Cnh Industrial N.v. · NYSE:CNH
Cnh Industrial — Investor Day (September 2019)
15 slides from Cnh Industrial's investor day presentation, Sep 3, 2019
Slide 1: Commercial Vehicles – Capital Markets Day 2019
New York City September 3, 2019 COMMERCIAL Gerrit Marx VEHICLES President Commercial & Specialty Vehicles CAPITAL MARKETS DAY 2019
Slide 2: Founded by visionary entrepreneurs, driving industry transformation since 1864
FOUNDED BY VISIONARY ENTREPRENEURS DRIVING INDUSTRY TRANSFORMATION SINCE 1864 1864 1899 1906 1907 1912 CONRAD GIOVANNI VINCENZO GEORGES GIOVANNI DIETRICH AGNELLI LANCIA RICHARD SILVESTRI MAGIRUS 2
Slide 3: Full line – all ranges CV and bus player
FULL LINE – ALL RANGES CV AND BUS PLAYER STRONG IN NICHES AND ALTERNATIVE PROPULSION AND ALL FULLY CONNECTED % OF TOTAL NET SALES, 2018* 34% 93 43% 39 17% 106% LCV MHDT BUS SPECIALTY** 25% market share in Full-line “value for #2 in Heavy Bus Innovative tailored Europe in the money” artic/ Segment in
Slide 4: Globally present – strong European base
GLOBALLY PRESENT – STRONG EUROPEAN BASE AMPLE WAYS TO GROW AND PARTNER ANNUAL SALES VOLUMES IN UNITS, 2018 INDUSTRY CYCLE Tightening emission regulations EU 122 k NA RoW SA EUROPE PARTNERSHIP OPPORTUNITIES Geographical expansion 13 k 10 k Game–changing technology Synergy at scale SOUTH REST OF
Slide 5: Tailwind mobility trends
TAILWIND MOBILITY TRENDS OPPORTUNITIES TO REDEFINE AND TRANSFORM OUR INDUSTRY FOR THE BETTER ELECTRO ALTERNATIVE AUTONOMOUS DIGI- DISRUPTIVE MOBILITY PROPULSION VEHICLES TALIZATION SERVICES xEV* leading in xNG* & fuel cell L2/3/4 standard Smart vehicles & New business urban deliveries & for long hau
Slide 6: Our mission: for the driver, your business and our environment
OUR MISSION FOR THE DRIVER, YOUR BUSINESS AND OUR ENVIRONMENT 6
Slide 7: Performance by product line
PERFORMANCE BY PRODUCT LINE TOP PRIORITY: REPOSITIONING HEAVY DUTY AND INCREASING SUSTAINABLE PROFITS LCV MDT HDT BUS Brand + Strong brand position Leadership position in Priced below the top Leading in the city in EU and SA MDT segment with brands in the EU segment because of its Positioning robust
Slide 8: CV Strategy
Product Evolution CV STRATEGY Digi- HDT Strengthen overall talization Repositioning positioning and product line-up while COMMERCIAL VEHICLES DRIVER investing in relevant EMISSIONS STRATEGIC product upgrades IMPERATIVES Total Quality & regulatory Alternative & 80/20 requirements Propulsion Simplifi-
Slide 9: HDT repositioning kicked off in July
HDT REPOSITIONING KICKED OFF IN JULY NEW IVECO S-WAY ENTHUSIASTICALLY RECEIVED More than 150 articles Great reactions from Examples of press (press and online) customers and dealers commentaries Iveco has launched its new S-Way truck with a redesigned cab, enhanced connectivity and greater fuel and
Slide 10: Service excellence under way
SERVICE EXCELLENCE UNDER WAY DRIVER AND CUSTOMER CENTRICITY ARE GUIDING PRINCIPLES FOR EVERYTHING WE DO PRODUCT, DIGITAL NETWORK EFFICIENCY SERVICE & CAPABILITIES ENABLEMENT OFFERING Tailor offering portfolio Enhance consistency Move to strategic Create a predictive to customer/mission and easiness
Slide 11: Alternative propulsion: expanding Iveco's leading position
ALTERNATIVE PROPULSION EXPANDING IVECO'S LEADING POSITION LNG/CNG BATTERY FUEL CELLS • First Hybrid CNG • Leader in EU in full electric and • Pioneer with 2006 fuel cell launched in 1994 hybrid buses since 2010 bus prototype for Turin • Leading in Natural Gas for • Complete range of full Olympics Tr
Slide 12: Zero-emission: fuel cells & BEV – partnering with Nikola
ZERO-EMISSION: FUEL CELLS & BEV WE WILL PARTNER WITH NIKOLA TO DISRUPT THE INDUSTRY ■ High-quality truck tech- ■ Leader in fuel cell truck nology, superior design technology ■ World-class engineering ■ Own hydrogen filling and manufacturing infrastructure ■ Strong European ■ New & disruptive busines
Slide 13: Product evolution
PRODUCT EVOLUTION STRONG PRODUCT PIPELINE WITH 20+ NEW LAUNCHES IN NEXT 5 YEARS 2019 2020 2021 2022 2023 2024 2025 Daily Daily Daily LCV Daily MY2019 Electric MY2021 New Gen MHDT New MY 2021 Heavy BEV MY 2023 Heavy Range M & H Range FCEV Range City bus 6 new models CNG, ELEC & H2, LE & LF, 2 & 3 axl
Slide 14: Targets 2024
TARGETS 2024 STRENGTHEN POSITIONING AND PRODUCT LINE-UP, WHILE ENHANCING PERFORMANCE INVESTMENTS NET SALES $4.2B $11B $11B $12B Product Roadmap* ADJ. EBIT 7% Maintenance & Other Mega Trends** Innovation & positioning 80/20 simplification Footprint alignment 5% 26% AMS excellence 54% 3% Alternative p
Slide 15: Safe harbor statement and disclosure
SAFE HARBOR STATEMENT AND DISCLOSURE All statements other than statements of historical fact contained in the slides presented today including statements regarding our competitive strengths; business strategy; future financial position or operating results; budgets; projections with respect to reven