Nexteer Automotive Group Limited · HKEX:1316

Nexteer Automotive — Nexteer Automotive Gp Ord — Q4 2024 Earnings Presentation

8 slides from Nexteer Automotive's earnings presentation, Mar 19, 2025

  1. Slide 1: 2024 Q3 Business Update

    2024 Q3 Business Update 8 November 2024 Copyright Copyright 2024, 2023, Nexteer Nexteer Automotive Automotive Corporation. Corporation. All All rights rights reserved. reserved. 1

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement These materials have been prepared by Nexteer Automotive Group Limited (“Nexteer” or the “Company”) and are being furnished to you solely for informational purposes. The information contained in these materials has not been independently verified. NO REPRESENTATION OR WARRANTY

  3. Slide 3: Business Wins – Q3 & 2024 Outlook

    Business Wins – Q3 & 2024 Outlook Key Highlights in Q3 Bookings* YTD Bookings Composition ($ in billions) ($ in billions)  Significant next generation business win on a NA 7% 3% Truck program 34% $4.2B ~$6.0B $4.2B $4.2B 33% 56% 57%  Continued strong new 9% business with COEMs EPS DL N. America EM

  4. Slide 4: New Program Launches

    New Program Launches 2024 Q3 Overview Key Programs Launches in Q3 18 Program Launches Citroen C3 / eC3 Cadillac Escalade IQ Chery Luxeed R7 12 CEPS REPS, Columns & I-Shafts REPS EV programs 12 Avatr 07 Buick GL8 Lynk&Co 07 Launched in APAC Columns Columns Halfshafts ALL New Business Aion RT BMW M5 T

  5. Slide 5: Q3 Update on Strategic Expansion

    Q3 Update on Strategic Expansion Changshu Plant Ground Breaking Current Complete Jan 2024 Sep 2024 Jan 2025 Mexico Tech Center Ground Breaking Current Complete Mar 2024 Oct 2024 2026 5

  6. Slide 6: 2024 Full Year Production Outlook

    2024 Full Year Production Outlook 2024 Global Light Vehicle China Market Remains Resilient Production Forecast with COEMs Outpacing Forecast to Forecast Mn Units -1.2M units, Regional Production Forecast China Light Vehicle -1.3% Production by OEM Y/Y Growth % Mn Units 29.8 89.6 90.3 1H 2He FYe 88.7

  7. Slide 7: Q4 and Full-Year Considerations

    Q4 and Full-Year Considerations Above Market Revenue Growth and Margin Expansion  Forecasting Global OEM Production Volumes to be ~2% Lower in 2024 Compared to 2023  Restructuring initiatives underway to improve margins in North America and EMEASA  Continued strong growth in China with COEMs  Ne

  8. Slide 8: Strategy for Profitable Growth

    Strategy for Profitable Growth Expand Strengthen Capitalize on Optimize Cost Pursue Select Target China & Diversify Technology Megatrend & Structure Acquisitions & Emerging Revenue Base Leadership Portfolio Alignment & Alliances Markets A well-defined plan to drive stakeholder value 8

Nexteer Automotive Gp Ord — Q4 2024 Earnings Presentation on 6ix