Allison Transmission Holdings, Inc. · NYSE:ALSN
Allison Transmission — BAML 2015 Industrial Conference
10 slides from Allison Transmission's conference presentation, Mar 17, 2015
Slide 1: BAML 2015 Industrial Conference Presentation
BAML 2015 Industrial Conference Presentation March 17, 2015 David Graziosi, Executive Vice President & Chief Financial Officer 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement The following information contains, or may be deemed to contain, “forward-looking statements” (as defined in the U.S. Private Securities Litigation Reform Act of 1995). The words “believe,” “expect,” “anticipate,” “intend,” “estimate” and other expressions that are predictions
Slide 3: Allison Transmission at a Glance
Allison Transmission at a Glance World’s largest manufacturer of fully- automatic transmissions for medium- and 2014 Net Sales by End Market heavy-duty commercial vehicles – 63% global market share of fully-automatic Parts, transmissions Support Equipment – Virtually no exposure to Class 8 line-ha
Slide 4: End Market & Vocation Overview
End Market & Vocation Overview Global On-Highway Global Off-Highway North America Hybrid Transit Bus Sample Vocations Select End Users Distribution Emergency Select End Users Select End Users Vehicle British Airport Authority Motorhome Parts, Support Equipment and Rugged Duty Defense Other School Bu
Slide 5: Global Market Leader
Global Market Leader Global On-Highway Fully-Automatic Share(1) North American Market Share(1) Allison’s Core Addressable Market Expansion Market Other (2) ~37% 100% 5% 26% 27% 43% 54% 94% 95% 74% 73% Allison 57% 46% ~63% 6% School Bus Motorhom e Class 6-7 Truck Class 8 Hybrid Bus Class 8 Metro Stra
Slide 6: End User Value Proposition
End User Value Proposition High Allison Advantage Productivity (acceleration) Maintenance Savings (life cycle costs) Allison Fuel Efficiency (Fully-Automatic) Driver Skillset / Wages Training (time, cost) Relative Customer Shift Quality Value Safety Residual Value Automated Manual Tr
Slide 7: Multiple Organic Growth Opportunities
Multiple Organic Growth Opportunities Benefit from Developed Markets Recovery Increase Penetration of Fully Automatic Transmissions Accelerate Adoption in Emerging Markets Capitalize on Rising Demand for Energy and Commodities Continue New Technology and Product Development Increase Share in Underse
Slide 8: Strategic Priorities
Strategic Priorities Expand global market leadership – Capitalize on continued market recovery – New vocational offerings Emerging markets penetration – Vocational ladder strategy – Increase number of vehicle releases Continued focus on new technologies and product development – Address market
Slide 9: Allison Is a Premier Industrial Asset
Allison Is a Premier Industrial Asset Global Market Leader Premier Brand and End User Value Proposition Technology Leadership - The Allison Advantage Diverse End Markets with Long-Standing OEM Customer Relationships Strong Cash Flow Generation with Well-Defined Capital Allocation Policy Multiple Org
Slide 10: Certain Trademarks
Certain Trademarks This presentation contains trademarks, service marks, copyrights and trade names of other companies, which are the property of their respective owners. We do not intend our use or display of other companies’ trademarks, service marks, copyrights or trade names to imply a relations
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