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  • APAC Region

    Mike Manley

  • APAC

    APAC Region

    Sales Organization Summary

    National Sales Companies 6

    General Distributors 13

    Dealership Summary (2013)

    Region FGA CJD

    China 208 188

    India 100 0

    Other APAC 162 208

    Shanghai

    FCA China Sales ⊲ Employees: 141

    APAC Engineering Center ⊲ Employees: 311

    APAC Manufacturing & Powertrain ⊲ Employees: 210

    FCA APAC Headquarters ⊲ Employees: 377

    Hangzhou

    HAVECO Transmission Plant capacity: 330K units ⊲ Employees: 774 ⊲ Products: 7DDCT, 5MTX, AMT

    Changsha

    GAC-Fiat JV ⊲ Assembly Plant capacity: 195K units ⊲ Engine Plant capacity: 140K units ⊲ Employees: 2,821 ⊲ Products: Fiat Viaggio and Ottimo

    Mumbai

    Fiat Group Automobiles India Pvt. Ltd. ⊲ Employees: 120

    Chennai & Pune

    APAC Technical Centers ⊲ Employees: 970

    Ranjangaon

    FIAL – JV ⊲ Assembly Plant capacity: 135K units ⊲ Engine Plant capacity: 350K units ⊲ Transmission Plant capacity: 300K units ⊲ Employees: 2,250

    2014 APAC Footprint Rapidly growing infrastructure

  • APAC

    APAC Region

    APAC Market Industry Evolution Fastest growing region globally

    24.2

    35.3 37.3 40.0

    42.5 44.7 46.2

    0

    10

    20

    30

    40

    50

    60

    2009 2013 2014 2015 2016 2017 2018

    China

    Units (M)

    Source: Q4 2013 IHS

    ⊲ Industry grows from 35M units in 2014 to 46M units in 2018 (6% CAGR)

    ⊲China remains the world’s largest market in 2018 with 28.8M units

    ⊲ India surpasses Japan as the 2nd largest market in the region, 3rd largest in the world, with 5M units in 2018

    ⊲Sedans (33% of industry) remain the dominant body style with C-sedan (8.4M units) being the largest segment

    ⊲The UV segment is the fastest growing (10% CAGR) and grows from 5M in 2014 to 8M units in 2018

    +6% CAGR 2014-2018

    +10% CAGR 2009-2013

    India Japan Australia ASEAN Others

    S. Korea

  • APAC

    APAC Region

    72 73 90

    115

    200

    335

    0

    50

    100

    150

    200

    250

    300

    350

    400

    2009 2010 2011 2012 2013 2014E

    Total APAC FCA Volume Growth APAC sales projection to exceed 330K units by 2014

    Units (K)

    Fiat Includes Fiat Professional and Abarth

    +29% CAGR

    2009-2013

    +2%

    +28%

    +72%

    +24%

  • APAC

    APAC Region

  • APAC

    APAC Region

    12,9

    20,6 22,4

    24,5 26,2

    27,7 28,8

    0

    5

    10

    15

    20

    25

    30

    35

    2009 2013 2014 2015 2016 2017 2018

    Projected China Market Evolution Consistently strong industry growth through 2018

    +7% CAGR 2014-2018

    Includes Passenger Cars and Light Commercial Vehicles

    +12% CAGR 2009-2013

    Source: Q4 2013 IHS

    ⊲Despite a slowdown in growth, China forecasts a 7% CAGR through 2018 and remains the world’s largest automotive market

    ⊲Year over year industry increases through this period are in excess of one million units

    Units (M)

    +4% +6%

    +7% +9%

    +59%

  • APAC

    APAC Region

    Projected China Market Evolution Sedans & UVs will remain the dominant segments

    ⊲With 12% CAGR, the UV segment is the fastest growing segment in China

    ⊲C sedan remains the largest single passenger car segment at 7M units in 2018

    3,4

    11,9

    5,6

    1,3

    5,5

    1,0

    +5% CAGR

    +11% CAGR

    +9% CAGR

    +3% CAGR +11%

    CAGR

    +12% CAGR

    Units (M)

