iaa press conference - tenneco · 2016. 1. 7. · iaa press conference september 21, 2016 •...
TRANSCRIPT
Tim Jackson, Chief Technology Officer
IAA PRESS CONFERENCE
September 21, 2016 • Hannover, Germany
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Forward Looking Statements
This presentation contains forward-looking statements. Words such as “may,” “expects,” “anticipate,”
”projects,” “will,” “outlook” and similar expressions identify forward-looking statements. These
forward-looking statements are based on the current expectations of the company (including its
subsidiaries). Because these forward-looking statements involve risks and uncertainties, the
company's plans, actions and actual results could differ materially.
The company undertakes no obligation to update any forward-looking statement to reflect events or
circumstances after the date of this press release. Additional information regarding these risks and
uncertainties is detailed from time to time in the company’s SEC filings, including but not limited to its
annual report on Form 10-K for the year ended December 31, 2015.
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Tenneco at a Glance
Partnering with the world’s leading OE and aftermarket customers
2015 Revenue – $8.2 Billion
PRODUCT LINES GEOGRAPHY
70% Clean Air
30% Ride Performance
51% North America
34% Europe, South America & India
15% Asia Pacific
73% Light Vehicle Customers
12% Commercial Truck, Off-Hwy & Other Customers
15% Aftermarket
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Tenneco Global Operations
More than 30,000 employees serving customers globally from more than 93 manufacturing
facilities and 15 engineering and technical centers
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Headquarters
Clean Air Manufacturing
Ride Performance Manufacturing
Clean Air Engineering
Ride Performance Engineering
Clean Air Technologies
Healthier Lives
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Tenneco Clean Air Technologies
Air quality
• Continued tightening of emission
regulations for criteria pollutants
Fuel economy
• Mandated fuel economy and
green house gases
Acoustics
• Noise regulation limits and
attractive sound quality
TEN Success Factors
A partner to our customers, we design
and deliver products and solutions that
enable cleaner air and healthier lives
Key Capabilities
• Regulatory expertise
• Innovative, cost-effective product solution
and design capabilities
• System integration capability
• Global manufacturing and engineering
footprint
Creating Value by Aligning Capabilities to Address Customer Challenges
Drivers
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Global Emissions Regulations Driving Tenneco Technology
NORTH AMERICA
Regulatory Driver
• North America to tighten low NOx
regulation by 2022 (90% further reduction)
- Proposed HD Low NOx regulation
- NOx standard of 0.02 g/bhp-hr
- Require ultra-low NOx truck
engines to meet the standard
by Jan. 1, 2022
NOx
g/bhp-hr Cost effective Clean Air solutions
for commercial vehicles
Tenneco Solutions
• Fabricated manifolds, air gap pipe,
compact mixer, thermal unit, urea dosing
systems, SDPF controls, low pressure
EGR valve
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Global Emissions Regulations Driving Tenneco Technology
EUROPERegulatory Driver
• Euro VI regulations are setting tone for
other regions like China and India
• Real Driving Emissions becoming the new
standard
Tenneco Solutions
• Technologies offered for low NOx standard
in U.S. also provide solution for European
Real Driving Emissions
• Euro VI Plus Concept Box complete with all
required aftertreatment components
• Compact and modular one-box solution
• Also includes option for thermal
management solution
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Global Emissions Regulations Driving Tenneco Technology
CHINARegulatory Driver
• China moving toward implementation of
regulations similar to Euro VI
• Chinese government in process of updating its
technical standards for DPFs and canning of
all substrates (HJ451-2017)
• Tenneco named as one of two lead companies
to review/comment on standards once written
Tenneco Solutions
• Designing country specific solutions at
Kunshan engineering center to leverage our
global technology to meet local challenges
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Global Emissions Regulations Driving Tenneco Technology
INDIA
Regulatory Driver
• India will leapfrog Bharat Stage V
regulations and implement Bharat Stage
VI in 2020 (equivalent to Euro VI)
– Particulate matter and nitrogen oxide
(NOx) levels of commercial vehicles will
be reduced by as much as 87% and 82%,
respectively
Tenneco Solutions
• Awarded our first full system off-highway
business with India domestic customer.
Supplying full compact and modular
aftertreatment solution.
• Supplying urea dosing systems for
Mahindra
• Significant increase in the use of diesel
and gasoline particulate filters expected
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Commercial Truck and Off-Highway Diesel Aftertreatment Customers
North America
Truck• Chrysler (LV 3/4 ton +)
• GM (LV 3/4 ton +)
• Ford (LV 3/4 ton +,
CTrk Med-duty)
Off-Highway• Caterpillar / Perkins
• Deere
Europe
Brazil
Commercial Truck• Daimler Trucks
• IVECO
• MAN
• MWM (Navistar subsidiary)
• Scania
India
China
Commercial Truck• China National
Heavy-Duty Truck Co.• Dalian Diesel Engine Co.• FAW• JND• Shanghai Diesel
Engine Co.• Weichai• YuChai
South Korea
Commercial Truck• Bus manufacturer –
Exported from MWM in Brazil
Japan
Off-Highway• Caterpillar / Perkins –
Exported from N. America
• Kubota
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Off-Highway• AGCO
• Caterpillar / Perkins
• Deere
• Deutz
• MAN
• Scania
Commercial Truck• Daimler Trucks
• Scania
• Customer B
Commercial Truck• Daimler Trucks
• Customer C
• Mahindra
• MAN Trucks India (MTI)
• Tata Motors
• Customer DNew customer since 2014
Ride Performance Technologies Superior Driving Experience
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Leading Ride Performance Technologies
CVSAe
• Part of Tenneco’s Monroe Intelligent Suspension portfolio
• Semi-active suspension system continuously adjusts
shock absorber damping levels to road conditions and
vehicle dynamics
• Improves driving safety, protects freight and reduces
tire wear on light commercial vehicles
Position-Sensitive Twin System (PST)
• Multi-stage hydraulic shock which provides different
levels of damping based on position of pistons
• Wide range of tuning parameters – critical for OEMs
who desire specific ride characteristics
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Commercial Truck Elastomer Products
• Complete line of noise, vibration and harshness control products for
Commercial Vehicles
• Global engineering and manufacturing capabilities with state-of-the-art
tools and assembly equipment
• Highly engineered solutions such as lightweight torque rods and
innovative spring eye bushings
All-new logo design to strengthen brand position and support growth with customers around the world
Q&A
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