Slide 1: Third Quarter 2021 Revenues
THIRD QUARTER 2021 REVENUES OCTOBER 28, 2021
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This document, in particular references to “2021 Guidance”, contains forward- environmental claims, investigations and lawsuits; material operating looking statements. In particular, statements regarding future financial expenditures in relation to compliance with environmental
Slide 3: Basis of Presentation
BASIS OF PRESENTATION • Completed merger of Peugeot S.A. (PSA) with and into Fiat Chrysler Automobiles N.V. (FCA) on Jan 16 ’21 (Merger) • On Jan 17 ’21, combined company was renamed Stellantis N.V. (Stellantis or Company) • PSA was determined to be the acquirer for accounting purposes, therefore, h
Slide 4: Managing Semiconductor Situation and Strengthening Strategic Partnerships
MANAGING SEMICONDUCTOR SITUATION AND STRENGTHENING STRATEGIC PARTNERSHIPS Q3 2021 Net Revenues of €32.6B, Europe 30 Commercial Vehicles Market leader(2) in South America, down 14% vs. Q3 2020 Pro Forma, market leader(1) with 32.0% share Brazil and Argentina, with Q3 2021 with positive vehicle mix an
Slide 5: Key North America All-New Vehicle Launches
KEY NORTH AMERICA ALL-NEW VEHICLE LAUNCHES Named to Wards 10 Best Interiors List Rebirth of an American Icon First-Ever Electrified Grand Cherokee Entry White-space product White-space product Fifth generation Size Full-size SUV, 3-row, 5.20m length Large SUV, 3-row, 5.45m length Full-size SUV, 2-ro
Slide 6: Results Impacted by Unfilled Semiconductor Orders
RESULTS IMPACTED BY UNFILLED SEMICONDUCTOR ORDERS RESULTS FROM CONTINUING OPERATIONS Q3 2021 vs. • Consolidated Shipments down 27% Q3 2020 Q3 2020 vs. Q3 2020 Pro Forma, primarily due Q3 2021 Q3 2020(1) Pro Forma(1) Pro Forma to Q3 2021 production losses as a result of unfilled semiconductor orders
Slide 7: Net Revenues
STRONG MIX AND NET PRICING PARTIALLY OFFSET SEMICONDUCTOR IMPACT NET REVENUES € billion - 14% 37.7 1.6 2.4 32.6 (0.3) (0.1) (8.7) Q3 2020 Volume & Vehicle Net Price Vehicle FX Other Q3 2021 Pro Forma(1) Market Mix & Content Line Mix Translation (1) Refer to Basis of Presentation for additional infor
Slide 8: Significant Commercial Actions Taken to Mitigate Semiconductor Impact
SIGNIFICANT COMMERCIAL ACTIONS TAKEN TO MITIGATE SEMICONDUCTOR IMPACT North America South America Enlarged Europe SHIPMENTS NET REVENUES SHIPMENTS NET REVENUES SHIPMENTS NET REVENUES (000 units) (€ billion) (000 units) (€ billion) (000 units) (€ billion) 18.6 732 557 15.5 14.8 394 470 11.6 185 168 2
Slide 9: Significant Commercial Actions Taken to Mitigate Semiconductor Impact
SIGNIFICANT COMMERCIAL ACTIONS TAKEN TO MITIGATE SEMICONDUCTOR IMPACT Middle East & Africa China and India & Asia Pacific Maserati COMBINED SHIPMENTS NET REVENUES COMBINED SHIPMENTS NET REVENUES SHIPMENTS NET REVENUES (000 units) (€ billion) (000 units) (€ billion) (000 units) (€ billion) JV Consoli
Slide 10: Dealer Inventories at Historically Low Levels
DEALER INVENTORIES AT HISTORICALLY LOW LEVELS NEW VEHICLE INVENTORY 000 units • Dealer inventories reduced in all regions from Jun 30 ‘21, primarily due to unfilled 1,256 1,195 semiconductor orders impacting production 171 882 272 • North America dealer inventory 689 110 Company down 272k units from
Slide 11: 2021 Industry Outlook and Guidance
2021 INDUSTRY OUTLOOK AND GUIDANCE North America South America Enlarged Europe + 5% + 15% + 5% Outlook for region Outlook for region Outlook for region reduced from +10% reduced from +20% reduced from +10% y-o-y, primarily due to y-o-y, primarily due to y-o-y, primarily due to slow down in U.S. and
Slide 12: Appendix
APPENDIX October 28, 2021 Q3 2021 REVENUES | 12
