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Investor Presentaiton

Performance Improvement Plans Driveline Metal Forming Powertrain 1-4-1 H ||-||-|| - - - - 3Q Issues Supplier delivery performance Late changes affecting launch Scrap performance European capacity constraints - - Launch performance Ineffective program management - - Action Plan Increased monitoring of supplier operations Confirmation of customer launch requirements - Reinforcement of daily root cause analysis Capacity expansion / Throughput optimization initiatives - Executive team changes - Increased resources on launch AAM Anticipated Resolution Timing 3Q18 4Q18 1Q19 2Q19 Casting - Operational inefficiencies / Availability of labor Inflationary pressures - - management Assignment of legacy AAM associates Stabilize operations through additional hiring and training - Customer pricing initiatives 25
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