Automotive Sector update Q2-2021

Global Automotive M&A transaction deal flow Q2-2021.

• Executive summary — Automotive Suppliers Q2-2021

• M&A transactions Q2-2021 (selection)

• Automotive Suppliers — M&A activity over time. With 82 deals in Q2-2021, global automotive deal flow continues to recover from lower transaction activity in 2020

• Global Automotive M&A transaction deal flow. H1-2021 experienced strong domestic deal flow in all key regions. US outbound EU deal flow recovers while cross-border deal flow in general remains muted

• Recent sector share price performance

• Implied multiples. European Suppliers

• Sales growth rates & operating margins. European Suppliers

• Implied multiples. North American Suppliers

• Sales growth rates & operating margins. North American Suppliers

BDO Automotive Sector Update Q2-2021