SEC 8-K — VISTEON CORP (VC) (0000950123-11-068720) · filed 2011-07-27

EX-99.1 2 k50601exv99w1.htm EX-99.1 exv99w1 Exhibit 99.1 Visteon Corporation Investor Day

July 27, 2011 View C-Beyond video at

http://www.visteon.com/innovate/c-beyond/index.html Investor Day

Welcome / Introductions

Bill Quigley

Executive Vice President

and CFO

Page 3 Today's Agenda Welcome/Introductions Bill Quigley, Executive Vice President and CFO Visteon Overview Don Stebbins, Chairman, CEO and President Climate Operations Joy Greenway, Product Group President Lighting Operations Jeff Stevenson, General Manager, Global Lighting Electronics Operations Steve Meszaros, Product Group President Interiors Operations Pierre Boulet, General Manager, Interiors Europe and South America Lunch Yanfeng Visteon Bob Pyle, General Manager, Yanfeng Visteon Panel Q&A Michael Lewis, Vice President and Treasurer Technology Exhibit Tim Yerdon, Global Director, Innovation and Design Close Bill Quigley Today's Agenda Welcome/Introductions Bill Quigley, Executive Vice President and CFO Visteon Overview Don Stebbins, Chairman, CEO and President Climate Operations Joy Greenway, Product Group President Lighting Operations Jeff Stevenson, General Manager, Global Lighting Electronics Operations Steve Meszaros, Product Group President Interiors Operations Pierre Boulet, General Manager, Interiors Europe and South America Lunch Yanfeng Visteon Bob Pyle, General Manager, Yanfeng Visteon Panel Q&A Michael Lewis, Vice President and Treasurer Technology Exhibit Tim Yerdon, Global Director, Innovation and Design Close Bill Quigley Investor Day

Visteon Overview

Don Stebbins

Chairman, CEO

and President

Page 6 Please see important disclosures regarding "Forward Looking Information"

Visteon Overview

Leading global automotive supplier of climate, interiors, electronics and lighting products

Global manufacturing and engineering footprint with emphasis on low-cost regions

Strategically positioned to capitalize on emerging markets growth

Streamlined organization with strong balance sheet and competitive leverage

Electric

Compressor

Reconfigurable Cluster

Illuminated

Door Panel

Bi-Functional High Intensity Discharge (HID) Projector with Light Emitting Diodes (LEDs) 2010 Product Sales

Sales by Segment

Climate

44%

Interiors

28%

Electronics

28%

$7.3 Billion

Asia

40%

Europe

36%

N. America

17%

S. America 7%

$10.8 Billion

Electronics

25%

Interiors

42%

Climate

33%

Consolidated Sales

Market Penetration

$7.3 Billion

$10.8 Billion

Asia

56%

Europe

26%

N. America

13%

S. America 5%

Sales by Geography Repositioning Visteon (Dollars in Millions) 2005 Product Sales $16,586 Net Income / (Loss) (270) Adjusted EBITDA 207 Adj. EBITDA Margin 1.2% Debt / Adj. EBITDA 9.6x Facilities w/JVs 183 %LCC 40% Customer Sales Regional Sales

Asia

12%

N. America

61%

S. America 3%

Other

32%

Ford

62%

Streamlined and Competitive Business Platform Positioned for Success (Dollars in Millions) 2010 Product Sales $7,323 Net Income / (Loss) 1,026 Adjusted EBITDA 614 Adj. EBITDA Margin 8.4% Debt / Adj. EBITDA 0.9x Facilities w/JVs 118 %LCC 61% Customer Sales Regional Sales

Europe

24%

Asia

40%

Europe

36%

N. America

17%

S. America 7%

Other

27%

HMG

29%

Ford

25%

Please see important disclosures regarding "Use of Non-GAAP Financial Information"

Hyundai Motor Group (HMG)

6%

PSA 7%

Renault / Nissan 7%

GM 3%

VW 2% Consolidated Sales Market Penetration S. America 0.07 0.05 N. America 0.17 0.13 Europe 0.36 0.26 Asia Pacific 0.4 0.56

2010 Global Production Volumes

(Units in Millions)

Well Positioned With Global Vehicle Production Levels

S. America

N. America

Europe

Asia Pacific

$7.3B

$10.8B

(1) Rebased to 100% to show the percent each region contributes to total Visteon sales.

2010 Full Year 2010 Actual 2010 Actual Units % Total Asia Pacific 34.8 49% Europe 20.9 29 N. America 11.9 17 S. America 4.1 6 Total 71.7 100%

Visteon Sales Contribution by Region (1)

Source: IHS Automotive.

$2.0B

$2.9B

Q1 2011 Consolidated Sales Market Penetration S. America 0.05 0.04 N. America 0.16 0.11 Europe 0.39 0.28 Asia Pacific 0.4 0.57

Regional Contribution Organic Growth 2011 2012 2013 2011-2013 Cum. Booked 60 360 280 700

(Dollars in Millions)

Backlog (as of 12/31/2010)

Strong Product / Technology Portfolio Continues to Drive New Business Wins

Region

PSA 7%

Other 17%

Please see important disclosures regarding "Forward Looking Information"

HMG

61%

Ford 15%

Asia Pacific 79%

NA / EU / SA

21%

Customer Q1 2010 Q2 2010 Q3 2010 Q4 2010 Q1 2011 Booked 47 150 172 237 304

New Business Wins

Q1 2011 Results

Region

R/N 5%

Other 19%

HMG

40%

Ford 36%

Asia Pacific 68%

NA / EU / SA

32%

Customer Adjusted EBITDA Margin Growth Objective

Focused on Driving Double Digit Adjusted EBITDA Margins By 2014

Please see important disclosures regarding "Forward Looking Information" and "Use of Non-GAAP Financial Information"

2010 vs. 2014E Objective 2010 Volume/Mix Performance Perimeter Net Efficiencies 2014E 8.02 13.7

2010

Actual

2014 Objective

Volume / Mix

8.4%

10%+

Structural

Cost

Leverage

Net Cost Performance

Input

Costs Product Portfolio Aligned with Market Trends

Consumer Experience

Fuel Efficiency and Reduced Emissions

Manufacturing and Product Development Scale

Visteon Advantage

Resulting

Automotive

Trends

Macro

Changes

Global scale with regional adaptations

Lower cost components given commonality with multiple platforms across regions

Ability to design / develop low-cost and premium product offerings for market requirements

Lower weight components through non-conventional design / engineering

Electric compressors, controls and lithium-ion battery cooling capabilities for hybrid and electric vehicles

LED technology requiring lower power consumption and enhancing fuel efficiency

Product innovations such as compact HVAC and integrated Audio Climate Driver Information enhance driver comfort

Rapidly expanding cockpit technologies, integrating consumer electronics

Ability to customize interiors to suit consumer tastes

Please see important disclosures regarding "Forward Looking Information"

Climate Change and

Regulatory Environment

Customers'

Cost Competitiveness

Consumer Experience /

Product Differentiation Climate

Electronics

Interiors

Lighting

Technology Developments by Product Group

Fully integrated compressor, electric motor, power inverter and oil separator to maximize fuel economy, enable battery cooling, and provide air conditioning to electric vehicles

Enable adoption of HEV and EV powertrains by providing passenger comfort and battery thermal management

Market

Drivers

Visteon Solution

Vehicle manufacturers responding to consumer trends for personalization and high levels of craftsmanship

Premium digital display instrument cluster platform - supports complex graphic and video features and complete personalization of the system

Visteon Light Reinforcement (VLR(tm)) - A lightweight door reinforcement technology that allows airbag deployment without costly / heavy welded reinforcements

Address the demand for personalization via a suite of technologies which facilitate product differentiation and cost- effective customization

Advanced Front Lighting System (AFS) - Improves visibility through turns and adapts beam pattern to current driving conditions

Improved visibility and safety through a unique system that adapts the beam pattern according to surroundings creating more awareness

Please see important disclosures regarding "Forward Looking Information" Moving Forward

Invest in those product segments where we believe we can achieve market leadership and competitive differentiation to drive above market returns

For product segments and assets that do not meet these criteria, we will seek to maximize value on a thoughtful and disciplined basis

Fortify our anchor customer positions and relationships and capitalize on customer diversification opportunities

Leverage our strong emerging market footprint and positions

Continue our aggressive approach to cost and investment to drive margin expansion and to generate meaningful free cash flow

