Adient Plc · NYSE:ADNT
Adient — J.P. Morgan Auto Group Investor Meeting 2025
19 slides from Adient's conference presentation, May 23, 2025
Slide 1: J.P. Morgan Auto Group Investor Meeting: Adient China Business Update
J.P. Morgan Auto Group Investor Meeting Adient China Business Update May 23, 2025
Slide 2: Important Information
Important Information Adient has made statements in this document that are forward-looking and, therefore, are subject to risks and uncertainties. All statements in this document other than statements of historical fact are statements that are, or could be, deemed “forward-looking statements” within
Slide 3: Agenda
Agenda > Introduction > Adient China Business Overview James Huang Executive VP APAC James Huang > Q&A J.P. Morgan China Investor Meeting 3
Slide 4: Today's attendees from Adient
Today’s attendees from Adient James Huang Joe Wang Jerry Xin Daniel Chu Iris Zhang Executive VP APAC VP China Seating Director China VP APAC Finance Executive Director Engineering APAC Strategy & Marketing J.P. Morgan China Investor Meeting May 2025 4
Slide 5: Adient China Business Overview
Adient China Business Overview
Slide 6: Adient today
Adient today Adient is a global supplier in automotive seating, supplying innovative seat solutions to meet the needs of auto manufacturers today and tomorrow NYSE: ADNT FY24 Revenue Global market share 1 Revenue by1 geography ~$14.7B Consolidated revenue Lear Americas Adient Europe / ~$3.8B Forvia
Slide 7: Adient APAC overview
Adient APAC overview We generated We have in China We have in Asia $5.8B 37 Manufacturing 25 Manufacturing sales revenue in FY2024 1 locations locations We employ 3 3 ~25,000 Global tech centers Global tech centers 2 Wholly-owned entities highly engaged employees in 6 countries including 2,500+ engi
Slide 8: Unmatched footprint, capabilities, and scale in China
Unmatched footprint, capabilities, and scale in China China Footprint - 37 Plants Adient China Customer Portfolio Chinese OEMs • Far-reaching geographic Leading China EV coverage through 37 Daqing maker wholly-owned and JV plants, serving 40+ Changchun customers Meihekou Beijing • Expanded footprint
Slide 9: Adient's growth blueprint path in China and strategic initiatives
Adient’s growth blueprint path in China and strategic initiatives delivered since last year’s J.P. Morgan Summit Adient China key accomplishments in the past year 1 Winning new business and growing with Chinese OEMs > Won ~$1B new annual business in FY24, and captured business from 6 new brands in C
Slide 10: Highly localized operations, continuing to grow with C-OEMs
1 As a global supplier with highly localized operations, Adient continues to grow with C-OEMs both domestically and globally China auto market overview Adient China business growth highlights ~$1B annual new business (~75% with C-OEMs) sourced Macro environment and challenges in FY24 > Macro conditi
Slide 11: Adient's recent new business wins in China
1 Adient’s recent new business wins in China Beijing-Benz Leading China EV maker Leapmotor DF-Nissan V530 1st PHEV SUV D13 & D21 PK1B Complete seat Complete seat Complete seat Front-row complete seat Fujian-Benz Geely Lynk & Co. Chang’an VW Anhui VAN.EA E371-A Deepal C518 411-2 3rd-row power bench R
Slide 12: Adient completed upgrading and expansion of China TC in February 2025
2 Adient completed the upgrading and expansion of our world-class China TC in February 2025 • With the upgraded and expanded facility / capability / capacity, Adient China TC is now the best-in-class engineering center leading product innovation and development in electrification and smartification
Slide 13: Driving innovation around our five next evolutions of seating
2 Driving innovation around our five next evolutions of seating Connectivity • As cars become smarter, automakers are also electrifying and upgrading seats to fully support ADAS and Comfort expanded connectivity features • Prioritize the end user experience, strive to provide an exceptional driving
Slide 14: Adient China latest innovative products released in FY2025
2 Adient China latest innovative products released in FY2025 Comfort Connectivity Reconfiguration Power long E-Zone cockpit Seatformer cockpit Z-Guard ModuGo seat track and swivel Safety • Cockpit with latest innovations • Mini cockpit with • Zero-G seat safety • Modular design • Smooth, stepless •
Slide 15: AI-enabled plant digitalization and manufacturing automation
3 Adient China continues to drive AI-enabled plant digitalization and manufacturing automation with 50+ projects initiated > A pioneer in smart manufacturing of auto seating industry in China Smart manufacturing equipment / processes > Automation enables us to stay ahead in the highly competitive ma
Slide 16: Program launch success rate continues at a high level in FY2025
4 Program launch success rate continues to run at a high level in FY2025 along with major launches with C-OEMs FY25 program launch > Launch success rate continues to execute at a high level in China: YTD 34 programs launched, total active programs in launch is 136 > Adient’s first innovated mechanic
Slide 17: Adient China has received 25+ industry and customer recognitions
4 Adient China has received 25+ industry and customer recognition so far in FY2025 Adient continues to take the lead of J.D. Power Mercedes Benz GAC Trumpchi GAC-Honda China seat quality ranking in 2024 Star Supply Award Excellent Supplier Award Outstanding Delivery Performance & Pioneer in Electrif
Slide 18: Adient China remains focused on sustainable growth with strong margin and cash generation
5 Adient China remains focused on sustainable growth with strong margin / cash generation Leading innovation and Optimized capital Profitable growth Resilience and agility technology allocation > Adient remains poised to > Utilize off the shelf > Adient China will make > Trade tensions and outpace t
Slide 19: Q&A
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