electric vehicle strategy - renault · kangoo ze maubeuge battery pack technocentre 100% trained...
TRANSCRIPT
EVElectric VehicleStrategy
Gilles NormandSVP, EV Business Unit
EV Strategy
Confidential C
Disclaimer
Information contained within this document may contain forward looking statements. although the company considers that
such information and statements are based on reasonable assumptions taken on the date of this report, due to their nature,
they can be risky and uncertain (as described in the Renault registration document filed with the French autorité des marchés
financiers). actual results may differ materially from those projected or implied in these forward looking statements.
These forward looking statements are made as of the date of this presentation. Renault does not undertake to provide
updates or revisions, should any new statements and information be available, should any new specific events occur or for
any other reason.
Renault makes no representation, declaration or warranty as regards the accuracy, exhaustiveness, adequacy, effectiveness
and genuineness of any statements and information contained in this report.
This information does not constitute an invitation to invest in shares or constitute or form a part of any offer for the sale or
subscription of, or any offer to buy or subscribe for, any securities or other financial instruments.
Further information on Renault can be found on Renault's web site (www.group.renault.com), in the section finance/regulated
information.”
2
EV Strategy
Confidential C
EV Strategy
3
Renault: EV pionnier & leader in Europe
EV LEADERIN EUROPE
Cumulated total EV sales
(@end 2018)
30,000PEOPLE EV TRAINED
FIRST MOVER WITH
A COMPLETE EV LINE UP
TECHNICAL EXCELLENCE
ZOE FLINS e-Motor CLEON
Kangoo ZE MAUBEUGE
Battery pack TECHNOCENTRE
100% TRAINED DEALERS
194k148k 102k
2 31
• NEW ZOE: 300 km WLTP range
• >90% customer recommendations
• ~200K customers
CUSTOMERSATISFACTION
10 YEARS EV EXPERIENCE
EV Strategy
Confidential C
A clear plan to continue leading
4
PLAN 2022
EXPAND OUR REACH
ACCELERATE
COST REDUCTION
PROVIDE EASY
ELECTRIC LIFE
GENERATE VALUE FROM ENERGY
& MOBILITY SECTORS
LEADER IN AFFORDABLE
ELECTRIC MOBILITY
EV Strategy
Confidential C
EV Strategy
Strategy for the coming years: acceleration !
EV line-up expansion
géo. extension
Keep leadership in
affordable e-mobility
Provide clients with
« easy electric life »
≈ 8 new EV
models by 2022
Key segments
coverage
Breakthrough
In China
80% of EV models
based on Alliance
platforms
New e-motor
New batteries
TCO* inflexion point:
~ 2020 (seg-B)
Autonomy
> 500 Km WLTP
Charging
>150 km WLTP
recovery in 15 min
* Transaction Price + usage costs (4 years)5
EV Strategy
Confidential C6
An ambitious & achievable objective
Volume
55k
EV = CORE PROFITABLE BUSINESS
0
100
500
INITIALINVESTMENTNO PROFIT
PROFIT ONVARIABLE
COSTS
FULL COSTPROFIT
2008 DRIVE THEFUTURE
DRIVE THECHANGE
0
NEW EV
GENERATION
CURRENT
LINE UP
GROUP
AVERAGE
PROFITABILITY
EV Strategy
Confidential C
ANNEXES
7
EV Strategy
Confidential C
EV2020 Platform
8
EV
REARFRONT
BATTERY 1
NEW ALLIANCE PLATFORM,
DEDICATED TO EV• ≈ -40% R&D Entry Ticket reduction
• ≈ -30% manufacturing cost reduction
2
NEW ALLIANCE
E-MOTOR GENERATION• More output
• ≈ -20% cost vs current
3
NEW BATTERY PACKS,
FOR THE ALLIANCE NEEDS• ≈ - 30% in $/kWh vs 2016 at pack level
8
EV Strategy
Confidential C
SEDUCTIVE DESIGN
悦心设计
▪ SUV-like exterior design▪ Sporty, urban
WARM TECHNOLOGY
暖心科技
▪ > 250 km NEDC range ▪ Easy charging (100% compatible with
domestic plugs and public infras)
ASSURED JOURNEY
安心畅行
▪ Eye-popping road handling▪ Renault strong expertise and know-
how in EV technology
K-ZE China: Going global
9
1485
EV Strategy
Confidential C
2018 Europe EV sales ranking
Source : SIM simplifie
Excl TWIZY and REX (I3) incl LCV
12 3PC + LCV MODELS
12 3LCV MODELS
12 3BRANDS
#4 23 503
#5 18 064
45 314Nissan
20,9%
48 297Renault
22,2%
40 629Nissan Leaf
18,7%39 448
Renault Zoe
18,2%
3 646Nissan
e-NV 200
17,1%
8 746Renault
Kangoo Z.E.
40,9%20 962VW e-Golf
9,7%
2 867Streetscooter
13,4%
29 073Tesla
13,4%
EV Strategy
Confidential C
Concrete examples of EV new businesses and services
EV
11
“Smart island”
Belle-Île-en-mer (France)
“Advanced Battery Storage”
Biggest energy stationary storage system
from EV batteries in Europe: 60 MWh
Car-sharing projects
Moov’in Paris (100 ZOE -> 500 by end Dec)
NEW ELECTRIC
ROUTE PLANNER
ALL EV APPS
IN ONE APP
IMPROVE CUSTOMER EXPERIENCE
EASY LIFE NEW BUSINESS
GENERATE VALUE