Financial Data and Key Metrics Changes - Total revenue reached nearly $4.6 billion, increasing 7.2% compared to 2024, marking record revenue for the third consecutive year [4][22] - Adjusted revenue growth, excluding foreign exchange and commodity impacts, was 6.9% year-over-year, outperforming the market by approximately 320 basis points [22][25] - EBITDA grew 11.2% year-over-year, with margins expanding by 40 basis points to 10.3% [22][29] - Net profit attributable to equity holders was $102 million, up from $62 million in 2024, reflecting a significant increase in profitability [24][22] Business Line Data and Key Metrics Changes - Successfully launched 57 customer programs, with 42 being new or conquest wins, and 36 for electric vehicle platforms [5][7] - New business bookings totaled $4.9 billion, including significant wins in Steer-by-Wire technology [10][14] - APAC revenue reached approximately $1.5 billion, representing a 9.8% increase year-over-year, marking the fourth consecutive year of record revenue in this region [5][6] Market Data and Key Metrics Changes - North America revenue increased by 4.4% year-over-year, while APAC led with 10.2% growth, and EMEA/SA saw an 8.5% increase [26][27] - North America remains the largest region, contributing 50% of total revenue, followed by APAC at 32% and EMEA/SA at 17% [27] Company Strategy and Development Direction - The company focuses on long-term profitable growth, emphasizing technology leadership and alignment with industry megatrends such as electrification and autonomy [16][36] - Expansion of manufacturing and technical footprint across Asia-Pacific to support growth and localization [17][36] - Strategic targeting of customer diversification, serving over 60 OEMs globally, including both established and emerging players [15][16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving another year of record revenue in 2026, despite expectations for modestly lower global OEM production [34][36] - Continued margin expansion is anticipated, driven by operational efficiency and execution improvements [35][36] - Geopolitical risks, including ongoing conflicts, are acknowledged, with a commitment to managing these risks through close engagement with stakeholders [35][36] Other Important Information - The board approved a $46 million dividend, representing a 45% payout ratio, up from 35% in 2024 [6][23] - The company is developing a modular, high-precision Electromechanical Braking (EMB) system, marking a significant step in Motion-by-Wire technology [18][19] Q&A Session Summary Question: Long-term focus on Steer-by-Wire and integrated solutions - Management confirmed a focus on becoming a chassis Motion-by-Wire supplier, leveraging commonalities between Steer-by-Wire and EMB technologies for competitive advantage [41][42] Question: Impairments and compensation expectations - Management indicated expectations for further recoveries related to program cancellations in 2026, with ongoing negotiations with customers [46][47] Question: Revenue growth estimates for 2026 - Management anticipates revenue growth above market by 200-300 basis points, primarily driven by the Asia-Pacific region, with continued margin expansion expected [50][51]

ANNOUNCEMENT 2025 ANNUAL RESULTS 24 March 2026 Copyright 2026, Nexteer Automotive Corporation. All rights reserved. 1 CONFIDENTIAL Safe Harbor Statement These materials have been prepared by Nexteer Automotive Group Limited ("Nexteer" or the "Company") and are being furnished to you solely for informational purposes. The information contained in these materials has not been independently verified. NO REPRESENTATION OR WARRANTY EXPRESS OR IMPLIED IS MADE AS TO, AND NO RELIANCE SHOULD BE PLACED ON, THE FAIRNE ...

Business Performance & Bookings - The company secured $0.8 billion in new business bookings in Q1 2025 [12, 15] - The company anticipates securing $5.0 billion in bookings for the remainder of 2025 [12] - Asia Pacific accounted for 45% of Q1 bookings, North America 36%, and EMEASA 19% [15] - Bookings from Chinese OEMs represented 61% of the total, while other OEMs accounted for 39% [15] - New/Conquest programs made up 54% of Q1 bookings, with incumbent programs accounting for 46% [15] Program Launches & Product Portfolio - The company launched 23 new programs in Q1 2025, including 14 BEV (Battery Electric Vehicle) programs [7] - 15 programs were launched in the APAC region, and 19 were new/conquest programs [7] - Major program launches in Q1 included Fiat Panda (CEPS), BMW 2-Series Gran Coupe (SPEPS), and Cadillac Vistiq (I-Shafts; Halfshafts) [8] - The company is expanding its "Motion-by-Wire" chassis portfolio, including Rear Wheel Steering (RWS), Hand Wheel Actuator (HWA), and Electro-Mechanical Braking (EMB) [17, 18] Strategic Considerations - The company is navigating a dynamic environment, closely monitoring tariff policies and working to mitigate their impact [20, 21] - The company's supply chain and manufacturing strategy is focused by region, with a majority of Mexico imports to the US being USMCA compliant [20] - The company is strategically expanding into "Motion-by-Wire" chassis control and expects more 'By-Wire' bookings throughout the year [21] - The company is pursuing a strategy for profitable growth, including capitalizing on megatrends, strengthening technology leadership, and optimizing cost structure [22, 23]