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UMICORE

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Umicore : Mobility transformation – Capture peak profitability and maximize value in Automotive Catalysts

06/22/2022 | 09:55am EDT

S P E A K E R

Bart Sap

Mobility Transformation

Automotive Catalysts:

Capture peak profitability and maximize value

Umicore Capital Markets Day 2022

1

Agenda

1.

2.

3.

Mobility transformation

Emission control

Umicore

ICE gradually declining,

catalyst market

Well positioned to

but remaining dominant

Attractive value to

capture peak

powertrain for LDV and

capture the next

profitability and

HDV by 2030

decade

maximize value

4.

RISE 2030

Umicore Capital Markets Day 2022

2

Accelerating mobility transformation

ICE remains dominant powertrain solution in 2030

Light-duty vehicles

Heavy-duty vehicles

Proportion by powertrain in global production

Proportion by powertrain in global production

Source: Umicore market model - LDV

Source: Umicore market model - HDV (incl. medium-duty vehicles, on-road vehicles only)

66%

78%

95%

by 2030

by 2030

in 2021

98%

in 2021

20 21

20 22

20 23

20 24

20 25

20 26

20 27

20 28

20 29

20 30

20 21

20 22

20 23

20 24

20 25

20 26

20 27

20 28

20 29

20 30

BEV

FC

PHEV

ICE only

BEV

FC

CNG/LNG

PHEV

ICE only

BEV: battery electric vehicle

PHEV: plug-in (hybrid) vehicle

FC: fuel cell vehicle

CNG/LGN: Compressed natural gas / Liquefied natural gas

ICE: internal combustion engine (gasoline/diesel) only

Umicore Capital Markets Day 2022

3

Light-Duty Vehicles

Peak in ICE car production expected in 2023

Light-duty vehicles

Global vehicle production by powertrain

Peak of

~80 Mn ICE

-2%

+7%

CAGR

-5%

2021

CAGR

CAGR

production

level

~60 Mn

ICE

2021

2022

2023

2024

2025

2026

2027

2028

2029

2030

Diesel Global

Gasoline Global

Source: Umicore market model - LDV (ICE + PHEV)

Light-duty ICE production volumes expected to grow until 2023 driven by post-COVID and post-chip shortage rebound as well as growth in emerging economies

Beyond peak, initial slight market reduction, followed by sharper decline as of 2027 due to accelerating BEV penetration

Light-duty diesel dropping faster between 2021 and 2030 especially in Europe

Umicore Capital Markets Day 2022

4

Heavy-Duty Vehicles

Continued growth in ICE HDV towards 2030

Heavy-duty vehicles

Global vehicle production by region

+2%

~5 Mn

+3%

CAGR

HDV

CAGR

2021

production

level

~4 Mn

HDV

2021

2022

2023

2024

2025

2026

2027

2028

2029

2030

China

Europe

North America

Japan/Korea

India

ROW

Source: Umicore market model

HDV (emissionized Heavy-Duty and Medium-Duty Vehicles; on-road only)

Production volumes expected to recover and grow over the decade: total addressable emissionized market in 2030 ~25% bigger than in 2021

Lower growth rate from 2026 reflecting high penetration of emissionized ICE vehicles and increasing BEV and FC

Production expected to increase in China and India

Umicore Capital Markets Day 2022

5

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Disclaimer

Umicore NV published this content on 22 June 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 22 June 2022 13:54:00 UTC.


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