Adient Plc · NYSE:ADNT
Adient — Deutsche Bank Global Auto Conference 2025
10 slides from Adient's conference presentation, Jun 11, 2025
Slide 1: Deutsche Bank Global Auto Conference 2025
Deutsche Bank Global Auto Conference 2025 June 11, 2025 Adient – PUBLIC
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 > Business Update Jerome Dorlack President and CEO > Financial Review Mark Oswald Executive VP and CFO > Q&A Adient – PUBLIC
Slide 4: Creating sustainable value for our stakeholders
Creating sustainable value for our stakeholders All are contributing factors to driving long-term sustainable growth and margin expansion DB Global Auto Conference Adient – PUBLIC June 11, 2025 4
Slide 5: Why Adient?
Why Adient? Adient is committed to driving sustainable shareholder value through increased earnings, margin expansion, and solid FCF generation Adient has a world-class global footprint, with the ability to support our customers wherever they do business around the world Strong, diverse customer rel
Slide 6: Current state of the business: positive momentum expected to carry forward into H2
Current state of the business: positive momentum expected to carry forward into H2 > Strong business performance in H1 drove y-o-y improvement in Adj. EBITDA margin, up y-o-y despite lower customer volumes Key H1 FY25 > Drove ongoing operational excellence and solid execution, Financial Metrics demo
Slide 7: Regional update
Regional update Americas EMEA Asia > Continued favorable > Restructuring projects > Continued high level of business performance on track; prudent use execution of capital > Margin expansion > Winning with new AMER > See signs of regional C-OEMs, on track to > Well-positioned to stabilization and ac
Slide 8: Debt and capital structure
Debt and capital structure ($ in millions) 3/31/2025 Adient continues to proactively manage its debt maturity Cash & Debt Profile Amount profile: successfully refinanced $795M senior unsecured notes Cash & Cash Equivalents (1) 754 due 2026 in Q2; no near-term maturities ABL Revolver, incl. FILO due
Slide 9: Key messages and takeaways
Key messages and takeaways Strong second quarter and H1, and we are seeing positive momentum, though uncertainty around volumes in H2 Tariff headwinds appear to be manageable – comprehensive action plans in place to mitigate, >75% already mitigated Executing plans to drive value to our customers and
Slide 10: Q&A
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