Stoneridge Strategic Outlook
Stoneridge Evolution and Overview
Portfolio Transformation
▸ Divestiture of non-core businesses including wiring
business in 2014, switches and connectors product lines
in 2019 and soot sensor product lines in 2021
► Acquisition of Orlaco (2017) and 100% of PST (2017)
► Investment in Autotech Ventures VC fund for access to
cutting-edge technology and start-up partnerships
By Segment
Stoneridge Brazil, 8%
Electronics,
45%
Control Devices,
47%
By End Market**
Aftermarket / Non-
OE / Other, 20%
Passenger Car, 4%
Commercial
Vehicle OE, 39%
Organizational Transformation
► Moved headquarters to Novi, Mich., and assembled new
leadership team
Revenue Breakdown (2021A*)
Light Truck /
SUV / CUV,
37%
▸ Assembled new executive leadership team with significant
industry expertise
► Rationalized manufacturing footprint to optimize cost structure
and better serve our customers
► Created CTO position and advanced development team
leading robust technology roadmap
By Geography
Asia Pacific
9%
South America
8%
Europe 32%
*Based on adjusted sales as reported in Q4 2021 earnings materials - excludes one-time sale of soot sensor inventory of $2.3M and sales from spot purchase recoveries of $17.6M
**Regional adjusted sales based on manufactured location and estimated end-market exposure
***Sales direct to customers
North America
51%
By Customer*
All Others,
51.0%
.***
Stoneridge
AB Volvo, 9.3%
VW Group, 8.6%
GM, 3.3%
Stellantis, 2.7%
Ford, 7.5%
PACCAR, 6.2%
American Axle, 6.0%
Daimler AG, 5.6%
4View entire presentation