRIFICATION TO CONTINUE TO BE SOFTWARE 30% MORE EFFICIENT >€30B FOR 2021-2025 THAN THE INDUSTRY** * Includes all consolidated Capex and R&D spending, as well as equity investments made in JVs to fund their
Slide 54: Reduce battery pack cost by >40% by 2024
REDUCE BATTERY PACK COST* BY >40% BY 2024 TARGETING 7% Initial Further PACK OPTIMIZATION 7% MODULE >40% >20% FORMAT SIMPLIFICATION 10% REDUCTION REDUCTION BY 2024 VS. 2020 BY 2030 VS. 2024 CELL SIZE 16% INCREASE CHEMISTRY UPGRADE * Nickel based battery in €/kWh EV DAY 2021 | 54
Slide 55: Targeting sustainable double-digit AOI margins mid-term
TARGETING SUSTAINABLE DOUBLE-DIGIT AOI MARGINS MID-TERM OPPORTUNITIES/TAILWINDS • Merger synergies • Most capital efficient OEM • LEV pricing improvement due to • New business models accretive reduced total cost of ownership • Growth in China, India & Asia Pacific, • Reduced distribution costs Middl
Slide 56: EV Day 2021
EV202)