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Autoliv Inc. — Download Commercial Excellence (company IR deck)
Autoliv Inc. (ALV) · 19 slides · Filed Oct 24, 2026
Every slide of this earnings presentation, with the text as published. Open the original deck ↗ · All ALV deck slides
Slide 1 — Commercial Excellence
Copyright Autoliv Inc., All Rights Reserved Public Commercial Excellence June 12, 2023 Investor Day Presentation June 12, 2023 Megan Fisher, Senior Vice President Sales
Slide 2 — Safe Harbor Statement*
Copyright Autoliv Inc., All Rights Reserved Public Safe Harbor Statement* June 12, 2023 Investor Day Presentation This report contains statements that are not historical facts but rather forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements include those that address activities, events or developments that Autoliv, Inc. or its management believes or anticipates may occur in the future. All forward-looking statements are based upon our current expectations, various assumptions and/or data available from third parties. Our expectations and assumptions are expressed in good faith and we believe there is a reasonable basis for them. However, there can be no assurance that such forward-looking statements will materialize or prove to be correct as forward-looking statements are inherently subject to known and unknown risks, uncertainties and other factors which may cause actual future results, performance or achievements to differ materially from the future results, performance or achievements expressed in or implied by such forward-looking statements. In some cases, you can identify these statements by forward-looking words such as “estimates”, “expects”, “anticipates”, “projects”, “plans”, “intends”, “believes”, “may”, “likely”, “might”, “would”, “should”, “could”, or the negative of these terms and other comparable terminology, although not all forward-looking statements contain such words. Because these forward-looking statements involve risks and uncertainties, the outcome could differ materially from those set out in the forward-looking statements for a variety of reasons, including without limitation, general economic conditions, including inflation; changes in and stability of light vehicle production; fluctuation in vehicle production schedules for which the Company is a supplier; global supply chain disruptions, including port, transportation and distribution delays or interruptions; supply chain disruptions and component shortages specific to the automotive industry or the Company; disruptions and impacts relating to the ongoing war between Russia and Ukraine; changes in general industry and market conditions or regional growth or decline; changes in and the successful execution of our capacity alignment, restructuring, cost reduction, efficiency and strategic initiatives and the market reaction thereto; loss of business from increased competition; higher raw material, fuel and energy, and other costs; changes in consumer and customer preferences for end products; customer losses; changes in regulatory conditions; customer bankruptcies, consolidations, or restructuring or divestiture of customer brands; unfavorable fluctuations in currencies or interest rates among the various jurisdictions in which we operate; market acceptance of our new products; costs or difficulties related to the integration of any new or acquired businesses and technologies; continued uncertainty in pricing and other negotiations with customers; successful integration of acquisitions and operations of joint ventures; successful implementation of strategic partnerships and collaborations; our ability to be awarded new business; product liability, warranty and recall claims and investigations and other litigation, civil judgements or financial penalties and customer reactions thereto; higher expenses for our pension and other postretirement benefits, including higher funding needs for our pension plans; work stoppages or other labor issues; possible adverse results of pending or future litigation or infringement claims and the availability of insurance with respect to such matters; our ability to protect our intellectual property rights; negative impacts of antitrust investigations or other governmental investigations and associated litigation relating to the conduct of our business; tax assessments by governmental authorities and changes in our effective tax rate; dependence on key personnel; legislative or regulatory changes impacting or limiting our business; our ability to meet our sustainability targets, goals and commitments; political conditions; dependence on and relationships with customers and suppliers; the conditions necessary to hit our medium term financial targets; and other risks and uncertainties identified under the headings “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in our Annual Reports and Quarterly Reports on Forms 10-K and 10-Q and any amendments thereto. For any forward-looking statements contained in this or any other document, we claim the protection of the safe harbor for forward- looking statements contained in the Private Securities Litigation Reform Act of 1995, and we assume no obligation to update publicly or revise any forward-looking statements in light of new information or future events, except as required by law. (*) Non-US GAAP reconciliations are disclosed in our regulatory filings available at www.sec.gov or www.autoliv.com This presentation Includes content supplied by S&P Global; Copyright © Light Vehicle Production Forecast May 2023. All rights reserved. S&P Global is a global supplier of independent industry information. The permission to use S&P Global copyrighted reports, data and information does not constitute an endorsement or approval by S&P Global of the manner, format, context, content, conclusion, opinion or viewpoint in which S&P Global reports, data and information or its derivations are used or referenced herein.
