Linamar Corporation · TSX:LNR

Linamar — Q1 2018 Earnings Presentation

95 slides from Linamar's earnings presentation, March 2018

Slide 1: Q1 2018 Investor Presentation
Q1 2018 Investor Presentation Linamar Corporation March 2018
Slide 2: Forward Looking Information, Risk and Uncertainties
Forward Looking Information, Risk and Uncertainties Certain information regarding Linamar set forth in this presentation and oral summary, including managements assessment of the Company’s future plans and operations may constitute forward-looking statements. This information is based on current exp
Slide 3: Company Overview
Company Overview
Slide 4: Linamar – A Global Powerhouse in Diversified Manufacturing
Linamar – A Global Powerhouse in Diversified Manufacturing 2017 SALES: $6,546.5 ↑ 9.0% 2018 Q1 SALES: $1,893.9M ↑ 14.4% NE Normalized1– ATS: $551.5M (8.4%) ↑ 9.4% NE Normalized– ATS: $153.4M (8.1%) ↑ 6.1% Diversified Manufactured Products that Power Vehicles, Motion, Work and Lives 28,700 EMPLOYEES
Slide 5: Core Capabilities
Core Capabilities MACHINING & ASSEMBLY FORGING LIGHT METAL CASTING METAL FORMING  CNC Expertise  Hatebur High Speed Hot  Gravity & Low Pressure  Laser cutting  Complex Assemblies Horizontal Forging Aluminum Die Casting  Metal Forming  Advanced Automation  Conventional Vertical  High Pressur
Slide 6: Key Products
Key Products Transportation Industrial Engine Transmission Body & Structural Driveline © Linamar Corporation 6
Slide 7: Scope of Operations & Market Concentration
Scope of Operations & Market Concentration Q1 2018 Transportation 79.0% Industrial 21.0% PRODUCTS Engine | Transmission | Driveline | Body Mobile Industrial Equipment | Fabricated Assemblies | Agriculture Equipment AUTOMOTIVE OFF-HIGHWAY COMMERCIAL VEHICLE ACCESS MARKETS 71.2% 2.2% 3.8% 15.5% ENERGY
Slide 8: Global Presence
Global Presence UNITED KINGDOM FRANCE GERMANY HUNGARY BULGARIA CANADA Manufacturing Manufacturing Manufacturing Manufacturing Manufacturing Manufacturing Facilities (1) Facilities (4) Facilities (7) Facilities (4) Facilities (1) Facilities (24) SPAIN Manufacturing 49 Facilities with TS16949 Faciliti
Slide 9: 2018 Market Outlook
2018 Market* Outlook Transportation 2018 Agriculture Skyjack Automotive (LV) Commercial Truck North America Flat Growth Moderate Growth Strong Growth Europe Moderate Growth Moderate Growth Moderate Growth Strong Growth Asia Flat Decline Flat Growth Ranking Score Growth Expectation Decline 0.00 <-2%
Slide 10: 2019 Market Outlook
2019 Market* Outlook Transportation 2019 Skyjack Automotive (LV) Commercial Truck North America Flat Flat Moderate Growth Europe Flat Moderate Growth Moderate Growth Asia Moderate Growth Decline Flat Ranking Score Growth Expectation Decline 0.00 <-2% * Note this is a MARKET outlook, NOT a prediction
Slide 11: Trend Review – Positive Trend in Outlook for 2018 and 2019
Trend Review – Positive Trend in Outlook for 2018 and 2019 May 2018 4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0 Mar-17 May-17 Aug-17 Oct-17 Jan-18 May-18 Aug-18 Oct-18 2018 2019 © Linamar Corporation 11
Slide 12: Performance Highlights
Performance Highlights Q1 2018  Evolution Through Bold Innovation  Innovation Hub designs for renovation complete, construction to begin shortly between Centre & Powercor in Guelph  New Business Wins and quoting activity at record levels  $ NBW nearly 4x level of last year at this time  Launch
Slide 13: Key Investment Themes
Key Investment Themes Consistent Performance • Sales & earnings growth consistent & well above market • Double digit normalized earnings growth 8 years running Market Share Growth Key Growth Driver • We have demonstrated our ability to continue to grow through flat or declining markets and will cont
