Investor Presentation
|
|
- Calvin French
- 6 years ago
- Views:
Transcription
1 Investor Presentation March 2018
2 The BorgWarner Strategic Difference Technology Leadership Customer, Geographic and Efficient Propulsion System Diversity Financial Strength and Discipline BorgWarner Inc. 2
3 Addressing Vehicle Mobility Trends autonomous driving shared cars and rideshare connected cars efficiency/co 2 emissions THERE WILL ALWAYS BE A NEED FOR A PROPULSION SYSTEM BorgWarner Inc. 3
4 Increasing Diversity of Light Vehicle Production Electric Hybrid Combustion 0.5M 3M 93M 2% CAGR 31% CAGR 34% CAGR 107M 21M 3.4M 90M -1.1% CAGR 83M *Source market data: IHS Light Vehicle Forecast (May 2017*) IHS UNITS* 2023 IHS UNITS* BorgWarner Inc. 4
5 Industry Propulsion Mix: Ongoing Evolution Electric Hybrid Combustion 0.5M 3M 93M 2.2M 102M 11M 107M 21M 3.4M 90M 89M 83M *Source market data: IHS Light Vehicle Forecast (May 2017*) IHS UNITS* 2020 IHS UNITS* 2023 IHS UNITS* BorgWarner Inc. 5
6 Accelerating Revenue Diversity by 2020 Electric Hybrid Combustion 0.6% 0.1% 2.2% 1.7% 3.0% 1.1% 10.8% 9.6% 96.4% 98.8% 87.0% 88.7% 2016 IHS UNITS* 2016 BWA REVENUE (USD) *Source market data: IHS Light Vehicle Forecast (May 2017) 2020 IHS UNITS* 2020 BWA REVENUE (USD) (As of 2017 Investor Day ) BorgWarner Inc. 6
7 2020 Revenue Outlook of $11.5B - $11.8B $1.4 <$0.1 $0.1 $8.8 7% CAGR 3% CAGR 102% CAGR 88% CAGR $11.5 $1.6 21M $0.2 $1.0 CV & AM Electric Hybrid Combustion $7.3 5% CAGR 83M $ *all values in billions 2020 (As of 2017 Investor Day ) BorgWarner Inc. 7
8 Combustion Propulsion* * Includes engines, transmissions and all-wheel drive systems with no electrification, includes stop/start. All prices are estimates, actual prices will vary. Combustion Products: Timing system Variable cam timing Exhaust gas recirculation Clutch plates All-wheel drive systems Enhanced starters Fans & fan drives Pictured products and many more Variable Cam Timing Exhaust Gas Management Boosting Technologies Transmission Technologies $45 $100 $250 $350 BorgWarner Inc. 8
9 Penetration of Key Combustion Products Continues to Grow Technology Penetration % - Combustion Only (includes S/S) - Gas & Diesel Turbochargers 45% 58% Exhaust Gas Recirculation 26% 46% Variable Cam Timing 65% 71% Dual Clutch Transmission 9% 9% Stop/Start 42% 67% BorgWarner Inc. 9
10 Growth and Participation in Combustion acpv (Average Content Per Vehicle) Combustion Vehicles with BW Content 88M 89M 86M acpv $185 44% acpv $200 50% acpv $215 53% 2016 IHS UNITS 2020 IHS UNITS 2023 IHS UNITS (As of Sep 2016) (As of Aug 2017) (As of Sep 2016) BorgWarner Inc. 10
11 Hybrid Propulsion* * Includes mild, full and plug-in hybrid. All prices are estimates, actual prices will vary. Combustion Products PLUS Hybrid Specific Products Exhaust heat recovery systems Electric drive motors Disconnect clutch and controls Pictured products and many more ebooster $200 ibas Systems Power Electronics P2 Hybrid Module On/Off Axis Electric All-Wheel Drive $300 $700 $900 $1200 BorgWarner Inc. 11
12 Hybrids Use Highly Efficient Internal Combustion Engines Technology Penetration % - Hybrid Only - Gas & Diesel Turbochargers 20% 65% Variable Cam Timing 63% 69% Dual Clutch Transmission 14% 31% Hybrids drive increasing demand for BorgWarner s efficient ICE products BorgWarner Inc. 12
13 Growth and Participation in Hybrid acpv (Average Content Per Vehicle) Hybrid Vehicles with BW Content 18M 11M acpv $140 3M 20% acpv $240 36% acpv $225 42% 2016 IHS UNITS 2020 IHS UNITS* (As of Sep 2016) 2023 IHS UNITS (As of Aug 2017) (As of Sep 2016) BorgWarner Inc. 13
14 Electric Propulsion* * Includes battery electric vehicles, range extenders and fuel cells. All prices are estimates, actual prices will vary. Electric Vehicle Products: Electric all-wheel drive Liquid heater Auxiliary coolant pump Fuel Cell air supply Transmission Chain Friction Products Pictured products and many more Cabin Air Heater egeardrive Electric Drive Motor Power Electronics Electric Drive Module $200 $500 $700 $700 $1100 BorgWarner Inc. 14
