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AGB: LB Automotive Global Brands (AGB)
Michelin team
Created on July 19, 2023
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Transcript
BUSINESS LINE / OVERVIEW
BEGIN
BUSINESS LINE / OVERVIEW
AUTOMOTIVE GLOBAL BRANDS
AUTOMOTIVE GLOBAL BRANDS
NEXT
AGB MISSION
MAINTAIN MICHELIN'S LEADERSHIP IN TIRES AND FINANCE THE GROWTH OF THE GROUP IN, AROUND & BEYOND TIRES
PREV
NEXT
AGB MARKETS
REPLACEMENT MARKET BY SEAT
ORIGINAL EQUIPMENTS MARKET BY SEAT
PREV
NEXT
MIX ACCELERATION PULLED BY ORIGINAL EQUIPMENTS
*CAGR = Compound Annual Growth Rate ** CHINA CAGR is affected by low base year in 2022
PREV
NEXT
REPLACEMENT MARKET IS RESILIENT
WITH STEADY GROWTH DRIVEN BY CAR PARK AND CHINA
PREV
NEXT
ELECTRIFICATION ACCELERATES PREMIUMIZATION OF MARKET
Low abrasion rate & good grip
Key requirements for Tires
Key changes related to BEV
Emphasizing Tire Aftersales
Sustainable tire
Pollution
Complexity
High load capacity
High rim capacity
Silent architecture
Low rolling resistance
Tight space
Regenerative braking & torque
Cockpit noise
- Half the teslas sold to date cAme on Michelin tires
- CHINESE PREMIUM NEV PLAYERS DEMANDING MICHELIN TIRES
- strengthening partnerships with other premium oems
Battery weight & Design
Range
PREV
ELECTRIC VEHICLES DEMAND HIGHER PERFORMING TIRES
Key Michelin Differentiators
NEXT
REINFORCING AND HIGHLIGHTING MICHELIN’S PERFORMANCE LEADERSHIP
PREV
NEXT
WHO ARE OUR CONSUMERS & CUSTOMERS?
Offer seamless experience online to offline
They seek adventures and entertainment
They are likely to have more than one vehicle in their garage (including 2W & 18’’+ premium models)
Ultra connected online & tech-enthusiasts
Career-driven, they own 60% of value
PREV
THE HIGH-VALUE CONSUMERS 2.0
NEXT
Key Michelin Differentiators
XXX - WW dealers 2022 sales ranking % X- % of WW tire sales (2022)
TOP 20 46% AGB SALES
Our Customers
PREV
NEXT
PREV
NEXT
PEOPLE-PROFIT-PLANET PROGRESS
E2A
8%
CHN
EUN
9%
AMN
EUS
38%
18%
AMS
AMC
AIM
EUC
11%
3%
3%
3%
4%
REGION SOM < 5%
5% < REGION SOM < 10%
REGION SOM > 10 %
SALES (% 2022)
2022 WORLWIDE SALES FOOTPRINT
PREV
NEXT
PRODUCTION CAPACITY AGB + AOE (% of total in Mu, 2022)
PRODUCTION CAPACITY AGB + AOE (% of total in Mu, 2022)
HUB
AIM
32
AMC
AMS
EUC +N+C
32
15
35
CHN
AMN
E2A
16
32
INDUSTRIAL FOOTPRINT INCREASING LOCAL TO LOCAL
11
PREV
NEXT
ELECTRIFICATION IS ACCELERATING
GROWING PREMIUM SEGMENT
INCREASED COMPETITION
TOWARD SUSTAINABILITY
DEMANDING & DIGITALIZED CONSUMERS
PREV
NEXT
A MARKET IN TRANSFORMATION…
AGB+AOE
SMR
40%**
Abrasion
-8%*
-9,6%*
Energy efficiency
PLANET
SOM 18’’+
13%
ROCE
>15%
2500 M€
ROS
PROFIT
Data Driven Company
Develop competencies in data & digital Marketing Empowerment rate
INTERNATIONAL
40%
40%
FEMINIZATION
PEOPLE
PREV
NEXT
(*) Versus 2020 (**) 40% by 2030