Adient China Growth and Presence

FY2023 operating environment //// ////// ADIENT /// > As expected entering 2023, the overall operating environment to date in FY23 has modestly improved vs. FY22 > The modest improvement in the operating environment is expected to continue in H2FY23; however, soft vehicle demand in China and increased steel prices in North America temper our second half expectations Expected Influences H2 vs. H1 . Positive > Stability of customer production schedules (gradual, sequential improvement) Neutral > Self-help; increased efficiencies Vehicle production (improved in N. America, largely offset by modestly lower production in ROW) > Energy, freight, labor availability and cost Regional Environments Americas • "Run rates" at customers trending in a positive direction Inventory rebuild combined with a likely increase in sales incentives should support vehicle build assumptions for FY23 Monitoring potential softening of consumer demand China • Auto demand in China remains "soft" despite unprecedented price cuts • Softer than expected demand and rising inventories Commercial settlements / recoveries > Balance in/balance out > Steel costs (potential risk in Q4) Cautionary > Consumer demand (potential softening) J.P. Morgan China Investor Meeting Adient PUBLIC • heighten concerns for downward revisions to production schedules in the coming quarters Europe Long-term vehicle production forecast not expected to return to pre-COVID levels • Adient continues to identify actions to be implemented to improve financial performance (reducing SG&A, footprint, lower capital spending, etc.). 7

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