15 Growth and Participation in Electric acpv (Average Content Per Vehicle) Electric Vehicles with BW Content 2.2M 2.3M acpv $ M 3% acpv $285 26% acpv $285 29% 2016 IHS UNITS 2020 IHS UNITS* (As of Sep 2016) 2023 IHS UNITS (As of Aug 2017) (As of Sep 2016) BorgWarner Inc. 15
16 Excellent Balance by 2020 $200 $240 $285 Estimated 2020 Average Content Per Vehicle As of 2017 Investor Day C O M B U S T I O N H Y B R I D E L E C T R I C Note: Participation Rate 50% 36% 26% Note: Excludes Sevcon BorgWarner Inc. 16
17 $2.0 Billion - $2.4 Billion of Backlog thru % 45% 5% 50% of Backlog Related to Hybrid and Electric Propulsion Backlog as of January 17, 2018 Note: Excludes Sevcon BorgWarner Inc. 17
18 Mid-term Organic Growth Outlook Mid-to-high single digit BorgWarner Inc. 18
19 Recent Product Announcements On Axis P2 Module for comprehensive development contract with a Chinese automaker. HVH250 electric motor and egeardrive transmission for the initial launch of the FUSO ecanter truck. AWD Coupling with integrated ECU and software for Volvo s new XC40 compact SUV. BorgWarner Inc. 19
20 Competitive Landscape Average number of major competitors is similar for each product category Turbochargers Belt Alternator Starters Drive Motors VCT Hybrid Drive Motors Transmissions EGR Transmission Friction Transmission Controls ~6 Disconnect Clutches Hybrid Modules Power Electronics ~5 Power Electronics Battery Thermal Mgmt Cabin Heating ~6 Timing Systems ebooster Starters/Alternators All-Wheel Drive BorgWarner Inc. 20
21 Projected Operating Margin Growth by 2020 Low 13% Range 12.4% BorgWarner Inc. 21
22 Capital Deployment Discipline ROI% 20%+ 19% 18% 17% 16% 15% SOP Year BorgWarner Inc. 22
23 Delivering Operating Margins * The acquisition of Remy was 90bps dilutive to operating margin BorgWarner Inc. 23
24 Our Strategy is Working Continued significant wins across C-H-E 2020 revenue outlook of $11.5B - $11.8B Margins set to improve through the end of the decade Ongoing confidence in long-term growth targets of mid to high single digits Approach our customers as a balanced propulsion partner BorgWarner remains at the forefront of evolving industry C-H-E-mix BorgWarner Inc. 24
25 Appendix
26 Diesel Transition Manageable Over the Mid-term Diesel Turbocharger Diesel EGR Module Glow Plug Gasoline Turbocharger Gasoline EGR Module Variable Cam Timing Revenue impact is neutralized by the end of the backlog period BorgWarner Inc. 26
27 2018 Full Year Guidance BorgWarner Inc. 27
28 Organic Sales Growth of 5.0% - 7.0% $ in millions BorgWarner Inc. 28
29 Operating Margins Modestly Improve $ in millions 12.4% Margin 12.6% % Margin BorgWarner Inc. 29
30 2018 Guidance Other Items EPS Guidance $ $4.35 Free Cash Flow $525 - $575 million CapEx $575 - $625 million Share Repurchases ~$100 million R&D Spending ~4% of sales Tax Rate ~28% $ / Euro Exchange Rate $1.18 / $170M BorgWarner Inc. 30
31 Improved 2020 Revenue Outlook of $11.5B - $11.8B $ in millions $700-$825 $675-$800 $650-$ As of January 17, 2018 BorgWarner Inc. 31
32 Long-Standing Relationships Paying Off China 16% Americas 34% Ford FCA GM Asian OEMs Commercial Vehicles Other 9% 7% 5% 3% 4% 6% Europe 38% VW/Audi Daimler Renault Ford BMW PSA Volvo JLR CV Other 11% 5% 3% 2% 2% 2% 2% 2% 3% 6% Asia ex. China 12% Hyundai/Kia Other Asia ex. China VW/Audi Great Wall Ford SAIC GM SGMW Other China 7% 5% 2% 2% 1% 1% 1% 1% 8% Based on 2017 Sales excluding Sevcon BorgWarner Inc. 32