Maintain financial flexibility to further our position and value in the market

Please see important disclosures regarding "Forward Looking Information"

Focused On Our Continued Strategy Of Optimizing Visteon's

Business Portfolio To Maximize Shareholder Value Today's Agenda Welcome/Introductions Bill Quigley, Executive Vice President and CFO Visteon Overview Don Stebbins, Chairman, CEO and President Climate Operations Joy Greenway, Product Group President Lighting Operations Jeff Stevenson, General Manager, Global Lighting Electronics Operations Steve Meszaros, Product Group President Interiors Operations Pierre Boulet, General Manager, Interiors Europe and South America Lunch Yanfeng Visteon Bob Pyle, General Manager, Yanfeng Visteon Panel Q&A Michael Lewis, Vice President and Treasurer Technology Exhibit Tim Yerdon, Global Director, Innovation and Design Close Bill Quigley View climate video at

http://www.visteon.com/media/multimedia/climate_video.html Investor Day

Climate Operations

Joy Greenway

Product Group President

Page 18 Climate Product Group

Products and Market Positions

Highlights / Advantages

#2 market position overall in attractive $32 billion industry segment with few dominant players

One of two global suppliers with full product portfolio for climate systems

Balanced global product mix with unique strengths in key markets

(#1 in Korea, #2 in US and India, #3 in China)

Well positioned to take advantage of Asia growth

Strong Market Position, Attractive Industry Dynamics

#2 Global Market Position

2010 Product Sales

Summary Financials ($M)

By Customer

By Vehicle Sales Region 2007 2008 2009 2010 Sales 3600 3100 2500 3300 % Gross Margin (ex. OPEB / Reorg / FSA) 6.9 6.7 10.1 10.2

HVAC

(#4)

Compressor

(#3)

Powertrain Cooling

(#4)

Fluid Transport

(#1)

Source: Global Insights HMG Ford Mazda Maruti-Suzuki Other 0.54 0.301 0.034 0.015 0.109

AP EU NA SA 0.5 0.26 0.182 0.06 Denso Visteon Valeo Behr Delphi CK Sanden Modine Other East 0.227 0.124 0.117 0.091 0.068 0.049 0.039 0.022 0.263

Market Share - Global Climate Market(1)

Key Market Trends

(1) Source: Global Insight 2010.

Strong Market Position, Attractive Industry Dynamics

Global Climate Market Regulatory changes, fuel economy and environmental concerns continue to drive product development priorities Technology shift toward HEV/EVs will provide long-term growth opportunities Consumer take-rates for climate options (air conditioning) continue to increase Emerging market (local) OEMs need strong technical suppliers to support global growth efforts

Visteon

12.4%

Denso

22.7%

Valeo

11.7%

Delphi

6.8%

Behr

9.1%

Calsonic

4.9%

Other

26.3%

Modine

2.2%

Sanden

3.9%

Market $32 Billion Key Product Offerings

#2 Overall Player in the Global Climate Automotive Industry Description 2010 Sales ($ in Mil)(1) VC Market Position Key Competitors Compressor Electric Variable swashplate Rotary suction swashplate Fixed scroll $400 #3 HVAC Compact Center mount Straight airflow path and flat Battery chiller and cooler $1,200 #4 Powertrain Cooling Radiator, condenser Charge air cooler Exhaust gas recirculation (EGR) Exhaust heat recovery (EHRS) $1,200 #4 Fluid Transport A/C lines and hoses Internal heat exchanger (IHX) Metal seal fitting (MSF) $300 #1

(1) Engine induction systems and other sales $200 Mil Climate Technical Centers

Global Engineering Coverage for Fast Customer Response and Quality Execution

Juarez

MEXICO

Major Innovation Center

Engineering (Applications, Simultaneous)

Headcount Profile Low Cost High Cost 0.68 0.32

Kerpen GERMANY

Daejeon

SOUTH KOREA

Hiroshima

JAPAN

Van Buren Twp, MI

UNITED STATES

Novy Ji^in

CZECH REPUBLIC Climate Manufacturing Locations

Unparalleled Low Cost Global Manufacturing Footprint

Juarez (4 Plants)

MEXICO

Sao Paulo

BRAZIL

Quilmes ARGENTINA

Belleville

CANADA

Shorter, AL

UNITED STATES

Rio Grande

Port Elizabeth, SOUTH AFRICA

Visteon Facilities

JV Facilities

Headcount Profile Low Cost High Cost 0.65 0.35

Palmela PORTUGAL

Charleville FRANCE

Novy Ji^in,

Hluk,

Rychvald

CZECH REP

Szekesfehervar

HUNGARY

Ilava

SLOVAKIA

Gebze

TURKEY

Chennai

Bhiwadi

INDIA

Pune

Hiroshima,

Hofu

JAPAN

Rayong THAILAND

Daejeon,

Pyeongtaek,

Ulsan

KOREA

Dalian

CHINA

Chongqing

Beijing

Nanchang

Changchun

Nanjing

Jinan

Chengdu Visteon / HCC Relationship

Climate President

Global

Growth

Customers

Traditional HCC

Customers

Traditional Visteon

Customers

Functional

Efficiencies

Engineering

Manufacturing

Purchasing

Leveraging Strengths

One Climate

Visteon / HCC Operations

70% Ownership since 1986

30% publicly held through the Korea Stock Exchange Denso Visteon Calsonic Kansei Valeo Delphi Behr Sanden Doowon Other East 26 14 6 5 4 4 4 3 33

Climate Asia Pacific Market Leadership

Asia Pacific market leader - clearly positioned as #2

17 manufacturing sites

Fully-integrated global operations

Established partnerships

Mazda/Panasonic Japan Climate System (Nanjing)

FAWER Visteon Climate Control

(Changchun, Chengdu)

Jiangling Motors (Nanchang)

Geely (Jinan)

BAIC (Beijing)

Maruti Suzuki: Climate Systems India (Bhiwadi)

2010 Asia Pacific

Market Share

Source: Global Insights BRAZIL Long standing presence in Brazil and Argentina with potential to expand RUSSIA Growing manufacturing presence in Russia to support Ford, Hyundai, and other OEMs, resulting in strong growth and a leading market position INDIA Strong # 2 position with full range of climate products. Manufacturing presence in all three automotive hubs in India - Chennai, Delhi and Pune. Good position with key strategic customers CHINA Strong manufacturing footprint across China with full range of climate products. Strategic partnerships with key customers. Continuing to explore additional OEM partnerships THAILAND Long standing manufacturing presence with the full range of climate products

Climate Emerging Market Strength

Established and Growing Position in Emerging Markets Key Climate Platforms

Hyundai Sonata $250 million N. America, Asia Pacific

Hyundai Elantra/Avante $250 million Asia Pacific, N. America

Ford Focus $240 million Europe, Asia Pacific, S. America, N. America

Ford Fiesta $190 million Europe, S. America, Asia Pacific, North America

Hyundai i30 $160 million Asia Pacific, Europe

Hyundai Santa Fe $160 million Asia Pacific, N. America

Hyundai Verna/Accent $120 million Asia Pacific, Europe

Kia Ceed $90 million Europe

Ford F-Series $70 million N. America

Kia Sorento $60 million N. America

Key Platforms Represent 44% of Climate's 2010 Product Sales Capital Expenditure and Capacity Utilization N. America Europe Asia Pacific S. America East 67 73 90 75

Capacity Utilization Remains Strong with Global Standardization and Flexibility

Capacity Utilization by Region (%)

2010

Capital Expenditures ($M) 2010 Full Year 2010 Full Year 2010 Full Year Total Spend % of Total Program $95 79% Cost, Quality, Other 20 17% Maintenance 5 4% Total $120 100% Page 29

Technology Drivers Green Electric and hybrid vehicle systems and components Alternate refrigerant systems, low global warming potential Renewable and recyclable materials, emission reduction Efficiency Fuel efficiency Components, systems Control strategies

Smaller and Lighter Compact design Less material usage, new materials Leading Cost Global platforms and scale Growth market specifications Faster development cycles Consumer Experience Time to comfort Cabin air quality Reduced Noise, Vibration and Harshness (NVH)

Market Trends Driving Significant Opportunities for Advanced Technology Electrification Contribution to Climate Market

