Investor Presentaiton
Well-Positioned for Growth Given Demand through 2024
Industry Demand Trends
Net Sales
(CAGR '19-'24)
Net Sales
(CAGR '20-'24)
REFINISH
$1.8B1
Market recovery aligned with traffic normalization and
GDP growth; 2-year tailwind expected
~3.5%
~9.5%
INDUSTRIAL
$1.3B1
Continued global industrial production recovery
anticipated in core markets
~7.0%
~11.0%
442.222
LIGHT
VEHICLE
$1.0B1
Automotive market recovery tailwinds expected
through at least 2024 though transitory headwinds
from semiconductor shortage through 2022
-3.0%
~10.0%
COMMERCIAL
VEHICLE
$0.3B1
Robust commercial vehicle production build expected
through 2023
~5.0%
~14.5%
1. 2021E Net Sales
A WEAKER DOLLAR WILL BENEFIT AXALTA GIVEN GLOBAL SALES BASE
AXALTA COATING SYSTEMS
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