Investor Day 2012 Successfully facing new challenges

London • November 12, 2012

Investor Day 2012

Successfully facing new challenges

Investor Day 2012 – London – November 12, 2012 2Prop

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November 2011 - November 2012

New European context with a very weak environment

Faurecia growing faster than expected in North America and Asia

Acceleration of Faurecia globalization

Validating our strategic priorities

New European context is impacting mid-term financial targets

Requiring additional action plan

New European context, same strategic priorities,additional action plan


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IHS Automotive production forecast is now significantlylower than 12 months ago

New European context with very weak environment

Light vehicle production up to 3.5 tons – Source IHS Automotive

Light vehicle production in Europe (excl. Russia)

CAGR 2011-2016 :

+0.8%

CAGR 2011-2015 :

+2.8%

18.8

19.8

18.4

15.5

17.417.9

17.5

18.3

19.4

20.0

17.8

18.6

17.9

16.616.3

17.0

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

-12%

In million vehicles

IHS October 2011IHS October 2012


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Faurecia growing faster than expectedin North America and Asia

Product sales

Asia+14% like-for-like9M 2012 vs 9M 2011

North America+21% like-for-like9M 2012 vs 9M 2011

In € million

North America Accelerated rebound of automotive production Faurecia growing faster than expected thanks

to rapid expansion with VW, Ford, Nissan, Daimler and Commercial vehicles for Faurecia Emissions Control Technologies

Asia Slower growth in China but impacting

more the low end of the market than the core and luxury segments

In China, Faurecia continued to outperform automotive production by 5 pp.

Faurecia sales in China up 12% in 2011 and up 13% (like-for-like) after 9 months in 2012

Faurecia sales in Korea up 34% in 2011 and +8% (like-for-like) at end September 2012 thanks to continued development with Hyundai

2010

1,860

9M 2012

2,659

1,945

9M 2011

2,579

2011

+43%+33%

2011

790

9M 2012

9991,117

9M 2011

968

2010

+15%+26%


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Acceleration of Faurecia's globalization

64

20

59

2

9M 2011

57

27

510

1

9M 2012

Europe

North America

South America

AsiaOther

Europe After 9 months 2012, product sales in Europe are down 5% (like-for-like) and represented 57% of group total (versus 64% a year ago)

North AmericaAfter 9 months 2012, product sales are up 43% (21% like-for-like). The acquisition in June of the Ford Saline business (annual consolidated sales of approx $ 400m) is boosting the overall growthAt end of September 2012, product sales in North America represented 27% of group total or +7 points versus a year ago

AsiaAt the end of September 2012, product sales are up 26% (14% like-for-like) on the back of a strong organic growth and represented 10% of group total product sales

Product sales breakdown by region (in %)

19

59

9M 2010

66

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Keep our focus on 4 core businesses Operational performance as a strategic lever

Leverage globalization Technology leadership as a growth and profitability lever

Accelerate in Asia Be a cautious consolidator

Adequate growth and profit potential for all the 4 business groups

Leadership positions and worldwide coverage Technology leadership

Deliver worldwide to customers the same benchmark level of service in manufacturing and engineering

Keep optimizing the cost base to ensure competitiveness and profitability

Lead competition in global programs and global platforms management

Outperform market in BRIC countries Achieve scale in Russia and India Become a Top 5 supplier in North America

Environment and fuel efficiency solutions Breakthrough materials and processes Decoration, comfort, end-user interface and connectivity Targeted technology acquisitions

More than double sales in China Become fully local in all markets with state-of-the-art

R&D capabilities Build on worldwide expansion with targeted Asian OEMs Target € 3.4bn product sales in 2016 (over 25% CAGR 11-16)

Priority to organic growth Small to medium size acquisitions backed

by our customers

Validating our strategic priorities


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Lower European market has 4 main impacts on our medium term milestones

With expected automotive production being cut by 12% for 2014, Faurecia Europe product sales have been significantly lowered

Delaying our above 5% Group operating margin until 2016 (versus 2014)

Significantly reduced production perspectives are requiring additional restructuring action

Impacting 2013-2014 free cash flow generation

November 2012 versus November 2011


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Secure profitability in Europe in a weakenvironment with aggressive cost cutting

