Luxury/Premium Portfolio Expansion in light of Regulation
|
|
- Jordan Perkins
- 6 years ago
- Views:
Transcription
1 AUTOMOTIVE Luxury/Premium Portfolio Expansion in light of Regulation 26 January 2017 Frankfurt, Germany Thomas Meininger, Senior Manager, IHS Advisory Services All Rights Reserved.
2 Changing market framework causes a shift in information requests in the premium/luxury segment How will markets develop and what are key drivers? How much volume opportunity exists for a new vehicle or version?? How does regulatory pressure and changing customer requirements affect the segment? Which alternative powertrain applications will emerge? How do increasing product offers and competition shape the segment? Who are the segment benchmarks for new technology and powertrain adoption? 2
3 Presentation Agenda 1 Luxury Segment Market insights and trends Segment development in light of regulation 2 Premium High Performance Segment Market insight and trends Segment development in light of regulation 3 Summary and Key Takeaways 3
4 Luxury/ Premium Segment View Growing IHS Forecast and Analysis Coverage Pricing in Market Clustering High Luxury Luxury Covered by Luxury / High Performance Vehicle Forecast Upper Premium Premium Entry Premium + Near Premium Note: Brand logo allocated for illustration purposes only 4
5 Growth Drivers Product expansion appeals to growing rich with multi-car ownership Luxury Vehicle Market Growth Pillars Levante Bentayga Cullinan GTC 4 Lusso T8 911 R S400 Maybach Middle East China Bodytypes Variants Markets Urus Sports Turismo DBX AMG GT-R Bentley Supersports Bentayga Diesel South Africa ASEAN South Korea 5
6 Thousands 2017 New Year s Briefing 26 January 2017 Luxury Forecast Insight US single biggest market, China offers opportunities despite headwinds Luxury Vehicle Sales Development by Market core markets account for 75% of global sales United States Germany United Kingdom GCC China Russia ROW Source: IHS luxury vehicle forecast 6
7 Thousands 2017 New Year s Briefing 26 January 2017 Luxury Forecast Insight SUV expansion as growth driver, traditional 4-door under pressure Luxury Vehicle Sales Development by Bodytype Door 4 Door SUV Source: IHS luxury vehicle forecast 7
8 Electrification to maintain the traditional engine business! All Ferraris sold from 2019 will have some hybrid elements. Sergio Marchionne Ferrari CEO, Nov A totally electric Urus is a maybe, depending on how technology and regulations develop Stefano Domenicali Lamborghini CEO, Sept. 2016! Andy Palmer Aston Martin CEO, April 2016 In the latter part of this business plan to 2022, more than half our cars will be hybrids. Mike Flewitt McLaren CEO, May 2016 So the way to keep the V12 and V8 is to create the opposite pure electric From my point of view, plug-in hybrid technology provides the best of two worlds Wolfgang Dürheimer Bentley CEO, Jan Source: Official OEM press statements
9 Thousands 2017 New Year s Briefing 26 January 2017 Luxury Segment Powertrain Outlook Growing offering range and customer acceptance to change the mix 25 Luxury Vehicle Propulsion System Forecast Alternative propulsion predominately from performance plug-in offerings Limited BEV adoption starting end of the forecast timeframe ICE PHEV/ BEV Source: IHS luxury vehicle forecast 9
10 Luxury/ Premium Segment Growing IHS Forecast and Analysis Coverage Pricing in Premium/ Luxury Vehicle Market Clustering High Luxury Luxury Covered by Luxury / High Performance Vehicle Forecast Upper Premium Premium Entry Premium + Near Premium Note: Brand logo allocated for illustration purposes only 10
11 German 3 Performance Vehicle Lineup From emphasis on 2 main vehicle clusters and higher size groups 4-door 2007 Sedan SUV Crossover Hatch coupe Coupe/Cabrio Roadster Wagon Large Full Size Medium Compact 11
12 German 3 Performance Vehicle Lineup to successful, continued expansion into high demand trend segments 4-door Sedan SUV Crossover Hatch coupe Coupe/Cabrio Roadster Wagon Large Full Size Medium Compact 12
13 Thousands 2017 New Year s Briefing 26 January 2017 Performance Vehicle Sales Resulting in major volume growth from compact and entry performance Western Europe Sales Development* Audi BMW Mercedes BMW M includes M Performance, AMG includes 43 Sport models, Audi Sport excludes S vehicles * based on registration data for main European sales countries 13
14 Sales Growth Implications Positive business case increasingly clouded by CO 2 worries Profitability Opportunity CO 2 Threat Entry vehicle CO * % List price mark up potential VS Top-range vehicle +77* % More emissions *Average based on representative models by AUDI, BMW and MERCEDES 14
15 Vehicle Emission Target Regulation 27,5 mpg g CO 2 /km ,1 mpg g CO 2 /km ,9l/100km g CO 2 /km ,0l/100km mpg 2027* 75g CO 2 /km? 2027* 4,1l/100km 2027* According to CAFE Standard According to NEDC Standard According to NEDC Standard 15