Slide 14: Strategy
Strategy
Slide 15: Enterprise Strategy
Enterprise Strategy Diversified Manufactured Products that Power Vehicles, Motion, Work and Lives
Slide 16: Vision 2100 – Manufacturing and Materials Development to Support all Markets
Vision 2100 – Building an Action Plan for the Future Manufacturing and Materials Development to Support all Markets Transportation Infrastructure Food Global Addressable Markets: Global Addressable Markets: Global Addressable Market: Automotive Scissors, Booms, Telehandlers Agriculture Harvesting, S
Slide 17: Key Market Strategies
Key Market Strategies  Transportation  Increase CPV in BEV, HEV, FCV  Mine opportunistic ICE market as volumes decline but addressable market increases  Grow integrated casting and forging business  Light weighting and noise reduction  Infrastructure (Skyjack)  Globalize and expand product li
Slide 18: Innovation
Innovation PRODUCT MANUFACTURING DEVELOPMENT PARTNERSHIPS WITH TECH STARTUPS PROCESS DEVELOPMENT DIGITIZATION THROUGH AI/ML MATERIAL TANGENTIAL DEVELOPMENT – INNOVATION LIGHTER, STRONGER © Linamar Corporation 18
Slide 19: The Innovation Hub
The Innovation Hub Incubate innovation ideas Explore tangential products & markets Develop manufacturing partnerships © Linamar Corporation 19
Slide 20: Digitization Through AI | ML
Digitization Through AI | ML VISION SYSTEMS Evolving vision systems to more accurately gauge & inspect products for better ADVANCED ROBOTICS product integrity Development of advanced collaborative robots to drive ADDITIVE more efficient and safer MANUFACTURING (3D automation PRINTING) Identify appli
Slide 21: Digitization with AI/ML
Digitization with AI/ML 60 Plants 853 LMMS Data 2,011 747 Traceability Collection Connections Robots Marking Stations 1,016 x10 1,564 RFID Stations 563 Connected Machines Vision Systems 1,582 1 Traceability Read Stations AGVs May 2018 © Linamar Corporation 21
Slide 22: McLaren Engineering
McLaren Engineering McLaren Engineering McLaren Engineering Development Centre, Detroit Development Centre, Germany  Enhanced collaboration as all Sales, Engineering, staff to be located under one roof  Servo-controlled press  Advanced Gear Lab, Rapid Prototype Manufacturing Cell, Production Scal
Slide 23: Transportation
Transportation
Slide 24: Massive Opportunity in Outsourcing in all Propulsion Types
Massive Opportunity in Outsourcing in all Propulsion Types  $500 Billion global market, addressable portion growing each year  Addressable market consistently growing over next 20 Massive Market Opportunity Vehicle Propulsion years  Significant content potential in EV, Hybrid and ICE  70% of con
Slide 25: Powertrain | Target Markets Significant and Growing
Powertrain | Target Markets Significant and Growing TOTAL GLOBAL POWERTRAIN / DRIVETLINE MARKET Global Market 2016 2020 2030 Light Vehicle $372 B $403 B $411 B Commercial Truck & Off Highway Vehicle $123 B $124 B $131 B Total: $494 B $527 B $ 542 B Structural EV & Battery Housings Assumptions: Drive
Slide 26: Linamar’s Addressable Market
Linamar’s Addressable Market Evolving Technology and Propulsion Outsourcing  Linamar’s Addressable Market is impacted by three long-term trends;  The shift from Internal Combustion Engines (ICE) to Hybrid Electric Vehicles (HEV) and Electric Vehicles (EV)  Fuel Cell Vehicles (FCV) are another key
Slide 27: Factors Influencing Future Production Levels
Factors Influencing Future Production Levels Actual I.H.S. Forecast Advanced Consensus Projection Autonomous Driving • Enables segments not driving today i.e. seniors,  Global Population Growth disabled, youth   • Better asset utilization to some extent  • Limited by peak demand needs ie 7am-9
