Michelin CGDE : Présentation investisseurs – KEPLER CHEUVREUX – Field trip auto & parts

SALES GROWTH

from 2023

~20-30%

~5%
~95%		~70-80%
2019	2023	2030

Tires Non-Tires

ROCE *	Segment Operating Income
from 2023	in 2023

WITH		BEYOND
TIRES	AROUND	TIRES
	TIRES	* Return on Capital Employed, annual target

Field Trip Auto and Parts - November 24, 2021

Knowledge of tire usage and roads

Customer intimacy

Leveraging data

science for…	Increasing
understanding of
actionable insights
vehicle usage and
new offers	maintenance, and of
improved products performance	drivers

Connecting…	Addressing customer
Fleets
needs with Around Tire
Drivers
services
Service
providers

Field Trip Auto and Parts - November 24, 2021

Tire as a Service

Fleet Management

Make fleet operations safer and more predictable, productive, and sustainable

EFFITIRES™

Field Trip Auto and Parts - November 24, 2021

	Other Fleet			Connected Services			IoT & Data
	Services			Platforms			Businesses
	Supporting fleets in their		Help customers find trustworthy partners and			Help customers accelerate their business
	daily needs		streamline their maintenance services and			with smart data and better insights
					business processes digitally

Customers data-driven input and feedback

Identifies	Actionable insights
operational issues
for service providers

Constant improvement via data-driven insights

Field Trip Auto and Parts - November 24, 2021