Rapidly increase profitability in North America

Keep a rapid growth pace and high profitability in Asia

Technology leadership momentumto grow our value content

2014 and 2016 profit, cash flow and debt targets

Action plan to converge on our mid-term financial targets

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Technology leadership momentum to grow our value content


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Yann DelabrièreChairman & CEO


Hervé GuyotEVP Strategy


Frank ImbertEVP CFO



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Automotive production in Europe (excl. Russia)should stay weak

Additional 2-3% decline in light vehicle production in 2013

2011 level is now not expected to be reached again before 2015

2016 expected light vehicle production to be remain below 2006-2007 peak

1

Light vehicle production in Europe (excl. Russia)

CAGR 2011-2016 :

+0.8%

CAGR 2011-2015 :

+2.8%

18.8

19.8

18.4

15.5

17.417.9 17.5

18.3

19.4

20.0

17.8

18.6

17.9

16.616.3

17.0

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

-12%

In million vehicles

IHS October 2011IHS October 2012

Light vehicle production up to 3.5 tons – Source IHS Automotive


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Secure profitability in Europe

Our client portfolio is a real asset: 50% German OEMs 40% Premium OEMs

Fixed cost base adjusted down by € 230m in 2009

Industrial footprint in Western Europe resized in 2008-2009

Europe is profitable, at group average in 2011 and 2012

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Europe product sales by OEM

VWo/w Audi 19%

BMWPSA

Renault-Nissan

12%

Tata 2%GM 2%

OtherFiat-Chrysler 1%Geely-Volvo 3%

DaimlerPorsche 1%

H22012e

8%

20% 7%

33%

9%

2%

GermanOEMs50%

Ford


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Faurecia sales in Europe (excl. Russia)expected flat between 2011 and 2016

Product sales in Europe are expected to:

Decline in 2012 (-4.9% like-for-likeat end of september 2012)and no rebound expected in 2013

Gradually recover to 2011 level from 2014 onwards

1

Faurecia Europe (excl. Russia) product sales

7.7

2011 2016

7.6

In € billion


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Western Europe industrial footprint adjustment Group restructuring charges expected to reach € 100m in 2012

including 1,500 headcounts reduction in Western Europe Group restructuring charges expected to reach € 90m in 2013

Adjusting further the cost base in Western Europe1

Fixed costs base in Europe to be reducedby € 50m in 2013 and € 100m in 2014


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Managing the cost base through additional extensionof the Eastern Europe footprint

7 new manufacturing sites added in Eastern Europe between 2012 and 2014

Poland LegnicaGorzow II

Czech Republic Mlada BoleslavPilsen

Romania Râmnicu VâlceaCraiova

LCC direct headcounts targeted to increase from 39% to 55% of total European (excl. Russia) direct headcounts

Direct headcounts Europe (excl. Russia)

2011 2016

LCC

HCC

39% 55%

61% 45%

1

Eastern Europe footprint extensionPoland

Romania

CzechRepublic

FASFECTFIS

Craiova

Legnica

Gorzow

Râmnicu Vâlcea

Mlada BoleslavPilsen


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Faurecia's growth in Russia is based onglobal customers and programs

Automotive market Russian automotive production is expected to grow

from 1.9m units in 2011 to 2.4m units in 2016 Localization of components accelerated by tax

incentives. Decree 166 requires OEMs to achieve 60% local contents within 6 years

Overall Tier-1 auto components sector is expected to grow much faster than the OEM market

OEMs strategy Russian OEM industry now well structured

through consolidation Renault-Nissan partnership with AvtoVAZ consolidated

with the launch of the new entry platform and introduction of Renault, Nissan and AvtoVAZ vehicles

Ford in St Petersburg and Ford-Sollers JV areexpanding fast with 4 production facilities

VW partnership with GAZ in Nizhny Novgorod in addition to its Kaluga base

Russia light vehicle production

1

CAGR+5%

1.9

2.4

2011 2016

In million units

Up to 3.5 tons – Source IHS Automotive – October 2012


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Faurecia's growth in Russia is based onglobal customers and programs

Rapid development with Renault/Nissan/AvtoVAZ

in Togliatti are fully deployed and are key suppliers to Renault/Nissan/AvtoVAZ.