Slide 28: Global Light Vehicle Production
Global Light Vehicle Production Advanced Consensus Projection Advanced Consensus Actual IHS Forecast Projection Source I.H.S. Forecasting 2000-2025 Advanced Consensus Projection 2025-2030 i) 1% YoY Growth in overall industry volumes 2025-2030 ii) Production Share of Technologies by 2030 of ICE 50%,
Slide 30: Cost Penalty of Electrification
Cost Penalty of Electrification • Major hurdle to BEV is cost (and weight) of battery pack • No roadmap with current battery technology to close the gap to cost of ICE • Value of E-Drive >70% of value of ICE powertrain Morgan Stanley – “Autos & Shared Mobility Suppliers: Transfer of Coverage: Auto 1
Slide 32: Preparing for the Future of Propulsion
Preparing for the Future of Propulsion Internal Combustion Hybrid Vehicle Electric Vehicle Engine (ICE) (HEV) (BEV) & Fuel Cell EV (FCEV)  Focus on Light Weighting, Fuel Efficiency,  Continue to increase Content Per Vehicle on  Strong organizational focus on integrated Emissions Reduction solutio
Slide 33: ICE: Product Solutions
ICE: Product Solutions 1990s 2000s 2010s 2020s 2030s Content Potential / Vehicle $4,000 $4,000 $4,000 $4,000 $4,000 Outsourced % 15% 20% 32% 51% 75% Addressable Content Potential / Vehicle $600 $800 $1,280 $2,040 $3,000 Engine Camshaft / Cast and Fully Machined Lower Engine Camshafts Full Engine Bra
Slide 35: Hybrid: Product Solutions
Hybrid: Product Solutions 1990s 2000s 2010s 2020s 2030s Content Potential / Vehicle $4,000 $4,000 $4,000 $4,000 $4,000 Outsourced % 15% 20% 32% 51% 75% Addressable Content Potential / Vehicle $600 $800 $1,280 $2,040 $3,000 Engine Super cubed Turbo Charger Camshaft / Cylinder Cast and Fully Machined
Slide 37: BEV/FCEV: Product Solutions
BEV/FCEV: Product Solutions 1990s 2000s 2010s 2020s 2030s Content Potential / Vehicle $N/A $N/A $2,000 $2,000 $2,000 Outsourced % N/A N/A 32% 51% 75% Addressable Content Potential / Vehicle $N/A $N/A $640 $1,020 $1,500 E-Axle & Driveline Systems Commercial Vehicle Multi-Speed Dual Motor e-Axle Singl
Slide 39: Content Today on Electrified Vehicles Growing Quickly
Content Today on Electrified Vehicles Growing Quickly Global ICE, Hybrid & Electric Vehicle CPV $70.00 $60.00 $50.00 $40.00 Hybrid Electric $30.00 ICE $20.00 $10.00 $0.00 2015 2016 2017 2018 2019 2020 2021 2022 Updated May 2018, estimates based on current projections and EV applications in market. ©
Slide 40: Global Total Addressable Market
Global Total Addressable Market Pure Battery EV penetration reaches 19% of the market by 2030 Updated May 2018 © Linamar Corporation 40
Slide 41: Linamar Positioned for Superior Growth
Linamar Positioned for Superior Growth Technical Leadership & Scale & Financial Vertically Integrated Capacity to Invest Global Footprint © Linamar Corporation 41
Slide 42: Vertical Integration Strategy – Key To Innovation Agenda & Competitiveness
Vertical Integration Strategy – Key To Innovation Agenda & Competitiveness Optimize light weight solutions for customers through collaborative design Offer one stop shopping for customers to optimize cost, quality and technology Create additional revenue streams and open doors to new customers Grow
Slide 44: Linamar Hungary | New Machining and Assembly Facility
Linamar Hungary | New Machining and Assembly Facility © Linamar Corporation 44
Slide 45: Montupet Group | Mexican Casting Facility Montiac Expansion
Montupet Group | Mexican Casting Facility Montiac Expansion © Linamar Corporation 45
