Investor Relations Presentation slide image

Investor Relations Presentation

AT AT with international setup and diverse product portfolio to serve customer segments New setup from FY 23/24 onwards High-tech components and systems as well as automation solutions for vehicle manufacturing AT is a major supplier and engineering partner to the international automotive industry - selected examples Steering Bilstein Automotive Dynamic Forged Systems Components Technologies Automotive Body Solutions Springs & Automation Stabilizers Engineering ઓમ Column- EPS1 Passive, (Semi-) Axle assembly Steering active column Air springs Module assembly " Rack-EPS1 & modules Cold forging " Rotor shafts Modules Variable systems Assembled camshafts " Crankshafts ■ Conrods Truck axle components Chassis and body in white Standard Under- carriages Track systems products " Tool manuf. Springs Stabilizers Battery and Passenger vehicles NEW EV OEMS Bobcat CNH Group Trucks/ Off-highway Construction/ Mining Established premium Volume OEMS Chinese " OEMS Caterpillar Cummins " DAF Paccar " JCB Audi Ford ☐ powertrain solutions Fuel cell BMW Jaguar Land Rover GM Hyundai Mazda Nio Polestar Tesla BAIC Daimler Truck " John Deere FAW Iveco Liebherr " Geely John Deere Sandvik GWM solutions Conveyor Mercedes-Benz Porsche systems Services MAN Tigercat Stellantis " Toyota Volkswagen Volvo • Renault-Nissan- Mitsubishi " SAIC BYD Navistar Vermeer " Scania Volvo Truck Volvo " Wacker Neuson Diverse product portfolio with international relevance M&A process ongoing AT has positioned itself internationally close to its customers in growing markets to partake in even the largest global platforms Sales by BU FY 22/23² (pro forma) Sales by region FY 22/232 (pro forma) Europe France Romania United Kingdom Liechtenstein Germany Hungary Poland Switzerland Portugal Spain Italy 5% 6% Steering Bilstein 34% Dynamic Comp. 20% Autom. Body Sol. 15% €7.9 bn Automotive Sys. €7.9 bn Forged Techn. 3% Springs & Stab. 14% Germany 15% Western Europe³ 27% North America China Rest of world America USA Mexico 7% 12% Autom. Engin. Brazil 29% 12% 1. Electric Power Steering (EPS) 2. Total external sales 3. incl Liechtenstein 45 thyssenkrupp AG | Investor Relations | December 2023 Asia China India
View entire presentation