Investor Day 12 Novembre 2012 FINAL

Successfully facing new challenges Investor Day 2012
London November 12, 2012
New European context, same strategic priorities, additional action plan November 2011 - November 2012 New European context with a very weak environment Faurecia growing faster than expected in North America and Asia Acceleration of Faurecia globalization Validating our strategic priorities New European context is impacting mid-term financial targets Requiring additional action plan
2

Property of Faurecia - Duplication prohibited
Investor Day 2012 London November 12, 2012
New European context with very weak environment

IHS Automotive production forecast is now significantly lower than 12 months ago
Light vehicle production in Europe (excl. Russia)
In million vehicles 20.0 19.8 18.8 18.4 17.4 17.9 17.0 16.6 16.3
IHS October 2011 IHS October 2012
19.4
CAGR 2011-2015 : +2.8%
18.3 17.9 17.5 17.8
-12%
18.6
CAGR 2011-2016 : +0.8%
15.5
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
Light vehicle production up to 3.5 tons Source IHS Automotive
Faurecia growing faster than expected in North America and Asia

Product sales
In million
North America
Accelerated rebound of automotive production Faurecia growing faster than expected thanks to rapid expansion with VW, Ford, Nissan, Daimler and Commercial vehicles for Faurecia Emissions Control Technologies Slower growth in China but impacting more the low end of the market than the core and luxury segments In China, Faurecia continued to outperform automotive production by 5 pp. Faurecia sales in China up 12% in 2011 and up 13% (like-for-like) after 9 months in 2012 Faurecia sales in Korea up 34% in 2011 and +8% (like-for-like) at end September 2012 thanks to continued development with Hyundai
North America
+21% like-for-like
9M 2012 vs 9M 2011
Asia
+14% like-for-like
9M 2012 vs 9M 2011
2,579
+33% +43%
2,659
Asia
1,945
1,860
+15%
968
1,117
+26%
999
790
2010
2011
9M 2011 9M 2012
2010
2011
9M 2011 9M 2012
Acceleration of Faurecia's globalization
Product sales breakdown by region (in %)

1 9 5 19 2 9 5 20 1 10 5 Other Asia South America
Europe After 9 months 2012, product sales in Europe are down 5% (like-for-like) and represented 57% of group total (versus 64% a year ago) North America After 9 months 2012, product sales are up 43% (21% like-for-like). The acquisition in June of the Ford Saline business (annual consolidated sales of approx $ 400m) is boosting the overall growth At end of September 2012, product sales in North America represented 27% of group total or +7 points versus a year ago
27
North America
66
64
57
Europe
Asia
9M 2010
9M 2011
9M 2012
At the end of September 2012, product sales are up 26% (14% like-for-like) on the back of a strong organic growth and represented 10% of group total product sales
Validating our strategic priorities

1
Keep our focus on 4 core businesses
Adequate growth and profit potential
Operational performance as a strategic lever

Deliver worldwide to customers the same benchmark
for all the 4 business groups

Leadership positions and worldwide coverage Technology leadership
level of service in manufacturing and engineering

Keep optimizing the cost base to ensure competitiveness
and profitability
Leverage globalization
Lead competition in global programs
Technology leadership as a growth and profitability lever

Environment and fuel efficiency solutions Breakthrough materials and processes Decoration, comfort, end-user interface and connectivity Targeted technology acquisitions
and global platforms management

Outperform market in BRIC countries Achieve scale in Russia and India Become a Top 5 supplier in North America
3
Accelerate in Asia
More than double sales in China Become fully local in all markets with state-of-the-art
Be a cautious consolidator
Priority to organic growth Small to medium size acquisitions backed
R&D capabilities
Build on worldwide expansion with targeted Asian OEMs Target 3.4bn product sales in 2016 (over 25% CAGR 11-16) Investor Day 2012 London November 12, 2012
by our customers
Lower European market has 4 main impacts on our medium term milestones
November 2012 versus November 2011
With expected automotive production being cut by 12% for 2014, Faurecia Europe product sales have been significantly lowered Delaying our above 5% Group operating margin until 2016 (versus 2014) Significantly reduced production perspectives are requiring additional restructuring action Impacting 2013-2014 free cash flow generation
7
Action plan to converge on our mid-term financial targets
1 2 3 4
Secure profitability in Europe in a weak environment with aggressive cost cutting Rapidly increase profitability in North America Keep a rapid growth pace and high profitability in Asia Technology leadership momentum to grow our value content 2014 and 2016 profit, cash flow and debt targets
8
1 2 3 4
Yann Delabrire Chairman & CEO Yann Delabrire Chairman & CEO Herv Guyot EVP Strategy Herv Guyot EVP Strategy Frank Imbert EVP CFO
9
1 2 3 4
Yann Delabrire Chairman & CEO
10
1 Automotive production in Europe (excl. Russia)

should stay weak
Light vehicle production in Europe (excl. Russia)

