Novelis- Overview of Flat Rolled Aluminium Products

Novelis- Overview of Flat rolled Aluminium products

Henrik Olandersson Key account manager Automotive Jönköping, Nov. 8, 2016

1▪ Novelis company overview

2▪ Automotive market development

3▪ Novelis Automotive products

4▪ Novelis Specialties products

The Aditya Birla Group at a Glance

► Revenues of $40 billion

► 136,000 employees

► Operations in 33 countries

► Major player in aluminum, copper, cement, viscose staple fiber, carbon black, insulators, fertilizer and more

12,000 $10b 3.1 Mt 25 11

FY16 FY16 FRP Employees Revenues Shipments Operations Countries

Norf, Germany Nachterstedt, Germany

Latchford, UK Göttingen, Germany Oswego, New York Crick, UK Yeongju, S.Korea

Pieve/Bresso, Italy Fairmont, W. Virginia Ulsan, S. Korea Sierre, Switzerland Terre Haute, Indiana Logan, Kentucky Chanzhou, China

Alcom, Malaysia

GLOBAL Ouro Preto, Brazil ALUMINUM Pinda, Brazil LEADER IN: Santo André,Brazil

Strong, L-T Customer Relationships NE Shipments by Market, FY2015 Beverage Cans

Automotive

Electronics Premium & Automotive Products High-End 23% ~70% Specialties Foil & 13% Packaging 10% Other 8% Can 46%

Industrial & Electronics

Based on FY 2015 Shipments

1▪ Novelis company overview

2▪ Automotive market development

3▪ Novelis Automotive products

4▪ Novelis Specialties products

. S-class . Audi A2 – Full aluminum car High volume, full aluminium vehicle . Invention of first modern . Land Rover automotive Discovery . Low volume BIW alloy . Cadillac Allanté full aluminium cars

. Porsche 928:

. Audi A8

. High volume hang-on applications

1970 1980 1990 2000 2010 Today

g/km Lower Global Trend (g/km of CO2) Auto CO2 Emission Trend 300 USA . 2008: 240 . 2012: 228 . 2016: 172 250 2025: 93 China . 2008: 185 . 2015: 167 200 Korea . 2020: 117 Korea USA . 2008: 198 150 . 2015: 150

Japan China EU . 2008: 154 100 . 2015: 130 EU . 2020: 95

Japan . 2007: 147 50 . 2002 2005 2008 2011 2014 2017 2020 2025 2015: 125 . 2020: 105 Source: International Council on Clean Transportation (ICCT)

Aluminum content per verhicle [kg] 300

250

200

150

100

1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Source: Ducker Aluminum content per verhicle [kg]

2500 Demand Projection (in ktons) 2000 CAGR: 22 %

1500 North America Europe CAGR: 62 % 1000 Asia

500

0 2014 2017 2020

Source Novelis internal – Global Automotive Demand – Status: August 2014

CAGR 2016 – 2025: 4.5%

CAGR 2016 – 2025: CAGR 2016 – 2025: 6.7% 6.3% CAGR 2016 – 2025: 11.5%

CAGR 2016 – 2025: 5.8%

Source: European Study: Aluminum Content in Cars, March 2016

Jaguar Alfa A Jeep Volvo XE Giulia ud Renegade V40 i Q- 3

Complete Structure + Hood Hood + Fenders Hood in Aluminium + Fenders in Aluminium + Doors in Aluminium

Mercedes-Benz Mercedes-Benz Peugeot Audi Audi C-Class A-Class and B-Class 308 A-3 Q3

Hood + Tailgate Closures + Roof Hood + Fenders in Aluminium in Aluminium in Aluminium

Novelis Global

North America Europe Asia 360 820 360 +600% 250 +44% 100 15 +667% 60 +250%

4 production lines 3 production lines 1 production line 325 . 3 lines SOP 2014 - 2016 . 2 lines in operation since . SOP 8/2014 > 10 years . 1 line SOP 2015 2013 2017

Novelis Automotive BiW capacity 2014 vs. 2017, in kt

. New aluminium automotive sheet finishing line at existing Nachterstedt, Germany facility

. 120 kt annual capacity

. Increase Novelis’ aluminium automotive sheet capacity in Europe to almost 360,000 kt p.a.

