1Copyright 2018, Nexteer Automotive Corporation. All rights reserved.

2019 Q1Investor

Communication15 April 2019

2 CONFIDENTIAL

These materials have been prepared by Nexteer Automotive Group Limited (“Nexteer” or the “Company”) and are being furnished to you solely for informational purposes. Theinformation contained in these materials has not been independently verified. NO REPRESENTATION OR WARRANTY EXPRESS OR IMPLIED IS MADE AS TO, AND NO RELIANCESHOULD BE PLACED ON, THE FAIRNESS, ACCURACY, COMPLETENESS OR CORRECTNESS OF THE INFORMATION OR OPINIONS CONTAINED HEREIN. It is not the intentionto provide, and you may not rely on these materials as providing, a complete or comprehensive analysis of the Company’s financial or trading position or prospects.

Neither Nexteer nor any of its affiliates, advisors or representatives shall have any liability whatsoever (in negligence or otherwise) for any loss that may arise from any use of thispresentation or its contents or otherwise arising in connection with this presentation.

Certain statements contained in these materials constitute forward-looking statements. Such forward-looking statements involve known and unknown risks, uncertainties and otherfactors, many of which are beyond our control, which may cause the actual results, performance or achievements of the Company to be materially different from those expressed by, orimplied by the forward-looking statements in these materials. The Company undertakes no obligation to update or revise any forward-looking statement, whether as a result of newinformation, future events or otherwise. Many factors may cause the actual development to be materially different from the expectations expressed here. Such factors include, forexample and without limitation, changes in general economic and business conditions, fluctuations in currency exchange rates or interest rates, the introduction of competing products,the lack of acceptance for new products or services and changes in business strategy.

In this document, all references to “Booked Business Amount” are to our estimation of the value of all booked business under contracts that have been awarded to us. The BookedBusiness Amount is based on estimated lifetime volume of the programs derived from indicative production arrangements provided by the applicable OEM customers and informationprovided by third-party industry sources. In calculating the Booked Business Amount, we also assume that the relevant contracts will be performed in accordance with their terms. Anymodification or suspension of the contracts related to the booked business by our customers could have a material and adverse effect on the value of the booked business. The value ofbooked business is not a measure defined by International Financial Reporting Standards (“IFRS”), and our methodology for determining the Booked Business Amount may not becomparable to the methodology used by comparable companies in determining the value of their booked business. While we believe that our current Booked Business Amount is arelevant financial metric, the information in relation to the booked business and the Booked Business Amount included in this document does not constitute a projection, forecast orprediction of our profits, and the actual contract value may be different from the estimated Booked Business Amount due to various factors and uncertainties beyond our control. Wecannot assure you that our estimated Booked Business Amount contained in this document will be indicative of our future operating results.

This document does not constitute an offer, solicitation, invitation, or recommendation to purchase or subscribe for any securities and no part of it shall form the basis of or be relied uponin connection with any contract, commitment or investment decision in relation thereto.

Safe Harbor Statement

3 CONFIDENTIAL

Presenters

Mike RichardsonExecutive Board DirectorPresident

Bill QuigleySenior Vice PresidentChief Financial Officer

4 CONFIDENTIAL

Capitalize on EPS as Enabler

for ADAS

Strengthen Technology Leadership

Optimize Cost Structure

Pursue Select Acquisitions & Alliances

Target China & Emerging

Market

Expand & Diversify

Revenue Base

A Well-Defined Plan to Drive Stakeholder Value

Strategy for Profitable Growth

5

Business Expansion – Conquest Bookings – 2018 – 47%– 2019 – 50% (projected)

Business Rotation– Customer Diversity– Product Mix – Geographies Served

Operational Efficiencies– NA Driveline Focus 2018 – 2019

Strategy for Profitable Growth

6

* We compile the booked business information through our internal records, and such information has not been audited or reviewed by our auditors.