Slide 46: Technical Leadership in Process Innovation
Technical Leadership in Process Innovation Dramatic Lightweighting with Hydroformed Camshafts © Linamar Corporation 46
Slide 47: Forgings: Lightweight Components Implemented
Forgings: Lightweight Components Implemented Minimizing material use through better designs – up to 40% reduction in weight Future Wheel Hub Evolution – Integration & Connection 47
Slide 48: Innovation Management | Casting
Innovation Management | Casting Material Engineering New Product & Thermo-physical Simulations Process Simulation Casting & Core shooting simulation Defect Prediction Inorganic Coring ICME Integrated Computational Residual stress during ▲ Materials Engineering water quenching Examples of misrun and
Slide 49: Technical Leadership in Material Development
Technical Leadership in Material Development Replace Steel Stampings with Structural Aluminum Castings for Massive Weight Savings © Linamar Corporation 49
Slide 50: Machining & Assembly: Propulsion of the Future
Machining & Assembly: Propulsion of the Future  As the automotive landscape is rapidly changing, Linamar positions itself to adapt and grow with it  Through innovative thinking and collaboration, we are leveraging our current technologies and skills to help customers bring advanced vehicles to pro
Slide 51: Leadership in Electrification – e-Axle Project
Technical Leadership in Product Innovation Leadership in Electrification -- e-Axle Project • Reduced HV Cables • Reduced Coolant Lines Gearbox • • Reduced Vehicle Interfaces Improved Safety Fully Integrated eAxle System • Superior Power Density • Lower Overall Cost Motor Electronics Power 51 © Linam
Slide 52: eDrive Product Portfolio
eDrive Product Portfolio WIN Q2 2017 500K ANNUAL VOLUME Micro Launch Assist E-Axle Single Motor E-Axle Dual Motor E-Axle Dual Motor Commercial 2+ Multi Speed Gearbox Truck 2 Speed  15 to 30 kW  40 to 110 kW  70 to 220 kW  2-Speed gearbox  Differential (open /  Differential (open /  Torque Vec
Slide 53: Volute Hydrogen Storage Tank – Manufacturing Partnership
Volute Hydrogen Storage Tank – Manufacturing Partnership A technology start-up partnership for Carbon Fiber Hydrogen Fuel Cell Vehicle storage tank solutions. Next Generation Hydrogen Storage Tank  Low profile continuous tank shape  Lower-cost system  Seamless design  Continuous manufacturing 
Slide 54: Driveline Technologies: Commercial Truck Applications
Driveline Technologies: Commercial Truck Applications Q2 2017 New Business Win: Rear Drive Unit Axle System  New business win in Q3 for a Commercial Truck application  Rear differential axle unit  30,000 annual volume  Utilizes disconnecting technology to disengage the torque input to the second
Slide 55: V2X Connected Car Technology for Smart AWD Capability
Advanced R & D: V2X Connected Car Technology for Smart AWD Capability • Vehicle-to-vehicle communication (V2V or V2X COM) is a technology where vehicles, within certain proximity can communicate to each other over DSRC (Dedicated Short Range Communication) wireless networks. The V2V COM will be an i
Slide 56: Creating the Future | Protean MOU
Creating the Future | Protean MOU Kwok-Yin Chan CEO, Protean © Linamar Corporation 57
Slide 57: Launch Review: Launching over $4.4 billion of new work
Launch Review Q1 2018 Launching over $4.4 billion of new work today Transmission Engine Driveline Other - 500 1,000 1,500 2,000 2,500 3,000 ($ Millions) 2017 2018 2019 Mature © Linamar Corporation 58
Slide 58: Launch Review: Launching over $4.4 billion of new work
Launch Review Q1 2018 Launching over $4.4 billion of new work today North America Europe Asia Pacific - 500 1,000 1,500 2,000 2,500 3,000 ($ Millions) 2017 2018 2019 Mature © Linamar Corporation 59
