Aptiv Plc · NYSE:APTV
Aptiv — CECP CEO Investor Forum 2019
22 slides from Aptiv's conference presentation, Feb 25, 2019
Slide 1: CECP CEO Investor Forum
February 25, 2019 CECP CEO INVESTOR FORUM Kevin Clark President and Chief Executive Officer
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation, as well as other statements made by Aptiv PLC (the “Company”), contain forward-looking statements that reflect, when made, the Company’s current views with respect to current events, certain investments and acquisitions and financial performance. Such fo
Slide 3: Global technology company enabling the future of mobility
We are a global technology company that develops safer, greener and more connected solutions, which enable the future of mobility.
Slide 4: Aptiv Today
Aptiv Today POSITIONED TO WIN 2018 FINANCIAL PERFORMANCE GLOBAL FOOTPRINT AND CAPABILITIES $ billions, except per share amounts Aptiv is a global technology leader, with more than 160,000 people across more than 125 manufacturing facilities and 15 major technical centers worldwide. With a presence i
Slide 5: Addressing Challenging Problems
Addressing Challenging Problems VEHICLE FATALITIES COMING DOWN EMISSIONS REGULATIONS BECOMING URBANIZATION AND CONSUMER GLOBALLY, BUT PASSIVE SAFETY AT ITS INCREASINGLY STRINGENT GLOBALLY TO EXPECTATIONS DRIVING DEMAND FOR LIMIT; ADVANCED SAFETY SOLUTIONS HELP IMPROVE AIR QUALITY AND REDUCE MORE INT
Slide 6: Portfolio Aligned To Safe, Green And Connected
Portfolio Aligned To Safe, Green And Connected APTIV TECHNOLOGIES HELPING ADDRESS CUSTOMERS TOUGHEST CHALLENGES SAFE GREEN CONNECTED APTIV MISSION APTIV MISSION APTIV MISSION A SOCIETY THAT SEES ZERO FATALITIES, ZERO EMISSIONS: MINIMIZE THE VEHICLE’S SEAMLESS INTEGRATION BETWEEN THE CAR, ZERO INJURI
Slide 7: Key Megatrend Penetration
Key Megatrend Penetration SAFE, GREEN AND CONNECTED MEGATRENDS STILL IN EARLY INNINGS OF VEHICLE TRANSFORMATION ACTIVE SAFETY VEHICLE ELECTRIFICATION VEHICLE CONNECTIVITY Global Light Vehicle Sales, CAGR Global Production (Millions), CAGR Connected Vehicles In Operation (Millions), CAGR 15% 20%+ 17%
Slide 8: Aptiv's Unique Portfolio Positioning
Aptiv’s Unique Portfolio Positioning PROVIDING END-TO-END SOLUTIONS THAT ENABLE THE COMMERCIALIZATION OF NEW MOBILITY Aptiv’s advanced technologies and deep …allow us to conceive, specify and systems knowledge across the brain and deliver solutions for our customers nervous system of the vehicle… to
Slide 9: Aptiv Segment Overview
Aptiv Segment Overview ADVANCED SAFETY & USER EXPERIENCE (AS&UX) SIGNAL & POWER SOLUTIONS (S&PS) Encompasses our deep expertise in centralized computing platforms, advanced Leverages our heritage as a global architecture provider and systems safety systems and automated driving, while acknowledging
Slide 10: Winning Across The Portfolio
Winning Across The Portfolio RECORD $22B NEW BUSINESS AWARDS IN 2018 VERSUS $19B IN PRIOR YEAR BOOKINGS Lifetime gross program revenues, $ billions ADVANCED SAFETY ACTIVE INFOTAINMENT & SAFETY USER EXPERIENCE & USER EXPERIENCE $22.0 BOOKINGS SALES GROWTH BOOKINGS SALES GROWTH $17.6 $18.9 $19.3 $ 8.0
Slide 11: SAFE
SAFE AN EXTRA HALF SECOND OF WARNING IS SUFFICIENT TO PREVENT 60% OF ACCIDENTS / L2+ ACTIVE SAFETY ADDS OVER $1000 CONTENT PER VEHICLE FOR APTIV1 1. Addressable Active Safety Content per Vehicle: L0/1 ~$300, L2 ~$500, L2+ ~$1000, L3 $4000+ 11 CECP CEO Investor Forum | February 25, 2019 | Aptiv
