CECP CEO INVESTOR FORUM Kevin Clark President and Chief Executive - PowerPoint PPT Presentation

February 24, 2020 CECP CEO INVESTOR FORUM Kevin Clark President and Chief Executive Officer

Forward Looking Statements This presentation, as well as other statements made by Aptiv PLC (the “Company”), contain forward -looking statements that reflect, when made, the Company’s current views with respect to current events, certain investments and acquisitions and financial performance. Such forward-looking statements are subject to many risks, uncertainties and factors relating to the Company’s operations and business environment, which may cause the actual results of the Company to be materially different from any future results. All statements that address future operating, financial or business performance or the Company’s strategies or expectations are forward -looking statements. Factors that could cause actual results to differ materially from these forward- looking statements are discussed under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s filings with the Securities and Exchange Commission. New risks and uncertainties arise from time to time, and it is impossible for us to predict these events or how they may affect the Company. It should be remembered that the price of the ordinary shares and any income from them can go down as well as up. The Company disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events and/or otherwise, except as may be required by law. 2 CECP CEO Investor Forum | February 24, 2020 | Aptiv

EG Aptiv Overview POSITIONED TO WIN 2019 FINANCIAL PERFORMANCE 1 We are a global technology $ billions, except per share amounts company that develops safer, $14.4 REVENUE greener and more connected $1.5 OPERATING solutions, which enable the INCOME future of mobility. $4.80 EARNINGS PER SHARE $1.6 OPERATING CASH FLOW 1. Reflects 2019 actuals communicated on January 30, 2020 3 CECP CEO Investor Forum | February 24, 2020 | Aptiv

Compelling Mission CLEAR AND COMPELLING MISSION AT THE HEART OF EVERYTHING WE DO MISSION STRATEGY EXECUTION SUSTAINABLE BY DESIGN Zero emissions: minimize the vehicle’s Seamless integration between the car, A society that sees zero fatalities, its passengers, and the world around it zero injuries and zero accidents total lifecycle environmental impact Advanced safety technologies Electrification can potentially OTA can quickly and efficiently reduce transportation CO 2 by can eliminate virtually all driver update vehicle software, saving errors, saving over 1 million lives more than 50%; these emissions the industry $35 billion annually and 40 million injuries annually currently account for ~15% of by 2022 global totals 4 CECP CEO Investor Forum | February 24, 2020 | Aptiv

Portfolio Aligned To Safe, Green And Connected APTIV TECHNOLOGIES HELPING ADDRESS CUSTOMERS TOUGHEST CHALLENGES SAFE GREEN CONNECTED APTIV MISSION APTIV MISSION APTIV MISSION ZERO EMISSIONS : MINIMIZE THE VEHICLE’S A SOCIETY THAT SEES ZERO FATALITIES , SEAMLESS INTEGRATION BETWEEN THE CAR, ZERO INJURIES AND ZERO ACCIDENTS TOTAL LIFECYCLE ENVIRONMENTAL IMPACT ITS PASSENGERS, AND THE WORLD AROUND IT APTIV TECHNOLOGIES APTIV TECHNOLOGIES APTIV TECHNOLOGIES • Perception systems and sensor fusion • • High Voltage wiring and electrical centers Secure connected gateways (Cellular, Satellite, DSRC, GPS) • Active Safety software and multidomain controllers • • High Voltage connectors, plug-in chargers and cord sets V2X Modules: Vehicle To Vehicle / Infrastructure • High fidelity / reliability interconnects and signal distribution • • Aluminum wire harnesses for light-weighting Wireless (Wifi, BT), Media Modules and Consumer Ports • Gesture and voice recognition for hands free control • • Architecture optimization for mass and weight reduction Over-The-Air (OTA) for Software and Firmware • ASIL-D engineering, design and test competencies • • Driver assistance systems with V2I Edge Processing, cloud analytics and cybersecurity ADDRESSABLE CPV ADDRESSABLE CPV ADDRESSABLE CPV $ 5,000+ $ 2,000+ $ 3,000+ 5 CECP CEO Investor Forum | February 24, 2020 | Aptiv

Right Strategy, Rigorously Executed DRIVING OUTPERFORMANCE TODAY, AND IN THE FUTURE MISSION STRATEGY EXECUTION SUSTAINABLE BY DESIGN • Built top-tier automated mobility technology capabilities Automated • Established data monetization platform Driving • Expanded into non-auto markets FUTURE PLATFORMS Seeding the next wave of growth, while diversifying business models and end markets Connected Adjacent Services Markets • $5.6B High Voltage bookings since 2016 • $13.2B Active Safety bookings since 2016 CURRENT PLATFORMS • Divested businesses that did not fit our strategy Smart Leveraging pan-Aptiv capabilities to increase scale Active High Voltage Vehicle and relevance in fast-growing product areas Safety Electrification Architecture • Drove $250M in overhead cost savings 2014 - 2019 BUSINESS FOUNDATION • No single customer more than 10% of sales Human Quality & Customer & Footprint & Optimizing global execution capabilities, Capital Delivery Regional Mix Efficiency • Balanced Regional Mix 1 : North America (38%), which give Aptiv the right to play across Europe (33%), APAC (27%) current and future platforms 1. Regional revenue calculated as a percent of 2019 total revenue as communicated on January 30, 2020 6 CECP CEO Investor Forum | February 24, 2020 | Aptiv

