NBF CLEAN TECH CONFERENCE - NOVEMBER 30, 2022
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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 www.martinrea.com | 2
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 www.martinrea.com | 3
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 www.martinrea.com | 8
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 www.martinrea.com | 9
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 www.martinrea.com | 11
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 www.martinrea.com | 12
EV Battery Joint Venture www.martinrea.com | 13
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) www.martinrea.com | 14 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 www.martinrea.com | 15 ©2022 Martinrea International Inc.
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