    2,1

    9,2

    3,3

    0,7 4,6

    0,7

    2013 2018

    Sedan UV MPV VANS Others HATCH Source: Q4 2013 IHS

  • APAC

    APAC Region

    ⊲Grand Cherokee

    ⊲ Fiat 500 ⊲ Fiat Freemont ⊲ 4 Special

    Editions

    ⊲ 300 ⊲Grand

    Voyager ⊲ Journey ⊲Viaggio ⊲ Fiat 500C ⊲ 7 Special

    Editions

    ⊲Cherokee ⊲Grand

    Cherokee MCA

    ⊲Compass MCA ⊲ 4 Special

    Editions

    ⊲Ottimo ⊲ 9 Special

    Editions

    25 24 39 57

    130

    235

    0

    50

    100

    150

    200

    250

    300

    2009 2010 2011 2012 2013 2014E

    China Sales History Significant growth driven by new product launches and strong dealer development

    +64%

    +45%

    +126%

    (2%)

    +51% CAGR 2009-2013

    Units (K)

    New Model Launches:

    Dealer Network (Points of Sale):

    70 94 132 267 396 648

  • APAC

    APAC Region

    431 760

    1.042 450

    857

    5.682

    875 326

    1.912 1.470

    187 558 489 228

    0

    1.000

    2.000

    3.000

    4.000

    5.000

    6.000

    A Car B HB B Sedan B UV C HB C Sedan C UV B/C MPV D Sedan D UV D MPV E/F Sedan E/F UV E/F MPV

    CY2013 China Product Portfolio Import based portfolio significantly limits segment coverage

    Compass

    Grand Voyager 300

    Wrangler Grand Cherokee Patriot Cherokee

    Viaggio Freemont 500/500C

    Journey

    Ottimo

    Volume (K)

    Source: Q4 2013 IHS

    Brand Segment Coverage

    Price Range Coverage (Industry)

    Price Range Coverage

    (Participating Segments)

    Jeep 19% 2% 17%

    Chrysler/Dodge 15% 2% 14%

    Fiat 55% 32% 57%

    Local Assembly / Manufacturing

  • APAC

    APAC Region

    China Levers for Growth

    1 Brand Development and

    Expansion of Product Portfolio

    2 Local Industrialization

    3 Continued Development of

    Distribution Channels

  • APAC

    APAC Region

    2013 2014 2015 2016 2017 2018

    B UV Renegade

    C UV Compass/Patriot

    C SUV

    D UV

    Wrangler

    Cherokee

    E UV

    Grand Cherokee

    Grand Wagoneer

    E

    300

    Grand Voyager

    D UV Journey

    China Portfolio Cadence Jeep – Chrysler – Dodge

    Import Small Wide CUSW Other Local

  • APAC

    APAC Region

    China Portfolio Cadence Fiat

    2013 2014 2015 2016 2017 2018

    A 500/500C

    B UV 500X

    C

    Ottimo

    Viaggio

    Bravo

    D D-Sedan

    D UV Freemont

    Import Small Wide CUSW Other Local

    Crossroad

  • APAC

    APAC Region

    Expansion of Product Portfolio in China 13 major product actions through the period

    2015 2016 2017 2018 2014

    Ottimo

    Import MID-CYCLE FRESHENING Local Production

    Grand Voyager

    Wrangler

    Grand Cherokee

    Grand Wagoneer

    500X 500X

    Imported Cherokee

    Grand Cherokee

    500

    300

    D Sedan

    Crossroad

    Viaggio

    Ottimo

    300

  • APAC

    APAC Region

    Haveco - Hangzhou

    Transmission Plant 3 Transmissions

    GAC Fiat JV - Changsha

    Vehicle Assembly Plant 1 Platform 2 Models Engine Plant 1 Engine

    Haveco - Hangzhou

    Transmission Plant 2 Transmissions

    Summary

    Vehicle Production capacity: 195K units, 99% utilization* Engine Production capacity: 140K units Transmission Production capacity: 180K units Total Employees: ~3,600

    Summary

    Vehicle Production capacity: 775K units, 150% utilization* Engine Production capacity: 820K units Transmission Production capacity: 700K units Total Employees: ~13,000

    GAC Fiat JV - Guangzhou

    Vehicle Assembly Plant 1 Platform 3 Models

    GAC Fiat JV - Changsha

    Vehicle Assembly Plant 1 Platform 5 Models Engine Plant 5 Engines

    China Industrialization Industrial expansion in assembly and powertrain operations

