tifs investor presentation deutsche bank 17 june 21

TI Fluid Systems
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
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front_matter
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front_matter
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summarize
06
The slide provides a high-level company profile including 100 years of experience, focus on EV/HEV trends, and 2020 financial performance indicators.establish_context
08
The slide uses a split-screen layout to define the two core business units.summarize
09
The slide uses a technical illustration of a vehicle chassis to map specific product categories (thermal, brake, fuel lines, fuel tank) to their physical locatiestablish_context
Open slide detailBeat · Product
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summarize
Open slide detailBeat · Product
11
The slide uses a donut chart to visualize customer concentration.summarize
Open slide detailBeat · Product
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summarize
Open slide detailBeat · Product
13
The slide uses a pie chart to visualize market share distribution and a list to summarize strategic advantages.compare_peers
Open slide detailBeat · Product
14
The slide emphasizes proximity to customers and cost competitiveness.establish_context
Open slide detailBeat · Product
15
transition
Open slide detailLoop · Why Now
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summarize
Open slide detailBeat · SolutionLoop · Why Now
17
The slide uses a ghosted car chassis with color-coded lines (green/blue) to map specific product components.establish_context
Open slide detailBeat · SolutionLoop · Why Now
18
The slide uses a color-coded legend to distinguish between existing, newer, launching, and under-development products.size_opportunity
Open slide detailBeat · Market SizeLoop · Why Now
19
quantify_impact
Open slide detailLoop · Why Now
20
The slide highlights the shift from ICE dominance to a more balanced mix by 2025.quantify_impact
Open slide detailLoop · Why Now
21
The slide uses a technical callout diagram to explain the components of a BEV thermal management system.illustrate_case
22
The slide highlights technical applications of TIFS products in hybrid electric vehicles.illustrate_case
23
The slide illustrates the trade-off between cabin comfort systems and vehicle range, positioning TIFS heat pump assemblies as a solution.present_solution
24
Features a technical diagram of the valve unit with callouts for specific components.illustrate_case
25
Technical product slide showing two distinct assembly types with callouts to components.present_solution
26
transition
Open slide detailLoop · Cost Of Inaction
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The chart uses a bridge/waterfall structure to show how 2019 revenue grows to 2025 revenue through specific market and product drivers.quantify_impact
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
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The chart demonstrates revenue growth outperforming volume growth over the 2008-2020 period.quantify_impact
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
29
quantify_impact
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
30
Uses a flow-down structure from 'Net cash generated from operations' to four distinct priority areas.present_solution
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
31
The chart shows a comparison between 2019 FCF and the 2021-2025 cumulative FCF projection.size_opportunity
Open slide detailBeat · Financials
32
The slide uses a three-column layout to categorize strategic drivers.summarize
Open slide detailBeat · Financials
33
summarize
Open slide detailBeat · Financials
34
appendix
Open slide detailBeat · Financials
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The table reconciles Adj. EBIT to Profit/(Loss) for the period, with specific callouts for PPA, D&A, impairment, and FX gains.analyze_data
Open slide detailBeat · Financials