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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
ABOUT WABCO: THE INDUSTRY’S TECHNOLOGY INNOVATOR
In 2017:
$3.3B Annual revenues
~15,000 Employees in 40 countries
No.1 in all BRIC markets
383 Patents granted
2,900 Service Partners
2,600 Engineers worldwide
$465m Performance EBIT (14.1% Margin)
57% 24%
9%
4% 6%
SALES BY CUSTOMER TYPE
OE Truck & Bus Aftermarket
Trailer Off-Highway
Car
52%
18%
26%
3% 1%
SALES BY REGION
Europe North America Asia S.America Other
15 during the last 5 years
Industry technology
firsts introduced
10 NYSE listing
Years 27 Factories
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
A RICH PORTFOLIO OF TECHNOLOGIES X%
EBS & ESC
Air Brake Valves
ABS
BRAKING CONTROL
AS PERCENTAGE OF
WABCO 2017 SALES
35%
Air Processing
Air Management
Systems
19%
Compressors
Suspension Control
6% Car Products
6%
Wheel End
12%
Digital Services
3%
Transmission
Automation
12%
Steering Control
1%
Electronic Controls &
Monitoring Systems
6%
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
OUR VALUE CREATION PROPOSITION
We apply advanced technology and services to support commercial vehicle OEM and fleet needs
GLOBAL CAPABILITIES
• Global platforms
• Connected R&D network
• Frugal engineering
• Localization
• Integrated supply chain
SAFETY
• Braking systems
• Active steering
• Stability control
• Collision mitigation systems
• Accident prevention
• Autonomous driving
CONNECTIVITY
• Advanced systems integration
• Fleet Management Systems
• Remote diagnostics
• V2X communications
• Big data
EFFICIENCY
• Fuel efficiency
• Aerodynamics
• Emissions reduction
• Weight reduction
• Maintenance costs
• Vehicle and driver performance
monitoring
OEMs
Fleets
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
A BROAD MARKET FOCUS GLOBALLY
Ashok Leyland, CNHTC, Cummins, Daewoo, DAIMLER, Dongfeng, FAW, Fiat, Foton, GAZ, HINO Motors, Hyundai, Isuzu, KAMAZ, Kinglong, MAN, PACCAR, SCANIA, TATA Motors, Volvo, Yutong, ZF among others.
TRUCK & BUS
CIMC, Faccini, Guerra, GREAT DANE, Kögel KRONE, SCHMITZ Cargobull, Tirsan, Tonar WABASH, Weilton among others.
TRAILER
AGCO, BEML, Caterpillar, Claas, CNH , Hitachi, Hyundai CE, John Deere, Komatsu, Liebherr, Liugong, SANY, Tandano, Volvo CE, XCMG, ZOOMLION among others.
OFF-HIGHWAY
AUDI, BMW, Changan, FCA, General Motors, Mercedes –Benz, Porsche, SAIC, TESLA, Volvo, VW among others.
CAR
Supporting distributors, workshops and fleets over vehicle lifetime thanks to: • Global distribution & service
network • Comprehensive aftermarket
portfolio • Fleet Management
Solutions • Digital Services • WABCO Academy
FLEETS
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
WABCO’S SUCCESS IS ROOTED IN OUR CULTURE
Sustaining differentiation throughout a highly diversified, passionately engaged and continuously learning global team
CHANNELLED THROUGH
WELL ANCHORED CORE STRATEGIES
• ANTICIPATION: Reading economic and industry
dynamics ahead of the curve
• CREATIVITY: First to market with new technologies
• EXCELLENCE: Leveraging early globalization and an
industry-leading Lean Operating System
POWERED BY PASSION
Continuously applying innovation across our
customers’ value chain and vehicle life cycle
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW
SUSTAINING DIFFERENTIATION THROUGH
TECHNOLOGY LEADERSHIP
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
THE INDUSTRY’S LEADING INNOVATOR IN OUR SECTOR
2009 to
2010
2011 to
2014
2015 to
2017
2004 to
2008
1996 to
2003
1980’s to
1995
Anti-Lock Braking System (ABS)
Traction Control System
Pneumatic Transmission
Automation System
Electronically Controlled Air
Suspension (ECAS)
RSSplusTM Roll Mitigation System
OnGuardTM Collision Mitigation
System
Hydraulic Transmission
Automation System
d-compTM Dual Stage Compressor
