Acquisition of AEES Investor Presentation

Acquisition of AEES AEES at a glance Overview • One of the leading North American wire harness provider for heavy and medium duty trucks Significant North American presence also in light and recreational vehicle harnesses • In addition, AEES produces components and wire solutions - offered mainly to tier-one suppliers, but utilized also internally • • • Operations in four different countries (USA, Mexico, Brazil and Ireland) with almost all production facilities located in low cost countries Major customers include e.g. Continental, Daimler Trucks North America, Ford, General Motors, Harley Davidson, Lear, Navistar and PACCAR Acquired by Platinum Equity (private equity firm) from Alcoa in May 2009 • Net sales 2010 of EUR 454 million and around 13,800 employees as per 30 June 2011 Note: USD/EUR exchange rate average for a given period. PKC GROUP Net sales by product area Total net sales 2010: EUR 454 million 24% 10% WH (trucks & recreat.) ■Components 36% • 30% WH (light vehicle) ■ Wire Net sales by geography Total net sales 2010: EUR 454 million 7% 91% 2% . • Wiring harness operations generate around two-thirds of AEES' net sales Components and wire operations stand for around 35 per cent of total net sales NA is by far the largest region in terms of net sales (by customer end location) Global expansion together with existing customers a growth opportunity North America Brazil ■Ireland 5

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