Summary of CNH Industrial Investor Day - November 11, 2025 Industry Overview - The agriculture industry is facing significant challenges due to a rising global appetite for animal and plant protein, leading to pressure on land, water, and supply [2][9] - The global agriculture market is valued at $4 trillion, supported by over 600 million farmers and directly impacting 2.5 billion people [8][9] - The United Nations projects the global population will increase from 8.2 billion to over 10.3 billion in the next 50 years, necessitating increased food production on constrained land [9][10] Company Strategy and Goals - CNH Industrial aims to be the number one or number two agricultural player in all major markets by 2030, with a focus on innovation and technology [4][8] - The company targets mid-cycle adjusted EBIT margins of 16%-17% in agriculture and plans to increase through-cycle industrial cash flow generation by 25% [4] - CNH has invested over $800 million in agricultural R&D, with 25% dedicated to precision technology, expecting to nearly double this percentage of net sales by 2030 [12] Technological Innovations - CNH is embedding AI into its products to create autonomous, predictive, and sustainable farming systems [5][12] - New product launches include medium and high horsepower tractors, such as the Case IH Puma and New Holland T7, addressing critical market gaps in Europe [6][8] - The company has introduced AI-powered precision technology updates and digital tools like FieldOps, which enhances farm management and decision-making [35][54] Environmental and Soil Health Focus - Soil health is emphasized as the most valuable asset for farmers, with a focus on preserving topsoil and minimizing compaction [11][12] - CNH's technologies aim to enhance agricultural productivity sustainably, addressing soil degradation and nutrient loss [10][12] - The company promotes collaboration among various stakeholders to innovate and improve agricultural practices [10] Customer Engagement and Partnerships - CNH highlights the importance of partnerships with farmers, showcasing testimonials from customers like Jordan Kambites, who emphasizes the role of technology in sustainable farming [20][22][24] - The company aims to provide farmers with tools to monitor and manage their operations effectively, ensuring accountability and sustainability [27][28] Future Outlook - CNH is committed to leading the transformation in agriculture through technology that enhances productivity while preserving the environment [19][40] - The company is focused on developing autonomous solutions and improving planting accuracy through active and passive implement guidance technologies [57][68] - Investment in spraying technologies, such as Sysonak, is increasing to meet the evolving needs of farmers for precise and sustainable crop management [78][79] Key Takeaways - The agriculture sector is at a critical juncture, requiring innovative solutions to meet growing food demands sustainably [2][9] - CNH Industrial is positioning itself as a leader in agricultural technology, with a strong emphasis on R&D and customer collaboration [4][12] - The integration of AI and precision technology is central to CNH's strategy, aiming to empower farmers and enhance soil health [5][12][19]

Core Insights - CNH Industrial N.V. has partnered with Starlink to provide satellite connectivity for farmers, enhancing operational efficiency and connectivity in remote areas [1][2][4] - The collaboration allows CNH's smart machines to communicate effectively, improving productivity and crop yields through real-time data access [2][3] - CNH is focusing on automation, digital technology, and precision farming solutions, with a significant portion of precision components developed in-house [5] Group 1: Partnership and Technology - The partnership with Starlink will deliver reliable high-speed connectivity to users of CNH's brands, including Case IH, New Holland, and STEYR [1] - Starlink's low-latency network supports CNH's FieldOps digital platform, enabling machine data access from any location [2] - The integration of Starlink technology facilitates prescription spraying, improving efficiency in regions with limited connectivity [3] Group 2: Strategic Focus and Market Position - CNH Industrial is advancing in automation, digital tech, and electrification to strengthen its position in the Precision Technology sector [5] - Approximately 80% of precision components were developed internally in 2024, with expectations for growth in 2025 due to increased factory-installed solutions [5] - The adoption of CNH's proprietary retrofit kits is anticipated to support market share gains and margin improvements [5]