man

1. AOB - Price Increase and AAF Implementation
Stephen Lucas 25/02/2021

2.  CO2
 Diesel Better than Gasoline
 Improved fuel economy
 Weight Reduction
 Improved engine efficiency
 Hybrid/hydrogen
 NOx
 EGR
 Higher running temps
 Increase SCR area/double SCR
 Faster warm up
Key Drivers
 Particulate PM2.5
 Increase DPF size
 Improved fuel injection
 CO Reduction
 Improved DOC or OC
 Faster heat up
 Decarbonisation
 Move to biofuels
 Hydrocarbons
 Improve fuel efficiency and
unburn fuel

3. Global Emissions

4. European Emissions

5. Global Emissions

6. European/USA Emissions

7. European Emissions

8. European/USA Emissions

9. Global Off Highway Emissions

10. USA Emissions

11. -
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
50,000
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
Teconnex UK
Aerospace Aftermarket Alternatitive Power CV ATS
CV Engine CV Hydrogen CV Turbo Hydrogen/Fuel Cell
Industrial intercompany Off Highway/Agriculture Passenger car ATS
Passenger car Engine Passenger car Hydrogen Passenger car Turbo Power Generation/Ind Eng/marine
Mounting/Straps - ICE

12. -
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
Teconnex Europe
Aerospace Aftermarket Alternatitive Power
CV ATS CV Engine CV Hydrogen
CV Turbo Hydrogen/Fuel Cell Industrial
intercompany Off Highway/Agriculture Passenger car ATS
Passenger car Engine Passenger car Hydrogen Passenger car Turbo
Power Generation/Ind Eng/marine Mounting/Straps - ICE

13. -
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
Teconnex UK & Europe
Aerospace Aftermarket Alternatitive Power CV ATS
CV Engine CV Hydrogen CV Turbo Hydrogen/Fuel Cell
Industrial intercompany Off Highway/Agriculture Passenger car ATS
Passenger car Engine Passenger car Hydrogen Passenger car Turbo Power Generation/Ind Eng/marine
Mounting/Straps - ICE

14. -
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
Teconnex UK & Europe
Aerospace Aftermarket Alternatitive Power CV ATS
CV Engine CV Hydrogen CV Turbo Hydrogen/Fuel Cell
Industrial intercompany Off Highway/Agriculture Passenger car ATS
Passenger car Engine Passenger car Hydrogen Passenger car Turbo Power Generation/Ind Eng/marine
Mounting/Straps - ICE

15. -
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
Teconnex india
Aerospace Aftermarket Alternatitive Power CV ATS
CV Engine CV Hydrogen CV Turbo Hydrogen/Fuel Cell
Industrial intercompany Off Highway/Agriculture Passenger car ATS
Passenger car Engine Passenger car Hydrogen Passenger car Turbo Power Generation/Ind Eng/marine
Mounting/Straps - ICE

16. -
5,000
10,000
15,000
20,000
25,000
30,000
35,000
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
Teconnex Mexico
Aftermarket Alternatitive Power CV ATS CV Engine
CV Hydrogen CV Turbo Hydrogen/Fuel Cell Industrial
intercompany Off Highway/Agriculture Passenger car ATS Passenger car Engine
Passenger car Hydrogen Passenger car Turbo Power Generation/Ind Eng/marine Mounting/Straps - ICE

17. -
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
Teconnex Funwick
Aerospace Aftermarket Alternatitive Power CV ATS
CV Engine CV Hydrogen CV Turbo Hydrogen/Fuel Cell
Industrial intercompany Off Highway/Agriculture Passenger car ATS
Passenger car Engine Passenger car Hydrogen Passenger car Turbo Power Generation/Ind Eng/marine
Mounting/Straps - ICE

18. -
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
200,000
2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
Global summary by Product Group
Aerospace Aftermarket Alternatitive Power CV ATS
CV Engine CV Hydrogen CV Turbo Hydrogen/Fuel Cell
Industrial intercompany Off Highway/Agriculture Passenger car ATS
Passenger car Engine Passenger car Hydrogen Passenger car Turbo Power Generation/Ind Eng/marine
Mounting/Straps - ICE

19. -
20,000
40,000
60,000
80,000
100,000
120,000
140,000
160,000
180,000
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year 10 Year 11 Year 12 Year 13 Year 14 Year 15
Global Sales Overview - Market Sector
Commercial Vehicle Passenger Car Off Highway/Agriculture Alternatitive Power
Aerospace Power Generation/Ind Eng/marine Hydrogen/Fuel Cell Passenger car Hydrogen
CV Hydrogen intercompany