Contribution of Added Content to

Climate Market

0.182954000000021 0.626087055000071 0.915658678509169 0.342658500000039 1.06061125000012 1.58955901335018

Market ($B)

2

1

0

2020

2.5

0.9

1.6

2015

1.7

0.6

1.1

2010

0.5

0.2

0.3

3

Electric Compressor

Heat Exchangers, Fluid Transport

Electrification Could Contribute $2.5B to the Climate Market by 2020

Source: BCG analysis; Edmunds; ACEA; Autonews; The Daily Yoimuiri; Global Insight Climate Production-Ready Technologies Production Ready Macro Trend Addressed e-Compressor* 2010 Battery Chiller and Contact Heat Exchanger 2011 Cold Storage Evaporator 2011 Metal Seal Fitting (MSF) 2011 Straight Airflow Path (SAP) HVAC 2011 U-Flow Exhaust Gas Recirculation (EGR) 2012

Green

Efficiency

Green

Consumer Experience

Consumer Experience

Consumer Experience

Smaller Lighter

Green (HEV/EV)

Green (HEV/EV)

Green (Stop-Start)

Consumer Experience

* Governmental funding

Efficiency 2013

2014

2015

2016

2017

2018

2020

Production Ready

V-Flow

A/C and Heat Pump for HEV and EV*

Thermo Electric Distributed

Heating and Cooling*

Climate Technology Pipeline

Exhaust Heat Recovery System

High Efficiency A/C System for EV*

* Governmental funding

High Voltage, Stacked Cooling Module for Fuel Cell Vehicle*

2019

Intelligent Cabin Air Quality System* Innovation

Revenue From Advanced Technology

Highlights/Advantages

Efficient Advanced Technology Development Driving Innovative Solutions

Advanced Technology Commercialization

Intellectual Property

Globally aligned, market focused advanced technology development

Strong vehicle and system level understanding enabling component excellence

Proven CAD tools and development process

Industry recognized thermodynamic expertise

Comprehensive development capabilities

New Technology

29%

<3 Years

3-5 Years

>5 Years Denso Visteon Valeo Behr Delphi CK Sanden Modine Other East 0.227 0.124 0.117 0.091 0.068 0.049 0.039 0.022 0.263

Global Climate Market Share Objective

(1) Source: Global Insight 2010. All Other Visteon East 0.86 0.16

All Other

86%

2010 Market Share(1)

2014 Target Market Share

Visteon

12.4%

Denso

22.7%

Valeo

11.7%

Delphi

6.8%

Behr

9.1%

Calsonic

4.9%

Other

26.3%

Modine 2.2%

Sanden

3.9%

Visteon Climate CAGR Expected to Grow at 7%; Faster than Vehicle Market of 5%

Traditional Customers

Hyundai

Ford

Global Growth Customers

Renault - Nissan

VW - Audi

BMW

Young Tigers

Indian OEMs

New Technology

HEV/EV enablers

CO2 emissions

Visteon

14%

Market $32 Billion

Market $37 Billion Gross Margin Objective

2010 vs. 2014E Objective

Focused on Driving 12%+ Gross Margins by 2014 2010 Volume/Mix Performance Perimeter Net Efficiencies 2014E 8.02 13.7

2010

Actual

2014 Objective

Profitable Growth

Volume Growth

Low Cost Footprint

10.2%

12%+

Halla Synergies

Standardization

Economies of scale

Capacity utilization

New Technology

HEV/EV enablers

CO2 emissions

Comfort

Commodity Cost

Price Pressure Climate Summary

Key Strengths

Strong market position - #2 globally

Attractive industry dynamics - few large players

Low cost, global footprint

Strong relationship with strategic customers

Technology for electrified vehicles and

new regulations Today's Agenda Welcome/Introductions Bill Quigley, Executive Vice President and CFO Visteon Overview Don Stebbins, Chairman, CEO and President Climate Operations Joy Greenway, Product Group President Lighting Operations Jeff Stevenson, General Manager, Global Lighting Electronics Operations Steve Meszaros, Product Group President Interiors Operations Pierre Boulet, General Manager, Interiors Europe and South America Lunch Yanfeng Visteon Bob Pyle, General Manager, Yanfeng Visteon Panel Q&A Michael Lewis, Vice President and Treasurer Technology Exhibit Tim Yerdon, Global Director, Innovation and Design Close Bill Quigley View lighting video at

http://www.visteon.com/media/multimedia/lighting_video.html Investor Day

Lighting Operations

Jeff Stevenson

General Manager,

Global Lighting

Page 39 Lighting Product Line

Lighting Product Line

Products

Highlights

#6 market position overall in rapidly growing $9.5 billion industry segment

Full product portfolio for exterior lighting systems, including projector and electronics manufacturing

Balanced global product mix with low cost engineering and manufacturing in key global markets

Well-positioned to take advantage of Asia growth

#6 Global Market Position

Head Lamps

Center High Mount Stop Lamps,

Aux Lamps

Rear Lamps

#6 Global Market Position

2010 Product Line Sales

Summary Financials ($M)

By Customer

By Region

Projectors

Electronic Modules GM Ford VW PSA Other 0.31 0.26 0.12 0.12 0.19

EU NA AP SA 0.46 0.35 0.18 0.01

2008 2009 2010 Consolidated 577 361 456 Unconsolidated 56 72 96 % Consol. Gross Margin (ex. OPEB / Reorg / FSA) -7 -6 3 Market Share - Global Lighting Market

Key Market Trends

Source: Global Insight 2010.

Increasing Revenue Per Vehicle

Global Lighting Market Koito Valeo AL Hella Stanley Visteon Samlip Ichiko Decoma ACH Other 2010 MS 0.16 0.15 0.14 0.11 0.1 0.05 0.04 0.04 0.03 0.03 0.15

Koito 16%

Visteon

6%

Valeo

15%

Magneti Marelli 14%

Hella 11%

Stanley 10%

Samlip 4%

Other

14%

Ichiko 4%

Magna 3%

ACH 3%

Products / Technologies

Exterior vehicle styling enhancements

Continuously evolving legislation and safety requirements

Significant growth of LED content

Customers

Global expansion by Major OEMs

Increased investment on Lighting products

Footprint/Localization requirements

New Markets

Major expansion - China, India, Brazil

and Russia

Market $9.5 Billion Lighting Technical Centers

7 Global Technical Centers

Van Buren Twp, MI

UNITED STATES

Chennai

INDIA

Changzhou

CHINA

Kerpen

GERMANY

Novy Ji^in

CZECH REPUBLIC

Pune

INDIA

Monterrey

MEXICO

Headcount Profile Low Cost High Cost 0.89 0.11 Lighting Manufacturing Locations

7 Manufacturing Sites Including 2 Non-consolidated

Monterrey

MEXICO

Pune

INDIA

Changzhou

CHINA

(2 sites)

Novy Ji^in

CZECH REPUBLIC

(2 sites)

Rychvald

CZECH REPUBLIC

Chongqing

CHINA

Future Site in 2012

Headcount Profile Low Cost High Cost 1 0 Lighting Product Line Offerings Description 2010 Sales(1) (2) ($ in Mil) Key Competitors Front Lighting Systems Front Lighting Systems Products include high-tech LED, High-Intensity Discharge (HID) and halogen based head lamps ranging from static positioning to full adaptive forward lighting which can include high beam, camera-based and GPS-based systems. Other products include day-time running and fog lamps. $222 Rear Position Lamps Rear Position Lamps Products include single and multi-functional combination tail lamps, illuminated via LED or incandescent technologies. The lamps often incorporate light pipes, thick mold innovations, multi-color lenses, as well as planar light guides $159

Auxiliary Lamps Auxiliary Lamps Various high-tech, highly stylized LED-based stop lamps (CHMSL), license lamps and side markers, as well as affordable incandescent variants. $47 Low cost, regional lighting companies

(1) Product line revenue includes $29 million in non-lighting related sales

(2) Product line revenue total is $552M (including Visteon TYC / unconsolidated) Key Lighting Platforms

Key Platforms Represent 44% of 2010 Lighting Product Sales

Ford Focus $59 million Europe / S. America / Asia Pacific

Ford Mondeo $32 million Europe / Asia Pacific

Cadillac CTS $31 million N. America

Chevrolet Malibu $27 million N. America

Chevrolet Camaro $20 million N. America

Land Rover Freelander $16 million Europe

Opel Meriva $14 million Europe

Chevrolet Corvette $14 million N. America

Peugeot 207 $14 million Europe

Citroen C3 $14 million Europe Lighting Value Proposition

Key Growth Opportunities

OEMs need support in major and emerging markets

Increased styling demands on lighting products from OEMs

Safety Legislation continues to challenge lighting output and control

Low Cost

Global Footprint

Affordable Technology

Delivering the latest technologies, at affordable prices, serving medium to large scale programs

100% Low cost manufacturing

89% Low Cost Engineering

Advanced Technologies

+

= 2014 Target Market Share

Global Lighting Market

Source: Global Insight 2010.

