Nexteer Automotive Group Limited · HKEX:1316

Nexteer Automotive — Q3 2022 Earnings Presentation

10 slides from Nexteer Automotive's earnings presentation, Nov 17, 2022

  1. Slide 1: 2022 Q3 Investor Communication

    2022 Q3 Investor Communication 17 Nov 2022 Copyright 2022, 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 ROBIN MIKE M I L AV E C BIERLEIN Executive Board Director Senior Vice President President Chief Financial Officer Chief Technology Officer Chief Strategy Officer 3

  4. Slide 4: Business Wins – Q3 YTD and 2022 Outlook

    Business Wins – Q3 YTD and 2022 Outlook Key Highlights Bookings & YTD Bookings YTD Ful l - Ye a r O ut l ook Composition ($ in billions) ($ in billions) Industry 1st High Volume Higher Full-Year Booking Estimate Y/Y 11% SbW Program with A 10% 25% 34% Leading Global OEM $5.4B $5.4B ~$6.2 $5.9 $1.0 80

  5. Slide 5: Launched 14 Major Programs in Q3

    Launched 14 Major Programs in Q3 EM EASA APAC (3) (11) BMW 7 Series & i7* Fiat Fastback BYD Frigate 07 Li Auto L8 Xpeng G9 Chang’An Avatr 11 I-Shafts CEPS CEPS Columns Columns Columns Fiat Cronos/Argo Chevrolet Seeker Buick Envista Great Wall Lightning Cat Great Wall Tank 800 CEPS CEPS CEPS CEPS Col

  6. Slide 6: Rack-Assisted EPS Opportunity with Chinese OEMs

    Rack-Assisted EPS Opportunity with Chinese OEMs 1st ADAS L3/4 Customer Customer EV SOP Enabler Expansion OEM 1 2021 OEM 2 2023 Strong model cycle of local OEM 3 2023 OEMs OEM 4 2023 Meets superior configuration for NEV OEM 5 2023 electrification & performance NEV OEM 6 2023 NEV OEM 7 2023 Local mark

  7. Slide 7: 1 Million Milestone

    As of Q3 1 Million Milestone Global EPS Milestone MILLION 1 SPEPS & 1 MILLION DRIVELINE KENITRA, MOROCCO 1 MILLION DRIVELINE ELECTRIC POWER STEERING UNITS CHENNAI, INDIA Balanced Manufacturing Footprint 1 MILLION CEPS Closer to Customers Higher Efficiency PORTO ALEGRE, BRAZIL​ 7

  8. Slide 8: Q3 Production and 2H Outlook

    Q3 Production and 2H Outlook 2022 Quarterly Global Light Vehicle Production OEM Production Volumes Rebounded (Units in millions) Y/Y and Q/Q in Q3 2022 21.5 21.5 ‒ Global Q3 production increased by 29% Y/Y 19.9 19.0 due to a low base in Q3 2021 ‒ Q3 production increased by 13% Q/Q driven YoY (4%) 2%

  9. Slide 9: 2022 Operating Environment

    2022 Operating Environment Tailwinds Monitoring  Product volumes increasing  Cost inflation (material, energy, etc.)  Vehicle inventory still at lower levels  Customer negotiations to recover  New program launches generating inflationary costs above market revenue growth  Lingering supply chai

  10. Slide 10: Strategy for Profitable Growth

    Strategy for Profitable Growth Expand Strengthen Capitalize on Optimize Cost Pursue Select Target China & Diversify Technology EPS as Enabler Structure Acquisitions & Emerging Revenue Base Leadership for ADAS & Alliances Markets A well-defined plan to drive stakeholder value 10

Nexteer Automotive Group — Q3 2022 Earnings Presentation on 6ix