New Generation Air Disc Brake
Air System Protector
Trailer EBS-E
c-compTM Clutch
Compressor
Trailer OptiLoadTM
ESCsmartTM Simulation
System
Trailer OptiTurnTM
OnLaneTM - Lane Departure
Warning System
MAXXUSTM Air Disc Brake
OptiFlowTM SideWings
EBS for Hybrid Drivelines
New Generation Automated
Manual Transmission
Improved Integrated Vehicle
Tire Monitoring (IVTM TM)
Modular EBS
mBSP TM Modular Braking Platform
EC-APU Air System Protector
MAXX22TTM Air Disc Brake
OptiPaceTM
OnGuardACTIVETM
Electronic Stability Control (ESC)
for Hydraulic Braking
Trailer EBS
Electronic Braking System (EBS)
Roll Stability Support (RSS) for
Trailers
Integrated Vehicle Tire
Monitoring (IVTM TM)
ECAS for automotive
Electronic Stability Control (ESC)
Adaptive Cruise Control
OnGuardMAXTM
Autonomous Emergency
Braking System
h-compTM High Output
Compressor
OptiDriveTM Transmission
Automation System
Trailer Telematics
Air Disc Brake MAXXTM22
Trailer Remote Control
TrailerGUARDTM Telematics
OnGuardPLUSTM Advanced
Emergency Braking System
TailGUARDTM Rear Blind
Spot Detection
e-compTM Electrically Driven
Compressor
FuelGuardTM Electronic Air
Processing Unit
OnCityTM
OnGuardMaxTM
OnHandTM
WABCO Communications Unit
OptiFlowTM AutoTail
OnLaneASSIST™
OnSide
OptiLock
OptiLink
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Evasive Maneuver Assist
WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
ANTICIPATING THE EVOLUTION OF OUR INDUSTRY
Exponential Growth of New Technologies
Increasingly Complex
Customer Needs
Regulatory Push for Greener
Environment
Population Growth, Urbanization &
Smart infrastructure
Mega Trends
Urban / Suburban Transportation
Long Haul Transportation
Off-Highway Application
Commercial Transportation Requirements
Segmentation
of Commercial Vehicles
Impact on Commercial Vehicles Requirements
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
WABCO BLUEPRINT FOR AUTONOMOUS DRIVING
Predictive control: - Predicts traffic situation
- Learns behaviors
- Defines system reaction
- 100ms cycle
Reactive Control: - Measures vehicle situation
- Safety critical
- 5ms cycle
360° SENSING
CONNECT
Fail Safe Vehicle Architecture
Dynamic Motion Control
Braking
system
Vehicle
Sensors
Stability
Control
AMT
Active
Steering
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
TECHNOLOGY TO ADVANCE VEHICLE SAFETY AND AUTONOMOUS DRIVING
Stop’n’Go Assist Platooning
Collision Avoidance
Collision Mitigation
Active Steering
Bli
nd
Sp
ot
Mo
nit
ori
ng
Driver Behavior Monitoring
Active Braking Electronic Stability Control
Vulnerable Road User Protection
mBSP™
MAXX™ AMT
SYSTEMS INTEGRATION
We have a solid roadmap identified towards a vision for zero accidents and automated vehicles
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
TECHNOLOGY TO ADVANCE VEHICLE EFFICIENCY
A vehicle equipped with all WABCO efficiency technologies can increase fuel economy up to 20%
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
DRIVING VEHICLE EFFICIENCY & SUSTAINABILITY
Trailer Aerodynamics
Electronically Controlled Air
Suspension
Automated Manual
Transmission
Hybrid EBS Clutch
Compressor Air Processing Unit
Lightweight Air Disc Brakes
High Output Compressor with
Alu-Crankcase
Fuel Efficiency
Weight Reduction
Energy
Recuperation Electric Vehicles
Electronic -APU
Electrically Driven Compressor or compressed air
replacement
Electro Mechanical
Brake
EBS Brake Control
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
CONNECTIVITY: MOBILIZING VEHICLE INTELLIGENCE
WABCO uniquely offers insights on truck, trailer and driver performance
Platooning (V2V)
Provide a Broad Spectrum of Vehicle Systems Data
Other Data
Providers
Big Data & Analytics
V2X
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
DELIVERING FLEET CRITICAL DATA AND ACTIONABLE INFORMATION
TO ONE SINGLE PLATFORM
WABCO ITP
