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J.P. Morgan Auto Conference Kevin Clark President and Chief Executive Officer
August 12, 2015
Forward-looking statements
This presentation, as well as other statements made by Delphi Automotive PLC (the “Company”), contain
forward-looking statements that reflect, when made, the Company’s current views with respect to current
events, certain investments and acquisitions and financial performance. Such forward-looking statements are
subject to many risks, uncertainties and factors relating to the Company’s operations and business environment,
which may cause the actual results of the Company to be materially different from any future results. All
statements that address future operating, financial or business performance or the Company’s strategies or
expectations are forward-looking statements. Factors that could cause actual results to differ materially from
these forward-looking statements are discussed under the captions “Risk Factors” and “Management’s
Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s filings with the
Securities and Exchange Commission. New risks and uncertainties arise from time to time, and it is impossible
for us to predict these events or how they may affect the Company. It should be remembered that the price of
the ordinary shares and any income from them can go down as well as up. The Company disclaims any
intention or obligation to update or revise any forward-looking statements, whether as a result of new
information, future events and/or otherwise, except as may be required by law.
2
Strategic imperatives remain unchanged
• Enhance portfolio of market relevant products
• Continue rotation to high-growth products and regions
• Further diversify customer base and platform mix
• Maintain investment grade ratings
• Increase investment in organic and acquisition growth
• Continue to return cash to shareholders
Disciplined
revenue growth
• Continue footprint rotation to best cost countries
• Further integrate EOS across the enterprise
• Increase leverage in operating model
Margin expansion
Increased cash flow
Increase shareholder value
3
Safe, Green and Connected technologies driving growth
Demand for
active safety features Creating a
cleaner planet Demand for increased
connectivity
Automated driving
Regulations for
increased fuel economy Seamless smartphone
integration
4
Providing solutions to our customers’ challenges
Actively managing our product portfolio
Electrical Architecture
47%
Powertrain 27%
Electronics and Safety
17%
Thermal 9%
Investing in technologies that maximize profitable growth
2017 revenue distribution 2014 revenue distribution
Electrical Architecture
51%
Powertrain 29%
Electronics and Safety
20%
5 Note: 2017 includes the impact of HellermannTyton
Strengthening our technology portfolio
6
Acquisitions that increase shareholder value
Q2 2012: MVL Strengthens and
broadens leading
position in connectors
Q3 2014: Unwired Expands connectivity
products portfolio
Q3 2014: Antaya Strengthens and
broadens leading
position in connectors
Acquisition
Strong performance post acquisition Acquisition
date
2015 revenue
growth
2015 EBITDA
margins Explanation
Q4 2012 ~6% +20% EBITDA margins significantly over plan
Synergies in excess of plan
Q4 2014 ~40% +20%
Bookings ahead of plan
Revenue growth well over plan
Synergies in excess of plan
Q4 2014 ~6% +20% Bookings ahead of plan
Synergies in excess of plan
Delivering incremental value through seamless integration
Note: FCI includes Connection Systems product line results 7
Strengthening our technology portfolio
8
Increasing focus on high-growth, high-margin products
Q2 2012: MVL Strengthens and
broadens leading
position in connectors
Q3 2014: Unwired Expands connectivity
products portfolio
Q1 2015:
Thermal divestiture Refocused core portfolio
Q2 2015:
Reception Systems
divestiture Refocused E&S portfolio
Q3 2014: Antaya Strengthens and
broadens leading
position in connectors
Acquisition
Divestiture
Realigning product portfolio
9
Areas of acquisition focus Portfolio actions
Strategic
Operating
Financial
• Strengthen product portfolio
• Diversify customer and regional mix
• Solid operating systems
• Strong management team and cultural fit
• High confidence integration plan
• Enhance growth and return profile
• Accretive to earnings and return profile
• Divested Thermal business
– 2010 – 2014 revenue growth1 of 1%
– Transaction value of $727M (9.5x EBITDA)
• Divested Reception Systems product line
– 2010 – 2014 revenue growth1 of (6%)
– Transaction value of $70M (6.5x EBITDA)
Proceeds reinvested into high-growth, high-margin acquisitions
1 Adjusted for FX and commodities
Strengthening our technology portfolio
Acquisition
Investment
Divestiture
Q2 2015: Quanergy Solid state
LiDAR startup
Q2 2015:
Ottomatika Software for
automated driving
Q3 2015:
HellermannTyton Enhances position in
electrical architecture
10
Investments and acquisitions that increase shareholder value
Q2 2012: MVL Strengthens and
broadens leading
position in connectors
Q3 2014: Unwired Expands connectivity
products portfolio
Q1 2015:
Thermal divestiture Refocused core portfolio
Q2 2015: Tula Software for dynamic
cylinder deactivation Q2 2015:
Reception Systems
divestiture Refocused E&S portfolio
Q3 2014: Antaya Strengthens and
broadens leading
position in connectors
70
90
110
130
150
170
190
210
230
250
270
2000 2005 2010 2015 2020 2025
20
25
30
35
40
45
50
55
60
65
2000 2005 2010 2015 2020 2025
Government regulations becoming more stringent
China
116
U.S.