16 Emissions Overview Performance emissions considerably above target while sales grow Current CO 2 emission location vs 2021 target CO Series 3 Series X4 5 Series X5 7 Series 300 x Performance x x x x x Standard lineup (shaded) x xdrive40e EU g (BMW Fleet 100g) Plug-in x 330e x 530e x 740e BMW brand and selected vehicles for illustration purposes, no complete coverage intended CO2 values based on ECE test cycle 16
17 Adjusting the Portfolio Electrification rollout to balance emissions and protect trad. performance BMW product portfolio expansion i Performance and BMW i Balancing the product portfolio Source: BMW Group investor factbook Nov
18 M and i vehicles theoretically offsetting each other 340i 156 g/km 194 g/km M3 Ø 101 g/km 97 g/km BMW 2021 EU target 100 g/km 330e 47 g/km 0 g/km i3 BMW brand and selected vehicles for illustration purposes, no complete coverage intended CO2 values based on ECE test cycle 18
19 yet buying preferences do not enable a compensation 340i 156 g/km Other M vehicles 194 g/km M3 330e 2016 Sales GER: 871 units (+ 818 units 335d) Ø 101 g/km 97 g/km 2016 Sales GER: 492 units [BUBBLE SIZE] [BUBBLE SIZE] 47 g/km [BUBBLE SIZE] [BUBBLE SIZE] 0 g/km 2016 Sales GER: 610 units ( units M4) BMW BMW EU target EU target g/km g/km 2016 Sales GER: units i3 Source: IHS registration data full year
20 Increasing Evaluation: Penalty vs. Profit? Performance shall not become decisive factor to miss fleet goal CO 2 Penalty payments increasing drastically in 2019: 95 per gram above target multiplied by vehicles sold in EU M Vehicle Profits EU Penalty Payments Units (EU forecast indication) Profit/Vehicle (assumption) VS Units (IHS forecast EU) 95 Penalty/Gramm 350 Million Profit 87 Million Penalty / Gramm Simplified calculation for illustration purposes 20
21 Performance Powertrain Outlook Mid-term adoption of performance plug-ins, BEV expected long-term Powertrain Roadmap Phase 1 Phase 2 Phase 3 Performance BEVs With BEV technology progress (power to weight), performance variants to emerge Performance PHEVs PHEV used as performance boost while reducing emissions Performance ICEs Continued downsizing Mild hybridization to reduce emissions Now Source: IHS analysis 21
22 Performance Powertrain Outlook Assuming clear reduction targets imposed, up to 30% xev required Powertrain Roadmap Phase 1 Phase 2 Phase 3 ICE Performance BEVs With BEV technology progress, [CATE BEV [CATE BEV performance variants to emerge GORY 0,5% GORY 6,0% NAME] NAME] ICE 19% 25% Performance PHEVs PHEV used as performance PHEV booster while reducing emissions ICE PHEV [CATE GORY Performance NAME] ICEs Continued 100% downsizing Mild hybridization to reduce emissions ICE 80,5% BEV [CATE GORY NAME] 69% BEV Now Source: IHS initial working analysis results 22
23 Summary and Key Takeaways Expansion of luxury/ premium performance offerings leading to a sizable volume growth forecast. US and West Europe remain the key sales markets, China is growing with roomier concepts and lower engine size versions. The business is highly profitable, but tightening emission regulation will make the combination of high volume / high emissions an issue. Mid-term outlook: Securing traditional high-cylinder ICEs by means of latest fuel saving technology, downsizing and eventually plug-in applications. Understanding competitive measures and conquest vs. cannibalization effects becomes key. Long-term outlook: Power oriented plug-ins gaining solid volume share and are a necessity (e.g. China cities). BEV performance variants arriving mid-2020s after required technology progress. 23
24 IHS Markit Customer Care: Americas: IHS CARE ( ) Europe, Middle East, and Africa: +44 (0) Asia and the Pacific Rim: IHS Markit TM COPYRIGHT NOTICE AND DISCLAIMER. No portion of this presentation may be reproduced, reused, or otherwise distributed in any form without prior written consent of IHS Markit. Content reproduced or redistributed with IHS Markit permission must display IHS Markit legal notices and attributions of authorship. The information contained herein is from sources considered reliable, but its accuracy and completeness are not warranted, nor are the opinions and analyses that are based upon it, and to the extent permitted by law, IHS Markit shall not be liable for any errors or omissions or any loss, damage, or expense incurred by reliance on information or any statement contained herein. In particular, please note that no representation or warranty is given as to the achievement or reasonableness of, and no reliance should be placed on, any projections, forecasts, estimates, or assumptions, and, due to various risks and uncertainties, actual events and results may differ materially from forecasts and statements of belief noted herein. This presentation is not to be construed as legal or financial advice, and use of or reliance on any information in this publication is entirely at your own risk. IHS Markit and the IHS Markit logo are trademarks of IHS Markit.
It s Time to Make a Trade-off, Traditional Powertrain or xevs?