33 Combustion - Select Customer Awards Timing drive Americas (2019), EU (2019), Asia (2019) Variable cam timing EU (2019), Asia (2018, (3) 2019) Dual Clutch Module Asia ((4) 2019) Transfer Case & Disconnect EU (2020) EGR Cooler EU (2017, 2019, 2020), Asia (2018, 2019) Plug top Ignition coils EU (2020) Plug top Ignition coils Asia (2) (2019) Gas 2.0L turbocharger EU (2020, 2021, 2022), Asia (2020) Gas 1.5L turbocharger Asia (2018, 2019) BorgWarner Inc. 33
34 Hybrid - Select Customer Awards Chain drive for P3 Europe (2018) Wet disconnect and controls for P2 Asia (2018, 2019) 200V BAS for P0 EU & Asia (2019) P2 On-Axis Module EU (2020) CV P2 On-Axis motor N. America & EU (2018) Exhaust heat recovery system N. America (2019) 48V ebooster EU (2019, 2020) BorgWarner Inc. 34
35 Electric - Select Customer Awards egeardrive transmission Asia (2017, 2017, 2018, 2018, 2018) Electric Drive Module Asia (2018, 2018, 2018, 2019) Electric Drive Module N. America (2019) Cabin Air Heater N. America (2017) Cabin Air Heater China (2017, 2018) Electric Drive Motor N. America (2018) CV Electric Drive Motor EU (2019) Transmission friction plates EU (2019) BorgWarner Inc. 35
36 Hybrid / Electric Drive Motors Lamination Stacks / Magnets Housing Deep systems integration 18,000 rpm Bearing Rotor Stator / Windings Bearing Same motor used for both vehicle propulsion and battery regeneration Unique motor & power electronics applications BorgWarner Inc. 36
37 Wide Variety of Hybrid / EV Motor Topologies Awarded / Production H/EV Traction Motor Quoted Permanent Magnet Non-Permanent Magnet Neodinium Assisted Synch Reluctance Rectangular Wire Rectangular Wire Round Wire Hairpin S-Wind Round Wire Hairpin S-Wind Induction Copper Induction Aluminum BorgWarner Inc. 37
Investor 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 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 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 informationPowertrain Strategies for the 21st Century: Revolution and Evolution. John Shutty Chief Engineer July 22 nd, 2015
Powertrain Strategies for the 21st Century: Revolution and Evolution John Shutty Chief Engineer July 22 nd, 2015 Agenda BorgWarner Company Background Forecasts and Technology Trends Advanced Components
More informationBorgWarner Company Overview
BorgWarner Company Overview BorgWarner at a glance 2017 Sales 29,000 employees 67 18 $9.8 Billion consolidated Locations Countries Financial and Employee information as of February 8, 2018 Location information
More informationPropulsion Technical Center Auburn Hills, Michigan September 18, 2018
Investor Day 2018 Propulsion Technical Center Auburn Hills, Michigan September 18, 2018 Investor Day 2018 Patrick Nolan Vice President, Investor Relations September 18, 2018 Safe Harbor Statement Statements
More informationBorgWarner Inc. Combustion
Combustion Gasoline Turbocharger Gasoline Exhaust Gas Recirculation (EGR) System 2/3 Step Discrete Valve Lift Cam/Cam Lobe System Compact High Energy Ignition Coil Stop/Start Accumulator i-clutch Actuation
More informationFuel Efficiencies - A Supplier Perspective. June 4th, 2009
Fuel Efficiencies - A Supplier Perspective June 4th, 2009 Outline BorgWarner Overview Fuel Efficiencies Summary 2 The BorgWarner Strategic Difference Technology Leadership Drives Growth Customer and Geographic
More informationBorgWarner Company Overview
BorgWarner Company Overview Our Vision, Mission and Beliefs Vision A Clean, Energy-Efficient World Mission Deliver Innovative Powertrain Solutions that Improve Fuel Economy, Emissions & Performance Our
More informationBorgWarner s growing hybrid and electric product portfolio delivers clean, efficient vehicle propulsion
News Release BorgWarner s growing hybrid and electric product portfolio delivers clean, efficient vehicle propulsion BorgWarner delivers a growing lineup of propulsion solutions for customers electric
More informationPaving the way for a cleaner, more energy-efficient world.
