J.P. Morgan 2016 Auto Conference

Historical Financial Performance Consolidated Revenue & YoY % Growth Adj. EBITDA³ & % Margin $1,451 $1,406 $22,041 $19,986 $20,470 $20,071 $18,776 13.0% $1,112 $1,067 $1,014 7.7% 6.6% 7.0% 6.4% 2.4% 5.4% 5.6% 5.2% (8.9)% FY11A FY12A FY13A FY14A FY15A Decline in 2015 Sales Due to Deconsolidation of Consolidated Interiors Business and Subsequent Formation of YFAI Non-consolidated JV in July 20151 FY11A FY12A FY13A FY14A FY15A Restruct. Exp. $ 0 $ 143 $ 280 $ 158 $ 182 (Adj. EBITDA - Capex)³ & % Margin Working Capital² & % of Sales FY11A FY12A FY13A FY14A FY15A $928 $827 $(51) (1.0)% (1.5)% (0.3)% (2.1)% (2.0)% $503 $448 4.6% $408 $(205) 3.8% 2.4% 2.5% 2.0% $(290) FY11A FY12A FY13A FY14A FY15A $(430) $(436) Note: Historical financials exclude expenses related to restructuring. Values shown in millions. 1. Net sales for the year ended Sept. 30, 2015 were unfavorably impacted by FX currency translation ($1.6 bn) and by the impact of the YFAI joint venture ($924 mm). Excluding such items, net sales increased by $563 mm, approximately 3%. 2. Working capital is defined as current assets less current liabilities. 3. Refer to appendix for management's rationale for using these metrics and reconciliation to US GAAP. 25

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