In million vehicles CAGR 2011-2015 : +2.8%
20.0 19.8 18.8 18.4 17.4 18.3 17.9 17.9 17.0 16.3 17.5 19.4
Additional 2-3% decline in light vehicle production in 2013 2011 level is now not expected to be reached again before 2015 2016 expected light vehicle production to be remain below 2006-2007 peak
-12%
17.8
18.6
15.5
IHS October 2011 IHS October 2012
16.6
CAGR 2011-2016 : +0.8%
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
Light vehicle production up to 3.5 tons Source IHS Automotive
11
1 Secure profitability in Europe
Europe product sales by OEM

German OEMs 50%
Our client portfolio is a real asset: 50% German OEMs
Fiat-Chrysler 1% Other Geely-Volvo 3% Tata 2% 2% GM 2% Ford RenaultNissan PSA

40% Premium OEMs
33% VW o/w Audi 19%
8% 12% 20% Porsche 1%
Fixed cost base adjusted down by 230m in 2009 Industrial footprint in Western Europe resized in 2008-2009 Europe is profitable, at group average in 2011 and 2012
H2 2012e
7%
9% BMW
Daimler
12
1 Faurecia sales in Europe (excl. Russia)

expected flat between 2011 and 2016
Faurecia Europe (excl. Russia) product sales
In billion
Product sales in Europe are expected to:
7.7
7.6
Decline in 2012 (-4.9% like-for-like at end of september 2012) and no rebound expected in 2013 Gradually recover to 2011 level from 2014 onwards
2011
2016
13
1 Adjusting further the cost base in Western Europe
Western Europe industrial footprint adjustment Group restructuring charges expected to reach 100m in 2012 including 1,500 headcounts reduction in Western Europe Group restructuring charges expected to reach 90m in 2013
Fixed costs base in Europe to be reduced by 50m in 2013 and 100m in 2014
14
1 Managing the cost base through additional extension

of the Eastern Europe footprint
Gorzow Poland Mlada Boleslav Pilsen Legnica Czech Republic
Eastern Europe footprint extension

FAS FECT FIS
Romania Rmnicu Vlcea Craiova
7 new manufacturing sites added in Eastern Europe between 2012 and 2014 Poland Legnica Gorzow II Czech Republic Mlada Boleslav Pilsen
Direct headcounts Europe (excl. Russia)

61%
Romania
Rmnicu Vlcea Craiova
45% 55%
2016
HCC
39%
2011
LCC
LCC direct headcounts targeted to increase from 39% to 55% of total European (excl. Russia) direct headcounts
15
1 Faurecia's growth in Russia is based on

global customers and programs
Russia light vehicle production

In million units CAGR +5%
2.4
1.9
Automotive market Russian automotive production is expected to grow from 1.9m units in 2011 to 2.4m units in 2016 Localization of components accelerated by tax incentives. Decree 166 requires OEMs to achieve 60% local contents within 6 years Overall Tier-1 auto components sector is expected to grow much faster than the OEM market OEMs strategy Russian OEM industry now well structured through consolidation Renault-Nissan partnership with AvtoVAZ consolidated with the launch of the new entry platform and introduction of Renault, Nissan and AvtoVAZ vehicles Ford in St Petersburg and Ford-Sollers JV are expanding fast with 4 production facilities VW partnership with GAZ in Nizhny Novgorod in addition to its Kaluga base
16
2011
2016
Up to 3.5 tons Source IHS Automotive October 2012 Investor Day 2012 London November 12, 2012
1 Faurecia's growth in Russia is based on

global customers and programs
Faurecia product sales
In million CAGR +54%
Rapid development with Renault/Nissan/AvtoVAZ in Togliatti are fully deployed and are key suppliers to Renault/Nissan/AvtoVAZ. is already supplying Avtoframos and expanding through partnership with Avto component in St Petersburg . is also localized for Nissan programs
400
46
2011 2016
St Petersburg Luga
Moscow Togliatti
FAS FECT FIS
Expansion with both Ford in St Petersburg and with Ford-Sollers JV Business development with VW and PSA in Kaluga and with GM in St Petersburg 10 manufacturing sites already covering the key automotive regions
Kaluga
17
1 Product sales in global Europe reaching 8.0bn

and to secure European profitability
Sales roadmap
Global Europe product sales
In billion
Profitability roadmap
European automotive production slowdown is expected to reduce Faurecia Europe operating margin by 1.5 point Action plan to regain 1.0 point operating margin in Europe in a slowly recovering market

7.8
CAGR +0.5%
8.0
Western European footprint adjustment Higher Eastern Europe content Fixed costs reduction Growth in Russia
2011
2016
18
1 2 3 4
19
Yann Delabrire Chairman & CEO
2 Faurecia in North America is to become ranked # 6

