TI Fluid Systems (TIFS) Investor Presentation summary

Market position and business overview

• Leading provider of thermal management and fluid system solutions for all vehicle architectures, serving major global automotive manufacturers across 27 countries with 27,000 employees and €3.5 billion in revenue.

• Operates two main segments: Fluid Carrying Systems and Fuel Tank Delivery Systems, with a top-three market position in key product categories.

• Maintains a competitive, flexible manufacturing footprint with facilities in every major automotive market, generating 39% of revenue in Europe & Africa, 31% in Asia Pacific, and 30% in the Americas.

Strategic growth and electrification

• Pursuing sustainable, profitable growth by expanding fluid handling for EVs, enhancing position in China, and developing EV modules and systems.

• Targets revenue of €3.8–4.2 billion by 2026 and over €4.5 billion by 2030, with a return to double-digit adjusted EBIT margins and strong cash generation.

• Focused on capitalizing on electrification opportunities while optimizing the conventional ICE portfolio.

Product innovation and portfolio

• Offers a comprehensive product range for ICE, HEV, and BEV vehicles, including brake and fuel lines, fuel tanks, and advanced thermal management systems.

• EVs require significantly more connectors and longer fluid lines, increasing content opportunity with limited additional investment.

• Only supplier with fully integrated design, development, and manufacturing for fuel tank systems, optimizing efficiency and emissions.