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BWA 15 1Q DBConf .pdf


Original filename: BWA_15_1Q_DBConf.pdf
Title: Microsoft PowerPoint - Deutsche Bank Conference Investor Presentation [Read-Only]
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Fast Forward

Deutsche Bank 2015 Global Auto Industry Conference

January 14, 2015

2015 Guidance—Highlights
 Sales growth of 2% to 6% compared with 2014 sales
 9.5% to 12% sales growth, excluding currency

 EPS guidance range of $3.35 to $3.55 per diluted share
 $3.60 to $3.75 excluding currency
 11% to 14% increase over 2014 EPS guidance of $3.23 to $3.28
per diluted share, excluding non-recurring items

 Operating margin above 13%
 Up for the sixth straight year

As of January 14, 2015
Copyright © 2014 BorgWarner Inc.

2

A Portfolio of Leading Powertrain Technology
Engine

67% / SALES

Drivetrain

33% / SALES

Turbo Systems

Morse TEC

Transmission Systems

TorqTransfer Systems

• Wastegate

• Engine Valve Timing Systems

• AWD Couplings

• Variable Turbine Geometry
(VTG)
• Regulated 2-stage
(R2S™)
• Actuators

-Timing Chain
• Variable Cam Timing
-Oil Pressure Actuated
-Torsional Assist
- Cam Torque Actuated
• HY-VO® Transmission Chain
-Transmission/Transfer
case chain

• DualTronic® Systems for Dual
Clutch Transmissions
• ECO-LaunchTM Stop/Start
Accumulator Solenoid Valves

Thermal Systems
• Thermal Management
Components and Systems
• Visctronic® Systems

• eGearDrive® Electric
Drive Transmissions
• One-way Clutches and Modules • eAWD Torque Vectoring
• Friction and Steel Plates
• AWD Electronic Controls
and Systems Integration

Morse TEC
Thermal
Systems

• Fans/Fan Drives

• Exhaust Gas Recirculation
(EGR) Valves
• EGR Coolers & EGR tubes
• Integrated EGR Modules
• Secondary Air Systems
• Thermostats

Copyright © 2014 BorgWarner Inc.

Transmission
Systems
TorqTransfer
Systems

Emissions Systems
• Glow Plugs
• Instant Start System
• Pressure Sensor Glow Plugs
• Gasoline Ignition Technology
• Sensor Technology
• PTC Cabin Heaters

• Transfer Cases

Turbo
Systems
BERU
Systems
Emissions
Systems

3

The BorgWarner Strategic Difference

 Technology Leadership
 Customer and Geographic Diversity
 Financial Strength and Discipline

Copyright © 2014 BorgWarner Inc.

4

Global Macro Trends

Pace of Innovation

Connected Living

Autonomous and
Connected Vehicles

Improved Efficiency

Big Data

Resource
Scarcity &
Environment

Copyright © 2014 BorgWarner Inc.

Global
Rebalancing of
Economic
Power

Demographic Shifts

Urbanization

Increased
Vehicle
Population

5

Stringent Regulations—A Resilient Secular Trend
Korea Proposed
MPG Equivalent (CAFE/Local Test Cycle) for
Passenger Cars

60
E.U. Enacted

U.S. Enacted

55
China Proposed

50
45
Korea Enacted

40
35

China Enacted

30
25
20
2005

2010

2015
Year

2020

2025

Source: International Council on Clean Transportation, November 2014
Copyright © 2014 BorgWarner Inc.

6

Fuel Economy Drives Growth for BorgWarner
LV Transmissions

LV Turbocharged Systems
103.2

103.2
86.6

86.6

Manual Transmissions
9.4
4.6
31.1

30.1
1.0

9.7

1.0

2014E

Non-Turbocharged

DCT (15%)*
Step ATs (1%)*
CVT (8%)*
AMTs and Other (0%)*

21.5

(13%)* Gasoline
(4%)*Diesel

13.9
2019E

11.6
17.8

21.5

2014E

2019E

LV VCT Systems

LV EGR Systems

103.2

103.2
86.6

86.6
Fuel Economy

Non-EGR

Non-VCT
(6%)* VCT Systems

9.6
2.8
16.6

21.3

2014E

2019E

Gasoline (28%)*
Diesel (5%)*

64.4
47.4

2014E

2019E

Global light vehicle industry volumes; units in millions (January 2014)
* CAGRs are shown in parentheses
Copyright © 2014 BorgWarner Inc.

7

Powertrain Trends

Electrification

Downspeeding

Stop/Start

Light-weighting

Copyright © 2014 BorgWarner Inc.

48 Volts

Cost Reduction

Thermal Management

Downsizing
and boosting

Fuel Diversification

Emissions
Reduction

8

Expanding Our Reach Across the Powertrain
Variable
valvetrain

VCT

ePhaser

Timing system
Timing chain

EGR cooler

Fans/fan drive

Solenoid

Friction

Transfer case

Exhaust heat
recovery system
Eco-LaunchTM
solenoid valve

Control module

Wet clutch for
manual
transmissions

Clutch module

AWD coupling
Permanently
Engaged Starter

FXD
Turbocharger

eBOOSTER®
turbocharger

R2S
turbocharger

Diesel cold start
Gasoline ignition
coils

Copyright © 2014 BorgWarner Inc.

Cabin heater for
EVs

EcoFlash® high
frequency ignition

9


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