Slide 59: Launch Review: Sales from Launch
Launch Review Q1 2018 4,500.00 4,000.00 3,500.00 3,000.00 2,500.00 $ Millions 2,000.00 1,500.00 1,000.00 500.00 - 2017 2018 2019 2020 2021 2022 Other Driveline Engine Transmission $650 to $750 Million in 2018 Sales from Launch add: $1.3 Billion to $1.4 Billion in 2019 • Offsetting launching sales is
Slide 61: Infrastructure
Infrastructure
Slide 62: Mobile Equipment Market – Product Mix
Mobile Equipment Market – Product Mix Source: Skyjack Internal May 2018 © Linamar Corporation 63
Slide 63: Mobile Equipment Market – Geographic Mix
Mobile Equipment Market – Geographic Mix Source: Skyjack Internal May 2018 © Linamar Corporation 64
Slide 64: Access – Target Market Large with Limited Competition
Access – Target Market Large with Limited Competition Skyjack Target US $1Billion by 2020 2017 Global Market of $7.6B USD Massive Market Opportunity in Access Skyjack Manitou JLG Haulotte Genie Skyjack Internal Estimates – Q1-2018 © Linamar Corporation 65
Slide 65: Skyjack Growth Strategy
Skyjack Growth Strategy Overview  Maintain and Defend Scissor Share….  98% portfolio range coverage by product type by 2020  Grow Boom Products…  95% portfolio range coverage by product type by 2020  Competitive Telehandler Offering…  94% portfolio range coverage in NA by 2020 © Linamar Corpor
Slide 66: Skyjack Growth Strategy
Skyjack Growth Strategy PENETRATION - RENTAL EXPANSION - GEOGRAPHIC PRODUCT DEVELOPMENT POTENTIAL ACQUISITION - IN HOUSE DIVERSIFICATION - MARKETS STRATEGIC ALLIANCE © Linamar Corporation 67
Slide 69: Food/Agriculture
Food/Agriculture
Slide 70: MacDon – Company Snapshot & Acquisition Highlights
MacDon – Company Snapshot & Acquisition Highlights Founded Key Products • 1949 • Rigid and Flexible Draper Headers and Self-Propelled Windrowers Headquarters Facilities • Winnipeg, Manitoba, Canada • ~1 million square feet total Geographic Footprint • 11 owned and 6 leased, all manufacturing in Winn
Slide 71: Acquisition Well Aligned with Linamar’s Strategy
Acquisition Well Aligned with Linamar’s Strategy Enhances Position as a Global Diversified Manufacturer ✓    Agriculture/Food is a key long term growth market globally given the growing & developing global population Linamar has a long history in the agriculture market Further diversifies Linamar
Slide 72: MacDon – Product Portfolio
MacDon – Product Portfolio Product Description  Attached to a self-propelled windrower or combine  Used to cut and process crops through combine feeder house or left in field for further curing Draper Headers  Predominantly used for harvesting soybeans, wheat, canola, rice, oats, dry edible beans
Slide 73: MacDon’s Industry Leading Business and Market Share
MacDon’ Industry Leading Business and Market Share North American Strong Market Position in Key Product Categories Estimated Market Position Combine FlexDraper® Headers #1 Rigid Draper Headers #1 Self-Propelled Windrowers (mid-horsepower) #1 © Linamar Corporation 74
Slide 74: Strong Brand Recognition and Farmer Loyalty
Strong Brand Recognition and Farmer Loyalty Drives Powerful Customer “Pull” Dynamic  69 year history working hand-  Farmers know and value the in-hand with farmers and  Superior reputation among quality, durability and dealers farmers for specialized reliability of MacDon  Deep understanding of
Slide 75: Complementary Product Lines
Complementary Product Lines Hay Grain Harvesting Harvesting Corn Sunflower Draper Headers Pick Up Rotary Mower Headers Headers / Grain Tables Heads Headers Combined business covers a wide crop range of Header Harvesting product lines © Linamar Corporation 76
