Exposición de Guido Vildozo Méndez, con con motivo de la Reunión Nacional de Concesionarios de ACARA, viernes 17 de Junio, Salón Ceibo del Predio Ferial “La Rural”. Exposición Ventas globales y tendencia (con impacto al evento en Japón) Ventas regionales (flujo de vehículos entre Brasil, Argentina y México) Tendencias de los mercados (Brasil - Argentina) para los próximos 10 años

1. Latin America—
Light Vehicle Outlook
Guido Vildozo
Manager, Latin America
Junio 17, 2011

2. Agenda
• Economia Global
• Perspectiva Regional
• Brazil
• Mexico
• Argentina
• Resumen
Copyright © 2010 IHS Inc. All Rights Reserved.

3. La Recuperacion Global Desacelera
(Percent change)
10
5
0
-5
-10
1974 1979 1984 1989 1994 1999 2004 2009 2014
Real GDP Industrial Production
Copyright © 2010 IHS Inc. All Rights Reserved.

4. Los Mercados Emergentes Lideran la
Expansion Global
(Real GDP, percent change)
10
8
6
4
2
0
-2
-4
1990 1992 1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014
World Advanced Countries Emerging Markets
Copyright © 2010 IHS Inc. All Rights Reserved.

5. Precios de Materiales Industriales
(IHS Global Insight indexes, 2002:1=1)
6
5
4
3
2
1
0
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
All Materials Chemicals Nonferrous Metals
Copyright © 2010 IHS Inc. All Rights Reserved. 5

6. Consumo Chino de Commodities
(Percent of total world consumption)
Cement
Iron Ore
Coal
Pigs
Steel
Lead
Zinc
Aluminum
Copper
Eggs
Nickel
Rice
Soybeans
Wheat
Chickens
PPP
Oil
Cattle
GDP
0 10 20 30 40 50 60
Source: Barclays Capital (2010), Credit Suisse (2010), Goldman Sachs, US Geological Survey (2009), BP Statistical Review
of World Energy (2009), Food and Agriculture Organization of the United Nation (2008), IMF (2010)
Copyright © 2010 IHS Inc. All Rights Reserved.

7. Ventas Globales
100 15%
Global Change
90
Year-Over-Year Change
80 10%
Sales in Millions
70
60 5%
Year Change
50
40 0%
30
20 -5%
10
0 -10%
2008 2009 2010 Apr Apr 2011 2011 2012 2013 2014
2011 YTD
• Las ventas globales en los primeros 4 meses del ano crecieron 5.4% sobre el 2010. Vemos ya una
desaceleracion apartir del mes de Marzo con 2.6% de crecimiento annual y 1.8% para el mes de Abril.
• Anticipamos 76 millones para este ano, un 5.5% de crecimiento comparado al 2010. Esto despues de
reducir 600,000 unidades reflejando el impacto de Japon.
Copyright © 2010 IHS Inc. All Rights Reserved.

8. Ventas Globales 2011
76.1
78 428,000 Million
1.72
652,000 282,000 119,000 245,000
1.2 Million
-118,000
74 72.2 Million -610,000
Sales in Millions
Million
70
+5.5%
66 64
Million
62
58
2009 2010 North Greater South South Japan/ Middle Others Central/ West 2011
America China Asia America Korea East/ East Europe
Africa Europe
Copyright © 2010 IHS Inc. All Rights Reserved.

9. Produccion Global
100 30%
Global Change
90 25%
Year-Over-Year Change
Production in Millions
80 20%
70
15%
60
10%
Year Change
50
5%
40
0%
30
20 -5%
10 -10%
0 -15%
2008 2009 2010 Apr Apr 2011 2Q 2011 2012 2013 2014
2011 YTD 2011
• Los desastres naturales en Japon durante el mes de Marzo han impactado los volumenes de produccion del
mes de Abril. Solo Japon registro una caida del 70% contra el 2010. El impacto seria mayor de no ser por el
solido performance de MERCOSUR y China.
Copyright © 2010 IHS Inc. All Rights Reserved.

