Valeo : Presentation – Q3 2022 Sales

Q3 2022

Sales

CHRISTOPHE

PÉRILLAT

CEO

Q3 SALES

Table of contents

01 Q3 highlights

02 Q3 sales

03 Backup slides

VALEO RESERVED |

OCT-22

2

01

Q3 highlights

VALEO RESERVED |

OCT-22

3

01

Q3 Highlights

JULY 4			JULY 12
New Powertrain Systems: integration	Powertrain Systems: new mobilities
of 100% of VSeA's share capital
The transaction results in a net cash			Presentation at Eurobike of
outflow of €277m and a net debt			innovative 48V electric assistance
increase of €717m			system for all types of bicycle. The
						solution has already attracted 20
						bicycle manufacturers

OCTOBER 12

Record order intake with 2 contracts in electrification for Thermal Systems

Contract with Stellantis for its new electric platform: next-generation heat pump

Contract with major European OEM: electric vehicle air conditioning units and front-end cooling modules

VALEO RESERVED | OCT-22

OCTOBER 19

Valeo and SRG Global® enter a strategic alliance to provide next generations of exterior illuminated front panels

New innovative solutions enabling highly integrated and stylized exterior lighting systems

OCTOBER 20

Thermal Systems and TotalEnergies: co-development of an innovative battery cooling fluid for EV

High-performance dielectric fluid, a new way of cooling electric vehicle batteries

4

01

Taking our High Voltage business to the next stage

New PTS

2016

2021

2022

2030

2025

Creation of a 50/50 JV dedicated to High

Voltage powertrains

8 sites around the world			~€1bn in sales
>1,600 R&D engineers			Expected in High
>2,000 patents			Voltage
		July 4
21 brands in series & development
		Integration of VSeA
>90 new models supplied up to 2022			into new PTS

		~€4bn in sales
~€2bn in sales	Expected in High
Voltage

Expected in High

Voltage

€120m

Synergies run rate

Volkswagen	Inverter	Mercedes	e-Motor	Stellantis 3008,
		EQS & EQE	& Inverter	DS7 Crossback,
				Grandland

OCT-22

* With VSeA at 100% and after non-strategic assets divestiture

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