Paving the way for a cleaner, more energy-efficient world. Wherever the journey the propulsion solution Whether in a highly efficient combustion engine, an intelligent hybrid system or the very latest
More informationQ SALES Strong organic growth, confirmed momentum. October 12, 2017
Q3 2017 SALES Strong organic growth, confirmed momentum October 12, 2017 Q3 2017 Sales Key facts Sales Since January 1, 2017, Faurecia reports on value-added sales, which are total sales less monolith
More informationInvestor Presentation. March 2017
Investor Presentation March 2017 Disclaimer During this presentation management may discuss certain forwardlooking statements concerning Nemak s future performance that should be considered as good faith
More informationCASTROL INDIA LIMITED. INVESTOR/ANALYST PRESENTATION 28 September 2018
CASTROL INDIA LIMITED INVESTOR/ANALYST PRESENTATION 28 September 2018 Castrol India: Delivering Innovative Solutions for a Country in Motion BP GROUP Countries of operation : 70 Number of employees : 74000
More informationQ SALES Strong outperformance in all regions. April 20, 2018
Q1 2018 SALES Strong outperformance in all regions April 20, 2018 Q1 2018 Sales - Key Facts Impact from IFRS15 implementation In 2017, Faurecia had already partly anticipated IFRS15 through the presentation
More informationTHE ELECTRIC VEHICLE REVOLUTION AND ITS IMPACT ON PEAK OIL DEMAND
THE ELECTRIC VEHICLE REVOLUTION AND ITS IMPACT ON PEAK OIL DEMAND INDONESIAN GAS SOCIETY JAKARTA 20 TH NOVEMBER JUNE 2016 - SELECTED SLIDES JON FREDRIK MÜLLER PARTNER HEAD OF CONSULTING ASIA-PACIFIC When
More informationCapital Markets Day Vienna November 26, 2015 Horst Binnig, CEO Automotive
RHEINMETALL AG THE TECHNOLOGY GROUP FOR SECURITY AND MOBILITY Capital Markets Day Vienna November 26, 2015 Horst Binnig, CEO Automotive RHEINMETALL AG 2015 What we achieved since the CMD 2014 2016-2020,
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 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 information2015 Interim Results. Levallois, July 23 th, 2015
2015 Interim Results Levallois, July 23 th, 2015 CONTENTS H1 2015 Highlights 2015 Interim Results Outlook H1 2015 Highlights DATE Improvement in all metrics 4 H1 2015 Key metrics Economic Sales * : 2,945
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 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 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 informationOctober 16, Q Sales
October 16, 2014 Q3 2014 Sales Q3 2014 Sales +6.5% or +6.8% like-for-like* Turnover in m +6.5% 4,117 674 313 +11.6% (5.0%) +6.6% 4,386 752 298 Total Sales +6.5% +6.8% 3,130 3,336 Product Sales +6.6% +7.4%
More informationConsolidated sales up 6.8% like for like in the third quarter of 2014
Consolidated sales up 6.8% like for like in the third quarter of 2014 Press release Nanterre (France), October 16, 2014 Faurecia's consolidated sales reached 4,385.6 million in the third quarter of 2014,
More informationQ3 report Joakim Olsson CEO and President October 24, Innovative Vehicle Technology
Q3 report 2008 Joakim Olsson CEO and President October 24, 2008 Innovative Vehicle Technology 2008-10-24 Summary YTD 2008 Orders Received of 6 401 MSEK (6 077) Currency adjusted orders increased with 9
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 informationManz Automation AG. Conference Call, Full Year Results 2009 March 30, 2010, Reutlingen Dieter Manz/CEO, Martin Hipp/CFO
Manz Automation AG Conference Call, Full Year Results 2009 March 30, 2010, Reutlingen Dieter Manz/CEO, Martin Hipp/CFO Manz Automation is a high-tech equipment supplier for high growth industries is an
