FY 2023 Second Quarter Earnings Call slide image

FY 2023 Second Quarter Earnings Call

Q2 FY2023 Revenue: Consolidated and Unconsolidated Sales Consolidated sales $519 ///////////// Regional Performance (consolidated sales y-o-y growth (vs. Q2FY22) by region) 1, 2, 3 $3,506 $(113) ADIENT /////// Q2 Q2 S&P Production $3,912 Americas EMEA | 10.4% I I 9.8% 22.4% 23.6% Asia 15.4% 0.8% | Note: China 6.1% | -7.8% I I Note: Asia excl. China 22.4% 1 11.4% I Q2FY22 Volume / Pricing FX Q2FY23 1 - FX adjusted Unconsolidated sales 1 $860M $818M Year-over-year decrease of ~5% Q2FY22 Q2FY23 FY2023 Second Quarter Earnings Call consolidated unconsolidated > Americas and EMEA performed generally in line with the broader market as customer production schedules and production volumes continued to make modest improvements through the quarter > In China, Adient's customer mix outperformed the broader market and new programs that launched this year are running at rate > Asia outside China benefited from key programs running at rate and conquest business in Japan 2 Growth rates at constant foreign exchange 3- Excludes Russian market production > Unconsolidated sales were negatively impacted by the softer production environment following the Lunar New Year in China > Partially offsetting the negative influences were improved volumes at our unconsolidated joint ventures in the Americas and EMEA Adient - PUBLIC May 3, 2023 13
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