renault group kadjar & cmf c-d...kadjar & cmf c-d . june 18, 2015 2 investor relations ......

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RENAULT GROUP KADJAR & CMF C-D

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Page 1: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

RENAULT GROUPKADJAR & CMF C-D

Page 2: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 2INVESTOR RELATIONSKADJAR TEST DRIVE

Information contained within this document may contain forward looking statements. Although theCompany considers that such information and statements are based on reasonable assumptions taken onthe date of this report, due to their nature, they can be risky and uncertain (as described in the Renaultdocumentation registered within the French financial markets regulation authorities) and can lead to adifference between the exact figures and those given or deduced from said information and statements.

Renault does not undertake to provide updates or revisions, should any new statements and informationbe available, should any new specific events occur or for any other reason. Renault makes norepresentation, declaration or warranty as regards the accuracy, sufficiency, adequacy, effectiveness andgenuineness of any statements and information contained in this report.

Further information on Renault can be found on Renault’s website (www.group.renault.com),in the section Finance / Regulated Information.

DISCLAIMER

Page 3: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 3INVESTOR RELATIONSKADJAR TEST DRIVE

REMINDER: WHAT IS CMF CONCEPT?

Page 4: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 4INVESTOR RELATIONSKADJAR TEST DRIVE

REMINDER: CMF & PLATFORMS2WD

4WD

MPV

SUV

SED

H/B

Page 5: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 5INVESTOR RELATIONSKADJAR TEST DRIVE

REMINDER: CMF A GLOBAL PLATFORM SYSTEM FOR THE ALLIANCE

Million units per platform > 2016

CM

F C

-D

CM

F B

Source : VAG,Hyundai,Toyota : IHS / R&N : Alliance plan

80% OF RENAULT GROUP FUTURE LAUNCHES

0

1

2

3

4

5CM

F C-

D

CMF

B

CMF C-D PRODUCTS

• ESPACE• KADJAR• D-SEDAN• MEGANE• D-CROSS OVER• …

• QASHQAI• ROGUE• X-TRAIL• …

Page 6: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 6INVESTOR RELATIONSKADJAR TEST DRIVE

REMINDER: WHAT ARE THE EXPECTED BENEFITS?

COST REDUCTIONS

-20 to -30%PURCHASING

-30 to -40%ENTRY TICKET (R&D and CAPEX)

Page 7: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 7INVESTOR RELATIONSKADJAR TEST DRIVE

KADJAR: THE FIRST RENAULT C-SEGMENT CAR BASED ON CMF C-DA RENAULT DESIGNED SKIN ON AN ALLIANCE PLATFORM

Page 8: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 8INVESTOR RELATIONSKADJAR TEST DRIVE

KADJAR: THE FIRST RENAULT C-SEGMENT CAR BASED ON CMF C-DA RENAULT DESIGNED SKIN ON AN ALLIANCE PLATFORM

Page 9: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 9INVESTOR RELATIONSKADJAR TEST DRIVE

KADJAR: THE FIRST RENAULT C-SEGMENT CAR BASED ON CMF C-DA RENAULT DESIGNED SKIN ON AN ALLIANCE PLATFORM

Page 10: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 10INVESTOR RELATIONSKADJAR TEST DRIVE

KADJAR: THE FIRST RENAULT C-SEGMENT CAR BASED ON CMF C-DA GLOBAL SYSTEM THAT ADRESSES LOCAL SPECIFICATIONS

Qashqaï Kadjar

ChinaChina

Page 11: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 11INVESTOR RELATIONSKADJAR TEST DRIVE

CMF C-D : RENAULT LINE-UP OPTIMISATIONC-D SEGMENT RENEWAL

PREVIOUS GENERATION NEW GENERATION

14 Bodies

based onmultiple

PFs

10 Bodies

based on CMF

Page 12: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 12INVESTOR RELATIONSKADJAR TEST DRIVE

COST REDUCTION ENTRY TICKET(w/o China)

C&DPREVIOUS PROGRAM

C&D PROGRAMCMF BASED

BODIES 14 10

VOLUMES (Life cycle) ~5m ~5m

C-D SEGMENT

PREVIOUS CMF C-D

~ € 3 bn

~ € 5 bn

C-D SEGMENT

Page 13: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 13INVESTOR RELATIONSKADJAR TEST DRIVE

CMF C-D: IMPROVED PRODUCT QUALITYCOST OF WARRANTY

-20%*

PREVIOUS NEWMODEL A MODEL B MODEL C MODEL A* MODEL B* MODEL C*

* Forecast

Page 14: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 14INVESTOR RELATIONSKADJAR TEST DRIVE

CMF C-D: IMPROVED COST STRUCTURECMF COST BENEFITS

CMF GAIN

PREVIOUS NEW

REGULATION,SAFETY & OTHER

COSTS

CUSTOMER VALUE

Better cost structure permits higher customer value

Page 15: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

JUNE 18, 2015 15INVESTOR RELATIONSKADJAR TEST DRIVE

LEVERAGING CMF C-DA NEW STEP TOWARDS GROUP OPERATING MARGIN >5%*

PREVIOUS GENERATION

PROFITABILITY

NEWGENERATION

C&DSEGMENT

* Measured in 2017

Page 16: RENAULT GROUP KADJAR & CMF C-D...KADJAR & CMF C-D . JUNE 18, 2015 2 INVESTOR RELATIONS ... INVESTOR RELATIONS KADJAR TEST DRIVE COST REDUCTION ENTRY TICKET(w/o China) C&D PREVIOUS

Q&A