North America product sales
In billion +42% 2.6 1.9 1.5 0.9
Very rapid growth in 2011 (+33%) and 2012e (+42%)
3.7
Ford Saline acquisition is an additional booster with $ 400m annual consolidated revenues Has pushed Faurecia to become the 6th largest automotive component supplier in North America North America now accounting for over 25% of Faurecias global sales
2008
2009
2010
2011
2012e
North America product sales by OEM

Cummins 2% Other 4% VW Daimler
Faurecia customer base reinforced and broadened through:
6% 6%
Ford 23%

Expansion with Ford through organic growth and Saline acquisition from 370m in 2010 to 850m in 2012e Expansion with Nissan from 13m in 2010 to 240m in 2012e Expansion with Daimler from zero to 230m in 2012e Expansion with VW in Mexico and Chattanooga (TN) ( +25% in 2011 and +70% in 2012e) Commercial vehicles from zero to 90m in 2012e
20
Nissan BMW
7% 11%
2012e
20%
21% GM
Chrysler
2 Faurecia Business Groups have reinforced

their strategic position in North America
North America product sales breakdown
3% 31% 2012e 32% 34%
Has achieved a breakthrough from challenger to main player Daimler business launched in 2011 and sole supplier of Mercedes-Benz M-Class, G-Class and R-Class Nissan Smyrna (TN) supply, launch of new Altima and new development planned for Nissan Mexico
Market leader in passenger cars emissions control with a market share of 33% Technology leadership confirmed Development of the commercial vehicles business with Cummins
Positioned as market leader with a market share of 27% in cockpits after the acquisition of Ford Saline business Leading position in premium vehicles
21
2 Rapid expansion of the manufacturing footprint

15 new sites in 2011 and 2012
US + Canada 28 manufacturing sites (14 components / 14 JIT) Mexico 10 manufacturing sites (components)
Hermosillo
Lansing Saline Fraser Belvidere Taylor Toledo Troy Riverside Columbus Louisville Dexter Franklin
Bradford Sterling Heights
Ramos Arizpe San Luis Potosi Silao Queretaro
Puebla
FAS FECT FIS FAE
Chattanooga Cleveland Madison Arlington
Fountain Inn Spartanburg Cottondale Tuscaloosa
FAS FECT FIS FAE
Sizeable footprint expansion in 2011 and 2012 with 15 sites added Region is now fully covered Low cost base is significant with 43% of the direct workforce in 2011 38 manufacturing sites in 2012
22
2 Faurecia expects to continue to expand

its business in North America

In billion
Development with Ford and GM on global programs and premium products (Cadillac) for Faurecia Automotive Seating Development with Nissan and Hyundai with sales expected to reach 380m in 2016 Commercial vehicles product sales to account for 210m by 2016 Development with VW/Audi thanks to OEM expansion and global programs Product sales expected to reach 4.3bn in 2016 or 11% CAGR 2011-2016
CAGR +11%
4.3
2.6
2011
2016
23
2 Only 5 new JIT sites between 2013 and 2016

US + Canada + 3 JIT sites Mexico + 2 JIT sites
Detroit
Ramos Arizpe
Cuernavaca Wentzville Louisville
FAS
After a phase of rapid expansion, only 5 new JIT sites to be added between 2013 and 2016, 3 JIT in the US and 2 JIT sites in Mexico Industrial focus will shift from new footprint launch to industrial efficiency 44 sites in North America in 2016
24
FAS
2 Faurecia is targeting a fast improvement

of its North American profitability
North America direct labor
North America profitability to rapidly improve:

Finalization of the Emcon integration Stabilization of the manufacturing footprint in North America after 15 new manufacturing sites opened in 2011 - 2012 Fixed costs stabilization after a high number of new programs launches Synergies expected from revenue growth Leverage further the low cost base
57%
46%
HCC

43%
54%
LCC
2011
2016
25
2 North America 2016 financial targets

Sales roadmap
In billion CAGR +11%
Profitability to rapidly increase to 5.0% operating margin

4.3
Manufacturing footprint stabilization Fixed costs stabilization Leverage further the Mexican cost base
2.6
2011
2016
26
1 2 3 4
27
Herv Guyot EVP Strategy
3 Asia remains a key driver
for automotive market expansion
Light vehicle production in Asia