is already supplying Avtoframos and expanding through partnershipwith Avto component

in St Petersburg is also localized for Nissan programs

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2011 2016

Faurecia product sales

Luga

St Petersburg

TogliattiKaluga

Moscow

FASFECTFIS

400

46

CAGR+54%

In € million

. Expansion with both Ford in St Petersburg

and with Ford-Sollers JV Business development with VW and PSA in Kaluga

and with GM in St Petersburg 10 manufacturing sites already covering

the key automotive regions


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European automotive production slowdown is expected to reduce Faurecia Europe operating margin by 1.5 point

Action plan to regain 1.0 point operatingmargin in Europe in a slowly recovering market

Western European footprint adjustment

Higher Eastern Europe content

Fixed costs reduction

Growth in Russia

Product sales in global Europe reaching € 8.0bn and to secure European profitability

Global Europe product sales

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In € billion

2016

8.0

2011

7.8CAGR+0.5%

Sales roadmap Profitability roadmap


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Faurecia in North America is to become ranked # 6

North America product sales Very rapid growth in 2011 (+33%) and 2012e (+42%)

Ford Saline acquisition is an additional booster with $ 400m annual consolidated revenues

Has pushed Faurecia to become the 6th largest automotive component supplier in North America

North America now accounting for over 25% of Faurecia’s global sales

Faurecia customer base reinforced and broadened through: Expansion with Ford through organic growth and Saline

acquisition from € 370m in 2010 to € 850m in 2012e Expansion with Nissan from € 13m in 2010

to € 240m in 2012e Expansion with Daimler from zero to € 230m in 2012e Expansion with VW in Mexico and Chattanooga (TN)

( +25% in 2011 and +70% in 2012e) Commercial vehicles from zero to € 90m in 2012e

North America product sales by OEM

Ford

GM

Chrysler

BMW

DaimlerVW

Cummins 2% Other 4%

23%

21%

20%

11%

7%Nissan6%

6%

2

2012e

2009 2010 2011 2012e2008

3.7

2.61.9

0.91.5

In € billion

+42%


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Market leader in passenger cars emissions control with a market share of 33%

Technology leadership confirmed Development of the commercial vehicles

business with Cummins

Faurecia Business Groups have reinforced their strategic position in North America

North America product sales breakdown

2

Positioned as market leader with a market share of 27% in cockpits after the acquisition of Ford Saline business

Leading position in premium vehicles

Has achieved a breakthrough from challenger to main player

Daimler business launched in 2011 and sole supplier of Mercedes-Benz M-Class, G-Class and R-Class

Nissan Smyrna (TN) supply, launch of new Altimaand new development planned for Nissan Mexico

34%

32%

31%

3%

2012e


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Belvidere

FASFECTFIS

FAE

BradfordLansing

Sterling Heights

Fountain InnSpartanburg

TuscaloosaArlington

Cottondale

Chattanooga

Cleveland

Madison

Dexter

Louisville

ColumbusRiverside

Rapid expansion of the manufacturing footprint 15 new sites in 2011 and 2012

2

Hermosillo

Ramos ArizpeSan Luis Potosi

SilaoQueretaro

Puebla

Mexico

Sizeable footprint expansion in 2011 and 2012 with 15 sites added

Region is now fully covered Low cost base is significant

with 43% of the direct workforce in 2011 38 manufacturing sites in 2012

10 manufacturing sites (components)US + Canada 28 manufacturing sites (14 components / 14 JIT)

FASFECTFISFAE

Saline Fraser

FranklinToledo

Taylor

Troy


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Development with Ford and GM on global programs and premium products (Cadillac) for Faurecia Automotive Seating

Development with Nissan and Hyundai with sales expected to reach € 380m in 2016

Commercial vehicles product salesto account for € 210m by 2016

Development with VW/Audi thanks to OEM expansion and global programs

Product sales expected to reach€ 4.3bn in 2016 or 11% CAGR 2011-2016

Faurecia expects to continue to expand its business in North America

North America product sales

2011 2016

2

CAGR+11%

2.64.3

In € billion


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Only 5 new JIT sites between 2013 and 20162

After a phase of rapid expansion, only 5 new JIT sites to be added between 2013 and 2016, 3 JIT in the US and 2 JIT sites in Mexico

