Sanford Bernstein's 9Th Annual Strategic Decisions
André Lacroix Group Chief Executive Distributor and retailer for the world’s leading automotive brands Right Markets: Right Categories: 2/3 revenues Five distinct from Asia Pacific revenue streams & Emerging offering growth / Markets defensive mix Right Brands: Right Financials: 90% of profits Attractive growth from 6 leading prospects, strong premium cash generation & OEMs robust balance sheet Distinct and attractive business model in the automotive sector 3 4 Majority of global growth in population and GDP will come from Asia Pacific and Emerging Markets Western Europe Eastern Europe & Russia North America GDP 2012: $16,847bn GDP 2012: $4,870bn GDP 2012: $17,414bn Growth 2012-17: + $2,708bn Growth 2012-17: + $2,292bn Growth 2012-17: + $4,431bn Pop 2012: 413m Pop 2012: 449m Pop 2012: 350m Growth 2012-17: + 7m Growth 2012-17: + 1m Growth 2012-17: + 17m Middle East GDP 2012: $2,559 bn Growth 2012-17: + $616bn Pop 2012: 231m Growth 2012-17: + 26m Africa Asia & Oceania South & Central America GDP 2012: $2,069bn GDP 2012: $22,350bn GDP 2012: $5,788bn Growth 2012-17: + $777bn Growth 2012-17: + $9,497bn Growth 2012-17: + $1,811bn Pop 2012: 1,060m Pop 2012: 3,858m Pop 2012: 584m Growth 2012-17: + 132m Growth 2012-17: + 199m Growth 2012-17: + 35m Source: IMF (nominal GDP, population) Updated Sept 2012 Asia Pacific and Emerging Markets will represent 94% of population growth 2012 – 17 and 71% of GDP growth 5 …this pattern is reflected in car industry growth Western Europe Eastern Europe & Russia North America TIV 2012 13.2m TIV 2012 5.1m TIV 2012
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