Proactively Addressing the Changing Environment SMART EXECUTION OF OUR BUSINESS MODEL AND TIMELY CAPITAL DEPLOYMENT HAS ENABLED APTIV TO ADAPT AND THRIVE IN A DYNAMIC MARKET ACQUISITIONS increasing our scale and leverage in INVESTED IN AUTOMATED DRIVING & DATA electrical architecture, while expanding in adjacent CAPABILITIES at attractive valuations, while markets helping accelerate Active Safety and central compute product lines 2020 Dec 2017 2014 Jul 2015 nuTonomy ottomatika Dec 2015 Jun 2018 Oct 2018 HellermannTyton KUM Q1 2020 Winchester 50/50 automated driving JV expected Nov 2015 Jun 2015 to close with Hyundai Control-Tec Thermal Nov 2019 gabocom Jul 2015 Dec 2017 Reception Systems Powertrain Spin-off Dec 2016 Mechatronics EXITED HARD-PARTS businesses, POWERTRAIN SPIN-OFF created two where limited opportunity for differentiation independent public companies, better positioned was increasingly driving price pressure to pursue independent strategic priorities 7 CECP CEO Investor Forum | February 24, 2020 | Aptiv

Aptiv Perfectly Positioned Today PROVIDING END-TO-END SOLUTIONS THAT ENABLE THE COMMERCIALIZATION OF NEW MOBILITY Aptiv’s advanced technologies and deep …allows us to conceive, specify systems knowledge across the brain and and deliver solutions for our nervous system of the vehicle… customers’ toughest challenges ACTIVE SAFETY Increasing levels of safety automation + on the path to automated driving HIGH VOLTAGE ELECTRIFICATION Foundational Greater vehicle electrification for elements for every propulsion and performance vehicle solution CONNECTIVITY COMPUTE SOFTWARE POWER DATA Improved in cabin experiences for Collect and process Act on the information Energize sensors and Transmission and greater comfort and productivity the information to enable functionality components processing throughout the vehicle AS&UX S&PS 8 CECP CEO Investor Forum | February 24, 2020 | Aptiv

Funding Investments for Growth IMPROVEMENTS IN BUSINESS FOUNDATION ALLOWING US TO REINVEST FOR ACCELERATED GROWTH AND MARGIN EXPANSION THROUGH THE CYCLE MISSION STRATEGY EXECUTION SUSTAINABLE BY DESIGN PERFORMANCE AND INVESTMENTS COMPETITIVE MOAT EXPANDING 2015 - 2020E Reinvestment in the business improving competitive $2.7B EXPANDING EARNINGS positioning on current and future platforms Performance more than offsetting price and $2.2B Best talent, organized the right incremental investments for growth Mobility Mobility way, with the right tools Manufacturing People FUNDING MOBILITY Engineering Mobility funding decreases in 2020 due to Aptiv-Hyundai JV closing in Q1 D&A ACCELERATING GROWTH Material Supporting record customer awards in products Portfolio such as Active Safety and Electrification Price Sustainable OPTIMIZING COST STRUCTURE Growth Improving portfolio of Relentless focus on driving operational differentiated solutions efficiencies and improving flexibility focused on customers’ Performance Investments toughest challenges Outsized customer awards For Growth* in next generation solutions * Incremental Investments: 2020E vs. 2015 9 CECP CEO Investor Forum | February 24, 2020 | Aptiv

Fast Growing Business Gaining Scale LEVERAGING FULL APTIV CAPABILITIES TO INCREASE SCALE AND RELEVANCE IN FAST-GROWING PRODUCT AREAS ACTIVE SAFETY HIGH VOLTAGE ENGINEERED COMPONENTS ELECTRIFICATION $ Billions, % Adj Growth 1 $ Billions, % Adj Growth 1 $ Billions, % Adj Growth 1 6 % 50 % 30 % $5.5+ $1.0+ $2.5+ ~$5.0 ~$1.7 $4.8 ~$0.5 $1.3 $4.7 $0.34 $0.9 $0.26 2018 2019 2020E 2022T 2018 2019 2020E 2022T 2018 2019 2020E 2022T 1. Revenue growth excludes impact of foreign exchange, commodities and divestures. 10 CECP CEO Investor Forum | February 24, 2020 | Aptiv