Industrial focus will shift from new footprint launch to industrial efficiency

44 sites in North America in 2016

Mexico + 2 JIT sites

Ramos Arizpe

Cuernavaca

FAS

US + Canada + 3 JIT sites

Detroit

Wentzville

Louisville

FAS


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North America profitability to rapidly improve: Finalization of the Emcon integration Stabilization of the manufacturing footprint

in North America after 15 new manufacturing sites opened in 2011 - 2012

Fixed costs stabilization after a high number of new programs launches

Synergies expected from revenue growth Leverage further the low cost base

Faurecia is targeting a fast improvement of its North American profitability

North America direct labor

LCC

HCC

2011 2016

43% 54%

57% 46%

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North America 2016 financial targets2

Profitability to rapidly increase to 5.0% operating margin Manufacturing footprint stabilization Fixed costs stabilization Leverage further the Mexican

cost base

Sales roadmap Profitability roadmap

2011 2016

CAGR+11%

2.64.3

In € billion

North America product sales


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3 Hervé GuyotEVP Strategy








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China: CAGR 11-16: 9% Excellent mid-term prospects

(volume & value) Favorable mix trend with growth

in medium and high segments above average

World’s largest commercial vehicle market

Japan Temporary recovery after

Fukushima disaster in 2011 Globalization is pushing Japanese

OEMs to expand production abroad

Asean: CAGR 11-16: 11% Thailand is becoming a major hub

for automotive production in Asia Indonesian market expected to grow fast

India: CAGR 11-16: 10% Automotive market growth

is expected to remain strong Average value to increase

but will remain very low Very large commercial vehicle market

South Korea Hyundai-Kia are increasing global market

share though footprint globalization Auto production in Korea expected

to remain broadly stable

Asia remains a key driver for automotive market expansion

Light vehicle production in Asia

Other Asian Countries**ASEAN*South KoreaJapanIndiaChina

15.8

3.5

7.7

4.62.80.7

2011

35.1

24.5

5.7

8.1

4.34.7

1.0

2016

48.3

3

In million units

*ASEAN : Indonesia, Malaysia, Philippines, Thailand, Vietnam** Other Asian Countries : Australia, Pakistan, Taiwan Light vehicle production up to 3.5 tons – Source IHS Automotive – October 2012

CAGR+7%


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Key drivers of the Chinese market are favorable for Faurecia

New emission regulations to be introduced

2009 2010 2011 2012 2013 2014 2015 2016

Euro 3 Euro 4 Euro 5

3

Source: IHS Automotive, October 2012

Light vehicle production in million units

Premium segment to continue to grow faster than market Overall mix to improve further International OEMs are expected to maintain their leadership and few Chinese OEMs

may emerge as key players Emissions standard are converging with European ones offering huge opportunities to Faurecia

Emissions Control Technologies business for both passenger cars and commercial vehicles

CAGR (11-16)

LCVAB

C

DE+

MPV/SUV

20162011

15.8

24.5

8%

9%

6%

6%

5%

18%11%

22%4%10%

35%

12%2%15%

18%3%9%

35%

11%2%

21%CAGR+9%


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Faurecia has already a solid presence in China3

Total sales

2009 2010 2011 2012e

1.01.2

+25%

In € billion

Ford

PSA

VW

HyundaiOthers

Nissan

GM

2011

Total sales by OEM

0.6

1.5

Industrial footprint

Changchun

Shenyang

Lanzhou

ChengduChongqing Wuhan

Lanzhou

Huadu

YantaiQingdao

ShanghaiWuxi Jinan YanchengBeilun Cixi Nanjing

Southwest Central North

Northeast

East

SouthFASFECTFISFAE


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A fully owned R&D assets

R&D Strategy

R&D headcounts

Fully owned R&D centers in Shanghai integrated in the global Faurecia network and regional footprints for programs deployment

Strong local teams with a very large range of skills, able to realize complete local developments

Industrial style as differentiation factor

Innovation capabilities localized in China400

1,200

2011 2016

3

New Tech Centers in Shanghai

opened in 2011 opening in 2013


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Emissions control market for light vehicle expected to grow faster than automotive production thanks to the convergence with European norms (13% CAGR 11-16)

Market share 2011 2016Passenger cars 25% 27%

Market share in light vehicle to increase slightly from 25% to 27% Strong portfolio of western OEMs

(top 3 customers: VW, PSA, GM) Development with Chinese OEMs:

