Nexteer Automotive Group Limited · HKEX:1316

Nexteer Automotive — Q3 2019 Earnings Presentation

13 slides from Nexteer Automotive's earnings presentation, Oct 15, 2019

  1. Slide 1: 2019 Q3 Investor Communication

    2019 Q3 Investor Communication 15 October 2019 Copyright 2018, Nexteer Automotive Corporation. All rights reserved. 1

  2. 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

  3. Slide 3: Presenters

    Presenters Mike Richardson Bill Quigley Executive Board Director Senior Vice President President Chief Financial Officer 3 CONFIDENTIAL

  4. Slide 4: Strategy for Profitable Growth

    Strategy for Profitable Growth Expand Strengthen Capitalize on Optimize Cost Pursue Select Target China & Diversify Technology EPS as Enabler Structure Acquisitions & Emerging Revenue Base Leadership for ADAS & Alliances Markets A Well-Defined Plan to Drive Stakeholder Value 4 CONFIDENTIAL

  5. Slide 5: Achieved $25.4B Backlog as of September 2019

    Achieved $25.4B Backlog as of 30 September 2019 16% 9% 1% 24% 4% 10% 34% 11% $25.4B $25.4B 52% $25.4B 3% 11% 70% 24% 12% 18% EPS CIS N. America GM Ford HPS DL Asia Pacific FCA BMW EMEA-SA PSA RNM SGMW Others * We compile the booked business information through our internal records, and such informat

  6. Slide 6: Launched 15 Major Programs in Q3 2019

    Launched 15 Major Programs in Q3 2019 North America (3) Asia Pacific (12) BYD Yuan Renault Triber GM Chevrolet Trax BEPS BEPS, Halfshaft CEPS, Halfshaft GM GMC Sierra HD, Chevrolet Silverado HD I-Shaft Peugeot 208** GAC Aion S GM Buick Encore SPEPS CEPS CEPS, Halfshaft GM Cadillac CT5 Fisker K Colum

  7. Slide 7: Strategic Footprint Expansion: Dongfeng JV and ISC Lab Start Operation in Q3

    Strategic Footprint Expansion Dongfeng JV and ISC Lab Start Operation in Q3  In March 2017, Nexteer signed the joint venture agreement with Dongfeng Motor Parts ad Components Group Co., Ltd., a member of Dongfeng Motor Group;  In August 2019, the new joint venture started its mass production of Si

  8. Slide 8: Business Expansion – Technology Leadership: Patent-based Competitiveness

    Business Expansion – Technology Leadership Patent-based Competitiveness As of September 2019 Patents enabling L3-5 ADAS/AD function accounts for Nexteer ADAS/AD Safety & Performance enabling technology, including: 20% of pending patent applications   High Availability Electric Power Steering Steer

  9. Slide 9: Automatic Emergency Steering: What Is AES?

    Business Expansion – Technology Leadership Automatic Emergency Steering  What Is AES? Automatic Emergency Steering is when a Vehicle detects an upcoming obstacle & directs the steering system to avoid it – reducing the chance or severity of the most common types of collisions. Source: cdn.euroncap.

  10. Slide 10: Automatic Emergency Steering: Steer-by-Wire Leadership

    Business Expansion – Technology Leadership Automatic Emergency Steering  Steer-by-Wire Leadership – Preferred AES Enabler, Enhanced Driver Experience – Reduces/Eliminates Steering Wheel Rotation, Despite Rapid Road Wheel Movements – Offers a Reassuring Experience During a Collision Avoidance Maneuv

  11. Slide 11: Global Experiential Event

    Business Expansion – Technology Leadership Global Experiential Event 11

  12. Slide 12: Strike Update

    2 \. 40.U.p > a pGRICULTUp ‘ ““ ie Strike Update

  13. Slide 13: Strategy for Profitable Growth

    Strategy for Profitable Growth Expand Strengthen Capitalize on Optimize Cost Pursue Select Target China & Diversify Technology EPS as Enabler Structure Acquisitions & Emerging Revenue Base Leadership for ADAS & Alliances Market A Well-Defined Plan to Drive Stakeholder Value 13 CONFIDENTIAL

Nexteer Automotive Group — Q3 2019 Earnings Presentation on 6ix