Nexteer Automotive Group Limited · HKEX:1316
Nexteer Automotive — Q1 2023 Earnings Presentation
8 slides from Nexteer Automotive's earnings presentation, Apr 27, 2023
Slide 1: 2023 Q1 Business Update
2023 Q1 Business Update 27 April 2023 Copyright 2023, Nexteer Automotive Corporation. All rights reserved. 1
Slide 2: Safe Harbor Statement
Safe Harbor Statement These materials have been prepared by Nexteer Automotive Group Limited (“Nexteer” or the “Company”) and are being furnished to you solely for informational purposes. The information contained in these materials has not been independently verified. NO REPRESENTATION OR WARRANTY
Slide 3: Launched 23 Major Programs in Q1 2023
Launched 23 Major Programs in Q1 2023 NORTH AMERICA EM EASA A PA C (10) (1) (12) GMC Hummer SUV EV Chevrolet Silverado EV Chevrolet Montana Changan Deepal SL03 Buick Electra E4 Chery Exceed AtlantiX Changan Lamore REPS, Columns, Halfshafts REPS, Columns, Halfshafts Halfshafts EPS Columns, Halfshafts
Slide 4: Business Wins - Q1 and 2023 Outlook
Business Wins - Q1 and 2023 Outlook 2023 Bookings Outlook* Q1 Bookings Composition ($ in billions) ($ in billions) Q1 Booking Delayed by OEM Business Nomination Timing Weighted to the Rest of Year 35% ~$5.5 $0.1B $0.1B 65% $26.4 EPS 100% N. America CIS Asia Pac. Driveline EMEASA 40% $0.1 $95 $0.1B $
Slide 5: Differentiate Nexteer in APAC; Align Products + Megatrends
Differentiate Nexteer in APAC; Align Products + Megatrends @ Shanghai Auto Show 2023 SbW, Stow COL, SW & REPS & PEPS CEPS & CIS Driveline Systems Industry Awards, Influential Systems Integration Media & OEM Meetings 5
Slide 6: Light Vehicle Production Expectations
Light Vehicle Production Expectations OEM Production Improved Y/Y in Q1 2023 2023 Quarterly Global Light Vehicle Production (Units in millions) ‒ Global Q1 production increased 6% Y/Y driven by NA 23.0 and EMEASA market 22.0 Full-Year Outlook Expected to Rebound 4% Y/Y with 21.0 Normalized Produ
Slide 7: 2023 Business Outlook
2023 Business Outlook Continued Growth-Over-Market with Record New Programs Launch Amid Challenging Environment Targeted to Achieve $5.5B New Bookings to Fund Future Growth, Including Additional SbW Award Gradual Financial Performance Improvement by Focusing on Operational Excellence Increas
Slide 8: Strategy for Profitable Growth
Strategy for Profitable Growth Expand Strengthen Capitalize on Optimize Cost Pursue Select Target China & Diversify Technology Megatrend & Structure Acquisitions & Emerging Revenue Base Leadership Portfolio Alignment & Alliances Markets A well-defined plan to drive stakeholder value 8
Nexteer Automotive Group — Q1 2023 Earnings Presentation on 6ix