AUTOMOTIVE It s Time to Make a Trade-off, Traditional Powertrain or xevs? Oct 27, 2016 Shanghai Vivian Wang, Senior Analyst, vivian.wang@ihsmarkit.com Jiajia Wang, Senior Analyst, jiajia.wang@ihsmarkit.com
More informationProactive Positioning Seeking Opportunity in a Low Growth Environment
AUTOMOTIVE Proactive Positioning Seeking Opportunity in a Low Growth Environment 8 September 2016 Detroit Mike Jackson, Senior Executive, North America, Vehicle Production Forecasting +1-248-465-2833,
More informationOutlook for North American Production
AUTOMOTIVE Outlook for North American Production 9 September 2016 Detroit, Michigan Joe Langley, Principal Analyst, Automotive +1 248 465 2845, joe.langley@ihsmarkit.com. All Rights Reserved. Automotive
More informationIHS AUTOMOTIVE Hybrid-EV Portal Hydrogen Fuel-cell Electric Vehicles and Refuelling Infrastructure Market: Now or Never?
IHS AUTOMOTIVE 2016 Report Hybrid-EV Portal Hydrogen Fuel-cell Electric Vehicles and Refuelling Infrastructure Market: Now or Never? January 2016 ihs.com SAMPLE Ben Scott, Senior Analyst, +44 (0)1933 402255,
More informationAbstract. The following pie chart shows world consumption of synthetic lubricant base stocks on a volume basis:
Abstract Synthetic lubricants (synlubes) formulated products consisting of synthetic base stocks plus additives have physical and chemical properties that are generally superior to those of conventional
More informationCatching A Falling Star: Will U.S. Automakers Keep xevs Powered In A Low-Oil Price Environment
IHS AUTOMOTIVE Catching A Falling Star: Will U.S. Automakers Keep xevs Powered In A Low-Oil Price Environment Presentation IHS Automotive Conference Tokyo March 5, 2015 ihs.com Devin Lindsay, Principal
More information2.2 Deep-dive E-Mobility
Dr. Jochen Schröder President Business Division E-Mobility Capital Markets Day 2018 Berlin Disclaimer This presentation contains forward-looking statements. The words "anticipate", "assume", "believe",
More informationGrowing Latin America: Feedstocks and Competitiveness
MIDSTREAM DOWNSTREAM CHEMICAL Presentation Growing Latin America: Feedstocks and Competitiveness November 216 ihsmarkit.com Dr. Nick Rados, Global Business Director, Feedstocks +1 832 619 8593, nick.rados@ihsmarkit.com
More informationIHS CHEMICAL Light Hydrocarbon and Light Naphtha Utilization. Process Economics Program Report 297. Light Hydrocarbon and Light Naphtha Utilization
` IHS CHEMICAL Light Hydrocarbon and Light Naphtha Utilization Process Economics Program Report 297 September 2016 ihs.com PEP Report 297 Light Hydrocarbon and Light Naphtha Utilization Girish Ballal Principal
More informationIHS Automotive. SupplierBusiness Supplying Toyota. Supplying the OEMs edition supplierbusiness.com
IHS Automotive SupplierBusiness Supplying Toyota Supplying the OEMs 2013 edition supplierbusiness.com Contents Overview... 6 Global market overview... 6 Financial data... 6 Toyota financial overview...
More informationEV market trends and outlook Shift Up a Gear
EV market trends and outlook Shift Up a Gear Colin McKerracher Head of Advanced Transport Bloomberg New Energy Finance @colinmckerrache September 6, 2017 Analysis to help you understand the future of energy
More informationRegulation & Electrification in Vehicle Sales Forecast Scenarios
AUTOMOTIVE Regulation & Electrification in Vehicle Sales Forecast Scenarios How will Forecasts reflect disruptive Trends? 23 March 2017 Paris, France Reinhard Schorsch, Director Advisory Services EMEA
More informationM.M. Warburg Fieldtrip. September 14th, Anton Poll. Head of Financial Communication/ Analysis, AUDI AG
M.M. Warburg Fieldtrip September 14th, 2017 Anton Poll Head of Financial Communication/ Analysis, AUDI AG Markets Financials Outlook The Audi brand comes from a unique growth story in units during the
More informationFuture Marine Fuel Quality Changes: How might terminals prepare?
