Visteon Corporation · NASDAQ:VC
Visteon — J.P. Morgan 2020 Auto Conference
12 slides from Visteon's conference presentation, Aug 11, 2020
Slide 1: J.P. Morgan 2020 Auto Conference
Exhibit 99.1 J.P. Morgan 2020 Auto Conference August 2020
Slide 2: Forward-Looking Information
Forward-Looking Information • This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. The words "will," "may," "designed to," "outlook," "believes," "should," "anticipates," "plans," "expects," "intends," "estimates," "forec
Slide 3: Visteon At A Glance
Visteon At A Glance Leading supplier of innovative cockpit electronics and advanced safety systems to carmakers globally $2.9B annual sales1 10,000 employees 18 countries 20 manufacturing locations 18 technical centers Leading the evolution of automotive digital cockpits and safety solutions 3 1. Fo
Slide 4: Industry-Leading Products for a Broad Customer Base
Industry-Leading Products for a Broad Customer Base Pure play cockpit electronics supplier with comprehensive product portfolio Product Portfolio Customer Diversity Instrument Cockpit Head-up DisplaysInfotainment Connectivity ADAS clusters computers displays 4
Slide 5: Q2 2020 Summary
Q2 2020 Summary Visteon Sales Production Volumes (1) Growth-Over-Market (2) Visteon Top $371 Million Customers 53% Y/Y 5% Y/Y SUCCESSFULLY MANAGING THROUGH THE CRISIS MANAGE CASH DRIVE ENSURE STABILIZE POSITION AND LIQUIDITY COST COMMERCIAL SUPPLY CHAIN VISTEON POSITION REDUCTIONS DISCIPLINE AND MFG
Slide 6: Second-Half 2020 Outlook
Second-Half 2020 Outlook Visteon positioned to outperform the market Production Disruption Cautiously Optimistic in Uncertain Visteon Positioned in First-Half 2020 Second-Half Environment to Outperform Global Production Volumes Y/Y Key Industry Factors Key Visteon Factors Jan Feb Mar Apr May Jun Cor
Slide 7: Cockpit Electronics Market
Cockpit Electronics Market Visteon is well positioned in clusters and displays, with opportunity in infotainment Cockpit Electronics Market Size Visteon’s Cockpit Position (Dollars in Billions) Clusters • 2019 market share of ~15% Other • #1 market share in all-digital clusters $4 Audio / Infotainme
Slide 8: Key Market Trends
Key Market Trends Visteon product portfolio aligned with key cockpit electronic trends DIGITIZATION CONNECTED MULTI-DISPLAY ELECTRICS All-digital clusters Android infotainment Larger, curved, Shift to electric moving to mass-market systems with app store and complex multi-display vehicles with all-d
Slide 9: Investment Thesis
Investment Thesis Visteon is a compelling long-term investment opportunity Pure Play Cockpit Innovative Product Competitive Strong Electronics Company Portfolio Cost Structure Balance Sheet Secular trends transforming Leading analog-to-digital Leveraging industry-leading $759M in cash to wit
Slide 10: Appendix
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Slide 11: Reconciliation of Non-GAAP Financial Information
Reconciliation of Non-GAAP Financial Information Adjusted EBITDA The Company defines Adjusted EBITDA as net income / (loss) attributable to the Company adjusted to eliminate the impact of depreciation and amortization, restructuring expense, net interest expense, equity in net (income) / loss of non
Slide 12: Visteon’
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