Slide 3 — Market Position
Copyright Autoliv Inc., All Rights Reserved Public Market Position June 12, 2023 Investor Day Presentation
Slide 4 — Strong Market Position: World’s Largest Automotive Safety Supplier
Copyright Autoliv Inc., All Rights Reserved Public June 12, 2023 Investor Day Presentation Strong Market Position: World’s Largest Automotive Safety Supplier Firm industry leader at 43% in 2022 with growing market share LTM Sales: $9.2 billion
Slide 5 — Well diversified customer mix
Copyright Autoliv Inc., All Rights Reserved Public 0% 2% 4% 6% 8% 10% 12% 14% 16% Based on 2022 Revenue EV Maker Well diversified customer mix Serving All Major OEMs June 12, 2023 Investor Day Presentation
Slide 6 — Customer Focus, Local Presence & Quality Pays Off
Copyright Autoliv Inc., All Rights Reserved Public Market Share by Geography1 Customer Focus, Local Presence & Quality Pays Off Strong & Improving Positions across the world (1) Company estimates June 12, 2023 Investor Day Presentation 0% 10% 20% 30% 40% 50% 60% 70% North America China Europe Japan India Other Asia South America Global 2022 2024
Slide 7 — Market Leader across Product Lines and OEMs
Copyright Autoliv Inc., All Rights Reserved Public Market Leader across Product Lines and OEMs 20% 25% 30% 35% 40% 45% 50% Airbag Seatbelt Steering Wheel 2022 2024 0 2 4 6 8 <30% 30%-40% 40-50% 50-60% >60% 2022 2024 Market Share by product category1 Market share development with top-15 OEMs1 (1) Company market estimates include seatbelts, airbags and steering wheels June 12, 2023 Investor Day Presentation
Slide 8 — Well positioned for the future
Copyright Autoliv Inc., All Rights Reserved Public Well positioned for the future June 12, 2023 Investor Day Presentation 0% 10% 20% 30% 2021 2022 New automakers Global: Autoliv order intake with new automakers 2022 Share of total order intake Domestic OEMs 51% Global and JV OEMs 49% China Order Intake 2022 China: Majority of Autoliv 2022 order intake was with domestic OEMs Share of total order intake
Slide 9 — Focus on EV Order Intake to ensure strong sales in the EV transition
Copyright Autoliv Inc., All Rights Reserved Public Focus on EV Order Intake to ensure strong sales in the EV transition June 12, 2023 Investor Day Presentation 0% 10% 20% 30% 40% 50% 2021 2022 Order intake EVs % of total order intake 3% 7% 11% 14% 19% 24% 29% 34% 39% 0 10 20 30 40 50 60 70 80 90 100 2020 2021 2022 2023 2024 2025 2026 2027 2028 LVP in Millions Electric Vehicle Other Propulsion Source: S&P April 2023 Light Vehicle Production: Propulsion Mix Trend
Slide 10 — Organic Sales Growth Target 2025
Copyright Autoliv Inc., All Rights Reserved Public Organic Sales Growth Target 2025 June 12, 2023 Investor Day Presentation +4-6%
Slide 11 — Annual Global Light vehicle Production Growth of ~2% projected
Copyright Autoliv Inc., All Rights Reserved Public Annual Global Light vehicle Production Growth of ~2% projected 2024-2028 June 12, 2023 Investor Day Presentation Source: S&P Global May 2023 50 55 60 65 70 75 80 85 90 95 2017 2018 2019 2020 2021 2022 F2023 2024 2025 2026 2027 2028
Slide 12 — The Automotive Market Trends continue to Drive Content per Vehicle