Geely, Chery, FAW, SAIC Commercial vehicles business to reach € 60m in 2016

Market share 2011 2016Mechanisms 15% 20%Frames 20% 20%

Market share 2011 2016Passengers cars 4% 10%

JV with ChangAn under final discussion for Ford and PSA new businesses

Selected development with chinese OEMs:Faurecia-Geely JV for Geely – Volvo programs

Faurecia growth strategy in China3

Faurecia to double its market share in complete seats Nissan, PSA and BMW VW as a new customer Premium vehicles

Faurecia leading position in mechanisms and frames Global platform deployment with VW, Nissan, PSA, GM Mechanisms localization and vertical integration Overall globalization

Market share 2011 2016Complete seats 5% 10%

Follow our key customers in their worldwide programs.Existing business with: Ford VW PSA


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Faurecia in China in 20163

China product salesin € billion

0.9

2.6

20162011

CAGR+24%

20162011

30

55

To support growth 25 new manufacturing sites to be added by 2016 or a total of 55 manufacturing sites

To continue to grow 15 pointsfaster than automotive production

China manufacturing sites


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Competitive developments in India and Thailand

To supply Ford, Renault-Nissan, Hyundai and VW Opportunities in commercial vehicles New development center in Pune

working for worldwide programs (600 engineers)

3

2011 2016

54

250

India product salesIn € million

2011 2016

18

140

Thailand product salesIn € million

IndiaTo accompany key customers with optimized and limited investment and leverage a very efficient and low cost D&D base

Expanding interior systems business (Nissan, Ford) Expanding in emissions control (Ford, GM)

ThailandTo follow OEMs as it is becoming a major production hub for Ford, GM and Nissan

CAGR+36%

CAGR+51%


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Worldwide business expansion with Nissan and Hyundai

Nissan already represents 3.5% of Faurecia product sales Faurecia nominated Alliance Growth Partner Strategic partnership with NHK Spring in automotive seating

for Nissan leading to rapid development in North America, Brazil, Russia, China and Europe

Partnership with Howa Textile for Interior systems

3

2011 2016

345

1,000In € million

CAGR+24%

Product sales with

Hyundai-Kia: strong emissions control business and opportunities in other activities

Strategic development with Nissan and strong growth through the Alliance and agreements with Nissan's suppliers

Emissions control: € 200m product sales targeted in 2016, already 24% market share

Technology and business opportunities with other business group

2011 2016

171300

In € million

CAGR+12%

Product sales with


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Sustained and profitable growth in Asia

China Continue strong strategic development in world’s largest auto market Japan & Korea Be a partner of Japanese & Korean OEMs in their globalization India Follow key customers with limited investment and expand the low cost D&D base Thailand To accompany strategic customers

Roadmap & objectives

Product sales to reach€ 3.4bn by 2016

Profitability to stay significantlyabove group average

Asia product sales

Faurecia in Asia

1.1

2011

3.4

2016

3

CAGR+25%

In € billion


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Faurecia technology strategy is based on 4 pillars

Faurecia product offer

4

Faurecia Innovation key drivers

CO2 and fuel consumption reduction

60 kg weight saving equivalent to 6 g/km CO2 reduction 40 kg additional savings with composite solutions Energy recovery solutions

Emissions regulation NOx reduction for passenger cars Commercial vehicles business development

Attractiveness for the end user Premium decoration Electronics integration to add new functions and value content

Platform solutions Generics solutions Product and process standardization


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Faurecia lightweight solutions

Gain of induction brazing on an European B-Segment car

13.3 kg 8.8 kg (- 33%)

4

5.94.8

0.35(7%)

1.5(25%)

2012 2016Lightweight

Regular

€ 0.2bn € 0.9bn

Faurecia market share of lightweight market and product sales

Worldwide Market for Cold EndIn € billion

Thickness reduction from 1.2 to 0.8 mm

Gain of on an American C-Segment car

Chevrolet Cruze1.4L gasoline turbo

Ford B-Max

60%57%

2012 2016

Source: Faurecia

29 L

15.5 kg 9.0 kg (- 42%)

19 L (- 34%)

Reduction of interfaces overlap

Muffler size reduction

Over 10 kg saved with induction brazing & adaptive valves

CAGR46%


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40% weight reduction (11 kg per car) with new generation of frames

- 40% weight reduction, based on major materials,

product concept and industrial processes

innovationBMW Mini VW Up!

