DB Conference Jan14 Final

8/10/2019 DB Conference Jan14 Final

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Deutsche Bank 2014 Global Auto Industry Conference January 15, 2014


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FORWARDLOOKING STATEMENTThis presentation may contain forecasts, projections, expectations, or opportunities regarding Remy that are "forward lookin statements" as defined in the Private Securities Liti ation Act of 1995. Such forward lookin statements involve risks and uncertainties that could cause actual results to differ materially from anticipated results, including, but not limited to, future financial results and liquidity, development of new products and services, the effect of competitive products or pricing, the effect of commodity and raw material prices, the

, , , uncertainties and warranty claims, conditions in the automotive industry, foreign currency fluctuations, costs related to re sourcing and outsourcing products, the effect of economic conditions, in addition to other factors

identified in Remy International statements. The Company undertakes no obligation to update this information .

This information contained herein is Confidential and may not be publicly disclosed without the permission of the Company.

CONFIDENTIAL - COPYRIGHT 2013 REMY INTERNATIONAL


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Business Overview

New and remanufactured starters and alternators

Aftermarket47% of Sales

Americas, Europe and China (emerging) Retail, OEM dealers, wholesalers and

,

Hybrid electric motors Global Growth (China, Korea, Brazil, India)Original

Equipment ,

4% CAGR Car production growth 5% CAGR Commercial vehicle growth

53% of Sales

4Source: 2012 Remy 10-K, IHS Global Insight: 2013 2017 CAGRBroad market coverage for diverse product applications


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Global Business

Production by GeographySales by Geography

Europe

South America

4%Brazil

4%Hungary 6%

Asia PacificChinaKorea

America67%

20%Mexico

56%

55

Make and sell globally . . . leveraging low cost

manufacturingSource: 2012 Remy 10-K,


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Balanced Business Mix

Sales by ApplicationSales by Channel

AftermarketLD OE Commercial

4%

OE 53%

38%e c e

30%

OES

9% LD AM 28%

66

Light Duty OE and Asia drive top-line growth;

Aftermarket and Commercial Vehicle drive bottom lineSource: 2012 Remy 10-K


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Marquee Customer Base

Aftermarket CustomersOE Customers

7Serving market leaders in all regions


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Brand Recognition / Technology

Remy and Delco Remy are globally recognized premier brands

Brand Recognition Technology

Start / Stop and Change of Mind starters High Efficiency Alternators Hybrid/Electric vehicle motors

Intellectual property portfolio a clear differentiator

25%

400+ core patents (granted or in process) Acquired Delphi and Visteon patent

portfolios

AlternatorsStarters

Recent Patent Distribution

50%

25%

Cross license agreement with Denso Aggressive enforcement of IP portfolio Hybrid/

888

Strong Brand with unique patented technologies


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Positioned for Growth

2012Rev: $1.1B

Double digit sales CAGR 8-10% Operating margins: .5

Net Debt / EBITDA: 1.2x

vehicle production growth

Capitalize on global commercialvehicle opportunities

Expand profitable aftermarketproduct portfolio

Complete several accretiveac uisitions

Maintain moderate leveragebelow 3.0x

Healthy mix of Organic Growth and Acquisitions 9

* Adjusted for reversal of an $89M valuation allowance on deferred tax asset balance


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Potential Cash Usage

Organic GrowthOrganic Growth Acquisitions Acquisitions DividendsDividends

Increase profitable Aftermarket product

Targets that expand our:

Grow Asia add

production capacity

Geographic footprint

End market

$0.10 per sharedividend

Maintain and ap a ze on o a

Commercial Vehicleopportunities

presence

Optimize supply chain

grow dividend

2012 Cash Balance = $1122012 Net Debt / EBITDA = 1.2x

10Balance Growth Investments and Shareholder Return


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China Growth Opportunity

China Light Duty Vehicle Production China Medium & Heavy Duty Production

24.626.3

27.8 35%30.0

1.2 1.1 1.2 1.2

1.2 40%1.25

18.6

20.7 22.5

23%

25%26% 27%

27% 28%

25%

30%

10.0

15.0

20.0

25.0 1.1

32%

34%

32%

31% 31% 30%

30%

35%

0.75

1.00

15%

20%

5.0

2012 2013 2014 2015 2016 2017

China LD Vehicle Production % of Global Total

20%

25%

0.50

2012 2013 2014 2015 2016 2017

China MD & HD Production % of Global Total

Worlds largest automotive market

1/3 of Global Commercial Vehicle Market

50% of Global Light Duty growth from 2012 2017 will come from China Current Remy sales over $90M and growing

