7/28/2014 COMPANY OVERVIEW THE POWER TO GO THE EXTRA MILES. Company Overview

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1 COMPANY OVERVIEW THE POWER TO GO THE EXTRA MILES 1 Company Overview AAM is a tier one global automotive supplier of driveline and drivetrain systems and related components for light trucks, SUVs, passenger cars, crossover vehicles and commercial vehicles. 2 1

2 Organization Senior Leadership David C. Dauch Chairman, President & Chief Executive Officer Michael K. Simonte Executive Vice President & Chief Financial Officer Alberto L. Satine Senior Vice President- Global Driveline Operations Terry J. Woychowski Senior Vice President Engineering & Quality Mark S. Barrett Group Vice President- Procurement, Program Management & Driveshaft Business Unit Steve J. Proctor Group Vice President- Global Sales & Business Development 3 How We Deliver Power QUALITY AAM s world class quality means operating with an average of fewer than ten discrepant parts per million for ten years running. Our commitment is to attain perfection. TECHNOLOGY Our engineers focus on providing solutions that go beyond standard requirements for safety, performance, fuel economy, and environmental friendliness. OPERATIONAL EXCELLENCE Our global operations support all vehicle architectures, bringing streamlining, standardization and synergies to every customer program. Our expectation is to exceed yours. 4 2

3 2013 Profile Sales $ 3.21 Billion Driveline, Drivetrain & Chassis Systems Metal Formed R&D Spending $103.4 million Associates Nearly 13,000 associates Metal Formed 6% Driveshafts 8% Front Axles 16% Sales Percentage by Product All Other 12% Rear Axles (Includes Rear Drive Modules) 58% 5 Serving the World s Leading Brands MORE THAN 100 CUSTOMERS WORLDWIDE 6 6 3

4 GLOBAL EFFICIENCY THE POWER TO MOVE THE WORLD 7 Global Support AAM EUROPE 6 Locations AAM NORTH AMERICA 16 Locations AAM INDIA 5 Locations AAM ASIA 7 Locations AAM SOUTH AMERICA 1 Location OVER 30 FACILITIES 13 COUNTRIES MORE THAN 100 CUSTOMERS GLOBAL SUPPORT TEAMS GLOBAL DESIGN CORE COMPETENCY CENTERS CUSTOMER REGIONAL SUPPORT 8 4

5 Corporate ESTABLISHED: 1994 WORLD HEADQUARTERS: DETROIT, MI MANUFACTURING FACILITIES: ONE ENGINEERING CENTERS: FOUR ROCHESTER HILLS TECHNICAL CENTER OPERATIONS: 24/7, 361 DYNAMOMETER SYSTEMS: 20 CAPABILITIES: PRODUCT TEST LAB N.V.H. LAB E.C.S. LAB CORP. MATERIALS LAB FASTNERS LAB CORP. GEAR LAB 9 AAM North America MANUFACTURING FACILITIES: FOUR ENGINEERING CENTERS: ONE CUSTOMERS SERVED: PRODUCTS PRODUCED: 10 5

6 AAM North America Three Rivers Manufacturing Facility Three Rivers, MI Size (m 2 ) 73,196 Rear Beam Axles, Front Axles Lancaster Manufacturing Facility Lancaster, PA Size (m 2 ) 9,062 Commercial Vehicle Axles Guanajuato Manufacturing Complex Guanajuato, Mexico Size (m 2 ) 108,843 Rear Beam Axles, Front Axles, RDM, IFDA, IRDA, PTU, Driveshafts, Driveline Components Silao Manufacturing Facility Silao, Mexico Size (m 2 ) 26,145 Differential Carriers, Cases, Unibody Housings AAM South America MANUFACTURING FACILITIES: ONE CUSTOMERS SERVED: PRODUCTS PRODUCED: 12 6

7 AAM South America Araucária Manufacturing Facility Araucária, Brazil Size (M 2 ) 29,820 Rear Beam Axles, Driveline Components, CV Joints, Driveshafts 13 AAM Europe MANUFACTURING FACILITIES: TWO ENGINEERING CENTERS: FOUR CUSTOMERS SERVED: PRODUCTS PRODUCED: 14 7

8 AAM Europe AAM Winter Test Center Arjeplog, Sweden Size (M 2 ) 240 Engineering Trollhättan Technical Center Trollhättan, Sweden Size (M 2 ) 794 Engineering European Headquarters & Engineering Center Bad Homburg, Germany Sales & Engineering Business & Admin Office 15 AAM Europe Glasgow Manufacturing Facility Glasgow, Scotland Size (M 2 ) 39,971 Commercial Vehicle Rear Axles, Front Axles, Transfer cases Luxembourg Business Office Luxembourg Business & Admin office Świdnica Manufacturing Facility Świdnica, Poland Size (M 2 ) 38,699 Differentials, Output/Input Shafts 16 8