    2014 2018

    2 plants 1 platform 2 models 1 engine 2 transmissions 3 plants 2 platforms 8 models 5 engines 3 transmissions

    *Calculation based on Harbour Normalized Capacity

  • APAC

    APAC Region

    682 1.129

    1.633 954

    1.580

    6.990

    1.600

    647

    2.456 2.370

    264 834 722

    348

    0

    1.000

    2.000

    3.000

    4.000

    5.000

    6.000

    7.000

    8.000

    A Car B HB B Sedan B UV C HB C Sedan C UV B/C MPV D Sedan D UV D MPV E/F Sedan E/F UV E/F MPV

    CY2018 China Product Portfolio Portfolio expansion and localization dramatically improves industry coverage

    500/500C 500X

    300 Grand

    Voyager

    C UV Grand Cherokee

    Renegade Grand Wagoneer

    Wrangler Renegade Cherokee

    Ottimo Viaggio D Sedan

    Volume (K)

    Source: Q4 2013 IHS

    Local Assembly / Manufacturing

    Brand Segment Coverage

    Price Range Coverage (Industry)

    Price Range Coverage

    (Participating Segments)

    Jeep 26% 11% 42%

    Chrysler 5% 1% 14%

    Fiat 57% 37% 65%

    Crossroad

  • APAC

    APAC Region

    China C SUV Price Volume Curve

    Compass Covers 6.5% of Segment by Price Total Segment Share of 4% 58% Share of Price Range

    50K 500K

    Segment Volume: 875K Units (2013) 1,600K Units (2018)*

    Compass with No Duties Covers 43% of Segment by Price

    Price (RMB)

    Vo

    lum

    e

    Localization

    *Source: Q4 2013 IHS

  • APAC

    APAC Region

    25

    130

    235

    ~815

    0

    100

    200

    300

    400

    500

    600

    700

    800

    900

    1000

    2009 2013 2014E 2018

    China FCA Volume Growth Plan achieves growth of 38% CAGR through the period

    +262%

    +51% CAGR

    2009-2013

    +38% CAGR

    2014-2018

    +418%

    ⊲Vehicle volume growth of 38% CAGR from 2014 to 2018CY is enabled by local production and the launch of Alfa Romeo

    Units (K)

    50 20 60

    ~850

  • APAC

    APAC Region

  • APAC

    APAC Region

    2,1

    3,1 3,3

    3,7

    4,2

    4,7 5,1

    0

    1

    2

    3

    4

    5

    6

    2009 2013 2014 2015 2016 2017 2018

    India Market Evolution Anticipated industry growth continues to be strong through the business plan period

    +12% CAGR 2014-2018

    +10% CAGR 2009-2013

    +49%

    +55%

    Includes Passenger Cars and Light Commercial Vehicles

    ⊲ India is projected to be 3rd largest market in the world by 2018

    Source: Q4 2013 IHS

    Units (M)

  • APAC

    APAC Region

    570

    1.350

    350

    220

    65 550

    Projected India Market Evolution Hatches remain key, with UVs set to overtake Sedans

    Units (M)

    HATCH UV MPV PUP VANS SEDAN

    2013 2018

    810

    2,240

    710

    420

    70

    830

    +2% CAGR

    +9% CAGR

    +7% CAGR

    +14% CAGR

    +15% CAGR

    +11% CAGR

    ⊲ UVs are the fastest growing segment in the India market with a 15% CAGR

    ⊲ B Hatch is the largest segment in the Indian market at 1.3M units in 2013, growing to 2M units in 2018

    ⊲ D and larger segments represent less than 10% of the industry

    Source: Q4 2013 IHS

  • APAC

    APAC Region

    India Sales History Declining sales trend was reversed in 2013 by network restructuring

    23 22

    17

    11 10

    25

    0

    5

    10

    15

    20

    25

    30

    2009 2010 2011 2012 2013 2014E

    (4%)

    (23%)

    (35%)

    (9%)

    ⊲FCA restructured distribution in Q1 2013

    ⊲From Q2 2013 through to the end of

    2013 CY, Fiat achieved 41% sales growth – making Fiat the fastest growing brand in India despite a declining market

    Units (K)

