Slides
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2026 Q3 Sales November 2, 2026
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3 Strategic priorities Delivering on IGNITE strategic roadmap 2 BEST - IN - CLASS Performance +100bps in an inflationary environment BUSINESS Transformation INVIGORATING Culture Interiors closing in Q4 Lighting transformation the China organization AI leadership 2026 Q3 Sales - November 2, 2026 | FY 2026 guidance confirmed
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› Mid - three - digit million awards for highly integrated EnergyCore solutions › Two major series orders from two COEMs for the latest gen. 77GHz radar › Joint venture with Anand in India › IAA Transportation: strong customer traction for our commercial vehicle offering › Mid - three - digit millions award with major US car maker for Clean Mobility › Expansion of Lifecycle Solutions aftermarket portfolio Building momentum through innovation and diversification B usinesses resilience reinforced Seating expansion Electronics, clear growth driver 3 VALUE CLUSTER GROWTH CLUSTER 2026 Q3 Sales - November 2, 2026 |
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› Pioneering with BYD Thailand (from 2024), Hungary ( upcoming ) › Capturing momentum in Spain with Leap Motors and Chery › New opportunities in Brazil › Enhanced local empowerment › Modular approach for cost competitiveness › Faster dedicated innovation › Extending strategic partnerships Supporting COEMs go global Leveraging China’s strengths Aligning COEMs exposure with the market China: shaping the next chapter 4 2026 Q3 Sales - November 2, 2026 | International - OEMs China - OEMs FORVIA China Order intake (Rolling 24 months) 9M 2026 China production 9M 2026 FORVIA China Sales
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Execute self - help measures Flex the production costs Transform Lighting Disciplined execution in a challenging market 5 › Continued agility in China › Managing customer shutdowns › Cost optimized products for the volume segment › R&D efficiency › Industrial performance 2026 Q3 Sales - November 2, 2026 | › Continued execution of EU - FORWARD › SIMPLIFY fully on track Manage inflationary pressures › Supply chain optimization › Raw material pass - through › Securing appropriate compensation, notably on memory & PCB
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Upcoming closing of Interiors divestiture, a major milestone in IGNITE roadmap 6 A strengthened portfolio and balance sheet Sharpened focus on high - growth technological domains Improved cash - flow generation profile A step forward in net debt reduction ~ 4.5 H1 2022 2024 2025 2026 after Interiors closing 3.1 x 1.7x 1.5x 2.0 x 2026 Q3 Sales - November 2, 2026 |
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CFO Q3 Performance OLIVIER DURAND
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Back to outperformance Q3 sales broadly stable Auto production: S&P Mobility, October 2026 8 9M sales of €15.6bn €15.8bn at constant currencies - 60bps - 260bps +100bps Q1 Q2 Q3 Q3 2025 5,029 Q3 2026 5,079 - 0.6 % Organic change Auto production - 1.6% +1.6 % FX impact Reported change +1.0 % 2026 Q3 Sales - November 2, 2026 |
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Continued high growth driven by radar and energy management, notably in Europe Solid growth in Europe, gradual improvement in China vs H1 1,834 1,796 777 841 Q3 2025 Q3 2026 Titre de l'axe Growth cluster: solid momentum in Electronics, improvement at Seating * On an organic basis 9 ELECTRONICS SEATING 2,637 2,610 ORGANIC GROWTH ELECTRONICS SEATING - 4.4 % + 7.0 % - 1.0 % 2026 Q3 Sales - November 2, 2026 |
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Continued success with Japanese OEMs in Asia and North America Broadly in line with the expected path towards stabilization in 2027 Robust Special Original Equipment business Growing in North America, resilient in Europe and declining in China Value cluster: overall resilient activity 10 CLARION LIFECYCLE SOL. 959 948 237 247 862 814 360 430 Q3 2025 Q3 2026 ORGANIC GROWTH 2,442 2,419 LIGHTING CLEAN MOBILITY CLARION LIFECYCLE SOLUTIONS LIGHTING CLEAN MOBILITY - 7.8 % + 22.0 % - 0.3 % + 3.8 % - 3.0 % 2026 Q3 Sales - November 2, 2026 |
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› Strong sales outperformance in most key regions → Europe: Electronics & Seating → North America: Clean Mobility → Rest of Asia: Clarion › Underperformance in China gradually narrowing → H1: - 14pts → Q3: - 11pts Strong outperformance in Europe, Americas and Rest of Asia Auto production: S&P Mobility, October 2026 11 + 5 PTS 0 % + 3 PTS + 6 % NORTH AMERICA SOUTH AMERICA + 4 PTS + 4 % EUROPE - 11 PTS CHINA + 7 PTS + 14 % ASIA W/O CHINA OUTPERFORMANCE VS. MARKET FORVIA ORGANIC GROWTH SALES PERFORMANCE AMERICAS € 1.4 bn EMEA € 2.3 bn ASIA € 1.4 bn 2026 Q3 Sales - November 2, 2026 | REGIONAL HIGHLIGHTS - 17 %
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CEO 2026 Outlook MARTIN FISCHER
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Key deliverables for Q4 13 Drive disciplined cost and inflation management Close the Interiors divestiture Sustain sales momentum Q4 2026 Auto production - 2.1 % NORTH AMERICA - 2.3 % EUROPE - 8.4 % CHINA ASIA W/O CHINA +0.7 % SOUTH AMERICA - 0.2% - 4.2 % 2026 Q3 Sales - November 2, 2026 |
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Net Debt/ Adj. EBITDA vs. 1.7x Net Cash Flow vs. 3.9%*** Operating margin vs. 6.0% Sales vs. €21.3bn 6.0 % - 6.5 % of sales ≥3.0 % of sales 1.5 X Based on € 20 bn - € 21 bn at constant FX ** S&P’s October estimates of 91.6 m LVs for 2026 2026 Guidance confirmed 14 The assumption that no material changes occur in tariffs or trade restrictions in effect as of November 2 nd , and that there is no material deterioration in the macroeconomic environment or significant supply chain disruptions 2026 Q3 Sales - November 2, 2026 |