High Strength Steel Laser welding Material hybridation

4

OEM 1OEM 1

Global & Modular

Previous Front Seat Structure - Metal

Global & Modular IMetal

2007 20162011

2016Global & Modular II

Metal/Hybrid

of Front Seat Next generation Structures M0

OEM 2OEM 2

OEM 3OEM 3

OEM 1OEM 1

OEM 2OEM 2

OEM 3OEM 3

Prod. Dev.

FaureciaElectronics

Inside

FaureciaElectronics

Inside

FaureciaElectronics

Inside

15.0 kg 11.5 kg 9.5 kg


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Cellular polypropylene instrument panel carrier

Injected natural fiber door panel


Wood fiber door panel

Thin slush skin

"Lightweight concept”acoustic package

Ford Kuga

PEUGEOT 208

Mercedes-Benz SL

2013 Global C Segment Car

2013 Premium Sedan(Germany)

Synthetic premium skin

2013 Luxury SUV(USA)

2013 European C Segment Car

4

- 20%

- 20%

- 40%

- 20%

- 15%

- 60%

Up to 22 kg weight reduction in car interior with new technologies & materials


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Composite chassisUp to 5 000 vehicle / year

Mass market

> 50 000 vehicles / year

Structural Thermoplastic Front

End Carrier


-20% weight reduction, based on major materials,

product concept and industrial processes

innovation

Composite hybrid body panels

Thermoplastic - RTM

SMC, RTM, RIM,…

Injection molding

Carbon fiberBody panels

Automotive Composite

4

Structural thermoset Composite chassis Composite body parts Thermoset body parts Thermoplastic body parts

Target: - 35 kg(C-Segment sedan)

- 15 kg

Complete composite technologies and preparingfuture light weight solutions


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Faurecia market share of the heat recovery market

and product sales

Acting as working temperature optimizer or direct power supply to the powertrain, heat recovery systems are key contributors to Hybrids overall efficiency.Faurecia is aiming at 20% market share in 2016 and targeting 25% by 2020.

State-of-the-art solutions to addressnew energy recovery market

25 %Traction

40 %Exhaust

Heat

35 %Friction

2012: Serial production on FORD C-Max Hybrid

Heat recovery marketHeat to Power (H2P)

Medium term

Heat to Heat (H2H)

Hybrid engines, Diesel engines

4

In € million

20%

€ 30m

2016

€ 75m

25%

2020

Hybrid engines, Diesel engines

40% of the energy createdby the internal combustion

engine is wasted in exhaust heat

Direct positive impact on homologation CO2 test levels (NEDC, WLTP,…).

Source: Faurecia

Energy recovery technologies reduce fuel consumption

150

2016

300

H2P

180

2020

H2H H2H


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Faurecia NOx treatment breakthrough

BlueBox: A close coupled architecture providing a complete SCR system within the packaging of a conventional Diesel Oxidation Catalyst

4

SCR world marketIn € million

Diesel oxidation catalyst (DOC)

Urea injector

Urea mixing device

SCR catalyst or SCRF (SCR coated DPF)

ConventionalLayoutClosed coupled -

BlueBox

Proximity to engine (close coupling)

Earlier catalyst activation, better NOx treatment Reduction of catalyst cost

Compact packaging Easier installation in vehicle Weight saving Reduced complexity

425

2011 2016

110ClosecoupledSCR100%

35%

65%

Conventional SCR

Faurecia market share

CAGR+31 %

BlueBox10 contracts pending in 2013

Faurecia expertise in system design and manufacturing are key assets to meet the technical challenges imposed by close coupled SCR. With BlueBox, Faurecia is aiming at 40% of the close coupled market by 2016.