More informationQ SALES Strong sales growth and robust outperformance Confirmed FY 2018 guidance. October 11, 2018
Q3 2018 SALES Strong sales growth and robust outperformance Confirmed FY 2018 guidance October 11, 2018 Agenda 1 Q3 2018 Sales p. 3 2 Update on IFRS 15 - Clarification about R&D capitalization p. 13 3
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 informationGlobal Motorcycle Market Research Report 2018
Report Information More information from: https://www.wiseguyreports.com/reports/3271957-global-motorcycle-market-research-report-2018 Global Motorcycle Market Research Report 2018 Report / Search Code:
More informationTECHNOLOGY PRESENTATION. Milano November 28th, 2017
TECHNOLOGY PRESENTATION Milano November 28th, 2017 Laurent HEBENSTREIT Chief Executive Officer Agenda 1 2 3 Introduction Technology Profitable Growth Strategy 3 I Introduction Who is Sogefi? o Young automotive
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 informationEstablishment of Joint Venture with PSA for EV Traction Motor Business
NIDEC CORPORATION Establishment of Joint Venture with PSA for EV Traction Motor Business Nidec Corporation December 4 th, 2017 Note Regarding Forward-looking Statements These presentation materials and
More informationMonro, Inc. Second Quarter Fiscal 2019 Earnings Call. October 25, 2018
Monro, Inc. Second Quarter Fiscal 2019 Earnings Call October 25, 2018 Safe Harbor Statement and Non-GAAP Measures Certain statements in this presentation, other than statements of historical fact, including
More informationAccuride Wheels Europe & Asia Introduction Scott Hazlett, President 20 September 2018
Combined Strength. Global Reach. Accuride Wheels Europe & Asia Introduction Scott Hazlett, President 20 September 2018 AccurideCorp.com Accuride Corporation Leading Supplier to NA + EU truck/trailer industry
More informationThird Quarter 2017 Performance and Business Update. October 26, 2017
Third Quarter 2017 Performance and Business Update October 26, 2017 1 Important Notice Please read this management presentation together with the Company s press release issued earlier today announcing
More information9 MONTHS 2018 RESULTS
9 MONTHS 2018 RESULTS Milano October 22 nd, 2018 Laurent HEBENSTREIT - Chief Executive Officer Yann ALBRAND - Chief Financial Officer Stefano Canu - Investor Relations 1. Nine Months 2018 Results 9M 2018
More informationCONFERENCE CALL RESULTS Q1 2017
CONFERENCE CALL RESULTS Q1 2017 May 5, 2017 Marc Bunz (CFO) Nicolas-Fabian Schweizer (CTO) AGENDA Market & Strategy Update Financials 2016 Financials Q1 2017 Outlook SCHWEIZER Share Schweizer Electronic
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 informationThe xev Industry Insider Report
The xev Industry Insider Report November 2017 REPORT OUTLINE I. xev Market Trends 1. Overview Market Drivers Recent EV-Market Boosters Until Tesla, most automakers had introduced subcompact and city EVs
More informationEXANE BNP PARIBAS 13th European Seminar June 8, 2011
EXANE BNP PARIBAS 13th European Seminar June 8, 2011 This presentation may contain forward-looking statements. Such forward-looking statements do not constitute forecasts regarding the Company s results
More informationDelphi 2017 Investor Conference. September 27 th, 2017
Delphi 2017 Investor Conference September 27 th, 2017 Forward-looking statements This presentation, as well as other statements made by Delphi Automotive PLC (the Company ), contain forward-looking statements
More informationPowertrain: New Technologies and Strategies. Contents
Contents Table of Figures... 5 Introduction... 8 Industry Drivers... 13 Legislation and regulation... 13 Sulphur... 18 Meeting consumer requirements... 20 Gasoline Engine Technology... 22 Fuel efficiency...