    (19%) CAGR 2009-2013

  • APAC

    APAC Region

    54

    740

    550

    395

    144 151 79

    114

    217

    18 0

    100

    200

    300

    400

    500

    600

    700

    800

    A Hatch B Low Hatch B HighHatch

    C Low Sedan C HighSedan

    B UV C UV D UV MPV Others

    Grande Punto Linea

    Linea Classic

    2013 India Product Portfolio Limited portfolio achieves 44% segment coverage

    Volume (K)

    Source: Q4 2013 IHS

    Local Assembly / Manufacturing

    Brand Segment Coverage

    Price Range Coverage (Industry)

    Price Range Coverage

    (Participating Segments)

    Fiat 44% 26% 60%

  • APAC

    APAC Region

    India Growth Drivers Products, portfolio, & network evolution

    Products

    New Avventura

    Fiat Group Auto Sales India Private Ltd

    Network

    100 dealers - 13 CY 220 dealers - 18 CY

    New Grande Punto

    New Linea

    Portfolio

    New Global Small Platform

    B Hatchback

    C Sedan

    B UV

    Jeep Industrialization Brand Launch

    http://www.bing.com/images/search?q=2014+tata+logo&qs=n&form=QBIR&pq=2014+tata+logo&sc=0-0&sp=-1&sk=

  • APAC

    APAC Region

    2013 2014 2015 2016 2017 2018

    B Hatch

    Grande Punto

    Avventura

    C Sedan

    Linea/ Grand Siena

    Linea Classic

    Specialty

    500

    Punto

    C UV C SUV

    D UV Wrangler

    E UV Grand Cherokee

    India LRP Cadence POR

    CKD

    Import SC04 New Global Small Platform

    Other Local

  • APAC

    APAC Region

    Major new model launches in India Launch 2 brands and 12 major product actions through the period

    2015 2016 2017 2018 2014

    Avventura

    Import MID-CYCLE FRESHENING Local Production

    C SUV

    Punto

    Grande Punto

    Linea

    Punto Grand Siena

    Wrangler Grand Cherokee

    Wrangler Grand Cherokee

    500 Punto

  • APAC

    APAC Region

    Summary

    Vehicle Production capacity: 135K units, 64% utilization* Engine Production capacity: 350K units Transmission Production capacity: 300K units Total Employees: ~2,250

    Summary

    Vehicle Production capacity: 245K units, 155% utilization* Engine Production capacity: 350K units Transmission Production capacity: 330K units Total Employees: ~5,000

    FIAL JV - Ranjangaon

    Vehicle Assembly Plant 3 Platforms 6 Models

    Engine/Transmission Plant 6 Engines 3 Transmissions

    FIAL JV - Ranjangaon

    Vehicle Assembly Plant 1 Platform 3 Models Engine/Transmission Plant 3 Engines 1 Transmission

    India Industrialization Industrial expansion in assembly and powertrain operations

    2014 2018

    2 plants 1 platform 3 models 3 engines 1 transmission 2 plants 3 platforms 6 models 6 engines 3 transmissions

    *Calculation based on Harbour Normalized Capacity

  • APAC

    APAC Region

    23

    10

    25

    ~130

    0

    20

    40

    60

    80

    100

    120

    140

    160

    180

    2009 2013 2014E 2018Units (K)

    India FCA Volume Growth Increased local production drives a 51% CAGR through 2018

    +420%

    (19%) CAGR 2009-2013

    (57%)

    ⊲ In Q1 2014 Fiat achieved a year over year increase of 292%, making them the fastest growing brand in India

    ⊲ Fiat Brand grows after restructuring and refreshed/new models

    ⊲ Introduction of Jeep Brand in 2015

    +51% CAGR 2014-2018

  • APAC

    APAC Region

    South Korea

    Japan

    Indonesia

    Malaysia

    Australia

  • APAC

    APAC Region

    9,2

    11,7 11,5 11,8 12,0 12,2 12,4

    0

    2

    4

    6

    8

    10

    12

    2009 2013 2014 2015 2016 2017 2018

    Rest of APAC Markets Evolution Strong growth is expected in ASEAN with modest changes in Japan, Australia & South Korea

    +6% CAGR 2009-2013

    +2% CAGR 2014-2018

    ⊲The ASEAN region exhibits the strongest growth in APAC outside of China and India with 5% CAGR from 2014-2018