10. Impacto en produccion Global en pronostico
de Junio comparado a Marzo
actualizado al 26 de Mayo, 2011 (000‘s)
Total—All OEMs
1Q2011 2Q2011 3Q2011 4Q2011 1Q2012 2Q2012 3Q2012 Foregone
Volume
Japan (488) (1,106) (463) 2 400 632 492 530
Korea 0 (11) 1 10 0 0 0 0
China (1) (339) 0 90 148 35 0 67
SE Asia (3) (277) (49) 129 201 0 0 0
NA (11) (456) (41) 82 225 163 0 37
Europe (16) (215) (36) 104 153 12 0 0
Other (1) (26) (22) 13 34 0 0 0
Total LV (518) (2,430) (610) 430 1,161 842 492 635
Negative volumes are lost production
Positive volumes are recovered production
Foregone volume due to demand destruction and lost Japan OEM market share
Copyright © 2010 IHS Inc. All Rights Reserved.

11. Perspectiva Regional
Copyright © 2010 IHS Inc. All Rights Reserved.

12. America Latina –PIB
1991 1996 2001 2006 2011 2016 2021
- - - - - - -
Country/Five-year period 95 00 05 10 15 20 25
Argentina 6.0 2.6 2.0 6.6 4.4 4.0 3.8
Brazil 3.1 2.0 2.8 4.4 5.2 4.9 4.7
Chile 8.7 4.2 4.2 3.3 5.1 5.0 4.8
Colombia 4.6 0.9 3.6 4.2 4.3 4.7 4.5
Costa Rica 5.5 4.9 4.1 4.5 3.7 3.5 3.4
Ecuador 3.4 0.4 5.2 3.3 1.9 3.1 2.5
Mexico 1.8 5.4 1.5 1.8 3.8 3.9 3.8
Peru 5.5 2.5 4.2 7.2 5.7 5.1 4.6
Uruguay 3.9 2.2 0.2 6.3 4.0 3.3 3.3
Venezuela 3.4 0.7 2.5 3.4 3.2 3.9 3.4
Latin America & Caribbean 3.4 3.0 2.3 3.7 4.5 4.3 4.2
Copyright © 2010 IHS Inc. All Rights Reserved.

13. America Latina –Poblacion
1991- 2006- 2011- 2021-
(Millions of persons) 95 10 15 25
Argentina 33.9 39.9 41.8 45.3
Brazil 156.9 191.9 200.0 212.0
Chile 13.9 16.8 17.6 18.9
Colombia 35.2 45.0 48.2 53.9
Costa Rica 3.3 4.5 4.8 5.4
Ecuador 11.0 13.5 14.3 15.8
Mexico 87.2 108.5 113.6 121.9
Peru 23.1 28.8 30.5 33.9
Uruguay 3.2 3.4 3.4 3.5
Venezuela 21.3 28.3 30.6 34.7
Latin America & Caribbean 465.0 575.7 606.4 659.7
Copyright © 2010 IHS Inc. All Rights Reserved.

14. Venta Regional por Pais
-Volumen
10,0 10,0
Millones
9,0 9,0 VEN
URY
8,0 8,0
PER
7,0 7,0 PAY
6,0 6,0 ECU
COL
5,0 5,0
CHL
4,0 4,0 BRA
BOL
3,0 3,0
ARG
2,0 2,0 OPTIMISTIC
1,0 1,0 PESSIMISTIC
0,0 0,0
Copyright © 2010 IHS Inc. All Rights Reserved. 14

15. Produccion Regional por Pais
-Volumen
9,0 9,0
Millones
8,0 8,0
VEN
7,0 7,0 URY
6,0 6,0 PER
ECU
5,0 5,0 COL
CHL
4,0 4,0
BRA
3,0 3,0 ARG
OPTIMISTIC
2,0 2,0
PESSIMISTIC
1,0 1,0
0,0 0,0
Copyright © 2010 IHS Inc. All Rights Reserved. 15

16. Brazil
Copyright © 2010 IHS Inc. All Rights Reserved.

17. Sumario Economico Brazil
Real GDP Growth (%) Consumer Price Inflation (%)
8 7
6 6
4
5
2
0 4
-2 3
2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014
Exchange Rate per USD* Current Account Balance**
3.0 20
0
2.5
-20
2.0
-40
1.5 -60
2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014
*Annual average, **Billions of US dollars
Copyright © 2010 IHS Inc. All Rights Reserved.

