Renault Sa · EURONEXT:RNO
Renault Sa — Investor Day (October 2022)
25 slides from Renault Sa's investor day presentation, Oct 13, 2022
Slide 1: Renault Group
Renault Group
Slide 2: Luca de Meo, CEO Renault Group
LUCA DE MEO GEO MENAULT GROUP
Slide 3: Circular economy fully embedded: revolutions in the automotive industry
CIRCULAR ECONOMY FULLY EMBEDDED REVOLUTIONS IN THE AUTOMOTIVE INDUSTRY ELECTRIC DIGITAL MOBILITY SUSTAINABILITY PREPARING TO HARNESS THE NEW VALUE CHAINS
Slide 4: Car industry draws significant share of virgin material
CAR INDUSTRY DRAWS SIGNIFICANT SHARE STRUCTURAL CHALLENGES FROM VIRGIN MATERIAL SHARE OF AUTOMOTIVE INTO GLOBAL CONSUMPTION [%] 85% DECLINING RESERVE COMPLEX SUPPLY CHAINS 40% 40% ENVIRONMENTAL IMPACT GEOPOLITICAL 24% CONCERNS 10% SOCIAL RESPONSABILITY 8%
Slide 5: Energy transition: BEV penetration and resource consumption increase
ENERGY TRANSITION: BEV PENETRATION IN NEW VEHICLE SALES EUROPE INCREASE IN RESOURCES CONSUMPTION FROM AUTOMOTIVE 8% ~ 55% LITHIUM x7 (70%) COBALT x5 (53%) NICKEL x8 (40%) 2021 2030 2021 2030
Slide 6: New vehicles mostly made from virgin materials
NEW VEHICLES MOSTLY MADE 85% OF THE VEHICLE IS RECYCLABLE YET < 30% SHARE OF RECYCLED MATERIAL INPUTS FOR NEW VEHICLES
Slide 7: Our vision: 11m vehicles reaching end-of-life
OUR VISION: 11m VEHICLES REACHING END-OF-LIFE AUTOMOTIVE PRODUCTION EQUIVALENT POTENTIAL > 8m > 5m STEEL PLASTICS & COPPER
Slide 8: We are already recycling
WE ARE ALREADY RECYCLED STEEL PLASTICS & COPPER PLATINOIDS FROM FROM (PLATINUM, PALLADIUM, RHODIUM) PRODUCTION SCRAP END-OF-LIFE VEHICLES FROM END-OF-LIFE VEHICLES > 14m TONS > 12,000 TONS ~ 1m CATALYSTS 1 YEAR INDUSTRY EQUIVALENT …OF STEEL CONSUMPTION …OF RENAULT MEGANE PRODUCTION …OF DACIA PRODUCT
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Slide 10: Our unique set-up of active assets
OUR UNIQUE SET UP OF ACTIVE ASSETS BATTERY RECYCLING AUTOMOTIVE METAL SCRAP VEHICLE BATTERY-GRADE CLOSED LOOPS RECYCLING DISMANTLING CLOSED LOOPS €33m €651m €63m NEW ECOSYSTEM OF CIRCULAR ECONOMY ACTIVITIES
Slide 11: The Future Is Neutral addressing all car makers, suppliers, professionals
THE FUTURE IS NEUTRAL ADRESSING FOR ALL CAR MAKERS, SUPPLIERS, PROFESSIONALS & INDIVIDUALS PRODUCTION USAGE END-OF-LIFE WE INCREASE YOUR WE PROVIDE YOU WE DISPOSE OF YOUR OLD VEHICULE RECYCLED WITH AFFORDABLE VEHICLES RESPONSIBLY CONTENT RATE & ECO-FRIENDLY PARTS WE OFFER CIRCULAR ECONOMY CERTIFIED
Slide 12: The Future Is Neutral to double businesses
