NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022

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NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
NBF CLEAN TECH CONFERENCE
     NOVEMBER 30, 2022

                            ©2019 Martinrea International Inc.
NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
MARTINREA OVERVIEW

Leading Tier One automotive supplier in lightweight
structures and propulsion systems

One of the fastest growing automotive parts
suppliers since 2001

Operating in 57 locations (including sales and
engineering centers) in 10 countries: Canada, United
States, Mexico, Brazil, Germany, Spain, Slovakia, China,
South Africa, and Japan
                                                           TSX: MRE

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NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
MARTINREA CULTURE, VISION, MISSION AND PRINCIPLES

VISION                                                        10 GUIDING PRINCIPLES
Making lives better by being the best supplier we can be in   Our success will be based on the execution of our guiding
the products we make and the services we provide.             principles, applied with integrity, in all that we do:
                                                              • The Golden Rule-Treat everyone with dignity and respect
MISSION                                                       • We make great, high quality products
We make people’s lives better by:                             • Every location must be a centre of excellence
• Delivering outstanding quality products and services        • Discipline and ownership are key
  to our customers                                            • We strive for greatness
• Providing meaningful opportunity, job satisfaction, and     • We are a diverse and inclusive team
  job security for our people                                 • Challenges make us better
• Providing superior long-term investment returns             • Think different
  to our stakeholders
                                                              • Work hard, play hard
• Being positive contributors to our communities
                                                              • Leave it better

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NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
MARTINREA VISION – MAKING LIVES BETTER

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NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
MARTINREA’S GLOBAL PRESENCE

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NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
OUR JOURNEY

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NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
WHATEVER THE FUTURE HOLDS, MARTINREA WILL BE A LEADER

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NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
LIGHTWEIGHT/ELECTRIFIED VEHICLES DRIVE THE NEED FOR MORE
ADVANCED PRODUCTS

                    2020A                                      2026E
                    2020

                   8%

                                                  40%

                                                                           60%

                         92%

   ICE Platforms        BEV/Hybrid Platforms   ICE Platforms     BEV/Hybrid Platforms

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NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
A CLOSER LOOK AT EV TRANSITION
Internal Combustion   Hybrid     Electric Vehicle (EV)
    Engine (ICE)

                                                         80%
                                                          of products are
                                                          agnostic to electrification

                                                         20%
                                                         of products transitioning
                                                         with market change

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NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
ADDRESSABLE CONTENT PER VEHICLE

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SELECT PURE ELECTRIC VEHICLE PLATFORMS IN MARTINREA PORTFOLIO

             Audi PPE            Body and chassis structures, e-motor housing   SOP: 2023

             Daimler EVA2                Body and chassis structures            SOP: 2022

             Ford Mach-E             Aluminum front and rear subframes          SOP: 2020

             Geely PMA 1                  Aluminum rear subframes               SOP: 2021

             GM BEV 3                    Body and chassis structures            SOP: 2023

             GM EV Hummer                Body and chassis structures            SOP: 2023
             and Pick-up Truck

             Lucid Air                   Body and chassis structures            SOP: 2022

             Samsung                       Aluminum battery tray                SOP: 2020

             Tesla Model Y                       Brake lines                    SOP: 2022

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MARTINREA INNOVATION DEVELOPMENT (MiND)
PURPOSE                        LEADERSHIP                         CURRENT MARTINREA INVESTMENTS:
Incubate, develop, and fund                   Bruce Johnson,      • NanoXplore – Hold a 21.2% interest
innovative technologies that                  Executive Vice
                                                                  • VoltaXplore – 50/50 JV with NanoXplore to
are strategic to Martinrea’s                  President, MiND
                                                                    develop graphene-enhanced Li-Ion batteries
portfolio
                                                                  • AlumaPower – Company developing aluminum
                                                                    air battery technology for a variety of end
                                                                    markets
                                                                  • Effenco – Wholly-owned subsidiary; producer of
                                                                    ultracapacitors used to power auxiliary systems
                                                                    on vocational trucks

Evaluating other initiatives   Martinrea provides support to
such as:                       its partners:
• Additive manufacturing       •   Manufacturing excellence
• Robotics                     •   Product development
• Software                     •   Supply chain management
                               •   Other functional disciplines

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EV Battery Joint Venture
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LITHIUM-ION BATTERY SUPPLY CHAIN
                          Producer                                     Product

             Mining Companies                             Battery Minerals

             Metal Processors / Refiners                  Refined Battery Materials

             Battery Component Makers                     Cathodes, Anodes

             Battery Manufacturers                        Battery Cells

             Automotive Manufacturers and
                                                          EVs
             Parts Makers

             Utilities                                     Utility Scale, and Storage Units

Demand to be fueled by:
       1                                     2

     Batteries for Electric Vehicles      Storage for Clean Energy
     (~2,800 GWh 2030E Demand)(1)         (~150 GWh 2030E Demand)(1)
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        1.    Per BloombergNEF reports.
APMA Project Arrow - A new zero-emissions vehicle concept

                                                                    Martinrea was selected as the lead for
                                                                    the Battery System and to supply our
                                                                    proprietary GrapheneGuard™ brake
                                                                    lines.
                                                                    Battery System Features:
                                                                    • VoltaXplore graphene enhanced battery cells
                                                                    • Fully scalable tray structure
                                                                      – Adaptable to any cell form factor
                                                                    • Battery Management System (BMS) featuring
                                                                      a cloud-based digital twin
           The project's goal is to create the first original and
           fully Canadian-built concept zero-emissions vehicle.     • Structure-integral thermal management
           It is designed, engineered and built through the
                                                                      system
           joint efforts of Canadian world-class automotive         • Bidirectional charging through a smart
           supply sector and post-secondary institutions.             inverter that eliminates the onboard charger
                                                                    • Wireless charging compatible
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©2022 Martinrea International Inc.
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