107
EU
95
China
50.1 U.S.
54.5
EU
64.8
11
Technology solutions will solve these challenges
Grams of CO2 per kilometer Miles per gallon
Tula minority investment
Enhances performance of Valvetrain portfolio
Next generation cylinder deactivation software
Technology improves fuel efficiency and reduces emissions
Helps achieve government regulations
High value, low cost technology
12
Strategic benefits Dynamic skip fire improves fuel economy
Broad applicability across engine sizes and types
Vehicles are becoming more complex
Source: Roland Berger and Delphi internal estimates
Increasing vehicle software creates content opportunity
13
15
20
25
30
35
40
45
2006 2018
(millions)
-
50,000
100,000
150,000
200,000
250,000
2011 2015 2019
Lines of code Delphi ships per day Average number of computers in a vehicle
Quanergy minority investment
Enhancing active safety capabilities
Leader in 3D sensing
Provides high precision data in real world conditions
Developing affordable LiDAR sensors
State-of-the art solid state chipset
Enables advanced autonomous driving functionality
14
Developing smart sensing solutions Strategic benefits
Ottomatika acquisition
Strengthening competitive position in autonomous driving
Industry-leading vehicle decision making software
First mover in technology development
Spin-out of Carnegie Mellon University
Modular and scalable solutions
Sensor fusion for current and next-gen hardware
15
Partnership on coast-to-coast automated drive Strategic benefits
Increasing electrical architecture content
Cable/Wiring Connectors Digital Data
2.5 miles
1.5 miles
Electrification
+67%
increase +25%
connectors
350
280
+2,200%
increase
Up to 1.5
gigabit/sec
65 megabit/sec
+50x
voltage
Up to 600 V
12 V
2015
2020
Enables
content growth
Requires architecture
content
Cable Management Systems
16
Electrical architecture is the foundation for vehicle content growth
HellermannTyton business overview
2014 segment revenue mix
2014 regional revenue mix
Asia 23%
Europe 52%
Americas 25%
Electrical/Datacom
50%
Automotive 50%
2015 consensus sales €679
% growth ~14%
Historical EBITDA margins ~20%
Run-rate synergies $50+ million
Employees ~4,000
Manufacturing facilities 12
Financial profile
Track record of growth
3.7% 3.0% 3.9%
6.9% 6.4%
9.6%
17.0%
FY 2003 - FY 2014 FY 2007 - FY 2014 FY 2010 - FY 2014
Auto production index
HellermannTyton revenue
HellermannTyton automotive revenue
Auto production source: July 2015 IHS Automotive; includes medium/heavy duty trucks 17
Sustainable growth and margin profile
(€ millions)
Delphi purchases as a % of revenues ~5%
Delphi purchases as a % of revenues ~5%
Strengthens our existing cable management portfolio
Highly engineered product with a high cost of failure
Protection & fixings
Network connectivity
Identification
Installer solutions
• Application tools to assist with cable management systems
• Test instruments and tools
• Structured communication cabling systems
• Printing systems and software
18
HellermannTyton’s products in action
Case study 2:
Aerospace OEM
weight reduction
Case study 3: Vehicle platforms increasing content
• Worked with airplane OEM to redesign harness brackets resulting
in a 60% weight reduction per piece and better performance
• Advanced material technology to contribute to light-weight design
19
Products are engineered-in to OEM designs
Case study 1: Off-highway vehicles
in North America
• Worked with North American OEM to reduce vehicle weight and
increase fuel economy
• 86% weight reduction per piece by using HellermannTyton products
• Worked with European OEM to design improved harness routing for
new global platform
• Parts content increased ~200% on new platform with European
production followed by global roll out
Why Delphi will outperform
Well positioned in a transformed and growing industry
Global scale
Industry-leading cost structure
Strong margin expansion and cash flow generation
Balanced and disciplined capital allocation
Industry-leading shareholder returns
20