Investor Presentaiton
15
Flexibility to Redeploy LV Capacity to Growth Areas
Longer-Term Decline in LV ICE Mitigated by...
Global LV Production (mm)
92.1
97.2
40.0
33.0
2026E
2030E
Continued LV Share Gains to Retain Overall Volumes Longer
Plan to gain GDi / LV market share as sector resources are increasingly allocated to
electrification
Can maintain LV revenue with ~3ppt gain in market share – remain opportunistic –
leverage our product leadership and commitment
Efficient Transition to Other Markets
Human capital is flexible and can easily pivot to CV / Industrial / other
markets
Leverage GDi technology and investments to lead in alternative fuels
Preserve capacity utilization, modest capex intensity and margins
GDI (ICE+Hybrid)
Non-GDI (ICE + Hybrid)
Electric
Source: IHS.
PHINIAView entire presentation