    Units (M)

    Japan ASEAN S. Korea Australia New

    Zealand

    Rest of APAC

    4.2

    4.5

    1.6

    1.4

    0.7 0.6

    1.2

    1.5

    3.3

    5.1

    Source: Q4 2013 IHS

  • APAC

    APAC Region

    24

    60

    80

    ~125

    0

    20

    40

    60

    80

    100

    120

    140

    160

    180

    2009 2013 2014E 2018

    +56%

    +26% CAGR 2009-2013

    +12% CAGR 2014-2018

    Totals include Dodge, Alfa Romeo and Ram Fiat Includes Abarth

    FCA Volume Growth – Other APAC Markets Plan achieves 12% CAGR through 2018

    +146%

    ⊲New C SUV drives Jeep volume

    growth beginning in 2017

    ⊲Continue to grow footprint in region with ongoing network development

    Units (K)

    10

    35

  • APAC

    APAC Region

  • APAC

    APAC Region

    Total APAC FCA Volume Growth FCA APAC volume grows by approximately 900K units from 2013 to 2018

    72

    200

    335

    ~1,065

    0

    200

    400

    600

    800

    1000

    1200

    1400

    2009 2013 2014E 2018

    +228%

    +29% CAGR 2009-2013

    +35% CAGR 2014-2018

    +179%

    Fiat Includes Fiat Professional and Abarth

    Units (K)

    30 95

    70

    ~1,100

  • APAC

    APAC Region

    72

    200

    1,065

    60 13 55

    0

    200

    400

    600

    800

    1000

    1200

    2009 2013 2018

    APAC Growth Drivers Improved competitiveness of products will result in share gains

    Volume Increase from

    Industry Growth

    Volume Increase from Share Growth

    Volume Increase from New Models

    Volume Increase from

    Industry Growth

    Volume Increase from Share Growth

    Volume Increase from New Import

    Models

    6%

    9%

    11%

    47% 10% 43%

    Units (K)

    Volume Increase from

    New Local Models

    74%

    ~1,100

    57 79

    96

    668

  • Disclaimer

    Certain information included in this presentation, including, without limitation, any forecasts included herein, is forward looking and is subject to important risks and uncertainties that could cause actual results to differ materially. The Group’s businesses include its automotive, automotive-related and other sectors, and its outlook is predominantly based on what it considers to be the key economic factors affecting these businesses. Forward-looking statements with regard to the Group's businesses involve a number of important factors that are subject to change, including, but not limited to: the many interrelated factors that affect consumer confidence and worldwide demand for automotive and automotive-related products and changes in consumer preferences that could reduce relative demand for the Group’s products; governmental programs; general economic conditions in each of the Group's markets; legislation, particularly that relating to automotive-related issues, the environment, trade and commerce and infrastructure development; actions of competitors in the various industries in which the Group competes; production difficulties, including capacity and supply constraints, excess inventory levels, and the impact of vehicle defects and/or product recalls; labor relations; interest rates and currency exchange rates; our ability to realize benefits and synergies from our global alliance among the Group’s members; substantial debt and limits on liquidity that may limit our ability to execute

    the Group’s combined business plans; political and civil unrest; earthquakes or other natural disasters and other risks and uncertainties. Any of the assumptions underlying this presentation or any of the circumstances or data mentioned in this presentation may change. Any forward-looking statements contained in this presentation speak only as of the date of this presentation. We expressly disclaim a duty to provide updates to any forward-looking statements. Fiat does not assume and expressly disclaims any liability in connection with any inaccuracies in any of these forward-looking statements or in connection with any use by any third party of such forward-looking statements. This presentation does not represent investment advice or a recommendation for the purchase or sale of financial products and/or of any kind of financial services. Finally, this presentation does not represent an investment solicitation in Italy, pursuant to Section 1, letter (t) of Legislative Decree no. 58 of February 24, 1998, as amended, nor does it represent a similar solicitation as contemplated by the laws in any other country or state. Copyright and other intellectual property rights in the information contained in this presentation belong to Fiat S.p.A. Fiat and FCA are trademarks owned by Fiat S.p.A. “Fiat Chrysler Automobiles” (FCA) is the name expected to be used following completion of the merger of Fiat S.p.A. into a recently formed Dutch subsidiary.