Stellantis N.v. · EURONEXT:STLAP
Stellantis — Corporate Update (June 2022)
28 slides from Stellantis's corporate update, Jun 29, 2022
Slide 1: Trémery-Metz, France Visit
TRÉMERY-METZ, FRANCE VISIT June 29, 2022
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation contains forward-looking statements. In particular, statements enhanced electrification, connectivity and autonomous driving characteristics; regarding future financial performance and the Company’s expectations as to the various types of claims, lawsuits, gov
Slide 3: Electrification Industrial Strategy
ELECTRIFICATION INDUSTRIAL STRATEGY Arnaud DEBOEUF Chief Manufacturing Officer June 29, 2022 Trémery-Metz Visit | 3
Slide 4: Our Dare Forward: Carbon Net Zero by 2038
OUR DARE FORWARD C RBON NET ZERO BY 2038 CARE TECH VALUE -50% 100% BEV EU 7 ACCRETIVE BUSINESSES Carbon Footprint tCO2eq/veh vs 2021 50% BEV U.S. with their own P&L Refers to BEV Sales Mix 1 PC in EU, PC+LD Trucks in U.S. >25% Assuming conducive public policies Customer Satisfaction DIGITAL REVOLUTI
Slide 5: BEV Roll Out
BEV ROLL OUT 70+ 75+ BEV Portfolio(1) 45+ 60+ 25+ 19 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 Luxury brand BEV only Premium brands launches All brands in Europe BEV Sales(2) 0.2 1 3 5 (million units) (1) Sum of EU and NA portfolios above global portfolio due to models present in both region
Slide 6: Confirming EV Day Commitments
CONFIRMING EV DAY COMMITMENTS 4 STLA platforms (S, M , L, F) & 3 EDM families €30B+ Investment 2021-2025(1) Converting plants to full BEV New value chain • e-Powertrain Nidec PSA emotors SAS Punch Powertrain • 5 Gigafactories North A merica Europe GWh • Charging ~150 in 2030 ~250 Solid-state technol
Slide 7: Gigafactories: Strengthen Our Autonomy
GIGAFACTORIES : STRENGHTHEN OUR AUTONOMY 5 Battery Plants + 2 Battery Labs to Advance Our Electric Vehicle Production Douvrin Windsor Kaiserslautern Kokomo Termoli Battery Plant 5 million battery electric vehicle sales by 2030 400 GWh planned battery capacity June 29, 2022 Trémery-Metz Visit | 7
Slide 8: Increasing Control of the Global Electrification Value Chain
INCREASING CONTROL OF THE GLOBAL ELECTRIFICATION VALUE CHAIN June 29, 2022 Trémery-Metz Visit | 8
Slide 9: June 29, 2022 Trémery-Metz Visit
June 29, 2022 Trémery-Metz Visit | 9
Slide 10: Trémery-Metz Transformation in Action
TRÉMERY-METZ TRANSFORMATION IN ACTION MARC BAUDEN Plant Manager June 29, 2022 Trémery-Metz Visit | 10
Slide 11: Trémery-Metz Industrial Center
TRÉMERY-METZ INDUSTRIAL CENTER 3 players: 2 sites : Trémery: engines plant Metz: gearboxes plant 3,470 employees 1.8 M units in 2021 Leading private local employer in Lorraine June 29, 2022 Trémery-Metz Visit | 11
Slide 12: Trémery Plant Overview
TRÉMERY PLANT OVERVIEW Since 1979 SURFACE 265 000 sqm Covered 0,115 sqm per unit DW PRODUCTS Diesel: DW and DV, Gasoline: EB Electric: e-PWT WORKING MODEL 7days/24hours PEOPLE 2 370 June 29, 2022 Trémery-Metz Visit | 12
Slide 13: Trémery Production
TRÉMERY PRODUCTION DW DV 5R EB e-PWT M3 e-PWT: M3: Diesel HDi (2l - 2,2l) Diesel : HDi (1,5l) EB NA & turbo (1,2l) Continuous power Electric machine 4 cylinders 4 cylinders 3 cylinders 100kW 125kW @350 V 1,450 engines/day 2 ,400 engines/day 1,250 engines/day 1,400 e-PWT/day SOP Sept. 2022 June 29, 2
Slide 14: Metz Plant Overview
METZ PLANT OVERVIEW Since 1969 SURFACE 123 700 sqm Covered 0,110 sqm per unit PRODUCTS 2 manual transmissions MA and ML WORKING MODEL 7days/24hours PEOPLE 1 100 June 29, 2022 Trémery-Metz Visit | 14
Slide 15: Metz Production
METZ PRODUCTION MA ML e-DCT Hybrid Manual gearbox Manual gearbox e-Dual Clutch 5 speeds 5 or 6 speeds Transmission 48 V – 165 Nm 1,350/day 2,144/ day SOP early 2023 June 29, 2022 Trémery-Metz Visit | 15
Slide 16: Trémery-Metz Transformation in Action
Trémery-Metz Transformation in Action June 29, 2022 Trémery-Metz Visit | 16
Slide 17: Evolution of Trémery
EVOLUTION OF TRÉMERY 2021 Trémery energy mix Stellantis production 2024 Trémery energy mix Stellantis and Emotors production 15% 30% 18% 50% 67% 20% June 29, 2022 Gasoline Trémery-Metz Visit | 17
Slide 18: Evolution of Metz
EVOLUTION OF METZ 2021 Metz mix Stellantis production 2024 Metz mix Stellantis and e-Transmissions production 38% 100% 62% June 29, 2022 Trémery-Metz Visit | 18 Manual gearboxes e-DCT
Slide 19: Transformation Key Dates
TRANSFORMATION KEY DATES 2017 All time record of production 3 M units 2022 launch of EB Turbo Generation III engine 2018 Transition from 2 DV workshops to 1 only 2022 Launch M3 BEV e-machine and M2 for PHEV by Emotors 2019 Launch of e-PWT line 1 2023 Launch e-DCT MHEV by e-Transmissions 2020 e-PWT l
Slide 20: June 29, 2022 Trémery-Metz Visit
June 29, 2022 Trémery-Metz Visit | 20
Slide 21: EB Gen3 eDCT 48V Hybrid Propulsion System
EB Gen3 eDCT 48V HYBRID PROPULSTION SYSTEM Christian MUELLER Senior Vice President Engineering - Propulsion Systems, Enlarged Europe June 29, 2022 Trémery-Metz Visit | 21
Slide 22: EB Gen3 eDCT 48V Hybrid Propulsion System
EB Gen3 eDCT 48V HYBRID PROPULSION SYSTEM June 29, 2022 Trémery-Metz Visit | 22
Slide 23: June 29, 2022 Trémery-Metz Visit
June 29, 2022 Trémery-Metz Visit | 23
Slide 24: June 29, 2022 Trémery-Metz Visit
June 29, 2022 Trémery-Metz Visit | 24
Slide 25: June 29, 2022 Trémery-Metz Visit
June 29, 2022 Trémery-Metz Visit | 25
Slide 26: EB Gen3 eDCT 48V Hybrid Propulsion System Q&A
EB Gen3 eDCT 48V HYBRID PROPULSION SYSTEM Q&A June 29, 2022 Trémery-Metz Visit | 26
Slide 27: June 29, 2022 Trémery-Metz Visit
June 29, 2022 Trémery-Metz Visit | 27
Slide 28: Stellantis
STELEANTIS