In million units
CAGR +7%
48.3
4.7 4.3 8.1 5.7 1.0 China: CAGR 11-16: 9%
Excellent mid-term prospects (volume & value) Favorable mix trend with growth in medium and high segments above average Worlds largest commercial vehicle market
South Korea Hyundai-Kia are increasing global market share though footprint globalization Auto production in Korea expected to remain broadly stable
35.1
0.7 2.8 4.6 7.7 3.5
Japan Temporary recovery after Fukushima disaster in 2011 Globalization is pushing Japanese OEMs to expand production abroad
24.5 15.8
India: CAGR 11-16: 10% Automotive market growth is expected to remain strong Average value to increase but will remain very low Very large commercial vehicle market
Asean: CAGR 11-16: 11% Thailand is becoming a major hub for automotive production in Asia Indonesian market expected to grow fast
2011
China India
2016
Japan South Korea ASEAN* Other Asian Countries**
*ASEAN : Indonesia, Malaysia, Philippines, Thailand, Vietnam ** Other Asian Countries : Australia, Pakistan, Taiwan Investor Day 2012 London November 12, 2012
Light vehicle production up to 3.5 tons Source IHS Automotive October 2012 28
3 Key drivers of the Chinese market

are favorable for Faurecia
Light vehicle production in million units

24.5
CAGR +9%
21% 2% 11% 35% 9% 3% 18% MPV/SUV E+ D C B A LCV
CAGR (11-16)
18% 11% 6% 9% 8% 6% 5%
New emission regulations to be introduced
15.8
15% 2% 12% 35% 10% 4% 22%
2009
2010
2011
2012
2013
2014
2015
2016
Euro 3
Euro 4
Euro 5
2011
2016
Premium segment to continue to grow faster than market Overall mix to improve further International OEMs are expected to maintain their leadership and few Chinese OEMs may emerge as key players Emissions standard are converging with European ones offering huge opportunities to Faurecia Emissions Control Technologies business for both passenger cars and commercial vehicles
Source: IHS Automotive, October 2012
29
3 Faurecia has already a solid presence in China

Total sales
In billion
Industrial footprint
+25% 1.5 1.2 1.0 0.6

2009 2010 2011 2012e
Chengdu Chongqing Wuhan Lanzhou
Southwest
Central
North
Lanzhou Changchun Shenyang Yantai Qingdao
Northeast
Total sales by OEM

Hyundai GM
Beilun Cixi Wuxi Jinan Shanghai
Nanjing Yancheng
East
Others
FAS FECT FIS FAE
Huadu
South
VW Ford
2011
Nissan
PSA
30
3 A fully owned R&D assets

New Tech Centers in Shanghai R&D Strategy
Fully owned R&D centers in Shanghai integrated in the global Faurecia network and regional footprints for programs deployment Strong local teams with a very large range of skills, able to realize complete local developments Industrial style as differentiation factor Innovation capabilities localized in China
opened in 2011
opening in 2013
R&D headcounts
1,200 400
2011
2016
31
3 Faurecia growth strategy in China

Market share Passenger cars 2011 25% 2016 27%
Market share in light vehicle to increase slightly
from 25% to 27%
Strong portfolio of western OEMs (top 3 customers: VW, PSA, GM) Development with Chinese OEMs: Geely, Chery, FAW, SAIC
Emissions control market for light vehicle expected
to grow faster than automotive production thanks to the convergence with European norms (13% CAGR 11-16)
Commercial vehicles business to reach 60m in 2016
Market share Mechanisms Frames
2011 15% 20%
2016 20% 20%
Market share Complete seats
2011 5%
2016 10%
Faurecia leading position in mechanisms and frames Global platform deployment with VW, Nissan, PSA, GM Mechanisms localization and vertical integration Overall globalization
Faurecia to double its market share in complete seats Nissan, PSA and BMW VW as a new customer Premium vehicles
Market share Passengers cars
2011 4%
2016 10%
JV with ChangAn under final discussion
Follow our key customers in their worldwide programs.
Existing business with: Ford VW PSA

for Ford and PSA new businesses

Selected development with chinese OEMs:
Faurecia-Geely JV for Geely Volvo programs

32
3 Faurecia in China in 2016

China product sales
in billion
China manufacturing sites
2.6
CAGR +24%
55 30
0.9
2011
2016
2011
2016
To continue to grow 15 points faster than automotive production
To support growth 25 new manufacturing sites to be added by 2016 or a total of 55 manufacturing sites
33
3 Competitive developments in India and Thailand

India product sales
In million
250
CAGR +36%
India To accompany key customers with optimized and limited investment and leverage a very efficient and low cost D&D base
To supply Ford, Renault-Nissan, Hyundai and VW Opportunities in commercial vehicles New development center in Pune working for worldwide programs (600 engineers)
54
2011 2016
Thailand product sales

In million
CAGR +51%
140
Thailand To follow OEMs as it is becoming a major production hub for Ford, GM and Nissan

Expanding interior systems business (Nissan, Ford) Expanding in emissions control (Ford, GM)
18
2011 2016
34
3 Worldwide business expansion

with Nissan and Hyundai
Product sales with

In million CAGR +24%
Strategic development with Nissan and strong growth through the Alliance and agreements with Nissan's suppliers Nissan already represents 3.5% of Faurecia product sales Faurecia nominated Alliance Growth Partner Strategic partnership with NHK Spring in automotive seating for Nissan leading to rapid development in North America, Brazil, Russia, China and Europe Partnership with Howa Textile for Interior systems
1,000
345
2011
2016
Product sales with

