Nexteer Automotive Group Limited · HKEX:1316

Nexteer Automotive — Q3 2020 Earnings Presentation

14 slides from Nexteer Automotive's earnings presentation, Oct 15, 2020

1. Slide 1: Q3 2020 Investor Communication

   Q3 2020 Investor Communication 15 October 2020 Copyright 2020, Nexteer Automotive Corporation. All rights 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: Presenters

   Presenters BILL ROBIN QUIGLEY M I L AV E C Senior Vice President Executive Board Director Chief Financial Officer Senior Vice President Chief Technology Officer Chief Strategy Officer 3

4. Slide 4: Q3 2020 Business Update: Securing Sustainable Profitable Growth

   Q3 2020 Business Update Securing Sustainable Profitable Growth Core Operating Tenets  Continued Cost Control and Cash Flow Management  Flawless Customer Program Launches  Leverage In-house Competencies for Portfolio Expansion  Continued Forging Manufacturing Excellence - 2020 Manufacturing Leade

5. Slide 5: Q3 2020 Operating Environment "Green Shoots"

   Q3 2020 Operating Environment “Green Shoots” People & safety first remains top priority Strong customer demand post restart of operations across global footprint Close coordination with suppliers to maintain flow of components Cost / cash flow management focus and execution 5

6. Slide 6: Q3 Operational Environment

   Q3 Operational Environment Light Vehicle Unit Production Comparison – September IHS Forecast (in millions) N. America APAC EMEASA 4.2 11.7 6.5 6.5 4.2 4.0 4.0 10.9 11.0 10.7 5.5 3.8 5.3 4.9 8.2 8.6 1.4 2.4 Q1 Q2 Q3 Q1 Q2 Q3 Q1 Q2 Q3 2019 2020 2019 2020 2019 2020 Y-o-Y Seq Y-o-Y Seq Y-o-Y Seq Q1 -11%

7. Slide 7: 2H 2020 Operating Environment "Green Shoots" OEM Production Forecast

   2H 2020 Operating Environment “Green Shoots” OEM Production Forecast (units in millions) 1H 2H 2020 2020 % Global 30.5 41.2 35% NA 5.2 7.7 50% China 9.3 12.9 40% APAC 16.8 22.0 31% EMEASA* 7.7 10.6 36% Sept 2020 IHS Markit Ltd. forecast * EMEASA includes Europe and South America 7

8. Slide 8: 2H 2020 Expectations

   2H 2020 Expectations OEM Production Recovery Progressing (Sept IHS Forecast)  Across All Markets Served Favorable Earnings and Cash Flow Conversion on Increased Volume Cash Management and Discipline Top Priority Improving Demand Driving Sequential Financial Improvement 8

9. Slide 9: Successful Launch of New Customer Programs in Q3

   Successful Launch of 14 New Customer Programs in Q3 NORTH AMERICA EM EASA APAC (2) (3) (9) Fiat 500 EV Chevrolet Blazer GAC Aion V Chery Exceed VX CEPS, Halfshafts REPS, Halfshafts CEPS Halfshafts Ford F-150 / F-150 Super Crew REPS, Column Baojun RS-7 Chevrolet Bolt Buick Envision CEPS Halfshafts Ha

10. Slide 10: Business Expansion – Technology Leadership: Stowable Column

    Business Expansion – Technology Leadership Stowable Column  First to Market, Nexteer Commitment to Bring Stowable Steering Columns to Production by mid-2023  Leverages Nexteer’s Building Blocks from Market- Leading Power Adjustable Steering Column Technology Stowed  Innovative Solutions for Crash

11. Slide 11: Business Expansion – Technology Leadership: Brake-to-Steer

    Business Expansion – Technology Leadership Brake-to-Steer 11

12. Slide 12: Brake-to-Steer

    Business Expansion – Technology Leadership Brake-to-Steer Brakes Steer Vehicle While Controlling Speed  Resides in the Motion Control System  Connects vehicle’s path planner & actuators to determine the best path forward  Three possible engagement scenarios: 1. Continues on intended path before u

13. Slide 13: Strategy for Profitable Growth

    nexleer Ics YEARS CELEBRATING A HISTORY OF EXCELLENCE Qu. 13 Strategy for Profitable Growth LE% (Ce ©®000008 | | | | | I Expand Strengthen Capitalize on Optimize Cost. Pursue Select —_Target China & Diversify Technology —_ EPS as Enabler Structure Acquisitions & Emerging Revenue Base _Leadership for

14. Slide 14: Road Map for the Next Years!

    Road Map for the Next Years! 14

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