Slide 76: North American Distribution Strength with Global Opportunity
North American Distribution Strength with Global Opportunity Primary Distribution Channels North American Distribution Network Revenue by Channel (2016)  Established North American distribution network o Established in 1986 OEM International 10.0% o Maintain strong, direct Export relationships with
Slide 79: Agriculture Strategic Road Map
Agriculture Strategic Road Map Regional Growth Global Parts Initiatives Distribution Strategy Advanced & Disruptive Laser Focus on Technologies Operations Product Line Diversification © Linamar Corporation 80
Slide 80: Technology and Innovation Leader
Technology and Innovation Leader  Technology supported by over 100 unique patents with an additional 30+ unique patents pending globally, and a permanent technology-focused staff of 110 FlexDrapers® & Rigid Drapers Self-Propelled Windrowers Hay Products  Higher cutting speeds  Industry leading ro
Slide 81: Water, Power and Age
Water, Power and Age
Slide 82: Strategy Development
Strategy Development  New markets we are trying to gain more knowledge around  Established Advisory Councils to help us understand markets and develop strategies for entry  Water, Food, and Age Management Segments  Each council contains a diverse mix of outside experts (top management, academics
Slide 83: Softwheel
Softwheel A technology company partnership for built-in suspension wheel systems, developing the most energy-efficient and shock-absorbing wheel system in the world. In-Wheel Suspension System  Patented energy-efficient, shock-absorbing wheel design with built-in suspension  Suspension arms inside
Slide 84: Softwheel: Changing the life of wheelchair riders
1. In-wheel Suspension 2. Adaptive Rigidity 3. Rapid Shock-Reset 4. 360 degree Suspension SoftWheel’s 3 suspension arms Our smart suspension After impact, the 3 suspension The unique structure of the are built inside the wheel rim, technology keeps the arms arms reset quickly, absorbing suspension m
Slide 85: Financial Review
Financial Review
Slide 87: Normalized Net Earnings Attributable to Shareholders
Normalized Net Earnings Attributable to Shareholders1 2013 - 2018 Net Margin Expectations 2018: 8.0% - 8.5% 1Net Earnings (NE) Normalized is NE before unusual items and foreign exchange impacts, tax affected © Linamar Corporation 88
Slide 89: Operational Capital Expenditures 2013 – 2018
Operational Capital Expenditures 2013 - 2018 Capex as % of Sales – Normal Zone to Drive Double Digit Growth 6-8% of Sales © Linamar Corporation 90
Slide 90: Net Debt to Proforma EBITDA Average
Net Debt to Proforma EBITDA Average¹ 2013 - 2018 ¹ Proforma EBITDA includes last 12 month rolling EBITDA on acquisitions Note: The current quarter peer group average is the most publicly available data upon release date. © Linamar Corporation 91
Slide 93: Outlook Strong for the Future
Outlook Strong for the Future Q1 2018 Sales by Region 12,000 10,000 Target 8,000 $ Millions 6,000 4,000 2,000 - 2012 2017 2022 Actual Actual Estimate North America Europe Asia Target - Business to be Booked © Linamar Corporation 94
Slide 94: Key Investment Themes
Key Investment Themes Consistent Performance • Sales & earnings growth consistent & well above market • Double digit normalized earnings growth 8 years running Market Share Growth Key Growth Driver • We have demonstrated our ability to continue to grow through flat or declining markets and will cont
Slide 95: Thank You
Thank You @linamarcorp @linamarcorp Linamar Corporation www.linamar.com Linamar Corporation