In million
Hyundai-Kia: strong emissions control business and opportunities in other activities Emissions control: 200m product sales targeted in 2016, already 24% market share Technology and business opportunities with other business group
35
171
2011
CAGR +12%
300
2016
3 Sustained and profitable growth in Asia
Asia product sales

In billion CAGR +25%
Roadmap & objectives
3.4 Product sales to reach 3.4bn by 2016 Profitability to stay significantly above group average
1.1
2016
2011
Faurecia in Asia

China Japan & Korea India Thailand
Continue strong strategic development in worlds largest auto market Be a partner of Japanese & Korean OEMs in their globalization Follow key customers with limited investment and expand the low cost D&D base To accompany strategic customers
36
1 2 3 4
37
Herv Guyot EVP Strategy
4 Faurecia technology strategy

is based on 4 pillars
Faurecia Innovation key drivers Faurecia product offer
CO2 and fuel consumption reduction
60 kg weight saving equivalent to 6 g/km CO2 reduction 40 kg additional savings with composite solutions Energy recovery solutions
Emissions regulation
NOx reduction for passenger cars Commercial vehicles business development Premium decoration Electronics integration to add new functions and value content Generics solutions Product and process standardization
38
Attractiveness for the end user

Platform solutions
4 Faurecia lightweight solutions

Over 10 kg saved with induction brazing & adaptive valves
Gain of induction brazing on an European B-Segment car

Thickness reduction from 1.2 to 0.8 mm
Worldwide Market for Cold End

In billion 4.8 Regular 5.9
Reduction of interfaces overlap
Ford B-Max
13.3 kg
8.8 kg (- 33%)
0.35 (7%)
1.5 (25%) Lightweight 2012 2016
Gain of
on an American C-Segment car
Faurecia market share of lightweight market and product sales

2012 2016 60% CAGR 46%
57% Chevrolet Cruze 1.4L gasoline turbo
15.5 kg 29 L
Muffler size reduction
9.0 kg (- 42%) 19 L (- 34%) 0.2bn 0.9bn
Source: Faurecia
39

40% weight reduction (11 kg per car) with new generation of frames
High Strength Steel Laser welding Material hybridation
OEM 1 OEM 1 OEM 2 OEM 2 OEM 3 OEM 3
Faurecia Electronics Inside
OEM 1 OEM 1 OEM 2 OEM 2 OEM 3 OEM 3
Faurecia Electronics Inside Faurecia Electronics Inside
15.0 kg
Global & Modular
2007 2011
11.5 kg
2016
9.5 kg
- 40% weight reduction, based on major materials, product concept and industrial processes innovation
Prod. Previous Front Seat Structure - Metal
Dev. Global & Modular I Metal
M0
of Front Seat Next generation Structures
Global & Modular II Metal/Hybrid
2016
BMW Mini
VW Up!
40

Up to 22 kg weight reduction in car interior with new technologies & materials
Thin slush skin

2013 Global C Segment Car
- 20%
Cellular polypropylene instrument panel carrier

Ford Kuga
- 20%
Wood fiber door panel

Mercedes-Benz SL
- 20%
2013 Premium Sedan (Germany)
Synthetic premium skin

- 15%
2013 Luxury SUV (USA)
Injected natural fiber door panel

2013 European C Segment Car
"Lightweight concept acoustic package

- 60%
- 40%
PEUGEOT 208
41

Complete composite technologies and preparing future light weight solutions
Structural thermoset Composite chassis Composite body

Automotive Composite
parts Thermoset body parts Thermoplastic body parts
Structural Thermoplastic Front End Carrier Injection molding
Composite hybrid body panels - 15 kg
Mass market
-20% weight reduction, based on major materials, product concept and industrial processes innovation
> 50 000 vehicles / year
Composite chassis
Up to 5 000 vehicle / year SMC, RTM, RIM,
Carbon fiber Body panels
Thermoplastic - RTM
Target: - 35 kg
(C-Segment sedan)
42
4 State-of-the-art solutions to address

new energy recovery market
Energy recovery technologies reduce fuel consumption
25 % Traction
Heat to Heat (H2H)

35 % Friction
Heat to Power (H2P) Medium term
Heat recovery market

In million 300 H2P 150 H2H 2016 180 H2H 2020
2012: Serial production on FORD C-Max Hybrid
40 % Exhaust Heat
Hybrid engines, Direct positive impact on homologation CO2 test Diesel engines levels (NEDC, WLTP,).
Hybrid engines, Diesel engines
Faurecia market share of the heat recovery market and product sales
2016 20% 2020 25%
40% of the energy created by the internal combustion engine is wasted in exhaust heat
Acting as working temperature optimizer or direct power supply to the powertrain, heat recovery systems are key contributors to Hybrids overall efficiency. Faurecia is aiming at 20% market share in 2016 and targeting 25% by 2020.
30m
Source: Faurecia
75m
43
4 Faurecia NOx treatment breakthrough

