Nexteer Automotive Group Limited · HKEX:1316

Nexteer Automotive — Q1 2022 Earnings Presentation

9 slides from Nexteer Automotive's earnings presentation, May 24, 2022

  1. Slide 1: 2022 Q1 Investor Communication

    2022 Q1 Investor Communication 24 May 2022 Copyright 2022, Nexteer Automotive Corporation. All rights reserved. 1

  2. Slide 2: Presenters

    Presenters ROBIN MIKE MILAVEC BIERLEIN Executive Board Director Senior Vice President President Chief Financial Officer Chief Technology Officer Chief Strategy Officer 2

  3. Slide 3: Q1 2022 Business Update

    Q1 2022 Business Update  Challenging Operating Environment Continued Due to Ongoing Commodity Price Inflation, Chip Shortage, COVID-induced Supply Chain Disruption and Geopolitical Conflict  Successful Launch of 11 Major Customer Programs  Breakthrough Booking Award on New Steer-by-Wire Technolog

  4. Slide 4: Launched 11 Major Programs in Q1 2022

    Launched 11 Major Programs in Q1 2022 NORTH AM ERIC A E M E AS A APA C (1) (2) (8) Ford F-150 Lightning Renault Captur & Dacia Duster Cadillac Lyriq Geely Xingyue L Ford Everest REPS Halfshafts Columns; Halfshafts Halfshafts REPS Great Wall Tank 500 Chang’An UNI-V Nissan Pathfinder Columns CEPS* Hal

  5. Slide 5: NA FST Market Dominance Continues with EV Transition

    NA FST Market Dominance Continues with EV Transition FORD LIGHTNING LAUNCH GMC Hummer EV Ford Lightning EV Chevy Silverado EV High Output 10-FIT REPS, 10-FIT REPS High Output 10-FIT REPS, Power Columns & Driveline & Power Column Columns & Driveline 5

  6. Slide 6: Business Wins - Q1 and 2022 Outlook

    Business Wins - Q1 and 2022 Outlook Bookings Key Highlights Bookings* Composition ($ in millions) ($ in billions)  1st High Volume Steer-by- Significant Win In Q1; Full Year Estimate Stays Strong 5% 14% Wire Business Win from A Global OEM $2.7B $2.7B ~$6,000  Another EV Expansion to 100% EPS CIS 8

  7. Slide 7: Award-Winning Tech Leadership & Trend Alignment

    Award-Winning Tech Leadership & Trend Alignment Automated Steering Actuator Software Solution (SbW RWA for shared autonomous EVs) for Road Surface Detection 7

  8. Slide 8: Q1 Operating Environment

    Q1 Operating Environment OEM Production Soft OEM Production in Q1 2022 Impacted by Q4 2021 vs Q1 2022 Q1 2021 vs Q1 2022 Continued Semiconductor Shortages and Geopolitical Conflict 21.2 20.0 20.7 20.0  OEM Production lower 3% Y-o-Y and 6% sequentially compared to Q4 2021 Q4 2021 Q1 2022 2021 2022 C

  9. Slide 9: Full Year Production Expectations

    Full Year Production Expectations 2022 Global Production Fcst-to-Fcst Trend Year over Year Production Reduced in 1H IHS Markit Ltd. 2022 Global Light Vehicle Production Forecasted Improvement in 2H Unit Forecast (in millions) -2.6M units, -1.1M units, +4.3M units, -3.1% -2.8% +11.3% Markets Served i

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