Linamar — Q1 2018 Earnings Presentation on 6ix

Linamar — Q1 2018 Earnings Presentation

Slide 1: Q1 2018 Investor Presentation

Slide 2: Forward Looking Information, Risk and Uncertainties

Slide 3: Company Overview

Slide 4: Linamar – A Global Powerhouse in Diversified Manufacturing

Slide 5: Core Capabilities

Slide 6: Key Products

Slide 7: Scope of Operations & Market Concentration

Slide 8: Global Presence

Slide 9: 2018 Market Outlook

Slide 10: 2019 Market Outlook

Slide 11: Trend Review – Positive Trend in Outlook for 2018 and 2019

Slide 12: Performance Highlights

Slide 13: Key Investment Themes

Slide 14: Strategy

Slide 15: Enterprise Strategy

Slide 16: Vision 2100 – Manufacturing and Materials Development to Support all Markets

Slide 17: Key Market Strategies

Slide 18: Innovation

Slide 19: The Innovation Hub

Slide 20: Digitization Through AI | ML

Slide 21: Digitization with AI/ML

Slide 22: McLaren Engineering

Slide 23: Transportation

Slide 24: Massive Opportunity in Outsourcing in all Propulsion Types

Slide 25: Powertrain | Target Markets Significant and Growing

Slide 26: Linamar’s Addressable Market

Slide 27: Factors Influencing Future Production Levels

Slide 28: Global Light Vehicle Production

Slide 29: Powertrain Evolution

Slide 30: Cost Penalty of Electrification

Slide 31: Fuel Cell Vehicles

Slide 32: Preparing for the Future of Propulsion

Slide 33: ICE: Product Solutions

Slide 34: ICE: Market Evolution

Slide 35: Hybrid: Product Solutions

Slide 36: Hybrid: Market Evolution

Slide 37: BEV/FCEV: Product Solutions

Slide 38: EV: Market Evolution

Slide 39: Content Today on Electrified Vehicles Growing Quickly

Slide 40: Global Total Addressable Market

Slide 41: Linamar Positioned for Superior Growth

Slide 42: Vertical Integration Strategy – Key To Innovation Agenda & Competitiveness

Slide 43: Linamar China | New Wuxi Casting Facility

Slide 44: Linamar Hungary | New Machining and Assembly Facility

Slide 45: Montupet Group | Mexican Casting Facility Montiac Expansion

Slide 46: Technical Leadership in Process Innovation

Slide 47: Forgings: Lightweight Components Implemented

Slide 48: Innovation Management | Casting

Slide 49: Technical Leadership in Material Development

Slide 50: Machining & Assembly: Propulsion of the Future

Slide 51: Leadership in Electrification – e-Axle Project

Slide 52: eDrive Product Portfolio

Slide 53: Volute Hydrogen Storage Tank – Manufacturing Partnership

Slide 54: Driveline Technologies: Commercial Truck Applications

Slide 55: V2X Connected Car Technology for Smart AWD Capability

Slide 56: Creating the Future | Protean MOU

Slide 57: Launch Review: Launching over $4.4 billion of new work

Slide 58: Launch Review: Launching over $4.4 billion of new work

Slide 59: Launch Review: Sales from Launch

Slide 60: Content per Vehicle

Slide 61: Infrastructure

Slide 62: Mobile Equipment Market – Product Mix

Slide 63: Mobile Equipment Market – Geographic Mix

Slide 64: Access – Target Market Large with Limited Competition

Slide 65: Skyjack Growth Strategy

Slide 66: Skyjack Growth Strategy

Slide 67: Skyjack Apps and Digital Twin

Slide 68: Linamar Hungary | OROS Expansion

Slide 69: Food/Agriculture

Slide 70: MacDon – Company Snapshot & Acquisition Highlights

Slide 71: Acquisition Well Aligned with Linamar’s Strategy

Slide 72: MacDon – Product Portfolio

Slide 73: MacDon’s Industry Leading Business and Market Share

Slide 74: Strong Brand Recognition and Farmer Loyalty

Slide 75: Complementary Product Lines

Slide 76: North American Distribution Strength with Global Opportunity

Slide 77: Equipment Sales vs Cash Receipts

Slide 78: Equipment Sales vs Cash Receipts

Slide 79: Agriculture Strategic Road Map