Global Lighting Market

2010 Market Share

2014 Target Market Share Koito Valeo AL Hella Stanley Visteon Samlip Ichiko Decoma ACH Other 2010 MS 0.16 0.15 0.14 0.11 0.1 0.06 0.04 0.04 0.03 0.03 0.13

Koito 16%

Visteon

6%

Valeo

15%

Magneti Marelli 14%

Hella 11%

Stanley 10%

Samlip 4%

Other

14%

Ichiko 4%

Magna 3%

ACH 3%

Market $9.5 Billion

Visteon Lighting CAGR of 12.4% vs. Lighting Market CAGR of 6.0% xx Visteon All Others East 0.41 0.07 0.52

Visteon

7%

All Others

93%

Elements of Growth:

Growing 3X faster than Market CAGR in Europe and China

Increased content per vehicle

HID/LED proliferation

higher content on mass market vehicles

increased use of electronics

Significant global wins vs. regional wins (previously)

Market $12 Billion Near-Term Technology Pipeline Production Ready Macro Trend Addressed Innovative Light Guide Rear Lamp 2011 LED Daytime Running Lamp Signature 2012 Adaptive Front Lighting System (AFS) 2010 LED Headlamp 2013 Glare Free High Beam 2014

Fuel Efficiency

Safety

Safety

Safety

Safety

Styling & Functionality

Styling & Functionality

Styling & Functionality

Styling & Functionality

Styling & Functionality Page 49

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

Start of Production

Glare Free High Beam

LED HL (High Beam)

AFS

with LED Contributors

Thin Profile OLED Rear Lamps

Emerging Technologies

Full LED Headlamp with

Glare Free High Beam

Affordable

LED Head Lamp

Matrix LED

Head Lamp

Automatic Controlled LED Head Lamp Capital Expenditure and Capacity Utilization N. America Europe Asia Pacific East 75 88 85

High Utilization Rates, Resulting in Lower Cost Per Unit Footprint

Capacity Utilization by Region (%)

2011

Capital Expenditures ($M) 2010 Full Year 2010 Full Year 2010 Full Year Total Spend % of Total Maintenance $3.5 14% New Program / Capacity 20.7 86% Total $24.2 100% Gross Margin Objective

2010 vs. 2014E Objective

Focused on Driving 6%+ Gross Margins by 2014 2010 Volume/Mix Performance Perimeter Net Efficiencies 2014E 8.02 13.7

2010

Actual

2014 Objective

New Business

Wins

2.6%

6.5%

Vertical Integration

New Technology and Added Content

Commodity Cost

Pressure Lighting Summary

Key Strengths

Major product technology trends, strong revenue growth

Attractive global footprint

Full Product Line portfolio

Low cost product development

100% of all manufacturing in

low-cost regions Today's Agenda Welcome/Introductions Bill Quigley, Executive Vice President and CFO Visteon Overview Don Stebbins, Chairman, CEO and President Climate Operations Joy Greenway, Product Group President Lighting Operations Jeff Stevenson, General Manager, Global Lighting Electronics Operations Steve Meszaros, Product Group President Interiors Operations Pierre Boulet, General Manager, Interiors Europe and South America Lunch Yanfeng Visteon Bob Pyle, General Manager, Yanfeng Visteon Panel Q&A Michael Lewis, Vice President and Treasurer Technology Exhibit Tim Yerdon, Global Director, Innovation and Design Close Bill Quigley View electronics video at

http://www.visteon.com/media/multimedia/electronics_video.html Investor Day

Electronics Operations

Steve Meszaros

Product Group President

Page 55 Page 56

Electronics Product Group

Highlights / Advantages

Complete coverage of mature and emerging markets with efficient, scaled operations

Integrated global capability leveraging low cost development centers

Cost-effective platform-driven approach to audio and cluster portfolio

Total Electronics Product Sales of $1.9 Billion

#5 Global Market Position in a $20B Cockpit Electronics Market

2010 Product Sales ($1.9 Billion)

Summary Financials ($M)

By Customer

By Region EU AP NA SA 0.43 0.35 0.18 0.04

2007 2008 2009 2010 Consol Sales 2843 2140 1377 1433 Non Consol Sales 216 217 277 439 % Consol. Gross Margin (ex. OPEB / Reorg / FSA) 10.3 8.8 7.3 8

Products and Market Positions

#5 Global Market Position

Audio & Infotainment

#5(b)

Instrument Clusters & Displays

#3(a)

Vehicle Electronics

(N/A)

(a) Instrument Clusters (b) OEM Audio Head Units (c) Electronic Climate Controls

Controls

#6(c) Ford Renault Nissan COEM JOEM VW GM Other 898765 145000 130000 126000 59000 29000 493710 Page 57

Key Market Trends

Attractive Industry Dynamics with Significant Growth Potential

Global Electronics Market

* Includes unconsolidated operations Conti Denso Harman Alpine Visteon Panasonic Delphi Bosch Pioneer Other East 17 10 8 7 6 5 5 4 4 34

Stronger links to consumer electronics

Consumer electronics driving new features, alternate media and commoditization

Consumers demanding better user interfaces and connectivity as standard

Shifting OEM design & sourcing patterns

OEMs increasingly driving brand differentiation through complex Human Machine Interface (HMI)

Platform globalization accelerating

Features progressively more

software-defined

Increasing dissociation between hardware, software and services

Market Share - Cockpit Electronics Market

Continental

17%

Denso

10%

Harman

8%

Visteon*

6%

Alpine

7%

Panasonic

5%

Delphi

5%

Bosch 4%

Pioneer 4%

Other

34%

Source: Strategy Analytics; IHS

Market $20 Billion Page 58

Primary Product Offerings

#5 Overall Player in the Global Cockpit Electronics Automotive Industry Description 2010 Total Sales ($ in Mil) VC Market Position Key Competitors Audio and Infotainment Solutions for in-car audio, entertainment and information including navigation $580 #5 Instrument Clusters and Displays Electronic instruments and displays providing vehicle, comfort and infotainment information to the driver $500 #3 Controls Manual and automatic control units to regulate vehicle cabin temperature $185 #6 Vehicle Electronics Legacy portfolio including engine controls, fuel delivery and body electronics $420 N/A

(a) OEM Audio Head Units (b) Instrument Clusters (c) Electronic Climate Controls

(a)

(b)

(c) Page 59

Electronics Technical Centers

4 Global Technical Centers 10 Regional Customer Centers

Chihuahua

MEXICO

Sao Paulo

BRAZIL

Palmela

PORTUGAL

Yokohama

Hiroshima

JAPAN

Kerpen

GERMANY

Seoul

S KOREA

Paris

S. Antipolis

FRANCE

Xuzhou

CHINA

Van Buren Twp, MI

UNITED STATES

Chelmsford

ENGLAND

Chennai

INDIA

Shanghai

CHINA

Headcount Profile Low Cost High Cost 0.64 0.36 Page 60

Electronics Manufacturing Locations

Chihuahua (2)

MEXICO

Manaus

BRAZIL

Chennai

INDIA

Hiroshima

JAPAN

Rayong

THAILAND

Seoul

S. KOREA

Vladimir

RUSSIA

Cadiz

SPAIN

Shaoxing

CHINA

Xuzhou

CHINA

Palmela

PORTUGAL

Chongqing (2)