Slide 12: Active Safety Leading To Automated Driving
Active Safety Leading To Automated Driving INVESTMENTS IN SOFTWARE, SENSING AND COMPUTE DRIVE BENEFITS TODAY AND IN THE FUTURE TODAY DEMOCRATIZATION OF ACTIVE SAFETY COMMERCIALIZATION OF AUTOMATED DRIVING FUTURE Base Active Safety functionality moving from premium vehicles to Mobility on Demand (AMO
Slide 13: GREEN
GREEN ELECTRIFIED VEHICLES CAN REDUCE WELL-TO-WHEEL CO2 EMISSIONS BY UP TO 50% / ELECTRIC PROPULSION DOUBLES S&PS CONTENT PER VEHICLE FOR APTIV1 1. Versus a comparable internal combustion engine vehicle addressable CPV of ~$500 13 CECP CEO Investor Forum | February 25, 2019 | Aptiv
Slide 14: High Voltage Electrification
High Voltage Electrification EXPERTISE IN MULTI-VOLTAGE SOLUTIONS ENABLING SEAMLESS TRANSITION TO ELECTRIFIED PROPULSION SYSTEMS • Internal Battery Connections • 12V Battery Monitor FULL HYBRID • High Voltage Shielded Cable • High Power / Voltage Connectors + PLUG-IN HYBRID • Charging Inlets & Cable
Slide 15: CONNECTED
CONNECTED CLOUD CONNECTED HARDWARE SPEEDS WARRANTY CORRECTIONS IN THE FIELD BY UP TO 6 MONTHS / NASCENT CONNECTED SERVICES TAM GROWS TO $20B+ BY 20251 1. Versus less than $2B total addressable market (TAM) today; represents a 50%+ CAGR 15 CECP CEO Investor Forum | February 25, 2019 | Aptiv
Slide 16: Intelligent Connectivity
Intelligent Connectivity TECHNOLOGY ADVANCEMENTS IN CONNECTIVITY UNLOCKING COST EFFECTIVE SOLUTIONS WHICH IMPROVE SAFETY, COMFORT AND PRODUCTIVITY 16 CECP CEO Investor Forum | February 25, 2019 | Aptiv
Slide 17: Advanced Solutions Delivered Responsibly
Advanced Solutions Delivered Responsibly SUSTAINABILITY EFFORTS FOCUSED ON PEOPLE, PRODUCT AND PLANET Creating exceptional value for The right people, organized customers which generates best- and incentivized to create in-class returns for shareholders PEOPLE long-term value APTV OUR STAKEHOLDERS A
Slide 18: Board Of Directors Engagement
Board Of Directors Engagement STRONG PARTNERSHIP BETWEEN BOARD OF DIRECTORS AND LEADERSHIP ON STRATEGY AND RISK MANAGEMENT SUSTAINABILITY GOVERNANCE ETHICS & COMPLIANCE • ESG priorities • Selection and evaluation of Board members • Company culture • Long-term environmental goals and commitments • Co
Slide 19: Our People
Our People THE BEST TALENT, ORGANIZED THE RIGHT WAY ATTRACTING AND RETAINING TALENT • Leveraging university partnerships to engage with students, provide continuing education EMPLOYEE ENGAGEMENT AND DIVERSITY • Promote acceptance and respect across perspectives; 30% of salaried employees are female
Slide 20: Pay For Consistent Long-Term Performance
Pay For Consistent Long-Term Performance SUBSTANTIAL COMPENSATION AT RISK WITH METRICS TIGHTLY LINKED TO LONG-TERM SHAREHOLDER VALUE CREATION NON-EXECUTIVE ELEMENTS OF COMPENSATION OFFICER PAY MIX BASE PAY INCENTIVES ALIGNED TO Cash based, fixed amount, with CREATING LONG-TERM VALUE performance base
Slide 21: Aptiv A Sustainable Business
Aptiv A Sustainable Business FOCUSED ON CREATING LONG-TERM VALUE FOR OUR CUSTOMERS, EMPLOYEES AND SHAREHOLDERS PEOPLE CREATING VALUE FOR OUR STAKEHOLDERS Leading and living our core values – social responsibility, Total Shareholder Return since IPO ethics & compliance, respect and health & safety S&
Slide 22: “APTIV:
“APTIV: