1. AUTOMOTIVE 2015: KEY INSIGHTS JULY 2015

2. AUTOMOTIVE 2015 KEY FINDINGS WHAT IS PASSPORT AUTOMOTIVE

3. © Euromonitor International 3 Automotive Key Takeaways AUTOMOTIVE 2015 KEY FINDINGS Volume CAGR 2000-2014 +3.5% Emerging markets bolstered global demand through financial crisis but cooling, especially in China Volume CAGR 2014-2030 +2.9% Global Light Vehicle Sales

4. © Euromonitor International 4 Sizes: Top 10 Markets, 2014 and CAGR to 2030 Country:Share of MarketGrowth to 2030 China26.1%4.4% US19.4%1.4% Japan6.5%-0.8% Brazil3.9%2.5% Germany3.8%0.7% India3.4%4.2% United Kingdom3.3%1.2% Russia2.9%2.6% France2.5%1.9% Canada2.2%1.0% AUTOMOTIVE 2015 KEY FINDINGS

5. © Euromonitor International 5 Sizes: Top 10 Segments, 2014 and CAGR to 2030 AUTOMOTIVE 2015 KEY FINDINGS Segment:Share of MarketGrowth to 2030 Lower Medium Cars20.3%2.9% SUVs19.2%4.7% Small Cars16.6%3.0% Upper Medium Cars10.6%1.7% Pick-Ups6.4%2.2% Mini MPVs5.4%2.7% Mini Cars5.1%1.1% Executive Cars2.5%1.3% Small Vans2.0%2.5% Full Size MPVs1.9%0.7%

6. © Euromonitor International 6 Shares: Top five global Automotive players World Light Vehicles company share 2014 (% volume) 11.8% 11.7% 9.5% 9.2% 7.4% Company’s leading brand 2014 (world ranking) (1) (2) (6) (5) (3) Note: Arrow indicates direction of growth/decline in share between 2013-2014 AUTOMOTIVE 2015 KEY FINDINGS

7. © Euromonitor International 7 Measures: Premium and mainstream brand developments AUTOMOTIVE 2015 KEY FINDINGS

8. © Euromonitor International 8 Measures: Global light vehicles sales by brand origin AUTOMOTIVE 2015 KEY FINDINGS Japanese brands dominate but face challenges US brands recover German brands benefit from premiumisation Chinese brands emerge Korean brands gain French and Italian brands stagnate

9. KEY FINDINGS – AUTOS LATEST TRENDS WHAT IS PASSPORT AUTOMOTIVE

10. © Euromonitor International 10 WHAT IS PASSPORT AUTOMOTIVE Passenger Cars/ Light Commercial Vehicles Mini Cars Small Cars Lower Medium Cars Upper Medium Cars Executive Cars Luxury Cars Sports Cars Mini MPVs Passport Autos 2015 – What’s Available STATISTICS: Volume sizes (2000-2030) Company and brand share (2005-2014) Premium vs Mainstream (% / volume) Brand origin (by geography) GEOGRAPHIC COVERAGE: Western Europe: Austria; Belgium; France; Germany; Italy; Netherlands; Portugal; Spain; Sweden; Switzerland; Turkey; United Kingdom Eastern Europe: Czech Republic; Poland; Russia North America: Canada; USA Latin America: Argentina; Brazil; Chile; Mexico Asia Pacific: China; India; Indonesia; Japan; S. Korea; Taiwan; Thailand; Vietnam Australasia: Australia Africa and Middle East: Israel; South Africa ANALYSIS: Datagraphics, Opinion, Pod/Videocasts Regional Scorecards Global Briefings Note: Geographic coverage of 32 markets account for >90% of global demand. Compact MPVs Full Size MPVs SUVs Pick-Ups Car-Derived Vans Small Vans Medium Vans NB Reports are available on a rolling basis post-publication CATEGORIES/SEGMENTS:

11. © Euromonitor International 11 AUTOS 2015 Data Coverage What’s included? Volume sizes (2000-14); Company/ Brand shares (2005-14) are sourced from JATO Dynamics Forecast volume sizes (2015-2030) are created by Euromonitor International Measures: Brand Origin Premium vs Mainstream Which country does each brand originate from (company HQ)? Allows you to see at a glance domestic vs foreign brand penetration by country. Volume split (%) tracking separate trends of sales of Premium vs Mainstream by country for Passenger Cars and Light Commercial Vehicles (2000-30). WHAT IS PASSPORT AUTOMOTIVE

12. © Euromonitor International 12 How are your Automotive forecasts created? Euromonitor’s exclusive Automotive 15-year forecasts from 2015-2030 are built on Passport C&C’s wealth of forecast macro indicators specially selected and graded for their impact on the industry by individual country (see right), and supplemented by in- house Automotive expertise gauging the impact of the country-specific micro drivers on each market’s automotive industry.. WHAT’S IN PASSPORT AUTOS 2015

13. © Euromonitor International 13 Macroeconomic factors impacting AUTOS Perceived wealth is crucial to consumer confidence and thus willingness to buy a new car Interest rates dictate repayment and thus impact willingness to take out finance for a new car Oil/fuel prices Currency exchange Household sizes Employed population Disposable incomes Income distribution Access to credit Smaller households mean smaller cars, and vice versa More employed women may mean smaller households High oil prices and weak currencies typically damage market potential for cars Check EMMA Socio for all types of macroeconomic data - use it to build a picture of factors impacting demand of total Automotive market and specific vehicle segments in a country. WHAT’S IN PASSPORT AUTOS 2015

14. © Euromonitor International 14 Market and Segment Sizes Economic situation Legislation New Model Activity Fuel Prices Household Sizes Employed Population Income Distribution Interest Rates Endogenous variables Exogenous variables The Wider World of Automotive Demand Drivers WHAT’S IN PASSPORT AUTOS 2015

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