CHINA

Szekesfehervar

HUNGARY

Shanghai

CHINA

Changchun

CHINA

18 Manufacturing Sites (including 7 unconsolidated)

Jakarta

INDONESIA

Headcount Profile Low Cost High Cost 0.85 0.15 Electronics Emerging Market Strength BRAZIL Long-term market presence. Expanding Manaus plant manufacturing capability, product portfolio and customer base, including entry in 2-wheeler market. RUSSIA Launched Visteon Avtopribor JV in Vladimir in 2010 to meet anticipated market growth opportunity across all cockpit electronics products for global and domestic OEMs. INDIA Dedicated electronics plant launched in Chennai in 2009 to service high growth market with second phase plant expansion already underway. Local product development capability and global S/W operations. CHINA YFVE JV has a strong technical center and five production facilities supporting a leading market position (#1 in audio and #3 in clusters). INDONESIA Finalized joint venture with PT Astra Otoparts in April, 2011 to supply instrument clusters to growing 2 and 4-wheeler markets. Production launch scheduled for early 2012. YFVE: An Integral Part of Visteon's Global Electronics Business

China market leader

#1 in audio, #3 in clusters

Fully integrated with Visteon's

global operations

70% Visteon ownership

(40% direct, 30% indirect)

Integrated commercial engagement

with global customers

Shared advanced engineering

and platform development

Supply base aggregation via

global contracts

Applications lead for regional programs

37% of 2010 revenue exported

Yanfeng Visteon Electronics (YFVE)

Chongqing

TOPPOWER

Changchun

TOPPOWER

Xuzhou

TOPPOWER

Shaoxing

BETUNG

Shanghai

FUDIAN Page 63

Key Platforms

Ford Focus, C-Max $274 million Europe, Asia Pacific, N. America

Ford Fiesta $118 million Europe, Asia Pacific, N. America, S. America

Ford Mondeo, S-Max $ 88 million Europe

Nissan Cross Car Connectivity $ 79 million N. America, Asia Pacific

Ford Transit $ 52 million Europe

Ford F-Series $ 51 million N. America

Nissan Pathfinder/Frontier $ 45 million N. America, Europe, Asia Pacific

SVW Lavida $ 27 million Asia Pacific

Ford Escape $ 26 million N. America

Mazda Axela $ 26 million Asia Pacific

Top Ten Platforms Represent 42% of Total Electronics 2010 Product Sales Capital Expenditure and Capacity Utilization

Capacity Utilization by Region (%)

2011

Capital Expenditures ($M)

Consolidated 2010 Full Year 2010 Full Year 2010 Full Year Total Spend % of Total New Program $9 38% Cost Saving/Other $7 32% Modernization $7 30% Total $23 100%

N.America Europe Asia Pacific S.America East 0.76 0.62 0.99 0.74

2010 Engineering Cost ($M) Total Spend % of 2010 Revenue Consolidated $132 9.2% Non-Consolidated $22 4.4%

Aggressive capacity expansion currently underway in China and India

Capacity in place to support business growth in North & South America

Major restructuring action in progress to right- size European capacity Electronics Portfolio Evolution

"All Products to All Customers"

-- Not Feasible Long-Term --

All Electronic Products to

One Customer

Customer Diversification

Product and Market Alignment

Focused on Audio/Infotainment & Driver Information Product Segments Electronics Value Proposition

Key Growth Opportunities

OEMs need support in key growth markets

Increasing consumer demand for low and mid-level infotainment solutions

Leverage local and low-cost export opportunities in support of global OEMs

Core Technical Competencies

Global Excellence

Key strengths in global programs delivery, emerging market leadership and integrated global footprint

Systems engineering expertise and in-vehicle integration of the consumer electronics experience

Cost-effective platform solutions for audio, infotainment and instrumentation products xx Visteon All Others East 0.41 0.07 0.52

Page 67

2014 Target Market Share

Global Cockpit Electronics Market

(1) Source: Visteon Marketing analysis

Global Cockpit Electronics Market

2010 Market Share (1)

2014 Target Market Share

* Shares include unconsolidated operations

Visteon's Cockpit Electronics CAGR Exceeds Market CAGR of 12.5% Conti Denso Harman Alpine Visteon Panasonic Delphi Bosch Pioneer Other East 17 10 8 7 6 5 5 4 4 34

Continental

17%

Denso

10%

Harman

8%

Visteon*

6%

Alpine

7%

Panasonic 5%

Delphi 5%

Bosch 4%

Pioneer 4%

Other

34%

Visteon*

7%

All Others

86%

Market $20 Billion

Market $32 Billion

Strong growth in fast growing Asia Pacific markets Page 68

Electronics Technology Pipeline Production Ready Macro Trend Addressed Next Generation Audio Platforms 2011-2012 Increased connectivity and alternative media offerings Low / Mid Infotainment Platform 2012-2014 Cost-effective infotainment solutions for emerging markets and entry-level mature markets Full Featured Infotainment Platform 2013 Open platform architecture with high-level of internet-enabled applications and software-defined features Next Generation Reconfigurable Cluster & Display Platform 2012-2013 Complex OEM-defined HMI schemes efficiently delivered via structured, high end graphics capabilities Next Generation Instrumentation Platforms 2011 High value integration of next-generation TFT displays Low Cost 2 Wheeler Instrumentation Platform 2012 Cost effective electronic alternative to traditional mechanical clusters Page 69

Gross Margin Objective

2010 vs. 2014E Objective

Focused on Exceeding 10% Gross Margin by 2014 2010 Volume/Mix Performance Perimeter Net Efficiencies 2014E 8.02 13.7

2010

Actual

2014 Objective

Cockpit

Electronics

Growth

8%

10%+

Net Cost

Performance

Restructuring

Vehicle

Electronics

Exit Electronics Summary

Key Strengths

Complete coverage of mature and emerging markets with efficient, scaled operations

Integrated global development capability leveraging low-cost development centers

Cost-effective platform-driven approach to product portfolio Today's Agenda Welcome/Introductions Bill Quigley, Executive Vice President and CFO Visteon Overview Don Stebbins, Chairman, CEO and President Climate Operations Joy Greenway, Product Group President Lighting Operations Jeff Stevenson, General Manager, Global Lighting Electronics Operations Steve Meszaros, Product Group President Interiors Operations Pierre Boulet, General Manager, Interiors Europe and South America Lunch Yanfeng Visteon Bob Pyle, General Manager, Yanfeng Visteon Panel Q&A Michael Lewis, Vice President and Treasurer Technology Exhibit Tim Yerdon, Global Director, Innovation and Design Close Bill Quigley View interiors video at

http://www.visteon.com/media/multimedia/interiors_video.html Investor Day

Interiors Operations

Pierre Boulet

General Manager, Interiors Europe and South America

Page 73 Interiors Product Group VW GM Hyundai Renault Nissan PSA COEMs Ford Other 0.26 0.12 0.12 0.12 0.1 0.09 0.09 0.1

AP EU SA NA 0.71 0.22 0.05 0.02

Products and Market Positions

Highlights / Advantages

#2 global market position in a ~$43 billion industry segment

Balanced global customer mix with strengths in key markets (#1 in Asia, #2 in Europe, #3 in South America)

A leading player in BRIC markets well positioned to support industry growth

Total Interiors Product Sales of $4.8 Billion

#2 Global Market Position

Instrument Panels (#2)

Door Panels

(#3)

#2 Overall Global Market Position (CSM)

2010 Product Sales ($4.8 Billion)

Summary Financials ($M)

By Customer

By Region 2007 2008 2009 2010 Consol Sales 3251 3045 2113 2159 Non Consol Sales 1042 1110 1427 2629 % Consol Gross Margin (ex. OPEB / Reorg / FSA) 2.5 0.8 4.2 6

* Includes non-consolidated

Cockpit Assembly (#3) Faurecia (incl. SAS) Visteon (incl. YFV/DFV) Mobis JCI IAC CK Magna Hanil Kasai Others Interiors 0.21 0.12 0.1 0.07 0.07 0.05 0.05 0.02 0.02 0.3

Faurecia

SAS

Visteon

YFV/DFV

Market Share - Interiors Market

Key Market Trends

Dynamic Global Landscape Creating New Opportunities

Global Interiors Market

Proliferation of global vehicle programs

High volume, global vehicle platforms with accelerated deployment in BRIC markets

Emerging market growth

China market growth driven by tier 2/3 cities and interior provinces

China and India OEMs expanding internationally

Japanese keiretsu suppliers unable to support JOEMs as they expand into emerging markets

European OEMs expand production in Eastern Europe, North Africa and BRIC markets

Russia becoming largest European market

Vehicle differentiation/personalization

OEMs seeking product innovation supporting vehicle differentiation / personalization.

Focus on sustainability and weight reduction

OEMs pursuing sustainability through the complete product life cycle

Weight reduction for improved fuel economy

Source: CSM Database, July 2011 & Visteon Marketing

Faurecia

(incl. SAS)

21%

Visteon

(incl. YFV/DFV)

12%

Mobis

10%

JCI

7%

IAC

7%

Calsonic Kansei

5%

Magna 5%

Hanil

2%

Kasai

2%

Other

30%

YFV = Yanfeng Visteon

DFV = Dongfeng Visteon

Market ~$43 Billion Product Offerings

#2 Player in the Global Interiors Automotive Industry Description 2010 Sales ($ in Mil) VC Market Position Key Competitors Instrument Panels and Consoles Hard and soft instrument panels Plastic mechanisms Sliding and fixed consoles $1.8B #2 Door Panels and Interior Trim Hard and soft door panels and trims Decorative inserts Ambient lighting $0.9B #3 Cockpit Assembly Full design of cockpit architectures Integration of electronics and HVAC system Full assembly and JIT, in-sequence delivery $2.0B #3 Harrison Twp, MI. USA (YFV)

Rayong

THAILAND

Yokohama

JAPAN

Harnes

FRANCE

Berlin

GERMANY

Shanghai (3)/

Wuhan

CHINA

(YFV/DFV)

Seoul/Ulsan KOREA (DY/VIK)

Chennai/ Pune

INDIA

Sao Paulo

BRAZIL

2 Global Technical Centers 12 Regional Customer Centers

Interiors Engineering Centers

Global Development Centers with Applications Engineering Near Customers

YFV = Yanfeng Visteon

DFV = Dongfeng Visteon

DY = Duck Yang Industry

VIK = Visteon Interiors Korea

Headcount Profile Low Cost High Cost 0.75 0.25 42 Manufacturing Sites 13 JIT Assembly Sites

Interiors Manufacturing Locations

Leading Manufacturing Presence in Europe and Asia

MEXICO

US (2)

(YFV)

BRAZIL (2)

ARGENTINA

INDIA (2)

UK (2)

(R-Tek)

FRANCE (4)

SLOVAKIA

GERMANY

SPAIN (4)

POLAND

RUSSIA

BELGIUM

MOROCCO

(under construction)

CROATIA

(partner)

S. KOREA (5)

CHINA (21)

(YFV/DFV)

THAILAND (2)

PHILIPPINES

TURKEY

(partner)

Headcount Profile Low Cost High Cost 0.75 0.25 Interiors Emerging Market Strength BRAZIL #3 market player with improving operational performance and expanding customer base including Ford, VW, GM, PSA, Honda RUSSIA Launched first operation (wholly-owned) in Kaluga to support VW and Renault. Additional growth opportunities with PSA, GM and Nissan INDIA Current #2 supplier of instrument panels with operations in both Chennai and Pune - market share continues to grow based on additional program wins with VW, Nissan, Renault and GM CHINA YFV is a market leader with 23% I/P and 20% door trim share. 21 manufacturing operations with additional 10 new plants or expansions planned. Full service capability including design studio and tool shop INDONESIA Contract manufacturing partner identified for sourced Nissan programs. Additional growth opportunities with GM and Chinese OEMs Working Together to Support Global Customer Growth

China market leader

#1 in instrument panels, door panels and consoles

A key element of Visteon's ability to

serve global customers

50/50 Visteon/HASCO (SAIC) ownership

Shared advanced engineering

and platform development for global customers

Aligned engagement with OEM customers in support of global program requirements

Opportunities to further exploit combined scale for mutual benefit

Yanfeng Visteon Interiors (YFV) Key Interiors Platforms (2010)

Including Cockpit Revenues*

VW Lavida $304 M Asia Pacific

Hyundai Avante $232 M Asia Pacific

VW Polo $204 M Asia Pacific, Europe

Nissan Frontier/Navarra $184 M Europe, Asia Pacific

Skoda Octavia $172 M Asia Pacific

Ford Focus/C-Max/Kuga $168 M Europe,

Asia Pacific,

S. America

VW Tiguan $158 M Asia Pacific

VW B5 Passat $142 M Asia Pacific

Buick Excelle $123 M Asia Pacific

Peugeot 3008 $98 M Europe

Top 10 Vehicle Platforms Represent 37% of Total Interiors 2010 Product Sales

Not Including Cockpit Revenues*

Ford Focus/C-Max/Kuga $153 M Europe,

Asia Pacific

Peugeot 3008 $98 M Europe

Buick Lacrosse $76 M Asia Pacific

Nissan Frontier/Navarra $75 M Europe,

Asia Pacific

VW Polo $66 M Europe,

Asia Pacific

Renault Clio $57 M Europe

Buick Excelle $54 M Asia Pacific

Buick Regal $50 M Asia Pacific

Nissan Qashqai $50 M Europe

Citroen C5 $45 M Europe

Top 10 Vehicle Platforms Represent 25% of Total Interiors 2010 Product Sales

(not incl. cockpit-related revenue)

* Based on 2010 product sales Capital Expenditure and Capacity Utilization

Capacity Utilization by Region (%)

2011

Capital Expenditures ($M)

(Consolidated) N. America Europe Asia Pacific S. America East 80 74 90 90

2010 Full Year 2010 Full Year 2010 Full Year Total Spend % of Total Modernization $3 10% New Programs/ Capacity $29 90% Total $32 100%

Investment Focused on Growth Markets

Rightsizing of W. European Footprint Continues Interiors Strategy

Leverage Visteon - Yanfeng Visteon synergies to support global OEM programs, innovation projects and purchasing savings

Improve manufacturing and engineering footprints via restructuring in HCC and continued investments in LCC to maintain leadership in BRIC markets

Increase consumer-driven innovation and vertical integration where appropriate for margin improvement and differentiation

Maintain focus on cost savings and cash management to increase shareholder value

Improve teamwork to reduce structure and optimize global performance

Instrument Panels

and Consoles

Cockpit

Assembly

Door Panels

and Interior Trim Interiors Technologies

2010

2015

Styling Craftsmanship Differentiation Personalization

"Green" Technologies Lower Weight Recyclable

Cost Reduction Process Improvement

Alternative resins

Hybrid TM Natural

Fibers & Injection

VIEPP TM

Bondtek TM

VLRTM

Leather

foam-in-place

Injected skins

Thin wall injection

Airbag scoring

Co-molded "A" surface

3D Decorative Stitching

Bondtek

Inskin TM

Mood lighting

InSkin TM

Integrated Info System

Laser Marking

Innovation Roadmap Aligned with Customer Needs

Visteon R&D Spending at ~3% of Revenue Faurecia (incl. SAS) Visteon (incl. YFV/DFV) Mobis JCI IAC CK Magna Hanil Kasai Others Interiors 0.21 0.12 0.1 0.07 0.07 0.05 0.05 0.02 0.02 0.3

Faurecia

SAS

Visteon

YFV/DFV

2014 Target Market Share All Other Visteon (incl. YFV/DFV) East 0.87 0.13

Source: CSM Database July 2011

2011 Market Share

2014 Target Market Share

Total Visteon Interiors CAGR Exceeds 5.5% Market CAGR Driven by Growth in Asia

Global Interiors Market

Global Interiors Market

Market ~$43 Billion

Market ~$52 Billion

Faurecia

(incl. SAS)

21%

Visteon

(incl. YFV/DFV)

12%

Mobis

10%

JCI

7%

IAC

7%

Calsonic Kansei

5%

Magna 5%

Hanil 2%

Kasai 2%

Other

30%

YFV = Yanfeng Visteon

DFV = Dongfeng Visteon

Visteon

YFV/DFV Gross Margin Objective

2010 vs. 2014E Objective

Focused on Improving Interiors Gross Margin to Better Than 8% by 2014 2010 Volume/Mix Performance Perimeter Net Efficiencies 2014E 8.02 13.7

2010

Actual

2014 Objective

New

Programs

6%

8%+

Net Cost

Performance

Restructuring

Input

Costs Summary

Key Strengths

#2 market position in a ~$43 billion industry segment

Balanced global customer mix with strengths in key markets

(#1 in Asia, #2 in Europe, #3 in South America)

A leading player in all BRIC markets well

positioned to support industry growth Today's Agenda Welcome/Introductions Bill Quigley, Executive Vice President and CFO Visteon Overview Don Stebbins, Chairman, CEO and President Climate Operations Joy Greenway, Product Group President Lighting Operations Jeff Stevenson, General Manager, Global Lighting Electronics Operations Steve Meszaros, Product Group President Interiors Operations Pierre Boulet, General Manager, Interiors Europe and South America Lunch Yanfeng Visteon Bob Pyle, General Manager, Yanfeng Visteon Panel Q&A Michael Lewis, Vice President and Treasurer Technology Exhibit Tim Yerdon, Global Director, Innovation and Design Close Bill Quigley Visteon Corporation Investor Day

July 27, 2011 Today's Agenda Welcome/Introductions Bill Quigley, Executive Vice President and CFO Visteon Overview Don Stebbins, Chairman, CEO and President Climate Operations Joy Greenway, Product Group President Lighting Operations Jeff Stevenson, General Manager, Global Lighting Electronics Operations Steve Meszaros, Product Group President Interiors Operations Pierre Boulet, General Manager, Interiors Europe and South America Lunch Yanfeng Visteon Bob Pyle, General Manager, Yanfeng Visteon Panel Q&A Michael Lewis, Vice President and Treasurer Technology Exhibit Tim Yerdon, Global Director, Innovation and Design Close Bill Quigley Investor Day

Yanfeng Visteon

Bob Pyle

General Manager YFV

Page 91 State-owned Assets Supervision and Administration Commission of Shanghai Municipal Government

100%

Functional parts

Interior and exterior

trim

Electric and

electronics

Hot worked parts

Metal forming and

tooling

New energy

^^?^

Service & Trade

^^^?

other

^^^?

SAIC Motor

(78.94%)

^^^?

HASCO

(60.1%)

^^^^

DongHua Co.(75%)

Sales

Logistics

IT

Car Rental

Financing

Passenger car and

commercial vehicle

Core components

Financing

SAIC Organization and Structure -- Present State-owned Assets Supervision and Administration Commission of Shanghai Municipal Government

100%

^^?^

Service & Trade

^^^?

other

^^^?

HASCO

(60.1%)

Sales

Logistics

IT

Car Rental

Financing

SAIC Organization and Structure -- Proposed

^ ^ ^ ?

SAIC Motor

SAIC Motor "pulled up" for direct ownership replacing SAIC Group

HASCO equity now owned by SAIC Motor

No impact to YFV or relationship with Visteon

^^^^

DongHua Co.(75%)

Functional parts

Interior and exterior

trim

Electric and

electronics

Hot worked parts

Metal forming and

tooling

New energy SAIC Vehicle Companies

^ ^ ^ ?

SAIC Motor

50%

51%

100%

Key light vehicle activities:

50.1%

SAIC Group a strong parent to support the growth of HASCO

The largest vehicle producer

in China

Significant own brand activities (e.g. Roewe)

2010 China Vehicle Market Share

by OEM-Group ^^?^BeiQiGroup ?^?^ChangAnGroup ^^?^FAW ^??^DongFengGroup ^^^?SAICMotor 2010 0.082 0.132 0.142 0.151 0.197

SAIC

DongFeng

FAW

ChangAn

BAIC ^^?^^? ^^?^ ^^^^ ^^-^^ ?^?^ ^^^^ ^^ ^^?^ 2010 1136 1012 1001 870 710 703 675 110

2010 China Passenger Car Market

by OEM

1,136

1,012

1,001

Data Source: China Association of Automotive Manufacturers (CAAM)

SVW

SGM

FAW-VW

Beijing-

Hyundai

Cherry

SGMWL

Changan

110

SAIC

Roewe & MG

(Thousands) Yanfeng Visteon Organization

Dongfeng Visteon

YFV Beijing

2002

YFV Jinqiao

2006

75%

YFV Chongqing

99%

2001

2003

YFV Hefei

2007

80%

80%

2007

50%

YFV

Tooling

2006

60%

2002

1997

50%

50%

2004

75%

40%

YFV Nanjing

YFV

NJ FEM

YFV

Runda

YFV is 50:50 Joint Venture between Visteon and HASCO (SAIC)

Technology Partnerships with Global Suppliers

Interior Partnerships with China OEMs

YFV Jiqiang

2010

2009

2010

2011

Interiors JVs

51%

50%

51%

60%

DETC

50%

40%

50%

50%

YFPO

Exterior

YFV Electronics

YFJCI Seating

YF Key Safety Five Business Systems

Cockpit

Instrument Panels

Door Panels

Console

Interior System

Driver Information

Entertainment

Controls

Electronics System

Seats

Trim Covers

Mechanisms

Foam Pads

Seating System

Bumpers

Body Trim

Rear Closures

Fenders

Exterior System

Steering Wheels

Air Bags

Seat Belts

Safety System 6 Major Groups

Independent Enterprises

GZ Toyota

SGM

DF Nissan

BJ Hyundai

CA Suzuki

FAW-Car

SGMW

DF Honda

FAW-Toyota

FAW Tianjin

Haima

DF YD Kia

SAC

GZ Honda

SVW

DPCA

CA Ford

FAW-VW

BBAC

Dongfeng

BAIC

Chang'an

FAW

SAIC

GAIC

Geely

Volvo

JAC

CA Mazda

BAIC

Chang'an

CA PSA

GAC

GQ FIAT

BQ FOTON

Brilliance

North Benz

Hawtai

BYD

Chery

Great Wall

Market and Sales Summary

2010 Revenue

by Customer

SVW

36%

SGM 26%

Export

6%

Other

6%

DF Nissan 4%

SAIC 5%

CAFM 4%

Chery 2%

JAC 2%

Hyundai 1%

Foton 1%

DYK 1%

FAW 1%

Total Revenue: $5.3 B 2010 Revenue

Product Diversity

Seating

38%

Interiors

45%

Electronics

8%

Exterior 5%

Safety 3%

Tooling 1%

Total Revenue $5.3 Billion

(Includes Tier 1 Unconsolidated Subsidiaries) China Market Share

#1

Seats

Instrument Panels

Door Panels

Audio

Consoles

Steering Wheels

#2

Bumpers

#3

Clusters

Market-Leading Positions in Multiple Products Exteriors

Interiors

Seating

Electronics

Safety

Business System

Symbol

Facilities

Total

Tooling

27

10

35

6

1

1

80

Changchun

Xuzhou

Shaoxing

Wuhan

Shi'yan

Guangzhou

Yancheng

Liuzhou

Shanghai

Beijing

Shenyang

Yantai

Yizheng

Wuhu

Hefei

Nanjing

Taizhou

Nantong

Fuzhou

Chongqing

Chengdu

Baotou

Baoding

Harrison Township

Warren, MI USA

Extensive Footprint: 80 Facilities with ~ 24,000 Employees

YFV Global Presence Export Markets

Products

Customers

Interior System

Electronics System

Seating System

Safety System

Export Sales

RMB in Billions

USD $473 M

Supporting Global Customers through Superior Products and Value

Export Business Q-e Concept

Phoenix Concept

Unique Capability to Perform Styling, Design, and Engineering

of Interior/Exterior/Electronic Parts for our Customers

Design Studio Full Service Supplier (from Styling to Production)

System Integration

World Class Testing Facilities

Globally Integrated Technical Centers

Safety Testing

Acoustic and NVH Testing

Full Design and Engineering Capability

Advanced Application Software

World Class Testing Facilities

Structure Design

CAE Verification

R&D / Product Engineering

Crash Simulation

Lifecycle Testing

Interior System

Seating System

Electronics System

Exterior System

Safety System

500 Engineers

400 Engineers

300 Engineers

160 Engineers

150 Engineers

Technical Centers Provide Superior Capability and Value to Customer

Technical Center Capability 2010 Best Performance Award 2010 Excellent Supplier Award 2010 Best Cooperation Award 2010 Technology Innovation Award 2010 Best Supplier of Dongfeng Motor 2010 Excellent Supplier Award 2010 Excellent Localization Award 2010 Excellent Launch Award (Grand Cherokee and Durango Programs)

Customer Recognition RMB in Billions

30%

Compound Annual Growth Rate

USD $4.7 B

Historical Growth

Successful Partnerships and Products Fuel Strong Growth Strategic Initiatives

Expand customer base with local China OEMs. Continued diversification with select Chinese (and Japanese) OEMs

