Nexteer Automotive Group Limited · HKEX:1316

Nexteer Automotive — Q3 2021 Earnings Presentation

9 slides from Nexteer Automotive's earnings presentation, Oct 26, 2021

  1. Slide 1: Q3 2021 Investor Communication

    Q3 2021 Investor Communication 26 Oct. 2021 Copyright 2021, Nexteer Automotive Corporation. All rights reserved. 1

  2. Slide 2: 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 2

  3. Slide 3: Q3 2021 Business Update

    Q3 2021 Business Update  Challenged Industry Environment Reflecting Ongoing Semiconductor Shortages, OEM Production Disruptions and Elevated Operating Costs  Successfully Launched 6 Major Customer Programs With More Key EV Launches in Fourth Quarter  Achieved Significant Progress with a Major Glo

  4. Slide 4: Successfully Launched Major Programs in Q3

    Successfully Launched 6 Major Programs in Q3 EM EASA APAC (2) (4) BMW iX Ford Escort Skoda Kamiq Column Column Halfshafts Fiat Pulse VW Polo VW Taigun CEPS Halfshafts Halfshafts Incumbent business | New business Electric Vehicle 4

  5. Slide 5: Business Wins – Q3 YTD and 2021 Outlook

    Business Wins – Q3 YTD and 2021 Outlook Bookings* & YTD Bookings Key Highlights Ful l - Ye a r O ut l ook Composition ($ in millions) ($ in millions)  1st REPS Business Win Awards Weighted to 2H; 6% with Japanese OEM Full Year Estimate Reflects 16% Customer Retiming 12% $1,721M 34% $1,721M  1st St

  6. Slide 6: Industry Recognition

    Industry Recognition Both Steering-by-Wire with Stowable Column and Brake-to-Steer Named by Automotive News as PACEpilot 2021 Innovation to Watch Ongoing Commitment to Relentless Innovation That Improves Safety and Performance for Future Mobility 6

  7. Slide 7: Q3 Industry Environment

    Q3 Industry Environment OEM Production Fell In Q3 2021 as Semi and OEM Production Other Supply Chain Constraints Accelerated (units in millions)  Served markets lower 20% Y-o-Y and 12% Q3 2021 vs Q2 2021 sequentially compared to Q2 18.7 16.5  September 2021 production lower Y/Y by 29% -12% Frequen

  8. Slide 8: 2021 Full Year Production Outlook

    2021 Full Year Production Outlook 2021 Global Production Forecast Supply Chain Constraints Continue to Impact Full IHS Markit Ltd. 2021 Global Light Vehicle Production Unit Year OEM Production Expectations Forecast to Forecast (in millions) -9.9M units, +8.9M units, -8.7M units, -12% +29% -20% OEM P

  9. Slide 9: Summary

    Summary Near-Term Challenges Robust Fundamentals Remain Semiconductor constraint Broad economic recovery likely to extend into 2022 forecasted to continue Quick / frequent OEM Strong consumer demand schedule changes intact in key markets served Cost pressures from demand / Replenishment of historica

Nexteer Automotive Group — Q3 2021 Earnings Presentation on 6ix