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Automotive Technologies (AT) outperformance by quarters
YTD
Q1 22
Q2 22
Outperformance: +0.8pp
IHS¹
World
-3.4%
AT²
-3.2%
Outper-
formance
IHS¹
AT²
Outper-
formance
+0.2pp
0.0%
+1.3%
+1.3pp
Europe
-15.0%
-1.9%
+13.1pp
-2.9%
+2.4%
+5.3pp
Americas
-3.3%
+0.3%
+3.6pp
+11.4%
+19.5%
+8.1pp
Greater China
+7.3%
-5.3%
-12.6pp
-5.4%
-14.9%
-9.5pp
Asia/Pacific
-3.9%
-8.3%
-4.4pp
+0.5%
-0.5%
-1.0pp
SCHAEFFLER
FY 21
Q1 21
Q2 21
Outperformance: +4.3pp
Outper-
Outper-
IHS¹
AT²
formance
IHS¹
AT²
formance
IHS¹
AT²
Q3 21
Outper-
formance
Q4 21
IHS¹
AT²
Outper-
formance
World
+15.9%
+17.0%
+1.1pp
+48.2%
Europe
+2.3%
+3.3%
+1.0pp
+81.2%
Americas
-2.8%
+6.7%
+9.5pp
Greater China
+78.0%
+74.8%
Asia/Pacific
+5.2%
+14.0%
-3.2pp
+8.8pp
+146.9%
-4.3%
+82.1%
+67.5%
+120.4%
+137.2%
+19.3pp
-19.1%
-13.1%
+6.0%
-10.2%
-12.5%
-2.3%
+39.2pp
-28.7%
-16.3%
+12.4%
-21.7%
-16.4%
+5.3%
-9.7pp
-24.5%
-16.0%
+8.5%
-13.4%
-16.0%
-2.6%
+3.1%
+63.9%
+7.4pp
-13.9%
-16.1%
-2.2%
-1.1%
-6.0%
-4.9%
-18.2pp
-10.8%
+7.3%
+18.1%
-8.8%
-9.3%
-0.5%
1 Light Vehicle production growth according to IHS Markit (part of S&P Global), July 2022 | 2 FX-adjusted sales growth of Automotive Technologies Division
Sep 21, 2022
Schaeffler AG - Baader Investment Conference
PUBLIC
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