Support OEM's growth plans in China and abroad via cooperation with Visteon and other partners

Explore new business segments / product offerings with a focus on

"Green" technologies

Strengthen technical capability; enhance tooling and equipment as a

competitive advantage

Continue focus on development of new employees and YFV culture via

"Yanfeng University"

Transition to Global Supplier while Strengthening Base Market Global Radio - Electronics

Global GM - D2XX Program - Interiors

Global Sourcing Summary

GM Halol

(CN100/N200)

VC Pune Plant

Indian JV

GM Talegaon

(S2)

Products

IP

DP

Console

Important and growing trend among OEMs

China OEMs increasingly looking to globalize; will need key supplier partners

Trend provides both opportunities and challenges for Visteon / YFV

GM India - Interiors

Production planned for Russia, China, India, USA and Korea

Design "home room"

in Germany

$80m Sales

YFV global Tier 1

YFV to produce for

China/Russia

Visteon to produce

for ROW

Visteon/YFV new JV to capitalize on SAIC/GM relationship in India

Global Cooperation Key to Successful Relationships with OEMs

Global Cooperation Initiatives Equity in Net Income of Non-Consolidated Affiliates

Visteon's non-consolidated joint ventures' performance significantly increased in Q1 2011

Q1 2011 equity income of $44 million

$14 million Y/Y improvement - 47%

Yanfeng Visteon Automotive Trim Systems ("YFV") and subsidiaries Q1 2011 performance totaled $41 million, an increase of $11 million compared to $30 million in Q1 2010

On a U.S. GAAP basis, YFV sales increased $194 million to $720 million, 37% increase

China industry volumes up 9% for the same period Q1 2010 Q1 2011 YFV 30 41 All Other 0 3 Total 30 44

Equity in Net Inc. of Non-Consolidated Affiliates

(In USD millions)

All Other

Total YFV

47% Growth

YFV - U.S. GAAP Financial Summary

(In USD millions) Page 109

Summary

Resources

Great partners, dedicated employees, and superior products provide foundation to be the best automotive product supplier in the world

Differentiation

Full-capability technical centers for each business, along with unique design center, promote innovation and creativity that enhances value to customer

Results

Many years of experience in China market with a strong track record of delivering superior results for our customers, employees, and shareholders Today's Agenda Welcome/Introductions Bill Quigley, Executive Vice President and CFO Visteon Overview Don Stebbins, Chairman, CEO and President Climate Operations Joy Greenway, Product Group President Lighting Operations Jeff Stevenson, General Manager, Global Lighting Electronics Operations Steve Meszaros, Product Group President Interiors Operations Pierre Boulet, General Manager, Interiors Europe and South America Lunch Yanfeng Visteon Bob Pyle, General Manager, Yanfeng Visteon Panel Q&A Michael Lewis, Vice President and Treasurer Technology Exhibit Tim Yerdon, Global Director, Innovation and Design Close Bill Quigley Investor Day

Panel Q&A

Michael Lewis

Vice President

and Treasurer

Director, Investor Relations

Page 111 Bob Pallash

Global Customer Group President

Investor Day

Additional Q&A Panelists

Tim Yerdon

Global Director, Innovation and Design

Page 112 Q&A

Page 113 Moving Forward

Invest in those product segments where we believe we can achieve market leadership and competitive differentiation to drive above market returns

For product segments and assets that do not meet these criteria, we will seek to maximize value on a thoughtful and disciplined basis

Fortify our anchor customer positions and relationships and capitalize on customer diversification opportunities

Leverage our strong emerging market footprint and positions

Continue our aggressive approach to cost and investment to drive margin expansion and to generate meaningful free cash flow

Maintain financial flexibility to further our position and value in the market

Please see important disclosures regarding "Forward Looking Information"

Focused On Our Continued Strategy Of Optimizing Visteon's

Business Portfolio To Maximize Shareholder Value www.visteon.com Financial Disclosures This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are not guarantees of future results and conditions but rather are subject to various factors, risks and uncertainties that could cause our actual results to differ materially from those expressed in these forward-looking statements, including, but not limited to,

Caution should be taken not to place undue reliance on our forward-looking statements, which represent our view only as of the date of this presentation, and which we assume no obligation to update.

Other than those directly associated with Visteon Corporation, any design logos presented herein are trademarks of their respective names and/or companies with which they are associated.

The owners are not affiliated, associated, or connected with Visteon Corporation, nor do the owners sponsor, endorse, authorize or approve of any products or services of Visteon Corporation, or have any responsibility for the information presented herein.

our ability to satisfy future capital and liquidity requirements; including our ability to access the credit and capital markets at the times and in the amounts needed and on terms acceptable to us; our ability to comply with financial and other covenants in our credit agreements; and the continuation of acceptable supplier payment terms;

our ability to satisfy pension and other post-employment benefit obligations;

our ability to access funds generated by foreign subsidiaries and joint ventures on a timely and cost effective basis;

conditions within the automotive industry, including (i) the automotive vehicle production volumes and schedules of our customers, and in particular Ford's and Hyundai-Kia's vehicle production volumes, (ii) the financial condition of our customers or suppliers and the effects of any restructuring or reorganization plans that may be undertaken by our customers or suppliers or work stoppages at our customers or suppliers, and (iii) possible disruptions in the supply of commodities to us or our customers due to financial distress, work stoppages, natural disasters or civil unrest;

new business wins and re-wins do not represent firm orders or firm commitments from customers, but are based on various assumptions, including the timing and duration of product launches, vehicle productions levels, customer price reductions and currency exchange rates;

general economic conditions, including changes in interest rates and fuel prices; the timing and expenses related to internal restructurings, employee reductions, acquisitions or dispositions and the effect of pension and other post-employment benefit obligations;

increases in raw material and energy costs and our ability to offset or recover these costs, increases in our warranty, product liability and recall costs or the outcome of legal or regulatory proceedings to which we are or may become a party; and

those factors identified in our filings with the SEC (including our Annual Report on Form 10-K for the fiscal year ended

Dec. 31, 2010).

Forward-Looking Information Throughout this presentation, the Company has provided information regarding certain non-GAAP financial measures. These measures include "free cash flow" and "Adjusted EBITDA." Free cash flow represents cash flow from operating activities less capital expenditures. Adjusted EBITDA represents net income (loss) attributable to Visteon, plus net interest expense, provision for income taxes and depreciation and amortization, as further adjusted to eliminate the impact of asset impairments, gains or losses on divestitures, net restructuring expenses and other reimbursable costs, certain non-recurring employee charges and benefits, reorganization items, and other non-operating gains and losses.

Management believes that free cash flow is useful in analyzing the Company's ability to service and repay its debt, and it uses the measure for planning and forecasting in future periods, as well as in management compensation decisions. Free cash flow is not a recognized term under accounting principles generally accepted in the United States ("GAAP") and does not reflect cash used to service debt and does not reflect funds available for investment or other discretionary uses.

Management believes Adjusted EBITDA is useful to investors because it provides meaningful supplemental information regarding the Company's operating results because the excluded items may vary significantly in timing or amounts and/or may obscure trends useful in evaluating and comparing the Company's continuing operating activities. Management uses this measure for planning and forecasting in future periods. Adjusted EBITDA is not a recognized term under GAAP and does not purport to be an alternative to net earnings (losses) as an indicator of operating performance or to cash flows from operating activities as a measure of liquidity. Because not all companies use identical calculations, this presentation of Adjusted EBITDA may not be comparable to other similarly titled measures of other companies. Additionally, Adjusted EBITDA is not intended to be a measure of cash flow available for management's discretionary use, as it does not consider certain cash requirements such as interest payments, tax payments and debt service requirements.

Use of Non-GAAP Financial Information Adjusted EBITDA Reconciliation

2005, 2010 www.visteon.com

Related documents

• SEC 10-K — VISTEON CORP (VC) (0000950123-11-023581) · filed 2011-03-09#608581
• SEC 10-K — VISTEON CORP (VC) (0000950123-10-018036) · filed 2010-02-26#608595
• SEC 10-K — VISTEON CORP (VC) (0000950152-09-003368) · filed 2009-03-31#608612
• SEC 10-K — VISTEON CORP (VC) (0001111335-15-000003) · filed 2015-02-26#608584
• SEC 10-K — VISTEON CORP (VC) (0000950124-08-000791) · filed 2008-02-22#608604