Nexteer Automotive Group Limited · HKEX:1316
Nexteer Automotive — Q3 2025 Earnings Presentation
8 slides from Nexteer Automotive's earnings presentation, Oct 29, 2025
Slide 1: 2025 Q3 Business Update
ELECTRIC POWER STEERING & STEER-BY-WIRE COLUMNS & INTERMEDIATE SHAFTS DRIVELINE SYSTEMS 2025 Q3 BRAKE-BY-WIRE SOFTWARE Business Update HYDRAULIC POWER 29 October 2025 STEERING Copyright 2025, Nexteer Automotive Corporation. All rights reserved. 1
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: Business Wins – Q3 & 2025 Outlook
Business Wins – Q3 & 2025 Outlook Key Highlights in Q3 Bookings* YTD Bookings Composition ($ in billions) ($ in billions) REPS Win of a PHEV Reaffirm Full-year Guidance with 16% Strong Booking Win in Q4 Program for Trucks/SUVs 30% in NA 15% $2.2B 49% $2.2B $2.2B ~$5.0B 69% N. America EPS Continu
Slide 4: New Program Launches
New Program Launches 2025 Q3 Overview Key Programs Launches in Q3 14 Program Launches Li Auto i6 / i8 Zeekr 9X Chery Jetour G700 REPS REPS, Halfshafts REPS 8 EV programs All Li Auto L7 BYD Seal* Audi Q6L e-tron Launched in APAC Columns CEPS Columns 10 New Business Geely Galaxy V900 SGMW Xingguang 73
Slide 5: Latest in Motion-by-Wire Innovation: Direct Drive Hand Wheel Actuator
Latest in Motion-by-Wire Innovation: Direct Drive Hand Wheel Actuator (DD-HWA) Low Mount DD-HWA • Premium Steering Feel • Compact, Lightweight, Low or High Mount Designs • Enhanced Safety • In-House High-Performance Motor High Mount DD-HWA • Simplified Architecture • High-Precision Multi-Channel An
Slide 6: Strategic Footprint Expansion & Optimization in APAC
Strategic Footprint Expansion & Optimization in APAC New Smart Manufacturing Project in Suzhou New Manufacturing Facility in Liuzhou Nexteer and the Administrative Committee of Suzhou Industrial Park Nexteer held a groundbreaking ceremony for its new have signed a Memorandum of Understanding (MoU) t
Slide 7: Q4 and Full-Year Considerations
Q4 and Full-Year Considerations On-Track to Navigate Through the Dynamic Environment Forecasting Global OEM Production Volumes to be 2% Higher in 2025 Compared to 2024 Expansion and Optimization of Manufacturing Footprint in China to Drive APAC Revenue Growth Tariff Cost Mitigation and Custome
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 Group — Q3 2025 Earnings Presentation on 6ix