Cost management & efficiency
Compliance
ECO
Satisfaction
Supply chain visibility
€ Safety & security
Maintenance & repair
WABCO Service network
WABCO Academy
REMOTE DOOR LOCK
REMOTE
TRAILER DIAGNOSTICS REMOTE
TRUCK DIAGNOSTICS
OPTITIRE EBS
BRAKE WEAR
CARGO
TX-TRAILERGUARD TX-SKY
TX-FLEX
TX-CONNECT
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW
SUSTAINING DIFFERENTIATION THROUGH
GLOBALIZATION
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
DIFFERENTIATION THROUGH GLOBALIZATION
INDIA
Chennai
Mahindra World City
Jamshedpur
Lucknow
Pantnagar
Pune
THAILAND
Rayong
SOUTH KOREA
Pyungtaek
CHINA
Jinan
Qingdao
Taishan
Shanghai
UNITED KINGDOM
Leeds
GERMANY
Gronau
Hannover
Mannheim
JAPAN
Tokyo
RUSSIA
Moscow
POLAND
Wroclaw
Stanowice
BELGIUM
Brussels
Ieper
MEXICO
Empalme, Sonora
San Luis Potosi
BRAZIL
Campinas S.P.
UNITED STATES OF AMERICA
Rochester Hills, MI
Troy, MI
North Charleston, SC
Hebron, KY
North Mankato, MN
Hanover, PA
Wytheville, VA
Global Headquarters
Global network of development, manufacturing and distribution operations
CANADA
Oakville, ON
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
Skilled Application Engineers in all key regions provide excellent
customer connectivity and support Broad System &
Vehicle Expertise
THE DNA OF OUR INNOVATION LEADERSHIP
A Globally Integrated Product Development Team
Frugal Engineering Expertise - able to create pull for new technologies
and mature products in increasingly price
sensitive markets
- Delivers Advanced Technologies at Best Cost
Best Solution
Advanced Development
Frugal Engineering
Rich Software
Expertise
Strength in Technology
& Innovation
Advanced Development
Organization seeds innovation, leads technology screening
and concept validation for rapid protoyping
* As of December 2017
>30%
>380 Patents granted*
Increase in R&D investment
>900 Products released*
100% Increase in number of engineers
During the last decade:
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On an annual basis:
WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW
SUSTAINING DIFFERENTIATION THROUGH
EXCELLENCE IN EXECUTION
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
EXCELLENCE IN EXECUTION
WABCO Operating System (WOS)
The WOS defines WABCO’s unique culture and powers us to sustain differentiation in quality,
performance and service to customers
• Built on a backbone of Six Sigma Lean
o Rigorous management environment across global operations
o Standardized processes embedded within advanced quality management systems
• Efficient and agile organization of resources in every region
• Drives continuous productivity within the design – build – deliver value chain
• Learning culture and individual empowerment to continuously advance quality
• Passion to drive excellence in execution as a differentiator for customers
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
WABCO AFTERMARKET: CREATING THE HIGHEST BRAND LOYALTY
>27,000 Diagnostics subscribers
Leading penetration
KNOW WABCO
2,900 Service partners
Industry benchmark
REACH WABCO
4,500 Distributors
Worldwide availability
14 Distribution centers worldwide
Best Customer Proximity
GET WABCO
>170,000 Trained mechanics
Largest trained community
TRUST
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WABCO Confidential and Proprietary 2018 CORPORATE OVERVIEW – Feb 2018
THE INDUSTRY’S MOST COMPREHENSIVE AFTERMARKET PORTFOLIO
Delivering differentiated products for every vehicle in every market
Competitive at
OE quality
ORIGINAL REPAIR KITS PROVIA REMAN
OE choice
premium brand
Trusted
original budget
parts
Enabling
quality repairs
RETROFIT
SOLUTIONS WORKSHOP
SOLUTIONS
Improving fleet
safety & efficiency Delivering smart
productivity tools
Continuously
expanding our
segment
Distributors Workshops
Fleets
OES Drivers
Anchored to the fleet eco-system