Nexteer Automotive Group Limited · HKEX:1316

Nexteer Automotive — Q1 2021 Earnings Presentation

10 slides from Nexteer Automotive's earnings presentation, Apr 29, 2021

  1. Slide 1: 2021 Q1 Investor Communication

    2021 Q1 Investor Communication 29 April 2021 Copyright 2021, Nexteer Automotive Corporation. All rights reserved. 1

  2. Slide 2: Presenters

    Presenters BILL ROBIN QUIGLEY M I L AV E C Senior Vice President Senior Vice President Chief Financial Officer Chief Technology Officer Chief Strategy Officer 2

  3. Slide 3: Q1 Operating Environment & Status

    Q1 Operating Environment & Status Strong Customer Demand Driven Recovery Yet Below Pre-pandemic Level Global Light Vehicle Production Unit Volume* Change % Nexteer Status and Focus 35% 10% 14%  Continued growth-over-market in Q1 0%  Diligently manage through -12% -12% -10% -11% semiconductor / chi

  4. Slide 4: Full Year Production Expectations

    Full Year Production Expectations Global Production - Forecast to Forecast Trend Near-Term IHS Markit Ltd. 2021 Global Light Vehicle Production Unit Forecast (in millions)  IHS 2021 global OEM production forecast 84.7 84.6 Markets Served lowered by 1.2m units - 1.4% - Jan to April 84.1 Light Vehicl

  5. Slide 5: Launched 9 Major Programs in Q1 2021

    Launched 9 Major Programs in Q1 2021 NORTH AMERICA EMEASA APAC (2) (3) (4) Jeep Grand Cherokee Renault Kangoo Dacia Express VW Jetta GAC Aion Y REPS Halfshafts Halfshafts Halfshafts CEPS Sheppard HD94-Class 8 Integral Gears Renault Captur & Duster Renault Arkana Tata Limber EV Halfshafts Halfshafts

  6. Slide 6: Partnering with Sheppard on Commercial Vehicle ADAS

    Partnering with Sheppard on Commercial Vehicle ADAS Nexteer partnered with Sheppard to provide Magnetic Torque Overlay (MTO) and Advanced Driver Assist Steering technology on commercial trucks Sheppard has an 80+ year history of providing steering gears for commercial truck applications Nexteer has

  7. Slide 7: Business Wins - Q1 and 2021 Outlook

    Business Wins - Q1 and 2021 Outlook 2021 Business Wins Outlook* Q1 Business Wins Composition ($ in millions) Business Nomination Timing Weighted to 15% 14% Second Half ~$6,400 $646M $646M EPS N. America $26.4 85% CIS 86% Asia Pac. 10% $646 $646M $646M Q1 Q2e 2He 2021e New / Conquest EV Exposure 79%

  8. Slide 8: Advanced Technologies Roll-out on Electric Pick-up Trucks

    Advanced Technologies Roll-out on Electric Pick-up Trucks Column & High-Output REPS Ball Spline Axle I-Shaft Nexteer Well-Positioned in the Convergence Tech of Electrification & Truck Segment Ford Electric F150 Chevrolet Electric Silverado  EPS  CIS Chevy Electric Silverado GMC Electric Hummer For

  9. Slide 9: Organizational Enhancement Accelerates Software Innovation

    Organizational Enhancement Accelerates Software Innovation Seamlessly integrating global software competence centers with a single strategic global software team Accelerates innovation-to-production timelines Capitalizes on exponential growth in software-enabled motion control solutions Enhances cus

  10. Slide 10: Two Nominations by Automotive News as 2021 PACE Pilot Finalists

    Two Nominations by Automotive News as 2021 PACE pilot Finalists STEER-BY-WIRE with STOWABLE STEERING COLUMN BRAKE-TO-STEER 10

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