Nexteer Automotive Group Limited · HKEX:1316
Nexteer Automotive — Nexteer Automotive Gp Ord — Q1 2025 Earnings Presentation
8 slides from Nexteer Automotive's earnings presentation, May 15, 2025
Slide 1: 2025 Q1 Business Update
2025 Q1 Business Update 15 1 May 2025 Copyrights Copyrights 2025, 2025, Nexteer Nexteer Automotive Automotive Corporation. Corporation. All rights All rights reserved. reserved.
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: New Program Launches
New Program Launches 2025 Q1 Overview Major Programs Launch in Q1 23 Program Launches Fiat Panda Ford Expedition BYD Han L CEPS REPS Halfshafts 14 BEV Programs BMW 2-Series Gran Coupe 15 SPEPS Zeekr 007GT Halfshafts Alfa Romeo Junior / Lancia Ypsilon SPEPS Launched in APAC 19 New / Conquest Programs
Slide 4: New Business Award – 2025 Q1
New Business Award – 2025 Q1 Key Highlights Bookings* Q1 Bookings Composition ($ in billions) ($ in billions) Continued Strong Booking Wins with China NEVs, including 19% REPS, RWS and DPEPS 36% $5.0B $0.8B 46% $0.8B 54% Significant Columns Win with a 45% EPS NA Customer, Improving DL N. America
Slide 5: 'Motion-by-Wire' Chassis Portfolio Expansion
‘Motion-by-Wire’ Chassis Portfolio Expansion Chassis Display with all Nexteer products Rear Wheel Steering Rear Halfshaft (RWS) Hand Wheel Actuator (HWA) Road Wheel Actuator (RWA) Software Solutions Front Halfshaft New Product Electro-Mechanical Braking (EMB) Debut at 2025 Auto Shanghai 5
Slide 6: Navigating Through Dynamic Environment
Navigating Through Dynamic Environment Key Tariff Impacts Nexteer Position and Initiatives USMCA-compliant automobile parts Supply chain and manufacturing currently remains tariff-free strategy focused by region USMCA-Non-compliant automobile Majority of Mexico imports to the US parts at 25%
Slide 7: 2025 Considerations
2025 Considerations Above Market Growth Driven by APAC Continued Margin Expansion Initiatives on Track Closely Monitoring the Progress of Tariff Policy with Comprehensive Mitigation Plan Strategically Expanding into “Motion-by-Wire” Chassis Control Expect More ‘By-Wire’ Bookings being Secured Throug
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 Gp Ord — Q1 2025 Earnings Presentation on 6ix