Dana Inc Q2 2021 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Aileen Elizabeth Smith - BofA Securities, Research Division - Analyst : First question related to the semiconductor shortage. As you look at your different business segments, is there anything in the underlying market dynamics of commercial vehicle and off-highway businesses that would structurally lend itself to automakers or suppliers being better able to evade pressures from the semiconductor shortage, particularly versus the light vehicle and Power Technologies businesses, meaning perhaps those vehicles and machines are less complex or require less semis or alternatively, those businesses rely less on production schedules and more on take rates, so you can avoid intermittent downtime that's been plaguing the light vehicle business?

Question: Aileen Elizabeth Smith - BofA Securities, Research Division - Analyst : Okay. And then focusing a little bit on the electrification portfolio and the battery cooling win for the North American pick-up truck. Historically for the light vehicle market, your core competency has been on the body and frame truck market. And clearly, you have compelling product on the EV side to continue winning business in that segment, whether ICE or EV. But as you think about technologies like cooling plates, these can be applicable for body on frame vehicles, as well as unibody architectures. So when you think about the discussions you're having with your customers for planned new EV products, would you still characterize the truck segment as the key market where you're really winning and have the right to play? Or are you also seeing significant progress and wins across other segments? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JULY 30, 2021 / 1:00PM, DAN.N - Q2 2021 Dana Inc Earnings Call