Company Overview Deutsche Bank Global Auto Industry Conference June 12, 2025 Forward-Looking Statements Statements in this presentation that are not historical facts are forward-looking statements, which involve risks and uncertainties that could cause actual events or results to differ materially from those expressed or implied by the statements. Important factors that may cause actual results to differ materially from those in the forward-looking statements include, among other factors, the ability of our ...

Stoneridge (SRI) 2025 Conference Summary Company Overview - Stoneridge is a leading global supplier of electronic systems and technologies focused on safety, efficiency, and vehicle intelligence in the automotive and commercial vehicle sectors [1][2][4] Core Industry Trends - The company aligns its product strategy with megatrends in the industry, emphasizing driveline agnostic technologies that can be applied across various vehicle types, including internal combustion, hybrid, and electric vehicles [4][5][6] Product Segments 1. **Control Devices** - Represents approximately 1% of total revenue, focusing on passenger vehicle applications, particularly SUVs and pickup trucks [7][8] - Transitioned to agnostic products over the past five years, ensuring readiness for regulatory changes [8][9] - Key products include electromechanical actuators, temperature sensors, and control valves, with 90% of products being driveline agnostic [15][16] 2. **Electronics** - Comprises about 60% of total revenue, targeting commercial vehicles, off-highway, and bus markets [9][10] - Products include driver information systems, driver assistance systems, and control modules [11][12] - Significant growth in digital driver information systems and vision systems, particularly with partnerships in the industrial sector [27][28] 3. **Stoneridge Brazil** - Transitioning from an aftermarket focus to an OEM business model, with a 60% increase in OE business quarter-over-quarter [13][14][25] Key Innovations - **MirrorEye System** - A camera mirror system that replaces traditional mirrors, improving fuel economy by 2-3% and enhancing safety by eliminating blind spots [34][35] - Expected revenue of $120 million in 2025, with projections to grow to $300 million by 2029 [42][43] - Strong market adoption, with a 40% take rate in existing programs and significant interest from major truck manufacturers [44][45][46] - **Connected Trailer Technology** - Allows for retrofitting existing trailers with advanced camera and sensor systems without additional wiring, enhancing operational efficiency [51][52] Financial Performance - The company has seen strong revenue growth and margin improvement, outperforming underlying end markets [55][56] - A reduction in inventory by $28 million year-over-year has contributed to improved cash performance [57] Future Outlook - Stoneridge is well-positioned to capitalize on the rise of autonomous vehicles, viewing it as an opportunity rather than a threat [60] - The company is focused on expanding its technology offerings and maintaining strong relationships with customers to navigate potential tariff impacts [58][59] Conclusion - Stoneridge's strategic focus on innovation, diversification, and alignment with industry megatrends positions it for continued growth and profitability in the evolving automotive landscape [58][59]