. SOP: October 2015

80 Mt flat rolled steel, 2015

2.2 Mt Aluminum FRP, 2020

1Mt Aluminum FRP for cars, 2015

1▪ Novelis company overview

2▪ Automotive market developmnent

3▪ Novelis Automotive products

4▪ Novelis Specialties products

ALLOY INNOVATION ENGINEERED SURFACES

. Unified global pretreatment . Mixed body solutions . Optimized surface topography

Forming Joining APPLICATION TECHNOLOGY . Advanz™ e200 . Advanz Fusion™ for . Advanz Fusion™ e200 RLW . Global technology & engineering . Elevated Temperature . Multi-material Joining support Strength / Crash Recycling . Tailored Aluminum Blank (FSW & LW) . Advanz™ s615 . 6xxx skin and structural . Formability & crash characterization . 6xHS: 330 MPa . 5xxx structural . Elevated temperature forming . 7xHS: 500 MPa . End of Life vehicle characterization . 7xHS: Phase 2

Exterior Inner/Structure Strength Crash

Novelis New Advanz™ Fusion e200* Advanz™ s200 Advanz™ s7xx Product Launches Advanz™ e200 RC5754 Advanz™ s615 RC5182

Novelis Global Advanz™ e170 Advanz™ s118 Products Advanz™ e600 Advanz™ s600 Advanz™ c300

Standard AA6016 AA6111 Products AA5182 AA5754

A complete portfolio for all applications

A globally standardized portfolio

Wide material (2200mm)

Customized shapes (Laser)

Pre-lubricate and surface-treated material

MF or EDT texture

Roof Advanz™ e600 Hood outer (high-strength, down-gauged) Strength parts inner Advanz™ e170 Advanz™ s600 (superior hemming (high-strength) performance)

Hood inner AA5182

Body side Advanz ™ e170 (large part press Stiffness parts inner blanked, high RC5754 Fender formable) (highly recyclable) Long members Advanz™ C300 T61 Advanz™ e170 All alloys part of Novelis’ (high energy (10% down-gauging) closed loop recycling absorption for crash)

Roof Pillars Advanz™ e600* Advanz™ s615 strength, crash incl. post-form HT Hood outer and inner 6xxx + 5xxx alloy

Doors outer Advanz™ e170* Door inner high Fender forming 5182 Advanz™ e600*

Deck lid Roof Skin: Advanz™ e170 Advanz™ e170 Inner: Advanz™ s600

Hood Skin: Advanz™ e170 Inner: Advanz™ s600

Bodyside Advanz™ e170

Fender Door inner high Doors outer Advanz™ e170 forming 5182 Advanz™ e170

1▪ Novelis company overview

2▪ Automotive market developmnent

3▪ Novelis Automotive products

4▪ Novelis Specialties products

compartment doors • Hang-on parts trucks (door, lids…) – ENAW 5152 doors – 6xxx-alloys front lid

• Cat walks cat walk – ENAW 5754 bumper – Specialized quality for finish in anodized surface

• Fuel tanks – ENAW 5754 – ENAW 5052

• Heat shields, brackets and side cover sheets with a special stamping ability

• Chassis Engineering – Mill finish, one side or both sides coated with primer – Strong 5754 alloy – Slitting expertise down to 18 mm width

• Joint customer developments – Special surface finishes for interior – like ‚soft touch‘ – Experience in auto interior application – Battery housings with dedicated alloys and surfaces

• Special transportation – ENAW 5754 – Gauges up to 8 mm

• Heat protection – ENAW 5754 – ENAW 3005

• Know how in transportation – ENAW 5754 / 6xxx – Primer coating or degreased surfaces – High strength alloys / high formability

• Know how in doors and compounds (mixmaterial) – Degreased or pre-treated for coating and compound