Overview Key strengths Key risks Leading market positions in several product offerings such as transmission and engine components in the auto supplier and industrial segments. High investment requirements to adapt products to the shift to electric mobility, given that 40%-45% of 2022 sales were still linked to internal combustion engines. Wide geographic reach, with 23% of 2022 sales from China, 22% from the Americas, 42% from Europe, and the rest from Asia-Pacific. Volatility in demand for battery electric vehicles (BEVs) complicates the planning of product roadmaps and investments. Resilient after-market sales (13% of 2022 revenue) provide some cushion to volatile auto production cycles. Debt service at the level of parent company, IHO, that requires ongoing dividends from Schaeffler and Continental