9 AAM Europe Asia MANUFACTURING FACILITIES: FOUR ENGINEERING CENTERS: THREE JOINT VENTURE: ONE CUSTOMERS SERVED: Glasgow Manufacturing Facility Glasgow, Scotland Size (M 2 ) Commercial Vehicle Rear Axles, Front Axles, Transfer cases PRODUCTS PRODUCED: Luxembourg Business Office Luxembourg Admin office Swidnica Manufacturing Facility Swidnica, Poland Size (M 2 ) Differentials, Output/Input Shafts 17 AAM Asia Hefei AAM I Hefei, China Size (M 2 ) 14,864 Front/Rear beam axles, PTU, RDM, & Suspension corner module for Passenger Cars Hefei AAM II Hefei, China Size (M 2 ) 53,736 Front/Rear Axles for LCVs, LCV Gearsets Rayong Manufacturing Facility Rayong, Thailand Size (M 2 ) 20,865 Front Axles, Rear Axles and Front/Rear Driveshafts Changshu Manufacturing Facility Chagnshu, China Size (M 2 ) 15,793 Front Axles, IRDAs, RDMs, Gearsets, and various machined components 18 9

10 AAM Asia Tokyo Business Office Tokyo, Japan Sales & Engineering Seoul Business Office Seoul, South Korea Sales & Engineering Purchasing Asia Headquarters & Engineering Center Shanghai, China Sales & Engineering Business & Admin Office 19 AAM India MANUFACTURING FACILITIES: THREE ENGINEERING CENTERS: TWO CUSTOMERS SERVED: PRODUCTS PRODUCED: 20 10

11 AAM India Pune Business Office & Engineering Center Pune, India Sales & Engineering Business & Admin Office Pune Manufacturing Facility Pune, India Size (M 2 ) 10,958 Rear Axles, Drive Heads, Banjo Housings Pune Engineering & Development Center Pune, India Engineering & Product Development 21 AAM India Pantnagar Manufacturing Facility Pantnagar, India Size (M 2 ) 3,029 Rear Axles, Driveshafts Chennai Manufacturing Facility Chennai, India Size (M 2 ) 5,990 Rear Axles 22 11

12 Metal Formed MANUFACTURING FACILITIES: SEVEN CUSTOMERS SERVED: PRODUCTS PRODUCED: 23 Metal Formed MSP Industries Oxford, MI Size (M 2 ) 10,518 Forged Shafts, Hubs, Pulleys, Ring Gears, Pinions, Spindles Oxford Forge Oxford, MI Size (M 2 ) 5,145 Ring Gears, Axle Shafts Colfor Malvern Malvern, Ohio Size (M 2 ) 21,256 Pinions, Transmission Shafts, Spindles, Hubs Colfor Minerva Minerva, Ohio Size (M 2 ) 16,764 Finished Transmission Shafts, Axle Assemblies, Hubs 24 12

13 Metal Formed AccuGear Inc. Fort Wayne Fort Wayne, Indiana Size (M 2 ) 7,247 Net Shaped Gears Guanajuato Forge Silao, Guanajuato, Mexico Size (M 2 ) 9,540 Ring Gears, Pinions, Axle Shafts AccuGear Silao Silao, Guanajuato, Mexico Size (M 2 ) 9,977 Net Shaped Gears, Differential Gears, Differential Cases 25 Driveshaft Business Unit MANUFACTURING FACILITIES: FOUR CUSTOMERS SERVED: PRODUCTS PRODUCED: 26 13

14 Driveshaft Business Unit Guanajuato Manufacturing Complex Silao, Guanajuato, Mexico Front & Rear Driveshafts Customers GM, Chrysler, Nissan Pantnagar Manufacturing Facility Pantnagar, India Rear Axles, Driveshafts Customers TATA 27 Driveshaft Business Unit Araucária Manufacturing Facility Araucária, Brazil Commercial Driveshafts Customers Scania Rayong Manufacturing Facility Rayong, Thailand Front & Rear Driveshafts Customers GM 28 14

15 THE POWER TO SHIFT EXPECTATIONS 29 Vehicle Architectures Rear Beam Axle Front & Rear Driveshaft Transfer Case Front Axle Light Truck / SUV Passenger Car / Crossover Vehicle Rear Drive Module w/torque Transfer Device Multi piece Driveshaft Constant Velocity Joints Power Transfer Unit Passenger Car Independent Rear Drive Axle Front Axle Multi piece Driveshaft Rear Beam Axle Front Axle Commercial Vehicle Transfer Cases 30 15

