Morgan Stanley China Summit 2016

Majdi AbulabanSenior Vice President and President, Delphi Electrical/Electronic Architecture and

President, Delphi Asia Pacific

Forward-looking statements

This presentation, as well as other statements made by Delphi Automotive PLC (the “Company”), contain

forward-looking statements that reflect, when made, the Company’s current views with respect to current

events, certain investments and acquisitions and financial performance. Such forward-looking statements are

subject to many risks, uncertainties and factors relating to the Company’s operations and business environment,

which may cause the actual results of the Company to be materially different from any future results. All

statements that address future operating, financial or business performance or the Company’s strategies or

expectations are forward-looking statements. Factors that could cause actual results to differ materially from

these forward-looking statements are discussed under the captions “Risk Factors” and “Management’s

Discussion and Analysis of Financial Condition and Results of Operations” in the Company’s filings with the

Securities and Exchange Commission. New risks and uncertainties arise from time to time, and it is impossible

for us to predict these events or how they may affect the Company. It should be remembered that the price of

the ordinary shares and any income from them can go down as well as up. The Company disclaims any

intention or obligation to update or revise any forward-looking statements, whether as a result of new

information, future events and/or otherwise, except as may be required by law.

2

Delphi company overview

Global growth business focused on innovation

Delphi at a glance

1 2016 guidance data from DLPH 1Q 2016 earnings call

2 Total shareholder return (TSR) is defined as capital gains plus dividends

2016 revenue1

2016 operating margin1

2016 YTD cash returned

Engineers and scientists

IPO through Q1 ‘16 TSR2

$16.8B

~13.5%

~$450M

20,000

~270%

4

Portfolio focused on relevant megatrends

Safe

Connected

Green

Convergence: The catalyst for growth

2010 2020 20252015

Semiautomated

Assisted automation

ADASexpansion

Fullyautomated

Full cloud connectivity

Brought-in connectivity

Smartphoneintegration

Vehicle as a device

Increasing levels of electrification

Electrical architecture is an enabler

Increasing levels of software and connectivity

More…

US Fuel economy: 54.5 mpg – 2025EU Emissions: 95 CO2 g/km – 2021China Emissions: 117 CO2 g/km – 2020

Delphi integrated solutions uniquely positioned to address trends

5

Increase in

Electrification

– up to 600V

Complexity and content drive growth

6

World-class electrical architectures enable tomorrow’s technology today

2015 2020+

Will exchange

~100,000

different pieces

of data in the

blink of an eye

1.5 miles of

cabling per

vehicle

67% increase

in cabling – up

to 2.5 miles

25%

increase in

connections

– up to 350

233%

increase in

diagnostics –

up to 1000

300 diagnostic

parameters,

monitoring

system

performance

Primarily 12V

powering the

vehicle

systems

Exchanges

~15,000

different pieces

of data in the

blink of an eye

280 connections

to manage power,

diagnostics

and signal

communication

Delphi growth drivers: next 5 years

~$3B

~$2B

~$2B

• Optimized vehicle architectures enabling high-speed connectivity

• Faster digital data demands advanced cabling solutions

• Accelerating demand for electrification and diagnostics

• Emissions regulations demand advanced products

• US fuel economy – 54.5 mpg by 2025

• EU emissions – 95 CO2 g/km by 2021

• Active safety is driving sensor fusion

• Advanced infotainment = more content opportunities

• Automated driving becomes more of a reality

Key growth driversSegmentIncremental

opportunity

Electronics & Safety

Electrical Architecture

Powertrain

Technology and innovation drive growth

7

Delphi China overview

Delphi has built significant presence in China

Note: 2010 revenue includes Thermal, 2015 & 2018 revenues exclude Thermal

China presence Footprint

2010 2015 2018

Revenue $1.7B $2.9B ~$4.4B

Localized product lines 73% 90% 100%

Tech centers 2 3 4

Engineers 1,050 2,900 3,500

Manufacturing facilities 17 22 25

Employees 12,000 28,800 ~31,000

Wuhan

Beijing

Shenyang

Changchun

Baicheng

Yantai

Guangzhou

ChengduChongqing

Shanghai

Suzhou

Wuhu

Nantong

Tianjin

Current manufacturing facility

Future manufacturing facility

Technical center

Planned manufacturing expansions

Leveraging strong presence for continued growth

9

0

10

20

30

40

50

60

2011 2012 2013 20152014

China economy is shifting to ‘New Normal’

