Dana Incorporated · NYSE:DAN
Dana — RBC Capital Markets Global Industrials Virtual Conference 2020
9 slides from Dana's conference presentation, Sep 15, 2020
Slide 1: RBC Capital Markets Global Industrials Virtual Conference
RBC Capital Markets Global Industrials Virtual Conference September 15, 2020 Jonathan Collins Executive Vice President and Chief Financial Officer Exhibit 99.1
Slide 2: Safe Harbor Statement
Certain statements and projections contained in this presentation are, by their nature, forward-looking within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are based on our current expectations, estimates and projections about our industry and
Slide 3: Business Overview
Business Overview Technologies Drive Axles, e-Axles, e-Drives, propshafts / driveshafts, conventional and hybrid transmissions, wheel and track drives, high-precision gears Motion Winches, slew drives, gearboxes, hydraulics, valves, custom gear and drives, controls and software, hub drives Sealing C
Slide 4: Enterprise Strategy
Enterprise Strategy Develop and deliver fully integrated e-Propulsion systems to capture opportunity to double CPV as core markets shift from internal combustion engines to electric propulsion
Slide 5: Lead Electric Propulsion
Lead Electric Propulsion Robust e-Propulsion Systems Capabilities 3:1 e-Axle System
Slide 6: Hyliion Partnership
Hyliion Partnership e-Propulsion System Equity-linked investment in Hyliion of $15M Represents ~2% of company upon closing of merger with SHLL Stake valued at ~$130M for a ~8x return on investment (@ $43.25 share price*) Strategic partnership with Hyliion to supply e-propulsion systems for both HEV
Slide 7: Business Outlook - Updated
Business Outlook - Updated Light-truck demand stronger than expected Key vehicle inventories remain low N.A. and China seeing fastest recovery Class 8 demand strengthening Medium duty demand improving Brazilian truck & bus demand remains weak Agriculture market continues improvement Construction equ
Slide 8: Pecpe Finding ff Otter War?
Pecpe Finding ff Otter War?
Slide 9: Adjusted EBITDA definition
Adjusted EBITDA is a non-GAAP financial measure which we have defined as net income before interest, income taxes, depreciation, amortization, equity grant expense, restructuring expense, non-service cost components of pension and other postretirement benefit costs and other adjustments not related
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