Adient Plc · NYSE:ADNT
Adient — J.P. Morgan Auto Group Investor Meeting (May 2026)
20 slides from Adient's conference presentation, May 21, 2026
Slide 1: Adient China Business Update
J.P. Morgan Auto Group Investor Meeting Adient China Business Update May 21, 2026
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 Update James Huang Executive VP APAC > Q&A James Huang J.P. Morgan China Investor Meeting 3
Slide 4: Adient China Business Update
Adient China Business Update
Slide 5: Adient APAC at a glance
Adient APAC at a glance We generated We have in China We have in Asia ~$6B 39 Manufacturing 25 Manufacturing sales revenue in FY2025 1 locations locations We employ 3 3 ~26,000 Global tech centers Global tech centers 2 Wholly-owned entities highly engaged employees in 6 countries including 2,170 eng
Slide 6: Unmatched footprint, capabilities, and scale in China
Unmatched footprint, capabilities, and scale in China Adient China Footprint Adient China Customer Portfolio Chinese OEMs New Customer • Broad geographic reach with Leading 39 plants serving 40+ customers Daqing China EV maker • Continue to expand footprint through organic and inorganic Changchun gr
Slide 7: Wholly-owned and JV entities enabling growth across a diverse customer base
Wholly-owned and JV entities enabling growth across a diverse customer base As a leading global seating supplier with highly localized operations in China, our wholly-owned and JV entities strengthen our access to and expansion across a diverse customer portfolio nationwide Adient’s wholly-owned and
Slide 8: Adient China business highlights since last year's J.P. Morgan Summit
Adient China business highlights since last year’s J.P. Morgan Summit 1 Strong new business bookings fueling continued sales growth momentum > Won ~$1.1B in annual business in FY25 and captured business from 4 new auto brands > Sales in China continue to outperform the market: up 18% vs. market down
Slide 9: Adient China organic growth accomplishments in the past year
1 Adient China organic growth accomplishments in the past year Strong bookings and sales momentum Growing new and existing customers > ~$1.1B annual total business sourced in FY25 > Successfully entered BYD and Chery supplier pools with new > ~70% business wins in FY25 from C-OEMs, component / compl
Slide 10: Recent new and conquest business wins in China
1 Recent new and conquest business wins in China Driving new and conquest business wins in China through Adient’s high-content innovations New wins FAW-VW DF-Voyah BYD Chery BAIC-Stelato VW311 H97N/H56N/H37N Complete Seat Denza D9 & Seagull Rely P3X Pick-up Truck BE22 Platform Front-row Trim Complet
Slide 11: Strengthening relationship with C-OEMs through new joint venture
2 Strengthening relationship with C-OEMs through new joint venture Adient continues to explore inorganic opportunities across different dimensions to drive growth > In December 2025, Adient established a new strategic Key benefits and synergies: joint venture through the acquisition of a 49% equity
Slide 12: Delivering sustainable value through industry leading engineering capabilities and product innovations
3 Delivering sustainable value through industry leading engineering capabilities and product innovations > Adient China continues to upgrade our engineering facilities and capabilities to pioneer seating solutions for today and tomorrow > Our industry-leading innovative products enable new & conques
Slide 13: Accelerating the commercialization of Adient's innovative products
3 Accelerating the commercialization of Adient’s innovative products Examples of Recently Commercialized Innovations Ongoing Commercialization Discussion ModuGo Seat C-Coupe Two new Chinese • Modular design • Zero-gravity frame OEM models NIO ES9 • Adaptive support • Forward folding • Improved JIT e
Slide 14: Reinforcing competitive advantages in operational excellence through automation and AI-enabled digitalization
4 Reinforcing competitive advantages in operational excellence through automation and AI-enabled digitalization Automation and AI-enabled digitalization are key enablers to drive positive business performance and margin expansion Adient’s focused areas in automation and digital technologies > Adient
Slide 15: Program launch success rate continues to execute at a high level
5 Program launch success rate continues to execute at a high level > 46 programs launched YTD in FY26, 45% of seating programs are high-content; in total 158 active programs in launch > Exceptional execution and high agility continues to enable complex high-content launches with short lead times > A
Slide 16: Adient remains an industry leading global seating supplier in China
5 Adient remains an industry leading global seating supplier in China Adient China received 35+ recognition YTD in FY26 Adient China’s unique value Toyota drivers for OEM customers J.D. Power Reginal Contribution Award 11 Awards in 2025 China Seat Quality Ranking Changan-Ford across 10 segments Outs
Slide 17: Adient's strategic priorities to drive shareholder values in China
Adient’s strategic priorities to drive shareholder values in China Profitable Growth Automation and AI-enabled Operational Excellence > Adient is well positioned to outgrow the market driven > Continue to drive efficiency and cost optimization through by strong business wins with C-OEMs, while deliv
Slide 18: Q&A
7 ADIENT Q&A NNNNNN NNNNAN NNNNAN NNNNAN NNNNNN NNNNNN NNNNNN NNNNANN NNNNAN NNNNAN NNNNNN NNNNNN NNNNNN NNNNANN NNNNAN NNNNAN NNNNNN NNNNNN NNNNNN NNNNANN NNNNAN NNNNAN NNNNNN NNNNNN NNNNNN NNNNAN NNNNAN NNNNAN NNNNNN NNNNNN NNNNNN NNNNAN NNNNNN NNNNNN NNNNNN NNNNNN NNNNAN NNNNAN NNNNNN NNNNNN NNNN
Slide 19: Appendix
7 ADIENT Appendix NNNNNN NNNNAN NNNNAN NNNNAN NNNNNN NNNNNN NNNNNN NNNNANN NNNNAN NNNNAN NNNNNN NNNNNN NNNNNN NNNNANN NNNNAN NNNNAN NNNNNN NNNNNN NNNNNN NNNNANN NNNNAN NNNNAN NNNNNN NNNNNN NNNNNN NNNNAN NNNNAN NNNNAN NNNNNN NNNNNN NNNNNN NNNNAN NNNNNN NNNNNN NNNNNN NNNNNN NNNNAN NNNNAN NNNNNN NNNNNN
Slide 20: Adient APAC FY2026 customer mix by revenue
Adient APAC FY2026 customer mix by revenue China Consolidated Business China Non-consolidated Business 1 Asia ex China Business Asian American OEM Chinese OEM OEM American OEM European American OEM OEM European Chinese OEM OEM European OEM Korean OEM Chinese OEM Japanese OEM Japanese OEM Korean OEM
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