More informationMAHLE surpasses own targets in first half of 2015
MAHLE surpasses own targets in first half of 2015 Double-digit growth in sales and operating profit Strategic acquisitions expand expertise in mechatronics and thermal management Innovations set new performance
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 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 informationForward-Looking Statements
Forward-Looking Statements This presentation contains statements that constitute forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange
More informationQ SALES JACQUES ASCHENBROICH CHAIRMAN & CEO. October 24, 2017
Q3 2017 SALES JACQUES ASCHENBROICH CHAIRMAN & CEO October 24, 2017 Q3 HIGHLIGHTS: UP 6% LIKE-FOR-LIKE, 4-POINT OUTPERFORMANCE, AFTER TAKING INTO ACCOUNT -1.2 PT IMPACT OF SOUTH KOREA Sales of 4.3bn +8%
More informationRESULTS 3RD QUARTER AND NINE MONTHS OF 2016/17 1 APRIL 2016 TO 31 DECEMBER 2016
RESULTS 3RD QUARTER AND NINE MONTHS OF 2016/17 1 APRIL 2016 TO 31 DECEMBER 2016 16 February 2017 Agenda 1. LEM at a Glance 2. Highlights and Business Review 3. Financial Review 4. Strategy and Outlook
More informationBernstein Strategic Decisions Conference 2018
Bernstein Strategic Decisions Conference 2018 Forward-Looking Statements Certain statements in this presentation, other than statements of historical fact, including estimates, projections, statements
More informationFY 2006 Third Quarter Review
FY 26 Third Quarter Review February 2, 27 Nissan Motor Co., Ltd 1 Agenda Third quarter news update Sales performance Financial results FY6 Outlook Sustainable growth 2 Third quarter news update Oct 1)
More informationFUTURE TRANSMISSION TRENDS TRANSMISSION AND DRIVELINE SYSTEMS. Collaboration for a Sustainable Future. 40 th Automotive/Petroleum Industry Forum
Collaboration for a Sustainable Future FUTURE TRANSMISSION TRENDS TRANSMISSION AND DRIVELINE SYSTEMS 40 th Automotive/Petroleum Industry Forum Dearborn, MI - USA April 17, 2018 Dr. Kiran Govindswamy, VP
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 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 informationThe xev Industry Insider Report
The xev Industry Insider Report December 2016 REPORT OUTLINE I. xev Market Trends 1. Overview Current xev Market Conditions xev Market Direction: High Voltage xev Market Direction: Low Voltage Market Drivers
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 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 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 informationOverview. 1. About UQM 2. The market 3. Market strategy 4. Financials
Overview 1. About UQM 2. The market 3. Market strategy 4. Financials About UQM About UQM Design and manufacture propulsion systems for electric vehicles Founded in 1967 Based in Longmont, Colorado Transportation
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 informationFaurecia Targeting profitable growth
Faurecia 2011 2015 Targeting profitable growth DB Conference Detroit January 10, 2012 Profitable growth Core strategic priorities 1 4 Keep our focus on 4 core businesses Adequate growth and profit potential
More informationFY17 RESULTS BUSINESS UPDATES FY18 OUTLOOK. Nissan Motor Co., Ltd. May 14 th, 2018
Nissan Motor Co., Ltd. May 14 th, 2018 RESULTS BUSINESS UPDATES FY18 OUTLOOK www.nissan-global.com Copyright NISSAN MOTOR CO., LTD. All rights reserved. 2 GLOBAL 91.81 5.08 TIV * 1 vs. 93.52 GLOBAL +1.9%
More informationZurich, February 16, 2012, Ulrich Spiesshofer Discrete Automation and Motion Driving profitable growth. ABB Group February 16, 2012 Slide 1
Zurich, February 16, 2012, Ulrich Spiesshofer Discrete Automation and Motion Driving profitable growth February 16, 2012 Slide 1 2011 a year of profitable growth Highlights Discrete automation Build sizeable
More informationThird Quarter 2018 Performance and Business Update. October 24, 2018
Third Quarter 2018 Performance and Business Update October 24, 2018 1 Important Notice Please read this management presentation together with the Company s press release issued earlier today announcing
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 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 informationCummins Inc. Investor Relations Presentation February 2009
Cummins Inc. Investor Relations Presentation February 2009 Disclosure Regarding Forward-Looking Statements & non-gaap Financial Measures This presentation contains certain forward-looking information.