Slide 13: Non-GAAP Financial Measure
NON-GAAP FINANCIAL MEASURE Stellantis monitors its operations through the use of several non-generally accepted accounting principles (non-GAAP) financial measures. Company management believes that these non-GAAP financial measures provide useful and relevant information regarding our operating resu
Slide 14: QTD Key Commercial Metrics
QTD KEY COMMERCIAL METRICS COMBINED SALES 000 units 1,780 1,456 864 Q3 2021 575 638 Q3 2020 462 211 170 85 116 26 22 29 27 5.8 5.0 North South Enlarged Middle East India & Total China America America Europe & Africa Asia Pacific MARKET SHARE(1) 11.1% 12.1% 24.4% 20.3% 17.6% 18.9% 9.8% 15.0% 0.9% 0.7
Slide 15: YTD Key Commercial Metrics
YTD KEY COMMERCIAL METRICS COMBINED SALES 000 units 5,047 4,469 2,416 2,189 YTD 2021 1,538 1,493 YTD 2020 624 386 295 259 78 56 79 73 17.1 11.9 North South Enlarged Middle East India & Total China America America Europe & Africa Asia Pacific MARKET SHARE(1) 10.9% 12.0% 23.9% 18.6% 19.6% 19.3% 11.2%
Slide 16: YTD Shipments and Net Revenues
YTD SHIPMENTS AND NET REVENUES RESULTS FROM CONTINUING OPERATIONS YTD 2021 Pro Forma vs. YTD 2021 YTD 2020 YTD 2020 YTD 2021(1) YTD 2020(1) Pro Forma(1) Pro Forma(1) Pro Forma Combined Shipments(2) (000 units) 4,356 1,621 4,450 3,891 + 14% Consolidated Shipments(2) (000 units) 4,210 1,590 4,302 3,74
Slide 17: YTD 2021 Net Revenues
YTD 2021 NET REVENUES NET REVENUES € billion + 21% 7.5 0.6 6.4 107.9 105.2 8.2 89.4 (4.3) (2.7) Vehicle Exclude YTD 2020 Volume & Vehicle FX YTD 2021 Net Price Other Pro Forma YTD 2021(1) Pro Forma(1) Market Mix Line Mix Translation Pro Forma(1) & Content Adjustments (1) Refer to Basis of Presentati
Slide 18: YTD Shipments and Net Revenues by Segment
YTD SHIPMENTS AND NET REVENUES BY SEGMENT North America South America Enlarged Europe SHIPMENTS NET REVENUES SHIPMENTS NET REVENUES SHIPMENTS NET REVENUES (000 units) (€ billion) (000 units) (€ billion) (000 units) (€ billion) 2,134 48.0 1,913 41.4 43.7 1,267 1,254 37.5 609 354 7.5 4.0 YTD '21 YTD '
Slide 19: Reconciliation of Net Revenues from External Customers to Net Revenues
RECONCILIATION OF NET REVENUES FROM EXTERNAL CUSTOMERS TO NET REVENUES Q3 2021 RESULTS FROM CONTINUING OPERATIONS China and Middle India & North South Enlarged East & Asia € million America America Europe Africa Pacific Maserati Other(1) Stellantis Net Revenues from External Customers 15,532 2,541 1
Slide 20: Reconciliation of Net Revenues from External Customers to Pro Forma Net Revenues Q3 2020
RECONCILIATION OF NET REVENUES FROM EXTERNAL CUSTOMERS TO PRO FORMA NET REVENUES Q3 2020 Pro Forma RESULTS FROM CONTINUING OPERATIONS China and Middle India & North South Enlarged East & Asia € million America America Europe Africa Pacific Maserati Other(1) Stellantis Net Revenues from External Cust
Slide 21: Reconciliation of Net Revenues from External Customers to Pro Forma Net Revenues YTD 2021
RECONCILIATION OF NET REVENUES FROM EXTERNAL CUSTOMERS TO PRO FORMA NET REVENUES YTD 2021 Pro Forma RESULTS FROM CONTINUING OPERATIONS China and Middle India & North South Enlarged East & Asia € million America America Europe Africa Pacific Maserati Other(1) Stellantis Net Revenues from External Cus
Slide 22: Reconciliation of Net Revenues from External Customers to Pro Forma Net Revenues YTD 2020
RECONCILIATION OF NET REVENUES FROM EXTERNAL CUSTOMERS TO PRO FORMA NET REVENUES YTD 2020 Pro Forma RESULTS FROM CONTINUING OPERATIONS China and Middle India & North South Enlarged East & Asia € million America America Europe Africa Pacific Maserati Other(1) Stellantis Net Revenues from External Cus
Slide 23: Stellantis
STELEANTIS