Visteon : 3rd Quarter 2020 Presentation

Visteon Q3 2020 Earnings

October 29, 2020

Visteon Confidential

Q3 2020 Summary

Net Sales

Adjusted EBITDA

Adjusted FCF

$747 Million	$87 Million	$37 Million YTD
+3% Y/Y (1)	11.6% Margin	$103 Million in Q3

PROACTIVE INITIATIVES DRIVING STRONG PERFORMANCE

WON	MARKET-LEADING	LAUNCHED	IMPLEMENTED	MAINTAINED
SIGNIFICANT	PRODUCT	RECORD	COST-CONTROL	STRONG
NEW BUSINESS	PORTFOLIO	PRODUCTS	INITIATIVES	LIQUIDITY

$3.2 billion in YTD	Next-gen digital	23 new products	Short-term and	$87 million net cash
new business wins	offerings including BMS	with OEMs in Q3	structural savings	position at end of Q3

2	(1) Excludes Y/Y impact of currency fluctuations.

Q3 2020 Sales Performance

Continue to outperform in challenging market

Growth-Over-Market of 6% (1)		Visteon Sales Performance
	3%
			 Digital cluster sales nearly doubled Y/Y and
Total	Top		now represent 45% of total cluster sales
Digital Clusters	 Strong sales with PSA, Renault and Daimler
Industry	Customers
Production	Production (2)
	Visteon		 Ramp up of audio system with Ford and
	Sales
	(ex. FX)		Android infotainment with VW
		Audio Infotainment	 Non-recurrence of 2019 SGM sales promotion
		and ongoing Mazda roll off
(3%)
			 Displays sales up 12% Y/Y with increasing
			demand for large center information displays
	(6%)		 Ramp up of multi-display module with SGM
	Displays	and center stack displays with BMW in China

Continued mid-to-high single digit	Benefit from ramp up of digital cockpit
growth-over-market	solutions for multiple OEMs

3	(1) Visteon Y/Y sales growth (ex. FX) compared to Y/Y growth in global production volumes.
(2) Reflects Y/Y growth in industry production volumes for Visteon customers weighted on Visteon sales contribution.

Q3 2020 Product Launches

Record number of new products launched in Q3

Key New Product Launches

Ford F-150	Daimler S-Class	Mazda CX-5
Digital Cluster, Audio,	Digital Cluster	Display
Telematics

Buick Envision	Peugeot 308	Royal Enfield Meteor
Hybrid Cluster	Digital Cluster	Digital Cockpit System

Launches Driven by Next-Gen Products

Americas

• 12" digital cluster on best-selling pickup in North America
• 12" digital cluster as mid-cycle upgrade for Cadillac CT5

Europe

• 12" digital cluster for S-Class with first-to-market features
• 10" digital cluster for the new Peugeot 308

China

• 8" hybrid cluster for Buick Envision luxury SUV for SGM
• 8" digital cluster for multiple models with VW

Rest of Asia

• 10" display as mid-cycle upgrade for Mazda compact SUV
• Digital cockpit with turn-by-turn navigation for Royal Enfield

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