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 informationExecutive summary. In Kooperation mit. Bildquelle: ZF Friedrichshafen. Forum Elektromobilität
Antrieb im Wandel Die Elektrifizierung des Antriebsstrangs von Fahrzeugen und ihre Auswirkung auf den Maschinen- und Anlagenbau und die Zulieferindustrie Executive summary Bildquelle: ZF Friedrichshafen
More informationInitiatives for Strengthening Competitiveness of Powertrain Business
Initiatives for Strengthening Competitiveness of Powertrain Business April 27, 2018 Yasumori Ihara, President of Aisin Seiki Co., Ltd. Basic Stance of Powertrain Business Strategies I Initiatives to Increased
More informationFirm steps towards Globalization. March, 2017
Firm steps towards Globalization March, 2017 SAFE HARBOR STATEMENT This presentation and discussion may contain forwardlooking statements, which are subject to risks, and uncertainties that could cause
More informationHello, my name is Takehiro Kamigama. I will present the full-year consolidated projections for fiscal 2015.
Hello, my name is Takehiro Kamigama. I will present the full-year consolidated projections for fiscal 2015. My first slide shows you our performance and dividend forecasts. We expect net sales to grow
More informationJAGUAR LAND ROVER RESULTS FOR THE THREE MONTHS ENDED 31 DECEMBER th FEBRUARY 2017
JAGUAR LAND ROVER RESULTS FOR THE THREE MONTHS ENDED 31 DECEMBER 2016 14 th FEBRUARY 2017 DISCLAIMER Statements in this presentation describing the objectives, projections, estimates and expectations of
More informationBMW GROUP QUARTERLY REPORT. TO 30 SEPTEMBER 2014
. BMW GROUP QUARTERLY REPORT. TO 30 SEPTEMBER 2014 THE BMW GROUP IS WELL ON TRACK AND PERFORMS IN LINE WITH THE GUIDANCE. The BMW Group is well on track to reach its targets for 2014. Full year guidance
More informationElectric Vehicles Global Scenario. November 2017
Electric Vehicles Global Scenario November 2017 How do you balance the pace of innovation with regulations? It s not a marathon, it s a sprint The better the question. The better the answer. The better
More informationFY2012 third-quarter financial results
FY2012 third-quarter financial results Nissan Motor Co., LTD. February 8, 2013 Key performance indicators: financial results (billion yen) Net revenue 6,698.4 6,755.2 Operating profit 427.8 Net income
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 informationCorporate Presentation
Corporate Presentation 2016 I 1 2016 Valeo in the automotive value chain Service Suppliers represent 75 % of cars added-value* *Source CLEPA 2016 I 2 A well-balanced customer base 14.5 Bn sales (1) Others
More informationMichigan Public Service Commission Electric Vehicle Pilot Discussion
Michigan Public Service Commission Electric Vehicle Pilot Discussion Brett Smith Assistant Director, Manufacturing & Engineering Technology Valerie Sathe Brugeman Senior Project Manager, Transportation
More informationFocus on the Future Powertrain Strategies for the 21st Century
Focus on the Future Powertrain Strategies for the 21st Century University of Michigan July 12, 2011 1 / P ES / Guenther Raab / July 2011 Continental Agenda Challenges in Future Mobility Continental Powertrain
More informationFY17 RESULTS BUSINESS UPDATES FY18 OUTLOOK. Nissan Motor Co., Ltd. May 14 th, 2018
Nissan Motor Co., Ltd. May 14 th, 2018 RESULTS BUSINESS UPDATES FY18 OUTLOOK www.nissan-global.com Copyright NISSAN MOTOR CO., LTD. All rights reserved. 2 GLOBAL 91.81 5.08 TIV * 1 vs. 93.52 GLOBAL +1.9%
More informationABB Fact Sheet Full-year ABB Slide 1
ABB Fact Sheet Full-year 2014 Slide 1 ABB at a glance ABB is a global leader in power and automation technologies with over 120 years of experience. Our success has been driven by a strong focus on R&D
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 informationBERNSTEIN STRATEGIC DECISIONS CONFERENCE 2018
