Lecture Notes: Stellantis Presentation

Introduction

• Greeting to audience from Amsterdam.
• Acknowledgement of attendees: analysts, investors, journalists, industry partners, and Stellantis colleagues.
• Expressed concern for 71 Ukrainian colleagues and their families due to ongoing crisis.
• Safety of teams is the top priority; a dedicated team is in place to support affected colleagues.
• Stellantis condemns violence and aggression; compliance with global sanctions is emphasized.

Corporate Values and Vision

• Commitment to diversity (170 nationalities) and creating better lives through mobility.
• Importance of globalization over fragmentation to avoid chaotic times.
• Launch of a dedicated fund to support Ukrainian refugees.
• Introduction of the long-term strategic plan aimed at sustainable, clean, safe, and affordable mobility.

Financial Highlights

• Stellantis' first year was marked by significant achievements:
  • Net revenues increased by 14%.
  • Adjusted operating income nearly doubled year over year.
  • Net profit nearly tripled year over year.
  • Strong synergies execution exceeded expectations.
• Launched over ten new products, enhancing a portfolio of 39 low-emission vehicles.
• CEO visited 12 countries and nearly 30 manufacturing sites, engaging with employees.

Purpose and Values

• "We" as a pivotal term reflecting collective effort.
• Defined purpose: guiding light for the growth of Stellantis.
• Four core values established:
  1. Customer-centric approach.
  2. Innovation and agility.
  3. Positive impact on society and environment.
  4. Collaborative winning spirit.

Commitment to Sustainability

• Commitment to achieve carbon net zero by 2038 (from well to wheel across the supply chain).
• Acknowledgement of climate change impacts and Stellantis' role in finding solutions.

Dare Forward 2030 Plan

• Introduction of "Dare Forward 2030"
  • 14 strategic task teams with about 300 members across various functions.
  • Transformation towards a sustainable mobility tech company.
  • Blueprint for future mobility engineering and creating a new era.
• Key Targets of Dare Forward 2030:
  1. Reduce carbon emissions by 50% by 2030 (path to carbon net zero by 2038).
  2. Achieve 100% BEV sales in Europe and 50% in the U.S.
  3. Attain the highest customer experience.
  4. Double revenue while maintaining double-digit operating margins.
• Organizational structure focused on holistic plan to achieve the outlined targets.