Source: National Bureau of Statistics of China

0.0

0.5

1.0

1.5

2.0

2.5

3.0

3.5

2011 2012 2013 2014 2015

0

2

4

6

8

10

12

2012 2013 2014 2015 2016 20162016

Forecast:

5%-7%

Service sector contribution(%)

Private consumption($ trillions)

GDP growth(Quarterly YoY growth, %)

Slower but more sustainable growth ahead

Tertiary

(Service)

Primary

(Agriculture)

Secondary

(Industrial)

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China still represents largest global growth opportunity

Source: 1. World Bank, IHS Economics; represents 2016 data

2. March 2016 IHS Automotive

Driving significant industry growth

Economic performance1 Vehicle production growth2

Country GDP Growth

USA $17.3T 2.4%

China $10.3T 7.3%

Japan $4.6T -0.1%

India $2.0T 7.3%2015 2020

CO2 regulatory environment

50

100

150

200

250

2005 2010 2015 2020 2025

CO2 g/km

EU 95US 90

CH 117

~27%improvement

‘15 to ‘21

~39% improvement

‘15 to ‘25

~28% improvement

‘15 to ‘20

N. America

China

Europe

S. America

China % of

production:27% ~30%

N. America

China

Europe

S. America

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Delphi is growing faster than China market

Source: March 2016 IHS Automotive

Positioned to continue outperforming the market

China vehicle production(Millions of units)

Delphi China revenue($ billions)

25

2831

2015 2018 2020

$2.9

$4.4

$5.5

2015 2018 2020

12

Driven by urbanization, growing middle-class

1. In real 2005 purchasing power parity basis

Source: MGI CityScope 3.0; McKinsey

Higher income households >$20k1 disposable income China cities with >1.5M people

USA 2015

40 cities >1.5M

The rise of the consumer through urbanization

Urbanization increasing Middle class growing

3x per capita consumption urban vs. rural

82

107

2015 2025

24%

49%

2015 2025

Shifting to consumption-driven economy

13

Vehicle segment growth(2015 YoY production growth)

Electric vehicles(Millions of units)

Premium/mid class production(Millions of units)

Favorable demand trends to drive content growth

Source: March 2016 IHS Automotive, Barclays (CAAM, Wall Street Research, Frost & Sullivan)

% of China: 27% ~30%

46%

34%

-6%-10%

-24%

SUV MPV Sedan Other CV

% of total: 1% ~6%~3%

Premium, SUV and NEV segments driving higher content vehicles

6.6

7.9

8.8

2015 2018 2020

0.2

0.9

1.7

2015 2018 2020

14

0.0

2.0

4.0

GM VW Hyundai-Kia Renault/Nissan Ford Honda Toyota PSA BMW Daimler

0.0

0.5

1.0

1.5

Chang'an BAIC Dongfeng Great Wall Geely JAC Brilliance Auto Chery BYD FAW

Broad exposure to global, local OEMs

Source: March 2016 IHS Automotive

Note: Global OEM China production volume from JVs

10 out of 10are Delphi customers

10 out of 10are Delphi customers

Global OEMs – 2016E revenue $2.3B(Millions of vehicles produced)

Local OEMs – 2016E revenue $1.0B(Millions of vehicles produced)

Diversified business across top customers, platforms

15

Flexible cost structure and local operationsLocal competencies cover

all Delphi portfolios

Right portfolio, flexible operations further drives growth

Source: internal analysis

Leverage best-in-class local capabilities with global connectivity

• Most flexible cost structure

‒ 80% variable cost in China

• Local design and development capabilities

‒ 3 tech centers growing to 4 by 2018

• Local product portfolio

‒ 90% localized portfolio growing to 100% by 2018

• Material sourcing and manufacturing operations

‒ 95% manufacturing localization

‒ 80% material localization

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Key takeaways

Leveraging strong presence in China for next wave of growth

“New normal” remains significant growth opportunity

Well positioned in higher growth segments

Flexible operating model to quickly adapt to market dynamics

Right footprint and portfolio for continued profitable growth

Disciplined cost focus translates into more margin expansion