Aptiv Plc · NYSE:APTV

Aptiv — Delphi Automotive — Merger or Acquisition (May 2012)

14 slides from Aptiv's merger presentation, May 24, 2012

  1. Slide 1: Offer to Acquire FCI's Motorized Vehicles Division

    For internal use only Offer to Acquire FCI’s Motorized Vehicles Division May 24, 2012 Exhibit 99.2

  2. Slide 2: Forward-looking statements

    For internal use only 2 This presentation, as well as other statements made by Delphi Automotive (“Delphi” or the “Company”), contain forward-looking statements that reflect, when made, the Company’s current views with respect to current events and financial performance. Such forward-looking stateme

  3. Slide 3: Rodney O'Neal

    For internal use only Rodney O’Neal

  4. Slide 4: Delphi to Acquire FCI MVL

    For internal use only Delphi to Acquire FCI MVL  Delphi has entered into exclusive negotiations with FCI, a portfolio company of Bain Capital, and made a binding offer for the acquisition of FCI’s Motorized Vehicles division (MVL) – All-cash deal valued at €765M on a debt/cash free basis – Will be

  5. Slide 5: Strategic Rationale

    For internal use only Strategic Rationale 5  Strengthens and broadens leading position in the high growth and high margin global automotive connectors market  Significantly diversifies customer base, enhances position with high growth customers  Expands footprint and capabilities in fast growing

  6. Slide 6: Enhances Portfolio of Automotive Connectors

    For internal use only  Airbags interconnect & cable assemblies  Retainers  Seatbelt pre-tensioner  Braking and stability control  Airbag ECU  Engine control systems  Transmission connections  Hybrid/EV interconnect  Charge plugs  Data connectivity  Device  Electrical distribution  Full

  7. Slide 7: Kevin Clark

    For internal use only Kevin Clark

  8. Slide 8: Offer Summary

    For internal use only Transaction  Purchase 100% of the stock of the Motorized Vehicles Division “MVL” of FCI Purchase Price  €765M on a cash free, debt free basis (~$972M) Financing  ~60% balance sheet cash / ~40% existing credit lines Accretion  2013E EPS accretion of $0.24/share, excluding on

  9. Slide 9: MVL Business Overview

    For internal use only MVL Business Overview 9 Strong Commitment to R&D  5 engineering centers  Technology leadership in SRS, EDS, ECU and High Power segments  Portfolio alignment with Delphi  12 manufacturing sites  ~6,800 employees - 69% of which are in low cost regions Revenue by Region Reven

  10. Slide 10: MVL Product Portfolio

    For internal use only MVL Product Portfolio 10  Leadership on harsh environment powertrain interconnect Applications  Full interconnect solutions – Powertrain, braking and cockpit  Power-actuated applications Electrical Distribution (EDS)  Global leader in higher growth SRS market Applications 

  11. Slide 11: Automotive Connector Market

    For internal use only 17 19 15 5 4 Europe North America Korea China Brazil Automotive Connector Market 11 HEV/EV market: key growth opportunity Increased connector content per vehicle  Increased hybrid and electric vehicle penetration driving additional growth – 3x to 4x connector content per vehic

  12. Slide 12: Key Areas of Synergies

    For internal use only Key Areas of Synergies Operating Efficiencies Revenue Synergies  Leverage Delphi Enterprise Operating System – Procurement – Product Development – Supply Chain  Leverage combined product portfolio  Enhanced position in Asia market 12 Full Run Rate Synergies of $80M+

  13. Slide 13: Strategic Rationale

    For internal use only Strategic Rationale 13  Strengthens and broadens leading position in the high growth and high margin global automotive connectors market  Significantly diversifies customer base, enhances position with high growth customers  Expands footprint and capabilities in fast growing

  14. Slide 14: Delphi - Innovation for the Real World

    DeELPFI Innovation for the Real World

Delphi Automotive — Merger or Acquisition (May 2012) on 6ix