Investor Presentation May 2021

COMPLETE VEHICLES Segment Financial Performance $1.3 Sales ($Billions) +40% $1.9 Q1'20 Q1'21 . Higher vehicle assembly volumes (+9,100 units) . Higher euro: $155m (+) • Adjusted EBIT & Margin $50 3.8% ($Millions) +60% $80 4.3% Q1'20 Q1'21 Earnings on higher assembly volumes, net of contractual fixed cost recoveries on certain programs (+) Higher margins on engineering programs (+) Favourable program mix (+) • Earnings related to our arrangements with Fisker (+) • Favourable engineering program resolution in Q1'20 (-) Investor Presentation - May 2021 54

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