Cnh Industrial N.v. · NYSE:CNH
Cnh Industrial — Investor Day (December 2022)
23 slides from Cnh Industrial's investor day presentation, Dec 7, 2022
Slide 1: Breaking New Ground #TECH
BREAKING NEW GROUND #TECH
Slide 2: Derek Neilson and Oddone Incisa
DEREK NEILSON ODDONE INCISA President, Agriculture Chief Financial Officer
Slide 3: Breaking New Ground #TECH
BREAKING NEW GROUND #TECH
Slide 4: Technology unlocks value for all
Technology unlocks value for all
Slide 5: AG segment markets
AG segment 180 markets 6.5k sales & 29 manufacturing 18 research & development service points facilities centers
Slide 6: Delivering widest range of choice
Delivering widest range of choice
Slide 7: Fortified by a customer focused culture
Fortified by a customer focused culture
Slide 8: Farmers are demanding technology
Farmers are demanding technology
Slide 9: AG Precision Technology Revenues
AG Precision $ ~ 900M 10-15% $ ~ 1B Technology FY 2022 est. net CAGR across est. net sales Revenues sales contribution next 2-3 years contribution in 2023
Slide 10: Breaking New Ground
BREAKING NEW GROUND
Slide 11: First 9 months of 2022 - AG segment
adjusted EBIT net sales up margin at First 9 months 23% 13.9 % 24% of 2022 - AG segment at constant up 0.7pp YoY gross currency margin
Slide 12: Slide 12
Slide 13: AG Precision Tech ~$900M
AG Precision Tech Factory fit components Aftermarket Tractor, sprayer, & Software retrofit combine, $ ~ 900M & implement sales Raven independent Unlocking premium FY 2022 est. net sales sales features contribution
Slide 14: 2x growth in the last 2 years in Precision Tech
2x growth in the last 2 years 10-15% in Precision Tech CAGR across next 2-3 years on est. net sales contribution from Precision Tech components
Slide 15: Our commitment to investing in the future of the Agriculture segment
Our commitment to Year-to-date investing in the future 2022-24 R&D and Capex of $4B $750M invested of the Agriculture segment
Slide 16: Sale of premium equipment with leading edge tech
Sale of premium Will contribute to the growth in EBIT margin to equipment with leading edge tech 14.5-15.5 % by 2024
Slide 17: Great Iron & Great Technology
Great Iron & Great Technology
Slide 18: Increased adoption of Precision Technology
Factory Fit Increased adoption + Retrofit = of Precision Technology
Slide 19: Freedom for farmers to farm their way
Freedom for farmers to farm their way
Slide 20: Slide 20
Slide 21: Breaking New Ground Industrial
BREAKING NEW GROUND INDUSTRIAL
Slide 22: Industrial Ventures
VENTURES INDUSTRIAL Dennamann zasso ~Aggrornosrecrons va) aes MONARCH.
Slide 23: Breaking New Ground
BREAKING NEW GROUND