Future Marine Fuel Quality Changes: How might terminals prepare? Further reading from IHS: What Bunker Fuel for the High Seas? A global study on marine bunker fuel and how it can be supplied ABOUT IHS
More informationAn overview of HVDC market and future outlook. Saqib Saeed Principal Analyst Power Technology Research LLC (PTR)
An overview of HVDC market and future outlook Saqib Saeed Principal Analyst Power Technology Research LLC (PTR) Agenda Global overview of HVDC market Specifics of growing HVDC markets Manufacturer profiles
More informationGlobal Luxury Car Market: Size, Trends & Forecasts ( ) April 2018
Global Luxury Car Market: Size, Trends & Forecasts (2018-2022) April 2018 Global Luxury Car Market: Coverage Executive Summary and Scope Introduction/Market Overview Global Market Analysis Regional Market
More informationFirst Quarter Report January 1 to March 31, 2008
First Quarter Report 2008 January 1 to March 31, 2008 Page 2 2008 First Quarter Report Audi Group posts successful first quarter Debuts for Audi A4 Avant, Audi TTS, Audi TT 2.0 TDI quattro and Audi Q7
More informationepowertrain landscape Outlook 2020
1 epowertrain landscape Outlook 2020 CESA Congress 2012 Paris, December 04th, 2012 A. xev markets European Union/Germany, USA and China: Ambitious governmental targets will not be reached 2020: max. 600k
More informationSwitchgear Research Package. Advance your competitive position by leveraging IHS Markit s critical insight on the switchgear market
Switchgear Research Package Advance your competitive position by leveraging IHS Markit s critical insight on the switchgear market 2 This new multi-database research package provides a unique analysis
More informationAuto Tech Changing The Game Women in Auto Care Winter Leadership Conference
AUTOMOTIVE Auto Tech Changing The Game Women in Auto Care Winter Leadership Conference 15 February 2017 Anaheim, CA Jeremy Carlson, Principal Analyst +1 310 524 4065, jeremy.carlson@ihsmarkit.com 2016
More information2017 Q3 REVENUE. October 25 th, 2017
2017 Q3 REVENUE October 25 th, 2017 DISCLAIMER This presentation does not constitute an offer to sell, or a solicitation of an offer to buy, PEUGEOT SA ( Company ) shares. This presentation may contain
More informationThe path to electrification. April 11, 2018
The path to electrification April 11, 2018 Forward-looking Statements This presentation, as well as other statements made by Delphi Technologies PLC (the Company ), contain forward-looking statements that
More informationPress release (blocking period: , 6:00) Industry Study. E-Mobility 2019: An International Comparison of Important Automotive Markets.
Press release (blocking period: 17.1.2019, 6:00) Industry Study E-Mobility 2019: An International Comparison of Important Automotive Markets. Consolidated sales trends for full-year 2018 and forecast for
More informationIHS AUTOMOTIVE Supplying Jaguar Land Rover. SupplierBusiness edition supplierbusiness.com SAMPLE SUPPLYING THE OEMS.
IHS AUTOMOTIVE Supplying Jaguar Land Rover SupplierBusiness 2015 edition supplierbusiness.com SUPPLYING THE OEMS Jaguar Land Rover IHS Automotive Supplying the Volkswagen Group Contents Executive Summary
More informationFY2015 Third Quarter Financial Results
FY2015 Third Quarter Financial Results Mitsubishi Motors Corporation February 3, 2016 FY2015 Third Quarter Financial Results All-new Pajero Sport 1 FY2015 1-3Q Results Summary (vs. FY2014 1-3Q) Increase
More informationAbout LMC Automotive. LMC Automotive the company. Global Car & Truck Forecast. Automotive Production Forecasts
About LMC Automotive LMC Automotive the company LMC Automotive is a market leader in the provision of automotive intelligence and forecasts to an extensive client base of car and truck makers, component
More informationAudi: the number one premium brand
Investor Visit to AUDI AG, Ingolstadt, 22 nd September 2010 Audi: the number one premium brand Axel Strotbek CFO, Member of the Board, AUDI AG Development in deliveries to customers Audi [in thousand vehicles]
More informationDRIVING WITH FEWER EMISSIONS: how can carmakers meet the 2021 targets for CO 2. emissions?
DRIVING WITH FEWER EMISSIONS: how can carmakers meet the 2021 targets for CO 2 emissions? DRIVING CHANGE: HOW CAN CARMAKERS MEET THE 2021 TARGETS FOR CO 2 2 Our new forecast shows many carmakers are struggling
More informationGabelli Automotive Symposium October 30, Adriane Brown President and CEO Honeywell Transportation Systems
Gabelli Automotive Symposium October 30, 2007 Adriane Brown President and CEO Honeywell Transportation Systems Forward Looking Statements This report contains forward-looking statements within the meaning
More informationDeutsche Bank AutoTech Day
Deutsche Bank AutoTech Day Peter Schiefer Division President Automotive London, 22 June 2018 Infineon is well positioned in its addressed automotive product segments Automotive semiconductors 2017 total
More informationDeep-dive E-Mobility
Dr. Jochen Schröder President Business Division E-Mobility CES - 17th Annual J.P. Morgan Auto Tech Conference Las Vegas Automotive OEM at a glance Automotive OEM At a Glance Sales and EBIT margin 3) Sales
