Investor Presentaiton
Well-Positioned for Favorable Macro Trends and Drivers
REFINISH
Near-Term Trends
Benefits from ongoing traffic recovery
accelerated by the COVID-19 vaccination
rollout, creating a 1-2-year demand tailwind
2021E Net Sales Total Addressable
Market Position1
Market
$1.8B
/$
$7.0B
#1
INDUSTRIAL
Global industrial production of 6-7%
expected in 2021
$1.3B
3/$
$65.0B
#2 / #4
Strong end customer demand although
LIGHT
VEHICLE
impacted by semiconductor chip and other $1.0B
supply shortages in 2021
COMMERCIAL
VEHICLE
$8.5B
#2
Truck production experiencing global
demand recovery; 20%+ growth expected
for 2021 (ex China)
$0.3B
3 / $3
$3.5B
#1
Source: Orr & Boss.
1. #2 for Global Industrial E-Coat Supplier, North American Wood Coatings Supplier and #4 Global Electrical Insulation Supplier, Light Vehicle tied with peer and #1
Globally in commercial truck & bus and CV in Americas.
AXALTA COATING SYSTEMS
6View entire presentation