11

ew u an p an more an ou es na pro uc on capac y

Source: IHS Global Insight: Nov./Oct. 2013 data for LD/HD respectivelyLeverage China Market for Growth


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Remy/USA Acquisition

Well recognized brand in Warehouse Distribution (WD)

ves emy grea er ep n o mpor an segmen doubles current WD business

Provides an entry into multiline components steering,brake cali ers and axles

New distribution centers improves customer service

Expands Product Portfolio and Channel Strength


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Future Growth Opportunity Hybrid

Business Description Platforms Under Contract

Automotive and Commercial Vehicles

Over 1 billion miles of Reliability High Performance Products

Representative Products Key Milestones

Largest North American Production capacity

2002 Produced 1st e Motor for electric bus

2003 Developed & patented HVH technology

2008 Contract for Daimler ML 450 & BMW X6

2009 Won U.S. Department of Energy Grant

13

2012 Completed Phase One of DOE grant

Global Leader in Hybrid Electric Motor Technology


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Performance Metrics

2007 2012 2017Yesterday Today Tomorrow

. . . .

Operating Income % 2% 9% 8 10%

u xOriginal Equipment 52% 53% 50%Aftermarket 48% 47% 50%

Reg ona M xAmericas 81% 71% 60%Europe 11% 9% 10%Asia 8% 20% 30%

Net Debt / EBITDA 6.8x 1.2x below 2.0x

EPS $1.59* $1.70 $1.90

14Poised for Top and Bottom Line Growth

* Adjusted for reversal of an $89M valuation allowance on deferred tax asset balance


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Strategy and Execution Drive Results

Global Business

Balanced Business PortfolioRemy Share Price30

Proven Track Record

Sustainable low cost structure

20

25

Strong Operating Cash Flows

Well Positioned for Growth

15

China Hybrid Aftermarket Strategic Acquisitions

5

Committed Ownership Directors and officers hold approximately

5% of Remy Stock

2010 2011 2012 2013

15Business Model Provides Superior Shareholder Returns


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Appendix

16


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NonNon--GAAP ReconciliationGAAP Reconciliation

Adjusted EBITDA and Total Debt / Adj. EBITDAThe following table reconciles the Companys net income (loss) attributable to common stockholders calculated in accordance with accounting principles generally accepted in the United States (U.S. GAAP) to the non U.S. GAAP financial measure of the Companys Adjusted EBITDA:

2008 2009 2010 2011 2012

Net income (loss) attributable to common stockholders (28.9)$ (14.8)$ (13.7)$ 62.2$ 138.6$ Adjustments:

ears n e ecem er ,

(in millions)

Interest expense 54.9 49.5 46.7 30.9 27.7 Income tax (benefit) expense 6.8 13.0 18.3 14.8 (71.2)

Depreciation and amortization 24.8 30.8 29.3 35.3 38.0 Stockbased compensation expense 1.8 1.8 1.2 6.9 7.3

Net income attributable to noncontrolling interest 1.4 3.3 4.3 3.4 2.8 . . . . .

Intangible asset impairment charges 1.5 4.0 5.6 Preferred stock dividends 23.1 25.6 30.6 2.1

Loss on extinguishment of preferred stock 7.6 Loss on extinguishment of debt 19.4

Reor anization items 2.8

Adjustments for one time gains (7.3) Other 0.4

Total adjustments 132.4 136.0 153.8 102.9 14.9 Adjusted EBITDA 103.5$ 121.2$ 140.1$ 165.1$ 153.5$

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Total Debt 498.8$ 505.5$ 311.2$ 297.0$

Ratio of Total Debt to Adjusted EBITDA 4.1 x 3.6 x 1.9 x 1.9 x


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Non-GAAP Reconciliation

The following table reconciles the Companys ratio of debt to total capital calculated in accordance with accounting principles generally accepted in the United States (U.S. GAAP) to the non U.S. GAAP financial measure of the Com an s ratio of net debt to total ca ital:

2009 2010 2011 2012

Year End Balance as of December 31,

(in millions, exce t ercenta es)

Short term debt 23.0$ 18.3$ 14.2$ 9.1$ Current maturities of long term debt 2.3 3.3 10.3 3.4

Longterm debt, net of current maturities 337.9 317.8 286.7 284.5 Redeemable preferred stock 135.6 166.1

Total debt 498.8$ 505.5$ 311.2$ 297.0$ Less:

Cash and cash equivalents 30.2 37.5 91.7 111.7 e e . . . .

Net debt 468.6$ 468.0$ 219.5$ 185.3$ Total Stockholders' Equity 83.0 77.5 317.3 471.5

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. . . .

Ratio of net debt to total capital 85.0% 85.8% 40.9% 28.2%

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DB Conference Jan14 Final

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