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
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