More informationHow Old Cars And New Solutions Will Impact Our Industry
How Old Cars And New Solutions Will Impact Our Industry New Car Market Trends Watch the Used Car Market Tariffs and Other Concerns The Evolution of Mobility 1 2018 MID-YEAR REVIEW TRANSFORMING THE WAY
More informationFISCAL YEAR MARCH 2018 FIRST HALF FINANCIAL RESULTS
FISCAL YEAR MARCH 2018 FIRST HALF FINANCIAL RESULTS PRESENTATION OUTLINE Highlights Fiscal Year March 2018 First Half Results Fiscal Year March 2018 Full Year Forecast Progress of Key Initiatives/ Business
More informationQ RESULTS. 24 th April 2018
Q1 2018 RESULTS 24 th April 2018 DISCLAIMER This presentation does not constitute an offer to sell, or a solicitation of an offer to buy, PEUGEOT SA ( Company ) shares. This presentation may contain forward-looking
More informationMazda Motor Corporation June 17, 2011
FY ENDING MARCH 2012 FINANCIAL FORECAST New MAZDA Demio 13-SKYACTIV Mazda Motor Corporation June 17, 2011 1 PRESENTATION OUTLINE FY ending March 2012 Forecast Updates of Framework for Medium- and Long-term
More informationMeeting with Platinum Munich, June 07, 2018
Meeting with Platinum Munich, June 07, 2018 Anton Poll Head of Financial Communication/ Analysis, AUDI AG robust development in 2017 Performance Deliveries slightly above prior year 1,868 +0.6% 1,878 2016
More informationFirst Quarter Report January to 31 March 2007
First Quarter Report 2007 1 January to 31 March 2007 First Quarter Report 2007 Page 2 Audi Group makes a successful start in the first quarter of 2007 Market launch of the Audi TT Roadster Unveiling of
More informationVEHICLE SALES AND RECESSIONS
TOM LOVELESS Vice President Sales Kia Motors America 1 VEHICLE SALES AND RECESSIONS The volume decline over the last several years is the largest in history. Where do we go from here? 20,000,000 18,000,000
More informationAutomotive Market: Where Do We Go From Here?
Automotive Market: Where Do We Go From Here? June, 3 rd 211 Federal Reserve Bank of Chicago Eighteenth Annual Automotive Outlook Symposium Jeff Schuster Executive Director, Forecasting and Analysis jeff.schuster@jdpa.com
More informationThird Quarter Report January 1 to September 30, 2008
Third Quarter Report 2008 January 1 to September 30, 2008 Page 2 Third Quarter Report 2008 Audi Group maintains successful course in the third quarter Economic development The global economy saw its growth
More informationOpel/Vauxhall Strategic Plan. Michael Lohscheller, CEO Opel Automobile GmbH
Opel/Vauxhall Strategic Plan Michael Lohscheller, CEO Opel Automobile GmbH 1 STATUS QUO IS NOT AN OPTION New competitive mindset reflected in the plan s name Profitability Agility Collaboration Enablement
More informationIntelligent Mobility and Voice of Customer. Kaushik Madhavan Director, Automotive & Transportation MENASA
Intelligent Mobility and Voice of Customer Kaushik Madhavan Director, Automotive & Transportation MENASA Agenda and Table of Contents Intelligent Mobility What is Intelligent Mobility? Scope and Role of
More informationTechnology and policy drivers of the fuel economy of new light-duty vehicles Comparative analysis across selected automotive markets
Technology and policy drivers of the fuel economy of new light-duty vehicles Comparative analysis across selected automotive markets Pierpaolo Cazzola, International Energy Agency Content GFEI and the
More information2.1 Automotive OEM. Matthias Zink CEO Automotive OEM. September 20, 2018 Capital Markets Day 2018 Berlin
2.1 Automotive OEM Matthias Zink CEO Automotive OEM Capital Markets Day 2018 Berlin Disclaimer This presentation contains forward-looking statements. The words "anticipate", "assume", "believe", "estimate",
More informationFISCAL YEAR MARCH 2018 FIRST QUARTER FINANCIAL RESULTS
FISCAL YEAR MARCH 2018 FIRST QUARTER FINANCIAL RESULTS PRESENTATION OUTLINE Highlights Fiscal Year March 2018 First Quarter Results Fiscal Year March 2018 Full Year Forecast Structural Reform Stage 2 Progress
More informationThird Quarter Report January 1 to September 30, 2009
Third Quarter Report 2009 January 1 to September 30, 2009 Page 2 Third Quarter Report 2009 The Audi Group is once again highly competitive ECONOMIC DEVELOPMENT The decline in global economic output came
More informationVolkswagen Group Capital Markets Day 2017 Volkswagen Truck & Bus
Volkswagen Group Capital Markets Day 2017 Volkswagen Truck & Bus Andreas Renschler Board of Management, Commercial Vehicles Capital Markets Day, 14 th of March 2017 Disclaimer The following presentations
More informationThird Quarter Report 2011
Third Quarter Report 2011 January 1 to September 30, 2011 Page 2 Third Quarter Report 2011 Audi Group achieves record figures again ECONOMIC DEVELOPMENT The global economy experienced a slump in growth
More informationIndian PV Product and Market Analysis ACG. All rights reserved
Our Global Clients (East Africa) India will be second largest Car Market by 23 Germany USA Largest EV Car market, 4% market share in 216 Japan Indian and China are having around 4% market share in Global
More informationCAPITAL MARKETS DAY DR FRIEDRICH EICHINER MEMBER OF THE BOARD OF MANAGEMENT OF BMW AG, FINANCE.
