J.P. Morgan 2016 Auto Conference
Well Diversified OEM Customer Mix
Audi
Customer Mix
M
B
BENTLEY
Other
1%
CHRYSLER
CHEVROLET
ULR
Volvo
Fiat
Renault, BMW
Ford
Ford
Jeep
•
Peugeo
Citroen
Mercedes
MAYBACH
RAM
VW
HONDA
LAND
-ROVER
NISSAN
ŠKODA
BUICK
DODGE
GM
European
OES
N.
American
OES
NO
MASERATI
Asian
OES
Chinese
OES
Toyota
Honda Hyundai
Kia
Chrysler
ED
HYUNDAI
Cadillac
A
CHERY
FIAT
LANCIA
KIA
DACIA
CITROËN
PEUGEOT
JAGUAR
mazda
50%
2015A Revenue by Geography
2015 Fiscal Sales
$20.1 bn
consolidated
39%
3%
8%
D
35%
6%
28%
$29.5 bn
combined
91%
$9.4 bn
*
unconsolidated
4% 5%
Americas
Europe / Africa
31%
Asia Pacific
China
MINI
Nissan
Mercedes-Benz
European OEMS
N. American OEMs
MITSUBISHI
MOTORS
34%
ROLLS
R
RENAULT
ROYCE
SEAT
29%
$20.1 bn
consolidated
VOLVO
W
Chinese OEMS
5%
27%
5%
Japanese &
Korean OEMs
▸ smart SUZUKI
TATA
TOYOTA
Other
Source: Company filings
*Includes YFAI sales only for the period from 02-Jul-2015 to 30-Sep-2015
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