Copyright Autoliv Inc., All Rights Reserved Public Investor Day Presentation The Automotive Market Trends continue to Drive Content per Vehicle Growth in Autoliv’s Safety Solutions 12 6/12/2023 Connectivity / Feature Content Electrification Market Trends Safety Content Implications (examples) Stowable SW Pyro-Safety Switches SW with HOD Sustainability Bio-based Artificial Coated Fabrics Pre-Pretensioner Retractor Mechanism (Pre-Crash Coupling) Autonomous Drive / Interiors Overhead airbag Seat Centric Restraint System (SCRS) Stowable SW
Slide 13 — Content per Vehicle Growth Continues across Regions
Copyright Autoliv Inc., All Rights Reserved Public Content per Vehicle Growth Continues across Regions Sources: Company estimates Company market estimates include seatbelts, airbags and steering wheels Content per Vehicle Growth by Region Examples 0% 5% 10% 15% 20% 25% 2022 2025 Steering Wheel with Hands-on- Detection Europe 0% 10% 20% 30% 40% 50% 60% 70% 80% 2022 2025 Side & Curtain Airbag Penetration India June 12, 2023 Investor Day Presentation 50 100 150 200 250 300 350 400 2020 2021 2022 2023 2024 Europe Americas China Japan + Korea India+OA+Row USD per vehicle
Slide 14 — Mobility Safety Solutions Opportunities
Copyright Autoliv Inc., All Rights Reserved Public Pyro Safety Electric Vehicles Battery Systems Electricity Grid Systems Mobility Safety Solutions Opportunities Commercial Vehicles Trucks, bus & coach, agriculture & construction Powered Two-wheelers Protective Equipment Pedestrian Safety LV manufacturers Robot taxi Pod Autonomous Last-Mile Delivery Vehicle June 12, 2023 Investor Day Presentation
Slide 15 — Commercial Excellence Strategy
Copyright Autoliv Inc., All Rights Reserved Public Commercial Excellence Strategy June 12, 2023 Investor Day Presentation
Slide 16 — Autoliv Global Commercial Excellence Strategy
Copyright Autoliv Inc., All Rights Reserved Public Autoliv Global Commercial Excellence Strategy Customers & Market Digitalization & Enabling Assets E2E Portfolio Management People & Performance Management Value Creation for Customers & Autoliv Setting and driving customer strategy considering market environment Strong sales support tools & support functions to enable success Proactive profitability management across the entire lifecycle Maximum contribution to and from our team members June 12, 2023 Investor Day Presentation
Slide 17 — Customer Inflation Recovery Negotiations
Copyright Autoliv Inc., All Rights Reserved Public 2022 Recoveries Raw Material compensation from customers based on market index price changes Majority of raw material increases were covered by customer pricing relief Limited compensation on non-raw material inflation (logistics, utilities, and labor) received 2023 & Beyond Focused effort on non-raw material inflation including logistics, utilities, labor and other costs for Autoliv & supply chain Detailed negotiation based on actual impact in cost structure for each customer & product mix Expect gradual resolution with customers throughout the year with some retroactive compensation European price restructuring June 12, 2023 Investor Day Presentation Customer Inflation Recovery Negotiations
Slide 18 — Closing
Copyright Autoliv Inc., All Rights Reserved Public Closing We have a strong position in the market today We have a holistic commercial strategy to support execution of Autoliv’s strategic targets Our growth strategy is built around foundational market trends on content & light vehicle growth June 12, 2023 Investor Day Presentation
Slide 19 — Saving More Lives
Copyright Autoliv Inc., All Rights Reserved Public Saving More Lives June 12, 2023 Investor Day Presentation