March 26, 2015 CAPITAL MARKETS DAY DR FRIEDRICH EICHINER MEMBER OF THE BOARD OF MANAGEMENT OF BMW AG, FINANCE. AGENDA. 1 Financial Status of 2014 2 Chances and Challenges in 2015 3 Towards a strong future
More informationFISCAL YEAR MARCH 2015 FIRST QUARTER FINANCIAL RESULTS. Mazda Roadster 25 th Anniversary Model
FISCAL YEAR MARCH 2015 FIRST QUARTER FINANCIAL RESULTS Mazda Roadster 25 th Anniversary Model Mazda Motor Corporation July 31, 2014 1 PRESENTATION OUTLINE Highlights Fiscal Year March 2015 First Quarter
More informationFISCAL YEAR MARCH 2015 THIRD QUARTER FINANCIAL RESULTS. Updated Mazda CX-5 (Japanese specification model)
FISCAL YEAR MARCH 2015 THIRD QUARTER FINANCIAL RESULTS Updated Mazda CX-5 (Japanese specification model) Mazda Motor Corporation February 4, 2015 1 PRESENTATION OUTLINE Highlights Fiscal Year March 2015
More informationTHREE MONTHS REPORT, JAN MARCH 2016
THREE MONTHS REPORT, JAN MARCH 2016 TELEPHONE CONFERENCE 26 APRIL, 2016, AT 14:30 CET TOMMY ANDERSSON, PRESIDENT AND CEO HELENA WENNERSTRÖM, EVP AND CFO TO PARTICIPATE, PLEASE CALL 5 MINUTES BEFORE THE
More informationHow much oil are electric vehicles displacing?
How much oil are electric vehicles displacing? Aleksandra Rybczynska March 07, 2017 Executive summary EV s influence on global gasoline and diesel consumption is small but increasing quickly. This short
More informationPRESS RELEASE 9:30 GMT, 20 th February 2018 London, UK
PRESS RELEASE 9:30 GMT, 20 th February 2018 London, UK GLOBAL CAR SALES UP BY 2.4% IN 2017 DUE TO SOARING DEMAND IN EUROPE, ASIA-PACIFIC AND LATIN AMERICA Analysis of 52 markets found that 86.05 million
More information2016 Q3 REVENUE October 26 th, 2016
2016 Q3 REVENUE October 26 th, 2016 DISCLAIMER This presentation does not constitute an offer to sell, or a solicitation of an offer to buy, PEUGEOT SA ( Company ) shares. This presentation may contain
More information'08 '09 '10 '11 '12 '13 '14 '15 '16 '17 '18* Years Historical data source: IHS
Comprehensive information on the California vehicle market Volume 14, Number 4 Released November 2018 Covering Third Quarter 2018 TM Publication Sponsored By: New Vehicle Registrations in State To Approach
More informationThe Global Car Rental Market To 2018
The Global Car Rental Market To 2018 Report Code: TT0203MR Publication Date: December 2014 www.tourism-ic.com John Carpenter House 7 Carmelite Street London EC4Y 0BS United Kingdom Tel: +44 (0)20 7936
More informationEE Architecture for Highly Electrified Powertrain
EE Architecture for Highly Electrified Powertrain 2020-2030 M. Gleich, Senior Manager Marketing and Business Development Powertrain - restricted - Context Resources, Pollution, Climate Urbanization Moore
More informationPwC Autofacts. The Transformation of the Automotive Value Chain.
www.pwc.de The Transformation of the Automotive Value Chain Research results on how the automotive transformation will impact value add October 18 DON T PANIC: The automotive transformation will bring
More informationConférence d Automne - Cheuvreux. Paris, September 26 th, 2011
Conférence d Automne - Cheuvreux Paris, September 26 th, 2011 This presentation may contain forward-looking statements. Such forward-looking statements do not constitute forecasts regarding the Company
More informationKepler Cheuvreux Field Trip. Ingolstadt, November 20, 2018
AUDI AG I/XX Presentation title Date Kepler Cheuvreux Field Trip Ingolstadt, November 20, 2018 AUDI AG I/XX Presentation title Date Anton Poll Head of Financial Communication / Analysis 2018: model initiative
More information1 MICHELIN INVESTOR DAY Shenyang, China November 10, Serge Lafon
1 MICHELIN INVESTOR DAY Shenyang, China November 10, 2014 - Serge Lafon Outline 1. Truck General Overview 2. Customer expectations & Market segmentation 3. Levers for Growth 4. Levers for Profitability
More informationIHS Automotive. The Advanced Automotive Steering Systems Report. SupplierBusiness. Topical Report edition. supplierbusiness.
IHS Automotive Topical Report SupplierBusiness supplierbusiness.com SA M PL 2014 edition E The Advanced Automotive Steering Systems Report Contents Introduction... 5 Vehicle electrification... 6 Steering
More informationBLOOMBERG INDUSTRIES OUTLOOK 2014
BLOOMBERG INDUSTRIES OUTLOOK 2014 21 February 2014 1 Japan Automakers Review 2013 U.S. Performance Volume Pricing Incentives Days to Turn Review U.S. Market Position in 2013 Compact Car Compact Crossover
More informationAftermarket Trends: What will Drive Future Aftermarket Repair Opportunities in North America?
