Nemak SAB de CV · BMV:NEMAK/A

Nemak SAB de CV — J.P. Morgan Auto Conference 2021

18 slides from Nemak SAB de CV's conference presentation, August 2021

1. Slide 1: J.P. Morgan Auto Conference

   J.P. Morgan Auto Conference AUGUST 2021 ©Nemak | Public 1

2. Slide 2: Forward-looking statement

   Forward-looking statement This presentation contains forward-looking information based on numerous variables and assumptions that are inherently uncertain. They involve judgments with respect to, among other things, future economic, competitive and financial market conditions and future business dec

3. Slide 3: Nemak at a glance

   Nemak at a glance Established 1979 Revenue* 3.9 Billion dollars EBITDA* 600 Million dollars Footprint 38 Plants 15 countries Employees +21K Customers 60+ *2021 Guidance ©Nemak | Public 3 3

4. Slide 4: Portfolio of lightweighting solutions

   Portfolio of lightweighting solutions Vehicles sold globally with Providing solutions from ICE to 1/4 Nemak components fully electric vehicles Powertrain • Heads • Blocks • Transmission Vehicle Structures • Longitudinal Members • Shock Towers • Subframes Electric Vehicles • Assembled Battery Housing

5. Slide 5: Diversified customer portfolio

   Diversified customer portfolio ©Nemak | Public 5

6. Slide 6: State-of-the-art facilities in major automotive markets

   State-of-the-art facilities in major automotive markets Czech Republic Poland Russia 15 Countries Hungary United States Germany Slovakia 38 Manufacturing facilities Mexico Austria Turkey China 10 Product Development Spain Centers Argentina Brazil India 1/3 Supporting e-mobility & structural applicat

7. Slide 7: Recent developments

   Recent developments • Sustainability-linked bond issuances for €500 M & US$500 M • Merger of Controladora Nemak into Nemak SAB • 2021 Guidance update • Backlog of awarded business worth ~US$1.8 B annually ©Nemak | Public 7

8. Slide 8: Nemak's Transformation

   Established strategic plan aimed towards sustainable growth Enhance Profitability Strengthen the Core Long-Term Growth Best-in-class performance Cash generation to fund growth Products & Segments Cost Reduction Use of Existing Assets Electrification Nemak’s Transformation: Operating Efficiency Footp

9. Slide 9: Increasing Nemak content per vehicle

   Increasing Nemak content per vehicle Combustion Engine Hybrid Battery Electric ~US$500(1) ~US$600(1) ~US$1050(1) Structural Components Hybrid Other EV Structural Components Trans Structural Components Components Battery E-Motor Housings Housings Head, Block & Trans Head & Block Notes: (1) Nemak esti

10. Slide 10: Focus on higher value-added solutions

    Focus on higher value-added solutions Powertrain E-Mobility & Structural Cylinder Engine Transmission Cast E-Motor PHEV Battery BEV Battery Heads Blocks Cases Structurals(1) Housings Housings Housings Complex castings Large and complex components Strong engineering requirements Multi-material / mult

11. Slide 11: E-mobility & structural business ~US$900 M annually

    E-mobility & structural business ~US$900 M annually E-Mobility Components • Battery Housings BMW X5 Jeep Wrangler Porsche Taycan • E-Motor Housings BMW i8 Mercedes-Benz Ford Mustang Mach-E GLE Structural Components • Longitudinal Members • Subframes AMG SL232 Volvo Polestar Mercedes-Benz BMW iNext B

12. Slide 12: Also participating in commercial EVs

    Also participating in commercial EVs • Developing battery housings for light • First battery housing business awarded for commercial vehicles heavy-duty vehicles • Attractive content per vehicle ©Nemak | Public 12

13. Slide 13: Solid customer relationships in new segments

    Solid customer relationships in new segments ▪ Positioned in ~20% of EV(1) platforms to be sold between 2021 – 2025(2) ▪ Expanding capacity for assembled battery housings ▪ Largest independent manufacturer in North America of battery Producing components for ~100 BEV and housings for fully electric

14. Slide 14: Committed to supporting a more sustainable automotive industry

    Committed to supporting a more sustainable automotive industry 2030 GHG* emission reduction target: - 28% *Absolute reduction in Scope 1 and 2 greenhouse gas emissions against a 2019 baseline ©Nemak | Public 14

15. Slide 15: Solid financial performance amidst pandemic

    Solid financial performance amidst pandemic Sales US$ M – quarterly trend 946 1,039 955 1,000 907 896 15 Volume 10 10.5 403 10.1 10.1 10.7 (M Eq. 500 9.0 Units) 5 4.4 0 0 Operational Efficiencies 1Q20 2Q20 3Q20 4Q20 1Q21 2Q21 EBITDA US$ M – quarterly trend Improved Product Mix 178 169 EBITDA 142 150

16. Slide 16: Harnessing capabilities to drive growth and profitability

    Harnessing capabilities to drive growth and profitability • Total addressable market expected to grow from ~US$28 B to ~US$40 B in next decade • E-mobility and structural applications expected to increase share of revenue from ~10% currently to ~30% by 2030 • Targeting margins 10-15% higher in e-mob

17. Slide 17: Key takeaways

    Key takeaways • Strong financial position to fund and capture growth • Strengthening leadership in highly engineered e-mobility and structural applications • Electrification driving growth of total addressable market ©Nemak | Public 17

18. Slide 18: Nemak Innovative Lightweighting

    6 Nemak Innovative Lightweighting

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