Faurecia BlueBox allows a faster & better treatment of NOx, weight saving and cost optimization
BlueBox: A close coupled architecture providing a complete SCR system within the packaging of a conventional Diesel Oxidation Catalyst
Diesel oxidation catalyst (DOC) Urea injector
SCR world market

In million
425 CAGR +31 % 35% Conventional SCR
Closed coupled BlueBox
Urea mixing device SCR catalyst or SCRF (SCR coated DPF)
Conventional Layout
110 65% 100% 2011 2016 Close coupled SCR
Compact packaging Proximity to engine (close coupling)
Easier installation in vehicle Weight saving Reduced complexity Earlier catalyst activation, better NOx treatment Reduction of catalyst cost
Faurecia market share

2011 12 % of Conventional SCR 2016 40% of Close coupled SCR
Faurecia expertise in system design and manufacturing are key assets to meet the technical challenges imposed by close coupled SCR. With BlueBox, Faurecia is aiming at 40% of the close coupled market by 2016.
BlueBox
10 contracts pending in 2013
Source: Faurecia 44
Major position in the Commercial Vehicles Engines (CVE) market
Complete CVE product offering

Off Highway On Highway
Partnership Faurecia-Cummins CVE product sales

In million
DOC/DPF systems for Euro VI

Truck
Thermal regenerators
After-Treatment engineering and manufacturing

Off road
Selective Catalytic Reduction systems
425
CAGR + 23 %
World leader in medium-to-heavy duty on and off-road diesel engines

150
System integration Marketing and sales
More than 1m engines produced in 2012 Strong positions in North & South America, India and China
2011
2016
Source: Faurecia
45
4 Generating more value
with interior decoration

Faurecia masters all decoration technologies
Aluminum surfaces
Acquisition of Angell-Demmel completed in 2011
60% market share on Premium market
Decoration product line sales

In million
320
CAGR + 45 %
Films
Exclusive partnership established with
50
2011 2016
Large wood surfaces

Proprietary technology for 3D shaping of large wood surfaces
Decoration Product Line at 320m product sales by 2016
46
4 Developing electronics technologies

for Automotive Seating
Deployment through internal and external innovation
Modular & decentralized CPU architecture
Opening of the new electronic lab in Brires (France) on October 3rd 2012 Appropriate time to market
Pneumatic control Unit
Heating control Unit
Ventilation control Unit
State of the art standardized actuators
Modular architecture with integration of the latest standards Connectivity to central electronic architecture but not competing with core electronics
Brushless motor
Rare Earth - free Gear motors
Self powered seat mechanism
47
4 Enhancing product function & value content

Growing demand for smart and high perceived quality functions Enhanced Life On Board
Back Adv. Massage New gen pneumatics New gen Climate Seat
Innovation in new end-user functions, increasing the value to the end customer Electronic integration adding new functionalities associated with attractive style and perceived quality Easy integration into existing products
Cushion Massage
Soft Adjustments
Adjustable Firmness
SmartFitTM high end customized features

Smart Fit
Tailor Fit
Back Fit
GPS Fit
48
4 Standard solutions for seat frame platforms

Standard process to reduce Capex and reach full use of industrial capacity
Faurecia generic seat process
Standard design Standard process Standard layout Standard workstation Standard equipment Standard jig & tool

Faurecia generic seat frames design

Apollo Dragon
High to medium specifications Optimized weight Laser welding
Low to medium specifications Mono or bi-recliner Magnetic welding
Faurecia benefits
Standardized process Higher flexibility Full use of industrial capacity Lower Capex Leverage on material purchasing Lower development cost Improved yield Competitive cost Shorter time to market
OEM
Asian / European
Generic Apollo - Dragon Apollo - Dragon Apollo Apollo Apollo Apollo
Segments B,C & Entry C, D & Entry B, C, D Truck B&C D& E
Car sets* 2 700 000 1 550 000 4 450 000 2 050 000 625 000 1 900 000 49
French German American

German Premium
OEM benefits
American
(*) per year in 2016
4 Technological and market leader in seat mechanisms

Global leadership & increasing market share through continuous performance & weight reduction
Product plan continuous evolution
Current Recliner Portfolio New Recliner Generation New Recliner Generation
Seat mechanisms market