Achieved $25.3B Backlog as of March 31, 2019

52%

22%

26%

N. America

EMEA-SA

Asia Pacific

$25.3B

34%

18%13%

12%

8%4%

2%9%

GM

PSA

FCA

$25.3B

Ford

RNM

BMW

SGMW Others

70%

3%

11%

16%

$25.3B

EPS CIS

HPS DL

Chart1

N. America

EMEA-SA

Asia Pac.

Sales

0.5247900805

0.219968801

0.2552411185

Sheet1

Sales

N. America52%NA13,271

EMEA-SA22%EMEA/ SA5,562

Asia Pac.26%APAC6,454

To resize chart data range, drag lower right corner of range.

Chart1

GM

Ford

FCA

BMW

PSA

RNM

SGMW

Others

Sales

0.3375441675

0.1785219133

0.126567377

0.1172011266

0.0849591445

0.0371238697

0.0240926063

0.0939897951

Sheet1

Sales

GM34%GM8535.6593881644

Ford18%Ford4514.3788343551

FCA13%FCA3200.5767648095

BMW12%BMW2963.7273956359

PSA8%PSA2148.4071985816

RNM4%RNM938.7710921943

SGMW2%SGMW609.2425842499

Others9%Others2376.7700766176

To resize chart data range, drag lower right corner of range.Total25287.5333346082

Chart1

EPS

HPS

CIS

DL

Sales

0.7038175156

0.0326052964

0.1084540717

0.1551231163

Sheet1

Sales

EPS70%EPS17,798

HPS3%HPS825

CIS11%CIS2,743

DL16%DL3,923

To resize chart data range, drag lower right corner of range.

7

* Incumbent BusinessNew business

Launched 6 Major Programs in Q1 2019

PSA DS 3 Crossback (B-segment SUV) SPEPS in Europe.

Mahindra XUV300 (B-segment SUV) Halfshaft in India.

Tata Harrier (C-segment SUV) Halfshaft and Pump in India.

Nissan DAYZ (A-segment MPV) Halfshaft in India.

Mitsubishi eK Wagon (A-segment MPV) Halfshaft in India.

8

Product Evolution– Modular building blocks enabling scalability,

flexibility and reuse– Reduced proliferation / Increased performance – Increased localization, optimized material cost– Significant future global backlog enabled– Scheduled launch China (Q2-19) / Europe (Q2-20)

Product HighlightBrushless Column EPS (BL-CEPS) Gen

1.0

Gen3.0

Gen3.5

Gen2.0

Circuit Board evolutions

228 cm² 117 cm² 95 cm²

9

GM Vision: Zero Congestion, Zero Emissions– Premium E Bike developed for GM’s new vision – Pre sale offering in European market now with

initial deliveries by mid 2019– A foldable, urban mobility style bike

Premium E Bike Market Growing Rapidly – Europe: Double size over the next 5 years to over

5M units annually– USA: Low volume but at 20% CAGR growth

Nexteer to Deliver Mid Drive Assemblies– Motor / Controller / Gearing– Entry into E bike customers and derivative mobility

product applications

Business Expansion – Mobility PropulsionPartnering with GM – Mid Drives For Premium E Bikes

10

Nexteer views CSR as an opportunity, not an obligation

Driving performance in key areas – Environmental, Health and Safety, Business Ethics, Supply Chain Excellence,

Value Creation, Community Engagement

Through sustainable practices, we continue improve our performance

Key 2018 accomplishments:– Highest EcoVadis rating to date, Silver rating

– Environmental Stewardship Recognition from CDP for continuous improvement in climate change management

– Great Place to Work Award for our operations in Brazil

– Friendly Place to Work Award for our operations in Poland

2018 Sustainability Report will be published on-line at the end of June

Corporate Social Responsibility

11 CONFIDENTIAL

Capitalize on EPS as Enabler

for ADAS

Strengthen Technology Leadership

Optimize Cost Structure

Pursue Select Acquisitions & Alliances

Target China & Emerging

Market

Expand & Diversify

Revenue Base

A Well-Defined Plan to Drive Stakeholder Value

Strategy for Profitable Growth

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