2011 2016

Source: Faurecia

Faurecia BlueBox allows a faster & better treatment of NOx, weight saving and cost optimization

12 % ofConventionalSCR

40% of Closecoupled SCR


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Major position in theCommercial Vehicles Engines (CVE) market

DOC/DPF systemsfor Euro VI

Thermal regenerators

Selective Catalytic Reduction systems

Off Highway On Highway

Truck

Off road

Complete CVE product offering

After-Treatment engineering and manufacturing

World leader in medium-to-heavy duty on and off-road diesel engines

More than 1m engines produced in 2012

Strong positions in North & South America,India and China

System integrationMarketing and sales

CVE product salesIn € million

4

20162011

425

150

CAGR + 23 %

Source: Faurecia

Partnership Faurecia-Cummins


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Generating more value with interior decoration

Aluminum surfacesAcquisition of Angell-Demmelcompleted in 201160% market share on Premium market

Large wood surfacesProprietary technology for 3D shaping of large wood surfaces

FilmsExclusive partnership established with

Decoration Product Line at € 320m product sales

by 2016

2011 2016

50

320

4

Decoration product line salesIn € million

CAGR + 45 %

Faurecia masters all decoration technologies


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Opening of the new electronic lab in Brières (France)on October 3rd 2012

Appropriate time to market Modular architecture

with integration of the latest standards

Connectivity to central electronic architecture but not competing with core electronics

Developing electronics technologiesfor Automotive Seating

Modular & decentralized CPU architecture

Heatingcontrol Unit

Ventilation control Unit

Pneumatic control Unit

State of the art standardized actuators

Brushless motor

Self powered seat mechanism

Rare Earth - freeGear motors

4

Deployment through internal and external innovation


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Innovation in new end-user functions, increasing the value to the end customer

Electronic integration adding new functionalities associated with attractive style and perceived quality

Easy integration into existing products

Enhancing product function & value content

Enhanced Life On Board

SmartFitTM high end customized featuresCushion Massage Adjustable Firmness

New gen Climate SeatBack Adv. Massage New gen pneumatics

Soft Adjustments

4

Tailor Fit Back Fit GPS FitSmart

Fit

Growing demand for smart andhigh perceived quality functions


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Standard solutions for seat frame platforms

Faurecia generic seat frames design

Apollo Dragon

High to medium specifications Optimized weight Laser welding

Low to medium specifications Mono or bi-recliner Magnetic welding

(*) per year in 2016

OEMbenefits

Lower development cost Improved yield Competitive cost Shorter time to market

4

625 000B & CApollo

Apollo

Apollo

Apollo

Apollo - Dragon

Apollo - Dragon

Generic

D& E

Truck

B, C, D

C, D & Entry

B,C & Entry

Segments

1 900 000American

2 050 000American

4 450 000German

1 550 000French

2 700 000Asian / European

Car sets*OEM

German Premium

Standard jig & tool

Standard equipment

Standard workstation

Faurecia generic seat process

Standard layout

Standard process

Standard design

Standard process to reduce Capex and reach full use of industrial capacity

Standardized process Higher flexibility Full use of industrial capacity Lower Capex Leverage on material purchasing

Faureciabenefits


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Technology leadership to grow our value content

Short term CO2 and fuel consumption reduction with lightweight solutions

and energy recovery systems Emissions regulations with NOx reduction solutions for passenger cars (BlueBox)

and complete product offering for commercial vehicles Attractiveness for end user with premium decoration and electronics integration Platform solutions with generics solutions and product and process standardization

Medium term CO2 reduction to 95g in 2020 in Europe Structural composites Pollutants for Euro 7

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1

2

4

5

3

Frank ImbertEVP CFO








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Rapid growth at +6/7% p.a.to reach € 22 billion total sales in 2016

Faurecia salesIn € billion

2011

12.4

2016

17.0CAGR +7%

5

Faurecia outside Europe product sales In € billion

CAGR 14%

Europe (incl. Russia) product sales

7.8 8.0

In € billion

2011 2016

2011 2016

2011

16.2

2016

22.0CAGR +6%

4.6

9.0

Product salesTotal sales


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50%37% 55%

Out of Europe sales to represent 55% of our product sales by 2016

5

Product sales by region

Europe to decline in relative value from 63% to 45% due sales stability in this region North America to grow to 25%, stabilizing after a strong growth period in recent years Asia to keep growing steadily doubling from 9% to 20%, through China, India and Thailand South America will grow from 6% to 8%

Europe (excl. Russia) North America Asia RoW

21%

9%

63%

7%

27%

15%

50%

8%

45%

25%

20%

10%

2011 2014 2016


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Faurecia targets over 5.0% operating marginby 2016