In billion 3.3
CAGR + 3%
3.8
RC 83
2013 2016
RD 83
M4 RC 70
M4 RD 77
M2 RD 70
M1 KEZE 70
KEZE
Current Track Portfolio
M4 New Track Generation KEZE Light New Track Generation New Track Generation
2011
2016
Ultima 4CB 4CBII 449
2016
2016
M3 NTG 36
M3 NTG 30
nt Pate g endin P
NTG 24
Faurecia market share and product sales

2011
21%
2016
25%
Pump mechanisms
New Pump Generation

2013
G3 and G3 v3
M3
Nano
M2
E-Pump I & II
696m
960m
CAGR 7%
By continuously setting the performance benchmark through a renewed product portfolio, Faurecia is increasing its leadership. Between 2011 & 2016, a 7% turnover CAGR is exceeding a 3% market CAGR for the same period.
Investor Day 2012 London November 12, 2012 Source: Faurecia 50
4 Technology leadership to grow our value content
Short term
CO2 and fuel consumption reduction with lightweight solutions and energy recovery systems Emissions regulations with NOx reduction solutions for passenger cars (BlueBox) and complete product offering for commercial vehicles Attractiveness for end user with premium decoration and electronics integration Platform solutions with generics solutions and product and process standardization
Medium term
CO2 reduction to 95g in 2020 in Europe Structural composites Pollutants for Euro 7
51
1 2 3 4
Secure profitability in Europe in a weak environment with aggressive cost cutting Rapidly increase profitability in North America Keep a rapid growth pace and high profitability in Asia Technology leadership momentum to grow our value content 2014 and 2016 profit, cash flow and debt targets Frank Imbert EVP CFO
52
5 Rapid growth at +6/7% p.a.

Faurecia sales
In billion
to reach 22 billion total sales in 2016

Europe (incl. Russia) product sales
In billion
Total sales
Product sales
7.8
8.0
22.0
CAGR +6% 2011 CAGR +7% 2016
16.2
17.0
12.4
Faurecia outside Europe product sales

In billion CAGR 14%
9.0
4.6
2011 2016 2011 2016 2011
2016
53
5 Out of Europe sales to represent 55%

of our product sales by 2016
Product sales by region
37%
9% 21%
7%
50%
15% 63% 27%
8%
55%
50% 20%
10%
2011
2014
2016
25%
45%
Europe (excl. Russia)
North America
Asia
RoW
Europe to decline in relative value from 63% to 45% due sales stability in this region North America to grow to 25%, stabilizing after a strong growth period in recent years Asia to keep growing steadily doubling from 9% to 20%, through China, India and Thailand South America will grow from 6% to 8%
Investor Day 2012 London November 12, 2012 54
5 Faurecia targets over 5.0% operating margin

by 2016
Operating margin
As % of total sales
Europe European automotive production slowdown is expected to reduce Faurecia Europe operating margin by 1.5 point
Action plan to adapt costs and additional restructuring will allow
Around 4.0%
> 5.0%
to regain 1.0 point profitability
North America Fixed costs will stabilize after a phase of very rapid expansion
Low cost footprint will help to leverage profitability Profitability to rapidly increase to 5.0% operating margin
2014
2016
Asia
Will keep a high level of profitability thanks to a steady growth
55
5 Profit generated outside out of Europe

will represent 2/3 by 2016
Operating profit by region
Out of Europe
36% 2011 64%

Europe
Out of 64% Europe
36% 2016
Europe
Profit generated out of Europe will grow from 36% to 64% of total profit
Investor Day 2012 London November 12, 2012 56
5 Cap Capex at present level with
selective approach of new contracts
Capex
In million 600 500 400 300 200 100 0 2011 2012 2013 2014 2015 2016 550m
Selective approach
Business selectivity Focus on strategic regions: Asia, North America Focus on strategic OEMs Footprint extension limited to Asia Cap upfront investments Seek limited capex and development costs and/or obtain pre-financing Manage tendering portfolio Strict limit on overall 2013-2014 spending on Capex + Capitalized R&D
Capex capped below 550m

57
5 Positive free cash flow from 2014
Capex coverage by depreciation

In million
Cash flow roadmap
600 500 400 300 200 100 0

550m
2013 cash flow will be impacted by restructuring spending Balanced cash flow in 2014 targeted From 2014, free cash flow to grow thanks to:
Operating income growth
(+60% between 2011 and 2016)

Depreciation and amortization growth
2011 2012 2013 Capex 2014 2015 2016
(+70% between 2011 and 2016)

Capex coverage to reach 87% by 2016
Depreciation
58
5 Targeting Net Debt / EBITDA 0.5x in 2016
Net Debt / EBITDA

In x
Net debt reduction
1.4 1.3
Positive free cash flow from 2014 onwards
0.5
EBITDA improvement
Operating margin improvement Higher depreciation and amortization
June 2012 2014 2016
59
5 Liquidity secured by long term financing
Available long-term financial resources

