Investor Presentaiton

AAM and Electrification | Future State RAPID GROWTH Total Addressable Market Estimated TAM for e-Drive units expected to grow from $2 billion today to $10 billion by 2025 $500M* New Business Opportunities Approximately 1/3 of AAM's current $1.5 billion quoted and emerging new business opportunities relate to our e-AAM products across Asia, Europe and North America 25% - 30% Expected Win Rate AAM Based on AAM's technology and customer interest, we expect to achieve our normal win rate on new e-Drive business opportunities We expect e-AAM quoting activity to continue to expand and deliver significant organic growth As disclosed in June 2018 * 21 22

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