Slide 1: Annual Stewardship Outreach
December 2022 APTIV Annual Stewardship Outreach
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, includi
Slide 3: Aptiv Overview
Aptiv Overview 2021 FINANCIAL LEADING PORTFOLIO ALIGNED WITH INDUSTRY MEGATRENDS… PERFORMANCE SAFE GREEN CONNECTED $ Billions A FUTURE WITH A FUTURE WITH A FUTURE WITH ZERO ACCIDENTS ZERO EMISSIONS SEAMLESS CONNECTIVITY $15.6 REVENUE …ENABLING THE FUTURE OF MOBILITY $2.0 EBITDA1 LEADING ACTIVE TOP S
Slide 4: Validation of Industry-Leading Portfolio
Validation of Industry-Leading Portfolio COMPETITIVE MOAT EXPANDS WITH BOTH BRAIN AND NERVOUS SYSTEM ADVANCED TECHNOLOGIES ADVANCED TECHNOLOGIES ACROSS CAPITALIZING ON SAFE, GREEN THE BRAIN AND NERVOUS SYSTEM AND CONNECTED MEGATRENDS ADVANCED SAFETY & USER EXPERIENCE Encompasses our deep expertise i
Slide 5: Proactive Portfolio Actions
Proactive Portfolio Actions SMART PORTFOLIO ENHANCEMENTS HAVE HELPED POSITION APTIV FOR SUCCESS 2011 IPO 2012 2013 2014 2015 2016 2017 2018 20222019 2020 2021 2022 STRENGTHENING POSITION IN AUTOMOTIVE CONNECTORS MARKET EXITED BUSINESSES NONALIGNED WITH STRATEGY ENHANCING AUTOMATED DRIVING & DATA MAN
Slide 6: Aptiv Sustainability
Aptiv Sustainability OUR FRAMEWORK FOR DELIVERING ON OUR MISSION 5 Aptiv Stewardship Outreach
Slide 7: Putting Sustainability in Motion
Putting Sustainability in Motion ANNUAL PROGRESS TOWARDS OUR GOALS VALIDATING OUR STRONG COMMITMENT TO SUSTAINABILITY PEOPLE PRODUCTS PLANET PLATFORM HEALTH & SAFETY SAFE, GREEN & CLIMATE CHANGE ETHICS & COMPLIANCE CONNECTED MOBILITY RENEWABLE ELECTRICITY OF SALARIED EMPLOYEES 0.026 LOST WORKDAY CAS
Slide 8: Right Strategy, Rigorously Executed
Right Strategy, Rigorously Executed SIGNIFICANT PROGRESS TOWARDS LONG-TERM COMMITMENTS WITH THE RIGOR OF FINANCIAL REPORTING TO ESG CONTROLS ANNUAL • Breakdown long-term targets into measurable annual goals Operationalize our commitments and KPIS • Assure controls around KPIs and non-financial data
Slide 9: Roadmap to Carbon Neutrality
Roadmap to Carbon Neutrality 2021 ACHIEVEMENTS REDUCE SCOPE 1 & 2 EMISSIONS • Improved machine and equipment 12 % REDUCTION OF SCOPE efficiency; LED lighting investments 1 & 2 GHG EMISSIONS • Energy management competency- (2021 vs 2019) based training for employees CARBON NEUTRAL OPERATIONS 5% RENEW
Slide 10: Board of Directors Overview
Board of Directors Overview DIVERSE SKILLS AND BREADTH AND DEPTH OF EXPERIENCES CONTRIBUTING TO AN EFFECTIVE BOARD KEY CHARACTERISTICS APTIV BOARD OF DIRECTORS DIVERSITY • 10 members; 40% diversity (3 gender, 2 ethnic/race) LEADERSHIP • Proven management track record Kevin P. Clark Paul M. Meister R
Slide 11: Governance & Oversight
Governance & Oversight STRONG CORPORATE GOVERNANCE: EVALUATING SYSTEMS, MITIGATING RISK, ENHANCING RETURNS BOARD OF DIRECTORS • Board of Directors provides oversight on Aptiv’s Sustainability Strategy • The Board delegated oversight of Aptiv’s ESG programs, including those NOMINATING AND GOVERNANCE
Slide 12: Incentives Aligned to Long-Term Value
Incentives Aligned to Long-Term Value LONG-TERM FOCUS AND PERFORMANCE BASED INCENTIVES ALIGNED TO CREATING SHAREHOLDER VALUE PERFORMANCE BASED LONG-TERM VALUE FOCUSED ACHIEVED THE RIGHT WAY Pay Mix for Anticipated Named Executive Officers Long-term Incentive Plan Strategic Results Modifier (SRM) Com
Slide 13: Summary
Summary 2022 RECENT RECOGNITIONS CREATING A MORE SUSTAINABLE BUSINESS AND Ethisphere Institute: 2022 World’s Most Ethical Companies for the DELIVERING LONG-TERM SHAREHOLDER VALUE tenth year in a row. Aptiv received a rating of AA (on a scale of AAA-CCC) in the MSCI ESG Ratings assessment. COMPETITIV
Slide 14: Aptiv Overview
Aptiv Overview
Slide 15: Non-US GAAP Financial Metrics
Non-US GAAP Financial Metrics ($ millions) 2021 Net income attributable to Aptiv 590 Interest expense 150 Income tax expense 101 Net income attributable to noncontrolling interest 19 Income from discontinued operations, net of tax - Depreciation and amortization 773 EBITDA 1,633 Other expense (incom
Slide 16: Non-US GAAP Financial Metrics
Non-US GAAP Financial Metrics ($ millions) 2021 Cash flows from operating activities: Net income 609 Adjustments to reconcile net income to net cash provided by operating activities: Depreciation and amortization 773 Restructuring expense, net of cash paid (56) Working capital (408) Pension contribu