In billion
2.0
3.1bn long term financing secured

In million
1.5 3-year tranche
Syndicated banking credit facility Bonds Convertible bonds Medium term banking facilities Factoring programs
1,150 740 460 250 500
Maturity extended
1.0
Total
0.5 Initial maturity
3,100
0 2013 2014 2015 2016 2017 2018 2019
Average maturity of bonds and banking credit of 4.2 years No major refinancing before 2016
60
Faurecia 2016 vision
2011 Actual
2016 Target 22 billion above 5.0% 0.5x
Total sales Operating margin Net debt / EBITDA
16 billion 4.0% 1.1x
61
Contact & Share data
Investor Relations
Eric-Alain Michelis
2, rue Hennape 92735 Nanterre France Tel: +33 1 72 36 75 70 Fax: +33 1 72 36 70 30 E-mail: eric-alain.michelis@faurecia.com Web site: www.faurecia.com
Share Data
Bloomberg Ticker: Reuters Ticker: Datastream: ISIN Code: EO:FP EPED.PA F:BERT FR0000121147
62 62
Safe Habor Statement
This report contains statements that are not historical facts but rather forward-looking statements. The words "will," "may," "designed to," "outlook," "believes," "should," "anticipates," "plans," "expects," "intends," "estimates" and similar expressions identify these forward-looking statements. All such statements are based upon our current expectations and various assumptions, and apply only as of the date of this report. Our expectations and beliefs are expressed in good faith and we believe there is a reasonable basis for them. However, there can be no assurance that forward-looking statements will materialize or prove to be correct. Because such statements involve risks and uncertainties such as automotive vehicle production levels, mix and schedules, financial distress of key customers, energy prices, raw material prices, the strength of the European or other economies, currency exchange rates, cancellation of or changes to commercial contracts, liquidity, the ability to execute on restructuring actions according to anticipated timelines and costs, the outcome could differ materially from those set out in the statements.
Except for our ongoing obligation to disclose information under law, we undertake no obligation to update publicity any forward-looking statements whether as a result of new information or future events.
63 63
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Investor Day 12 Novembre 2012 FINAL

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Investor Day 12 Novembre 2012 FINAL

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Successfully facing new challenges Investor Day 2012

London November 12, 2012

Investor Day 2012 London November 12, 2012

New European context with very weak environment

CAGR 2011-2015 : +2.8%

18.3 17.9 17.5 17.8

CAGR 2011-2016 : +0.8%

Investor Day 2012 London November 12, 2012

Light vehicle production up to 3.5 tons Source IHS Automotive

Faurecia growing faster than expected in North America and Asia

Investor Day 2012 London November 12, 2012

Acceleration of Faurecia's globalization

Product sales breakdown by region (in %)

Investor Day 2012 London November 12, 2012

Validating our strategic priorities

Operational performance as a strategic lever

for all the 4 business groups

level of service in manufacturing and engineering

Technology leadership as a growth and profitability lever

and global platforms management

Property of Faurecia - Duplication prohibited

Investor Day 2012 London November 12, 2012

Action plan to converge on our mid-term financial targets

Investor Day 2012 London November 12, 2012

Action plan to converge on our mid-term financial targets

Investor Day 2012 London November 12, 2012

Action plan to converge on our mid-term financial targets

Yann Delabrire Chairman & CEO

Investor Day 2012 London November 12, 2012

1 Automotive production in Europe (excl. Russia)

Light vehicle production in Europe (excl. Russia)

CAGR 2011-2016 : +0.8%

Light vehicle production up to 3.5 tons Source IHS Automotive

Investor Day 2012 London November 12, 2012

1 Secure profitability in Europe

Europe product sales by OEM

Our client portfolio is a real asset: 50% German OEMs

Fiat-Chrysler 1% Other Geely-Volvo 3% Tata 2% 2% GM 2% Ford RenaultNissan PSA

40% Premium OEMs

33% VW o/w Audi 19%

8% 12% 20% Porsche 1%

Investor Day 2012 London November 12, 2012

1 Faurecia sales in Europe (excl. Russia)

Product sales in Europe are expected to:

Property of Faurecia - Duplication prohibited

Investor Day 2012 London November 12, 2012

1 Adjusting further the cost base in Western Europe

Property of Faurecia - Duplication prohibited

Investor Day 2012 London November 12, 2012

1 Managing the cost base through additional extension

Eastern Europe footprint extension

Direct headcounts Europe (excl. Russia)

Rmnicu Vlcea Craiova

Investor Day 2012 London November 12, 2012

1 Faurecia's growth in Russia is based on

Russia light vehicle production

Property of Faurecia - Duplication prohibited

1 Faurecia's growth in Russia is based on

FAS FECT FIS

Investor Day 2012 London November 12, 2012

1 Product sales in global Europe reaching 8.0bn

Property of Faurecia - Duplication prohibited

Investor Day 2012 London November 12, 2012