EV Electric Vehicle Strategy - Gilles Normand - Groupe Renault
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EV Electric Vehicle Strategy Gilles Normand SVP, EV Business Unit
EV Strategy
Disclaimer
Information contained within this document may contain forward looking statements. although the company considers that
such information and statements are based on reasonable assumptions taken on the date of this report, due to their nature,
they can be risky and uncertain (as described in the Renault registration document filed with the French autorité des marchés
financiers). actual results may differ materially from those projected or implied in these forward looking statements.
These forward looking statements are made as of the date of this presentation. Renault does not undertake to provide
updates or revisions, should any new statements and information be available, should any new specific events occur or for
any other reason.
Renault makes no representation, declaration or warranty as regards the accuracy, exhaustiveness, adequacy, effectiveness
and genuineness of any statements and information contained in this report.
This information does not constitute an invitation to invest in shares or constitute or form a part of any offer for the sale or
subscription of, or any offer to buy or subscribe for, any securities or other financial instruments.
Further information on Renault can be found on Renault's web site (www.group.renault.com), in the section finance/regulated
information.”
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EV Strategy
Renault: EV pionnier & leader in Europe
CUSTOMER
FIRST MOVER WITH SATISFACTION
A COMPLETE EV LINE UP • NEW ZOE: 300 km WLTP range
• >90% customer recommendations
• ~200K customers
10 YEARS EV EXPERIENCE
TECHNICAL 30,000
PEOPLE EV TRAINED
EXCELLENCE
100% EV LEADER
TRAINED DEALERS IN EUROPE
ZOE FLINS e-Motor CLEON
194k
148k 102k
2 1 3
Kangoo ZE Battery pack Cumulated total EV sales
MAUBEUGE TECHNOCENTRE
(@end 2018)
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EV Strategy
A clear plan to continue leading
PLAN 2022
EXPAND OUR REACH
ACCELERATE
COST REDUCTION
LEADER IN AFFORDABLE
ELECTRIC MOBILITY
PROVIDE EASY
ELECTRIC LIFE
GENERATE VALUE FROM ENERGY
& MOBILITY SECTORS
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Strategy for the coming years: acceleration !
EV line-up expansion Keep leadership in Provide clients with
géo. extension affordable e-mobility « easy electric life »
≈ 8 new EV 80% of EV models Autonomy
models by 2022 based on Alliance > 500 Km WLTP
platforms
Charging
Key segments New e-motor >150 km WLTP
coverage New batteries recovery in 15 min
Breakthrough TCO* inflexion point:
In China ~ 2020 (seg-B)
* Transaction Price + usage costs (4 years)
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EV Strategy
An ambitious & achievable objective
EV = CORE PROFITABLE BUSINESS
INITIAL PROFIT ON FULL COST
INVESTMENT VARIABLE PROFIT
NO PROFIT COSTS
NEW EV GROUP
GENERATION AVERAGE
PROFITABILITY
500 CURRENT
LINE UP
0
55k
100
2008 DRIVE THE DRIVE THE
CHANGE FUTURE
0
Volume
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EV Strategy
ANNEXES
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EV Strategy
EV2020 Platform
NEW ALLIANCE PLATFORM,
DEDICATED TO EV
BATTERY 1 • ≈ -40% R&D Entry Ticket reduction
• ≈ -30% manufacturing cost reduction
NEW ALLIANCE
E-MOTOR GENERATION
FRONT REAR
2 •
•
More output
≈ -20% cost vs current
NEW BATTERY PACKS,
FOR THE ALLIANCE NEEDS
3 • ≈ - 30% in $/kWh vs 2016 at pack level
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EV Strategy
K-ZE China: Going global
1485
SEDUCTIVE DESIGN WARM TECHNOLOGY ASSURED JOURNEY
悦心设计 暖心科技 安心畅行
▪ SUV-like exterior design ▪ > 250 km NEDC range ▪ Eye-popping road handling
▪ Sporty, urban ▪ Easy charging (100% compatible with ▪ Renault strong expertise and know-
domestic plugs and public infras) how in EV technology
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2018 Europe EV sales ranking
#4 23 503
#5 18 064
48 297
Renault
45 314 22,2%
Nissan 29 073
Tesla
1
20,9%
13,4%
2 3
BRANDS
8 746
40 629 3 646 Renault
Kangoo Z.E.
39 448 Nissan Leaf
Nissan 2 867
Renault Zoe 18,7% 20 962 e-NV 200
40,9%
VW e-Golf Streetscooter
18,2%
1
17,1%
2 1 9,7%
3 2 3
13,4%
PC + LCV MODELS LCV MODELS
Source : SIM simplifie
Excl TWIZY and REX (I3) incl LCV
Confidential CEV Strategy
Concrete examples of EV new businesses and services
IMPROVE CUSTOMER EXPERIENCE GENERATE VALUE
EASY LIFE NEW BUSINESS
Car-sharing projects
Moov’in Paris
(100 ZOE -> 500 by end Dec)
NEW ELECTRIC ALL EV APPS
ROUTE PLANNER IN ONE APP
“Smart island” “Advanced Battery Storage”
Belle-Île-en-mer (France) Biggest energy stationary storage system
from EV batteries in Europe: 60 MWh
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