Nexteer Automotive Group Limited · HKEX:1316
Nexteer Automotive — Q1 2026 Earnings Presentation
8 slides from Nexteer Automotive's earnings presentation, May 7, 2026
Slide 1: 2026 Q1 Business Update
ELECTRIC POWER STEERING & STEER-BY-WIRE COLUMNS & INTERMEDIATE SHAFTS DRIVELINE SYSTEMS BRAKE-BY-WIRE SOFTWARE 2026 Q1 Business Update HYDRAULIC POWER 7 May 2026 STEERING Copyright 2026, Nexteer Automotive Corporation. All rights reserved. Nexteer Confidential 1
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
Slide 3: New Program Launches
New Program Launches 2026 Q1 Overview Major Programs Launch in Q1 12 Program Launches 1st Li Auto L9 Livis Zeekr 8X VW ID. UNYX 08 SbW Program in Production SbW REPS REPS, Columns 12 Launched in APAC 11 Leapmotor D19 SGMW Baojun Huajing S BYD Racco New / Conquest Programs Halfshafts REPS CEPS EV con
Slide 4: New Business Award – 2026 Q1
New Business Award – 2026 Q1 Key Highlights Bookings* Q1 Bookings Composition ($ in billions) ($ in billions) ▪ Significant REPS extensions with NA customers 5%5% $6.0B 36% ▪ Sustained strong booking $1.6B $1.6B 60% momentum with a new COEM 4% across REPS, RWS, CEPS and 90% EPS N. America Columns DL
Slide 5: Update on Motion-by-Wire Portfolio
Update on Motion-by-Wire Portfolio Product Status (as of May 2026) SbW The initial two programs have reached SOP RWS Multiple programs have SOP planned for 2026 EMB Market readiness for scaled production Debut M³Theme at Auto China 2026 | Beijing Auto Show Deliver a comprehensive suite portfolio of
Slide 6: YEARS
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Slide 7: 2026 Considerations
2026 Considerations On Track to Achieve Record Revenue and Continued Above Market Growth Margin Expansion Benefiting from Increased Revenue and Performance Improvements Actively Engaging with OEMs on Tariff Reimbursement, NA EV Recoveries, and Geopolitical Cost Mitigation Additional SbW Booking Oppo
Slide 8: Strategy for Profitable Growth
Strategy for Profitable Growth Expand Strengthen Capitalize on Optimize Cost Pursue Select Target China & Diversify Technology Megatrend & Structure Acquisitions & Emerging Revenue Base Leadership Portfolio Alignment & Alliances Markets A well-defined plan to drive stakeholder value 8
Nexteer Automotive Group — Q1 2026 Earnings Presentation on 6ix