Around 4.0%

2014 2016

> 5.0%

Operating margin Profitability roadmap

5

As % of total sales

Europe European automotive production slowdown

is expected to reduce Faurecia Europe operating margin by 1.5 point Action plan to adapt costs and additional restructuring will allow

to regain 1.0 point profitability

North America Fixed costs will stabilize after a phase of very rapid expansion Low cost footprint will help to leverage profitability Profitability to rapidly increase to 5.0% operating margin

Asia Will keep a high level of profitability thanks to a steady growth


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Profit generated outside out of Europewill represent 2/3 by 2016

5

Out of Europe

Europe64%36% Europe

64%36%

Out of Europe

Operating profit by region

2011 2016

Profit generated out of Europe will grow from 36% to 64% of total profit


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Cap Capex at present level withselective approach of new contracts

Business selectivity Focus on strategic regions:

Asia, North America Focus on strategic OEMs Footprint extension limited to Asia

Cap upfront investments Seek limited capex and development costs

and/or obtain pre-financing

Manage tendering portfolio Strict limit on overall 2013-2014

spending on Capex + Capitalized R&DCapex capped below € 550m

5

Selective approach Capex

0

100

200

300

400

500

600

2011 2012 2013 2014 2015 2016

€ 550m

In € million


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Positive free cash flow from 20145

Capex coverage by depreciation

Capex Depreciation

In € million

0

100

200

300

400

500

600

2011 2012 2013 2014 2015 2016

€ 550m

Cash flow roadmap

2013 cash flow will be impacted by restructuring spending

Balanced cash flow in 2014 targeted

From 2014, free cash flow to grow thanks to:

Operating income growth (+60% between 2011 and 2016)

Depreciation and amortization growth(+70% between 2011 and 2016)

Capex coverage to reach 87% by 2016


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Targeting Net Debt / EBITDA 0.5x in 20165

Net Debt / EBITDA

June 2012 2014 2016

1.4

1.3

0.5

In x

Net debt reduction

Positive free cash flow from 2014 onwards

Operating margin improvement

Higher depreciation and amortization

EBITDA improvement


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Liquidity secured by long term financing5

Initial maturity

Maturityextended

0

0.5

1.0

1.5

2.0

2013 2014 2015 2016 2017 2018 2019

3-yeartranche

Available long-term financial resources € 3.1bn long term financing secured

Syndicated banking credit facility 1,150 Bonds 740 Convertible bonds 460 Medium term banking facilities 250 Factoring programs 500Total 3,100

Average maturity of bonds and banking credit of 4.2 years

No major refinancing before 2016

In € billion In € million


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Total sales € 16 billion € 22 billion

Operating margin 4.0% above 5.0%

Net debt / EBITDA 1.1x 0.5x

Faurecia 2016 vision 5

2011Actual

2016Target


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Contact & Share data

Investor Relations

Eric-Alain Michelis2, rue Hennape92735 NanterreFrance

Tel: +33 1 72 36 75 70Fax: +33 1 72 36 70 30E-mail: [email protected] site: www.faurecia.com

Share DataBloomberg Ticker: EO:FPReuters Ticker: EPED.PADatastream: F:BERTISIN Code: FR0000121147

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Safe Habor Statement

This report contains statements that are not historical facts but rather forward-looking statements. The words "will," "may," "designed to," "outlook," "believes," "should," "anticipates," "plans," "expects," "intends," "estimates" and similar expressions identify these forward-looking statements. All such statements are based upon our current expectations and various assumptions, and apply only as of the date of this report.

Our expectations and beliefs are expressed in good faith and we believe there is a reasonable basis for them.

However, there can be no assurance that forward-looking statements will materialize or prove to be correct. Because such statements involve risks and uncertainties such as automotive vehicle production levels, mix and schedules, financial distress of key customers, energy prices, raw material prices, the strength of the European or other economies, currency exchange rates, cancellation of or changes to commercial contracts, liquidity, the ability to execute on restructuring actions according to anticipated timelines and costs, the outcome could differ materially from those set out in the statements.

Except for our ongoing obligation to disclose information under law, we undertake no obligation to update publicity any forward-looking statements whether as a result of new information or future events.

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Investor Day 2012 – London – November 12, 2012 64Investor Day 2012 – London – November 12, 2012 6464

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