Aftermarket Trends: What will Drive Future Aftermarket Repair Opportunities in North America? Mark Seng Global Aftermarket Practice Leader July 29, 2014 - Vehicles - Powertrains - Technology & How the
More informationStatement Harald Krüger Chairman of the Board of Management of BMW AG Conference Call Interim Report to 31 March May 2018, 10:00 a.m.
Media Information - Check against delivery - Statement Harald Krüger Chairman of the Board of Management of BMW AG Conference Call Interim Report to 31 March 2018, 10:00 a.m. CEDT Good morning, Ladies
More informationFISCAL YEAR MARCH 2015 FIRST HALF FINANCIAL RESULTS. New Mazda Demio
FISCAL YEAR MARCH 2015 FIRST HALF FINANCIAL RESULTS New Mazda Demio Mazda Motor Corporation October 31, 2014 1 PRESENTATION OUTLINE Highlights Fiscal Year March 2015 First Half Results Fiscal Year March
More informationFISCAL YEAR MARCH 2018 THIRD QUARTER FINANCIAL RESULTS
FISCAL YEAR MARCH 2018 THIRD QUARTER FINANCIAL RESULTS PRESENTATION OUTLINE Highlights Fiscal Year March 2018 Nine Month Results Fiscal Year March 2018 Full Year Forecast Progress of Key Initiatives 1
More informationInvestor Presentation. January 2019
Investor Presentation January 2019 Safe Harbor Statement Statements in this presentation may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that
More informationMARKET UPDATE & ECONOMIC OUTLOOK
MARKET UPDATE & ECONOMIC OUTLOOK Economic Expansion Accelerates For the Moment Growth surged in Q2 from average 2.1% pace over prior 14 quarters; best quarter since 2014 10.0 Real Gross Domestic Product
More informationVolkswagen Brand Financial Results January June 2017 Conference Call and Webcast
Volkswagen Brand Financial Results January June 2017 Conference Call and Webcast Disclaimer The following presentations contain forward-looking statements and information on the business development of
More informationExperian Automotive Quarterly Briefing
Experian Automotive Quarterly Briefing Fourth quarter 2015 automotive market share trends and registrations Brad Smith Director, Automotive Market Statistics Marty Miller Senior Product Manager, VIO Experian
More informationSupply Chain Implications of Market Disruption and Emerging Technologies
Supply Chain Implications of Market Disruption and Emerging Technologies Jeoff Burris Principal Advanced Purchasing Dynamics Experience: Purchasing, Supply Chain and Business Unit Leadership Ford, Metaldyne,
More informationPhönix SonnenStrom AG
Phönix SonnenStrom AG 1 st Quarter Results 15 th May 2007 SonnenStrom Electricidad Solar Elettricità Solare Solar Electricity Électricité Solaire Disclaimer The content of this presentation is solely for
More informationThe Road to Electrification The Magna Powertrain Approach. Dr. Stephan Weng EVP GETRAG Global, Magna Powertrain
The Road to Electrification The Magna Powertrain Approach Dr. Stephan Weng EVP GETRAG Global, Magna Powertrain Technology Drivers Legal Requirements End Consumer Expectations OEM Brand DNA OEM Global Product
More informationMercedes-Benz is Premium Brand with Strongest Growth in December and Fourth Quarter
In the following please find the release of the Mercedes-Benz Cars concerning worldwide vehicles sales in December 2009: Mercedes-Benz is Premium Brand with Strongest Growth in December and Fourth Quarter
More informationNAIAS Klaus Rosenfeld CEO Schaeffler AG January 15, 2018
NAIAS 2018 Klaus Rosenfeld CEO Schaeffler AG January 15, 2018 Agenda 1 2 3 4 Overview Schaeffler Group Strategy "Mobility for tomorrow" Technology competence as a key growth driver Summary 2 1 Overview
More informationExperian Automotive Quarterly Briefing
Experian Automotive Quarterly Briefing Second quarter 2017 automotive market share trends and registrations Marty Miller Senior Product Manager, Vehicles in Operation (VIO) Experian Public Today s presentation
More informationLEGAL STATEMENT / NAVIGANT CONSULTING, INC. ALL RIGHTS RESERVED
LEGAL STATEMENT The purpose of the information in this presentation is to guide ICA programs and provide members with information to make independent business decisions. 1 ANTITRUST GUIDELINES Antitrust
More informationEarnings conference call
Earnings conference call Full year 2017 Åke Bengtsson, President & CEO Andreas Ekberg, Acting CFO February 14, 2018 1 Agenda Business Summary Market Update Sales Financials Way forward 2 Business Summary
More informationPKC Group establishes Joint Venture with JAC. Matti Hyytiäinen, President & CEO
PKC Group establishes 50-50 Joint Venture with JAC Matti Hyytiäinen, President & CEO 1 PKC Group makes a major breakthrough in China and establishes JV with JAC PKC Group has signed an agreement to establish
More informationGROUPE RENAULT NATIXIS CONFERENCE INDUSTRIALS PLENARY SESSION