THE FUTURE IS NEUTRAL TO DOUBLE BUSINESSES x2 # OF BUSINESSES x3 IN REVENUE (2) x4 OPERATING MARGIN (2) 3 EXISTING ▪ > €2.3bn ▪ > 10% ▪ + €1.5bn 3 NEW ▪ €750m 2030 MARGIN RATE(2) ▪ ▪ 2021 2025 2030
Slide 13: Circular economy solutions
CIRCULAR ECONOMY SOLUTIONS SUPPLY PRODUCTION USAGE END-OF-LIFE CLOSED LOOP PRODUCTION SCRAP PARTS VEHICLE LIFE VEHICLE BATTERY BATTERY MATERIALS RECYCLING REMANUFACTURING EXTENSION RECYCLING 2ND LIFE RECYCLING SOURCING STEEL BATTERIES VALUE CHAIN COVERAGE TODAY ~ 50% 2030 > 90%
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Slide 15: Jean-Philippe Bahuaud
AN-PHILIPPE BAHUAUD e FUTUR EIS N EUIIRVAL
Slide 16: The Future Is Neutral based on focus, leadership, technology, accountability
THE FUTURE IS NEUTRAL BASED ON FOCUS LEADERSHIP TECHNOLOGY ACCOUNTABILITY OWN BRAND, COMBINATION ASSOCIATION DEDICATED ENTERPRISE POSITIONING, OF BEST-IN-CLASS OF AUTO, WASTE & P&L WITH AMBITIOUS MISSION & VALUE PLAYERS & DIGITAL MID TERM PLAN
Slide 17: Our portfolio
OUR PORTFOLIO BATTERY RECYCLING PIONNEER GLOBAL LEADER RECOGNIZED FUTURE LEADER IN AUTOMOTIVE IN METAL PROCESS GLOBAL LEADER IN BATTERY CLOSED LOOPS SCRAP RECYCLING OF VEHICLE DISMANTLING CLOSED LOOPS FIRST EUROPEAN SITE DEDICATED TO CIRCULAR ECONOMY OF MOBILITY
Slide 18: The first on-site campus
THE FIRST ON-SITE CAMPUS CIRCULAR ECONOMY CAMPUS AT LABEL OF EXCELLENCE EXCLUSIVE CONTENT REFACTORY-FLINS BY 2025 4,000 PEOPLE TRAINED €20m INVESTED
Slide 19: Leveraging technology
LEVERAGING TECHNOLOGY MORE VALUE PER VEHICLE MORE MATERIALS ENHANCE EXTRACTION PER DISMANTLING VEHICLE PREDICTION CLOSED LOOP BATTERY RECYCLING
Slide 20: The Future Is Neutral frontrunning in battery recycling
THE FUTURE IS NEUTRAL FRONTRUNNING OUR ASSETS IN BATTERY RECYCLING OUR CAPABILITIES LARGEST EV PARKFLEET COMPREHENSIVE COLLECTION & MECHANICAL METAL BATTERY CAPABILITIES DIAGNOSTIC SEPARATION REFINING PRODUCTION Li Ni + PARTNERS CONTENT RICH CHEMISTRY
Slide 21: Future Is Neutral poised to scale
FUTURE IS NEUTRAL POISED TO STEEL PLASTICS PLATINOIDS END-OF-LIFE BATTERY & COPPER VEHICLES MATERIALS RECYCLED IN 2021 > 1,8m TONS > 1,300 TONS > 300 KG > 300 K VEHICLES START IN 2024 TARGET x2 x6 x3 x4 2030 > 3m TONS > 9,000 TONS > 1,000 KG > 1,200 K VEHICLES 4,500 TONS
Slide 22: Capital opening
CAPITAL OPENING €500m €300m SCALE EXISTING €200m LAUNCH NEW BUSINESSES BUSINESSES
Slide 23: Unique co-investment opportunity
UNIQUE CO-INVESTMENT OPPORTUNITY INVESTOR(S) BATTERY RECYCLING FIRST EUROPEAN SITE DEDICATED TO CIRCULAR ECONOMY OF MOBILITY
Slide 24: The first 360° circular economy enterprise
THE FIRST 360° CIRCULAR ECONOMY ENTERPRISE
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