Autoliv, Inc. · NYSE:ALV
Autoliv — Bairds Global Industrial Conference 2020
7 slides from Autoliv's conference presentation, Nov 10, 2020
Slide 1: Post Q3 2020 Presentation – Bairds Global Industrial Conference
Post 37 Quarter 2020 Presentation Bairds Global Industrial Conference November 10, 2020 Autoliv
Slide 2: Forward-looking statements
This presentation contains statements that are not historical facts but rather forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include those that address activities, events or developments that Autoliv, Inc. or it
Slide 3: Third quarter highlights
▪ Focusing on health and safety ▪ Sales growth despite global light vehicle production (LVP) down 4% − Stronger than expected LVP recovery − Execution on strong order book − Economic uncertainty, risk for further lockdowns and the threat of unemployment temper the outlook for fourth quarter LVP ▪ Ad
Slide 4: Regional Organic Growth vs. LVP
Regional Organic Growth** vs. LVP* EUROPE JAPAN AMERICAS CHINA REST OF ASIA (*) Light Vehicle Production (LVP) according to IHS @ October 2020 (**) Non-US GAAP measure
Slide 5: Light Vehicle Sales LTM and IHS 2020 Light Vehicle Production
Light Vehicle Sales LTM (Million units) IHS: 2020 Light Vehicle Production* Q4´20 FY´20 Region YoY Million Y-o-Y Chg. Units Chg. China -4.7% 21.3 -8.7% Japan 1.1% 7.6 -16.4% Rest of Asia -8.6% 9.1 -25.8% North America -1.4% 11.9 -21.0% South America 5.7% 2.3 -30.3% Europe -0.9% 16.3 -22.5% Global -3
Slide 6: Tailwinds and headwinds of similar magnitude
Tailwinds Headwinds ▪ Executing from strong order book ▪ Lower and unpredictable LVP ▪ Structural Efficiency Programs ▪ Lower inflator replacement sales ▪ Discretionary spending ▪ D&A increase ▪ Raw materials ▪ Operational headwinds from COVID-19 ▪ Strategic initiatives ▪ Investment for factory of t
Slide 7: ALV – Post Q3-2020
7 ALV – Post Q3-2020