GROUPE RENAULT NATIXIS CONFERENCE INDUSTRIALS PLENARY SESSION DISCLAIMER Information contained within this document may contain forward looking statements. Although the Company considers that such information
More informationTransmission Technology contribution to CO 2 roadmap a benchmark
Transmission Technology contribution to CO 2 roadmap a benchmark Martin Bahne Director Attribute System Engineering Ulrich Frey Technical specialist Agenda Introduction Transmission Technology Benchmark
More informationFISCAL YEAR MARCH 2014 FINANCIAL RESULTS
FISCAL YEAR MARCH 214 FINANCIAL RESULTS Mazda CX-5 Mazda Atenza Mazda Motor Corporation April 25, 214 New Mazda Axela 1 PRESENTATION OUTLINE Highlights Fiscal Year March 214 Results Fiscal Year March 215
More informationEuropean Scrapping Programs: Good or Bad? Sascha Heiden Senior Market Analyst Automotive Analysis and Forecasting
European Scrapping Programs: Good or Bad? Sascha Heiden Senior Market Analyst Automotive Analysis and Forecasting The Spread of Government Car Purchase Incentive Schemes Many European Governments have
More informationAnnual Press Conference 2011 Results
Annual Press Conference 2011 Results Dr. Dieter Zetsche Chairman of the Board of Management Head of Mercedes-Benz Cars February 09, 2012 2 Last year s outlook Daimler results in 2011 Set all-time sales
More informationLondon - December 4, 2009
Jean-Martial Breuil Vice President, Operations Central Brand Management Investor Presentation London - December 4, 2009 INVESTOR RELATIONS James Palmer: + 33 6 74 94 49 66 james.palmer@mpsa.com Jean-Hugues
More informationSecond quarter AB Volvo
1 VOLVO GROUP Strengthened focus on core business divests Volvo Aero Enterprise value of SEK 6.9 billion. Completion expected during the third quarter of 2012. acquires shares in Deutz AG Largest shareholder
More informationAutomotive Aftermarket Giorgio Brusco
Automotive Aftermarket Giorgio Brusco Vice President Automotive Aftermarket Europe Agenda The global business today Recent progress in automotive Future growth drivers Summary 2 Worldwide Automotive Aftermarket:
More informationInvestor and Analyst Call
Investor and Analyst Call 17 September 2014 Jochen Hanebeck Division President Automotive (ATV) Table of Contents ATV Segment Overview Market Growth Drivers High-growth Applications and Infineon s Offering
More informationThe Future of Electric Cars - The Automotive Industry Perspective
The Future of Electric Cars - The Automotive Industry Perspective Informal Competitiveness Council San Sebastian, 9 February 2010 Dieter Zetsche President ACEA, CEO Daimler page 1 The Engine of Europe
More informationStatement Dr. Norbert Reithofer Chairman of the Board of Management of BMW AG Conference Call Interim Report to 30 June August 2014, 10:00 a.m.
- Check against delivery - Statement Dr. Norbert Reithofer Chairman of the Board of Management of BMW AG Conference Call Interim Report to 30 June 2014, 10:00 a.m. Ladies and Gentlemen! Since July, Europe
More informationInvestor Presentation. November 2018
Investor Presentation November 2018 Safe Harbor Statement Statements in this presentation may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that
More informationNET SALES AT SEPTEMBER 30, October 28, 2013
NET SALES AT SEPTEMBER 30, 2013 October 28, 2013 1 NET SALES AT 30 SEPTEMBER 30, 2013 October 28, 2013 Net Sales of 15,282m over First 9 Months, Sales Volumes Up 2% in 3 rd Quarter Markets: up in Q3 Europe:
More informationFebruary Annual Results February 13, 2008
February 2008 1 Annual Results February 13, 2008 AGENDA AGENDA 2007 Highlights 2007 Financial Results x Competitiveness Sales and products dynamic International 2008 Outlook February 2008 2 2007: performance
More informationApril 20, Net Sales at March 31, 2017
April 20, 2017 Net Sales at March 31, 2017 Q1 2017: 5.6 billion in net sales (up 10%), with strong growth in volumes Generally expanding market environment Sustained OE demand RT demand buoyed by early
More informationDeutsche Bank Auto Industry Conference. January 17, 2018
Deutsche Bank Auto Industry Conference January 17, 2018 Safe Harbor Statement Statements contained in, or incorporated by reference into this presentation, future filings by us with the Securities and
More informationVolkswagen s strategic realignment is delivering
November 30, 2017 Volkswagen s strategic realignment is delivering Brand gives positive interim assessment after one year of TRANSFORM 2025+ Successful start to largest model offensive in the history of
More informationValvoline Fourth-Quarter Fiscal 2016 Earnings Conference Call. November 9, 2016
Valvoline Fourth-Quarter Fiscal 2016 Earnings Conference Call November 9, 2016 Forward-Looking Statements This presentation contains forward-looking statements within the meaning of Section 27A of the
More information