ABB LTD, NEW YORK CITY, USA, 31 MAY 2018 Positioned for profitable growth BERNSTEIN STRATEGIC DECISIONS CONFERENCE 2018 Ulrich Spiesshofer, CEO Important notice This presentation includes forward-looking
More informationThis presentation may contain statements that are forward looking. These statements are based on current expectations and assumptions that are
This presentation may contain statements that are forward looking. These statements are based on current expectations and assumptions that are subject to risks and uncertainties, which may cause actual
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 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 informationThis presentation may contain statements that are forward looking. These statements are based on current expectations and assumptions that are
This presentation may contain statements that are forward looking. These statements are based on current expectations and assumptions that are subject to risks and uncertainties, which may cause actual
More informationPress release on the business development in the 1st half of 2009 and outlook for the MAHLE Group MAHLE
09/09/2009, 10:00 to 12:00 h Press release on the business development in the 1st half of 2009 and outlook for the MAHLE Group Agenda Business environment/economic situation in the automotive industry
More informationFull-year Report 2009
Full-year Report 2009 Joakim Olsson CEO and President February 12, 2009 Innovative Vehicle Technology 2010-02-12 Summary 2009 Sales of SEK 5,622m (8,403) Adjusted for currency effects sales decreased by
More informationFederal-Mogul LLC. Company Overview
Federal-Mogul LLC Company Overview Company Highlights Global scale with extensive, cost competitive manufacturing, engineering and distribution footprint Diversified revenues by end-market, geography,
More information2003 fourth quarter and full-year results
Dinesh Paliwal Member of Group Executive Committee, Head of Automation Technologies Division 2003 fourth quarter and full-year results Automation Technologies Copyright 2003 ABB. All rights reserved. -
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 informationVolvo Group THIRD QUARTER 2015 JAN GURANDER. Volvo Group Headquarters Third quarter
Volvo Group THIRD QUARTER 2015 JAN GURANDER 1 VOLVO GROUP Third quarter highlights NET SALES SEK bn 12 months 310 bn IMPROVED PROFITABILITY ON FLAT VOLUMES UNDERLYING OPERATING MARGIN 6.9% 67 73 OPERATING
More informationOrlando, Florida March 25 th, 2013 Automation and Power World 2013 Investor Event
Orlando, Florida March 25 th, 2013 Automation and Power World 2013 Investor Event Safe-harbor statement This presentation includes forward-looking information and statements including statements concerning
More informationAutomotive Business Update Maxim Integrated December 5, 2017
Automotive Business Update Maxim Integrated December 5, 2017 Safe Harbor This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended,
More informationGlobal Luxury Footwear Market Research Report 2018
Report Information More information from: https://www.wiseguyreports.com/reports/3141540-global-luxury-footwear-market-research-report-2018 Global Luxury Footwear Market Research Report 2018 Report / Search
More informationRecord CY 2016 EPS-diluted-adjusted of $6.12, an increase of $1.10 Y-O-Y. Q EPS-diluted-adjusted of $1.28, a decrease of $0.11 Y-O-Y.
1 2 3 Q4 2016 global deliveries up 0.1 million units year-over-year (Y-O-Y), a 3.3% increase. Volume gains primarily in North America and China, offset by reductions in International Operations (excluding
More informationFUTURE OF POWERTRAIN TECHNOLOGY
Craig Balis July 31, 2018 FUTURE OF POWERTRAIN TECHNOLOGY C.A.R. Management Briefing Conference 2 HONEYWELL OVERVIEW $40.5B in sales for 2017 54% of sales outside the U.S. 23,000 engineers worldwide 11,000
More information