16 Diverse Product Portfolio Diverse and Innovative Product Portfolio to Serve the Global Automotive Market Global Light Truck Markets (GVW1-GVW4) Rear Axles Front Axles Driveshafts Banjo Axle Global Commercial Vehicle Markets (GVW4-GVW8) Rear Axles Front Axles Driveshafts Non Drive Front Axle Passenger Cars and Crossover Vehicles Rear Drive Modules Independent Front Drive Axles (IFDAs) Torque Transfer Devices (TTDs) Multi Piece Driveshafts 31 Diverse Product Portfolio (Continued) Diverse and Innovative Product Portfolio to Serve the Global Automotive Market Drivetrain Transmission Differentials Transfer Cases Power Transfer Units (PTUs) Metal-Formed Axle / Output Shafts Transmission Components Ring / Pinion Gears Differential Gears EcoTrac 32 16

17 INNOVATING OUR PORTFOLIO THE POWER TO LEAVE THE COMPETITION BEHIND 33 Global Engineering & Development NORTH AMERICA Detroit, USA Rochester Hills, USA Auburn Hills, USA Fort Wayne, USA Guanajuato, Mexico SOUTH AMERICA Araucária, Brazil EUROPE Frankfurt, Germany Świdnica, Poland Trollhättan, Sweden Arjeplog, Sweden INDIA Pune, India (2) ASIA Shanghai, China Tokyo, Japan Seoul, South Korea 15 GLOBAL ENGINEERING & DEVELOPMENT CENTERS STATE OF THE ART ANALYSIS AND SUBSYSTEM INTEGRATION TOOLS PRODUCT DEVELOPMENT, TEST AND VALIDATION COMPONENT AND KNOWLEDGE BASED ENGINEERING 34 17

18 Advancing Technology Global Engineering & Business Centers Located around the world to serve AAM s global customer base State of the art analysis and subsystem integration tools Product development Industry leading designs field performance, quality, warranty Advancements in core driveline / axle products for efficiency and mass Emerging crossover vehicle driveline systems 35 Advancing Technology Technology 2013 R& D Spending: $103.4 Million Noise, Vibration & Harshness (NVH) and driveline subsystem integration Meeting market demands for: NVH Fuel efficiency Emissions Ride and handling performance Rochester Hills Technical Center Operations: 24/7, 361 Dynamometer Systems: 20 Capabilities: Product Test Lab, NVH Lab, Electronics Controls Systems Lab, Corporate Materials Lab, Fasteners Lab, Corporate Gear Lab 36 18

19 New Product Evolution Product Diversification and Technology Advancement High Efficiency Axles Industry Leader Passenger Car and Crossover Vehicle AWD Components New for AAM EcoTrac Disconnecting AWD System Industry Leader First to Market Hybrid and Electric Driveline Systems w/ Torque Vectoring Industry Leader Building on AAM s legacy and leadership in rear beam axles and 4WD components 37 e AAM Hybrid and Electric Drivelines Designed to improve fuel efficiency up to 30% CO 2 emissions reduction Cost effective solutions for a range of vehicle configurations, including: Internal combustion engines Battery powered hybrids Plug in platforms Full electric drive systems Minimal vehicle architecture modifications Improved safety, stability, handling and acceleration A Electric Rear Drive Module (erdm) B Power Box Unit (PBU) with electronic controls B A 38 19

20 AAM s EcoTrac AWD System EcoTrac AWD system is disconnected when AWD traction is not needed (EcoTrac consumes n energy as vehicle uses the primary drive system) System automatically engages when it senses AWD traction requirement EcoTrac increases AWD fuel economy through the reduction of spin loss A Disconnecting power transfer unit C C Rear drive module with electronic control unit B Multi piece driveshaft A B D D Torque transfer device Industry first technology helps to increase MPG and reduce emissions 39 High Efficiency Axles Reduce friction and optimize design, packaging and lubrication efficiency High Efficiency Axles PowerLite aluminum designs for mass savings PowerDense hypoid designs, gear finishes and highefficiency bearings for increased torque capacity PowerFilm lubricant that reduces friction and energy losses within the axle 40 20

21 OPERATIONAL EXCELLENCE THE POWER TO SURVIVE THE TEST OF TIME 41 Quality Performance Discrepant Parts Per Million 10,000 13,441 1, < Durability & Reliability Warranty Quality 42 21

22 Quality Certifications and Awards QUALITY SYSTEM DRIVES TO ENSURE TOTAL CUSTOMER SATISFACTION All AAM locations are ISO / TS Certified 2009 Shingo Prize Winner Guanajuato Manufacturing Complex 2010 Industry Week Best Plants Three Rivers Manufacturing Facility 2012 Pace Award Finalist TracRite Center Differential 2013 BBAC Award Best Supplier Changshu Manufacturing Facility 2014 Pace Award Finalist EcoTrac Disconnecting All Wheel Drive BBAC Award Best Supplier Shingo Prize Winner Industry Week Best Plants PACE Award Finalist 43 SUMMARY THE POWER TO PUT EXCELLENCE IN MOTION 44 22