Stellantis N.v. · EURONEXT:STLAP
Stellantis — Merger or Acquisition (October 2023)
10 slides from Stellantis's merger presentation, Oct 26, 2023
Slide 1: Strategic Partnership Announcement
Strategic Partnership Announcement October 26, 2023 2022/02/24 - #StellantisDareForward - Confidential Document – Rev9.0
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT This presentation contains forward-looking statements. In particular, statements disruptions of supply or shortages of raw materials, parts, components and regarding future financial performance and the Company’s expectations as to the systems used in the Company’s vehicles; ch
Slide 3: Executive Summary
EXECUTIVE SUMMARY INDUSTRY-FIRST GLOBAL LEAPMOTOR, A CLEAR VALUE CREATION COMMERCIAL PARTNERSHIP TECH-DRIVEN EV LEADER OPPORTUNITIES Unique and innovative partnership Technology-first, highly Significant, profitable growth between leading global OEM and verticalized strategy maximizes opportunity th
Slide 4: Leapmotor, a Strategically-Positioned Chinese EV OEM
LEAPMOTOR, A STRATEGICALLY-POSITIONED CHINESE EV OEM Sales CAGR 387% from 2020 to 2022 LEADING • Smart EVs with frequent upgrades 279% INNOVATIVE • Proprietary full stack ADAS 220% TECHNOLOGY • World’s first cell-to-chassis mass production 101% 110% 66% n.m. n.m. n.m. n.m.(2) A B C D E F G H I STRON
Slide 5: Leapmotor Offerings Primed for Globalization
LEAPMOTOR OFFERINGS PRIMED FOR GLOBALIZATION C10 T03 C01 • Mid-size SUV designed for global export from late-2024 • Built on latest LEAP 3.0 technical architecture • Utilizing Four-Leaf Clover™ proprietary, central integrated E/E architecture C11 • First Leapmotor model to feature LiDAR roof technol
Slide 6: Leapmotor's Strong Chinese Market Prospects
LEAPMOTOR’S STRONG CHINESE MARKET PROSPECTS LONG-TERM CHINA PARTNERSHIP TO DOMESTIC OPPORTUNITY ACCELERATE GROWTH x3 Significant investment capital Growth expected in NEV passenger vehicle sales majority of 1.5B investment primary capital (PV) from ‘21 to ’26(1) Significant consolidation Increased l
Slide 7: Global Opportunities for Stellantis/Leapmotor JV
GLOBAL OPPORTUNITIES FOR STELLANTIS/LEAPMOTOR JV PARTICIPATING IN CHINESE PLAN TO SCALE EXPORT OFFENSIVE SUSTAINABLY China is the #1 vehicle exporter with more growth expected Growing exports globally by leveraging Stellantis’ assets, know-how and network around the world Leading EV-ecosystem foster
Slide 8: Strong Alignment with Dare Forward 2030
STRONG ALIGNMENT WITH DARE FORWARD 2030 BENEFITS OF PARTNERSHIP ACCELERATE EXPAND Fast-to-market launch Adds EV pure play to of smart and Stellantis’ offerings affordable EVs ENABLE EVOLVE Cost efficient "Asset Light" for Stellantis brands approach to best-in- in China, investing primarily to class
Slide 9: Transaction Timeline & Details
TRANSACTION TIMELINE & DETAILS TIMELINE Leapmotor EGM to Stellantis takes Deal Signing approve JV Connected delivery of Leapmotor Stellantis/Leapmotor Expected start of Transactions shares regulatory approvals JV Shipments Oct 26 2023 Nov 2023 +1 week Up to 10 months H2 2024 GOVERNANCE AND FINANCIAL
Slide 10: Conclusion
CONCLUSION STELLANTIS TO BECOME A STRATEGIC HOLDER OF LEAPMOTOR WITH €1.5B INVESTMENT AND BOLSTER LEAPMOTOR’S GLOBAL EV BUSINESS LEAPMOTOR IS A CHINESE NEV PURE PLAY AUTOMAKER, HIGHLY VERTICALIZED ON POWERTRAIN, SOFTWARE AND VEHICLE PLATFORMS STELLANTIS/LEAPMOTOR JV TO ACCELERATE LEAPMOTOR OVERSEAS