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ALLIANCE PRESS CONFERENCE

May 27, 2020

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ALLIANCE NEW COOPERATION BUSINESS MODEL

M O R E C O M P E T I T I V E N E S S A N D S U S TA I N A B L E P R O F I TA B I L I T Y

L E A D E R / F O L L O W E R

V E H I C L E

L E A D E R / F O L L O W E R

T E C H N O L O G YR E F E R E N C E R E G I O N

A L L I A N C E P U R C H A S I N G W I T H F U R T H E R E F F I C I E N C Y

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LEADER / FOLLOWER VEHICLE - PRINCIPLES

❑ Increase Alliance common platform utilization

❑ Push standardization further, from platform to upper bodies

❑ Per segment, one mother vehicle (leader car) and sister

vehicles engineered by the leading company with the support of

the followers’ team

❑ All leader & followers vehicles for all brands to be produced in

the most competitive set-up, including grouping the production

when relevant

Up to 40% model investment reduction for vehicle fully under

this scheme.

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LEADER / FOLLOWER ALREADY APPLIED AND PERFORMING IN LCV

LEADER

SMALL VAN HEAVY VANMEDIUM VAN

NAVARA L200

0,5T PU

VAN & SMALL PU 1T PU

FOLLOWER

NV250 NV300 NV400 NP200

EXPRESS

RENAULT KANGOO RENAULT TRAFIC RENAULT MASTER LOGAN PU

VAN & SMALL PU 1T PU

ALASKAN

MANUFACTURING X-MANUFACTURING IN LEADER PLANT – SANDOUVILLE ILLUSTRATION

SANDOUVILLE

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LEADER / FOLLOWER TECHNOLOGY – A PROVEN SCHEME

❑ Build on the foundation: each company continue to share the

investment for platforms, powertrains and technologies

❑ Build on the foundation: each company to access to the broad

range of capabilities demonstrating the technological leadership

❑ Go beyond: push further the Leader/Follower scheme already

applied on some platforms and powertrains with confirmed benefit

for efficiency

CMF-EV

Pioneer of mass production EV

Close to 1 million unit produced

600.000+ units worldwide with

autonomous driving technology

CMF-B Kei platform

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MAIN LEADER AND FOLLOWER TECHNOLOGY DOMAINS

E X I S T I N G & E X T E N D E D

Kei-Car PF

CMF-A

CMF-B

CMF-C/D

CMF-EV

Android Platform

“China” PlatformAUTONOMOUS DRIVING

e-Body (Core system of

ELECTRIC-ELECTRONIC)

ARCHITECTURE

POWERTRAIN*

EXISTING DOMAINS EXTENDED DOMAINS

* Renault: Small Gasoline, Diesel

* Nissan: big Gasoline, Kei-CAR

* Mitsubishi: PHEV for C/D segment

CONNECTED CAR

PLATFORM

CMF-A/B ePT

CMF-EV ePT

E-POWERTRAIN

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REFERENCE REGION - PRINCIPLES

❑ Each company will focus on its core regions with the aim to be

among the most competitive and serve as a reference to the others

to enhance their competitiveness

❑ Leader / Follower approach starts from the companies’ product

portfolio strategy and consequently to the industrial footprint

❑ Increase the number of procured services among the companies in

each region, covering common business processes and resource

sharing

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REFERENCE REGIONS – THE COMPLEMENTARY STRENGTHS OF THE ALL IANCE MEMBERS

A L L I A N C E C O V E R S 1 0 0 % O F M A I N A U TO M O T I V E R E G I O N S

NAFTA

MERCOSUL

EMEA

INDIA

CHINA

SOUTH-KOREA

JAPAN

ASEAN

OCEANIA

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PLATFORM AND PRODUCTION RATIONALISAT ION

B R A Z I L

ACTUAL FUTURE

4 PLATFORM VARIANTS 6 MODELS

SANDERO

STEPWAY

LOGAN

CAPTUR

MARCH

KICKS

1 PLATFORM 7 MODELS

2 PLANTS

CMF-B Hatchback & SUV

HATCHBACK SUV

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PRODUCTS UNDER LEADER FOLLOWER SCHEME

E U R O P E & R U S S I A

• Pursue Leader / Follower modelLCV VAN

C SUVC SUV• Russia - 2023

• Renewal post 2025 : Nissan leader

worldwide

B SUV• Russia – 2022

• Future renewal by 2025 for Europe

Compact EVB • Future development & renewal

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FOCUSED APPL ICAT ION IN OTHER REGIONS

J A PA N , A S E A N A N D O C E A N I A

JAPAN

ASEAN

OCEANIA

• Nissan is a leader for Kei Platform

• Kei is Nissan and MMC’s Joint planning,

R&D is done by Nissan, and Production is done by MMC

KEI PLATFORM

• Expand MMC’s OEM supply of Xpander to Nissan (Livina) in ASEAN.

• Collaboration in production in ASEAN. For example in Philippines.

XPANDER LIVINA

• OEM supply of VAN from Renault to Mitsubishi in Australia

and New Zealand

EXPRESS

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ALLIANCE EFF IC IENCY WILL IMPROVE

W I T H I N C R E A S I N G M O D E L S U N D E R L E A D E R / F O L L O W E R

RATIONALIZED NUMBER OF MODELS

WILL IMPROVE ECONOMY OF SCALE

MORE MODELS UNDER LEADER / FOLLOWER SCHEME

WILL IMPROVE R&D-CAPEX / CAR RATIO

2019 2022 2025 projection

% OF MODELS UNDER LEADER / FOLLOWER SCHEME*

STABLE

COVERAGE

OPTIMIZED CAR PORTFOLIO – IN NUMBER OF MODELS

48%

100

80

9%

* excluding dedicated models for US and China

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THANK YOU

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QUESTIONS & ANSWERS

SESSION