18. PIB/Capita
(US $ ,000)
30
25
20
15
10
5
0
1990 1995 2000 2005 2010 2015 2020
GDP per Capita
Copyright © 2010 IHS Inc. All Rights Reserved. 18

19. Cambio Monetario
(LCU/US$)
4,0
3,5
3,0
2,5
2,0
1,5
1,0
0,5
0,0
1990 1995 2000 2005 2010 2015 2020
R$/US$
Copyright © 2010 IHS Inc. All Rights Reserved. 19

20. SELIC – Tasas a Corto Plazo
(Percent)
60,0
50,0
40,0
30,0
20,0
10,0
0,0
1990 1995 2000 2005 2010 2015 2020
SELIC
Copyright © 2010 IHS Inc. All Rights Reserved. 20

21. Tasa de Desempleo
(Percent)
14,0
12,0
10,0
8,0
6,0
4,0
2,0
0,0
1990 1995 2000 2005 2010 2015 2020
Unemployment Rate
Copyright © 2010 IHS Inc. All Rights Reserved. 21

22. Ventas – Promedio Mensual vs Indice de
Empleo
350 Thousand Units 110
300
Employment remains 100
favourable
250
90
200
80
150
70
100
50 60
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
LV Sales (left scale) Employment Index (right scale)
Copyright © 2010 IHS Inc. All Rights Reserved. 22

23. Ventas – Promedio Mensual vs Tasas de
Financiamiento
350 Thousand Units Percent 20
Financing is a major
driver, rates uncertain 25
300
30
250
35
200 40
45
150
50
100
55
50 60
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
LV Sales (left scale) APR Financing (right scale)
Copyright © 2010 IHS Inc. All Rights Reserved. 23

24. Impacto Historico de Empleo,
Poblacion/Demografia y Tasas de
Financiamiento en Brazil
15.2
14.8
14.4
.3
14.0
.2
13.6
.1
.0 13.2
-.1
-.2
-.3
90 92 94 96 98 00 02 04 06 08
Residual Actual Fitted
Copyright © 2010 IHS Inc. All Rights Reserved. 24

25. Perspectivas del Mercado Brasilero
Futuro promisorio gracias a credito y precios mas bajos
8,0
Million Units 8,0
7,0 7,0
6,0 6,0
5,0 5,0
4,0 4,0
3,0 3,0
2,0 2,0
1,0 1,0
0,0 0,0
1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020
Current Base Pessimistic (20%) Optimistic (20%)
Copyright © 2010 IHS Inc. All Rights Reserved. 25

26. Parque Automotor/Densidad
Million Units Units per ‘000
70,00 300,0
60,00 250,0
50,00
200,0
40,00
150,0
30,00
100,0
20,00
10,00 50,0
0,00 0,0
Volume - L Market Share - R
Copyright © 2010 IHS Inc. All Rights Reserved.

27. Market Share de Vehiculos Ligeros
Percentage
100%
90%
80%
70%
60%
50% Big four continue to loose
40%
30%
20%
10%
0%
2005 2007 2009 2011 2013 2015 2017 2019
OTHER CHERY NISSAN MITSUBISHI TOYOTA RENAULT HYUNDAI
HONDA PSA FORD GM VW GROUP FIAT GROUP
Copyright © 2010 IHS Inc. All Rights Reserved.

28. Inversion de la Industria Automotriz
6000 US$ Millions
5000
4000
3000
2000
1000
0
Investment OEMs Investment Suppliers
Copyright © 2010 IHS Inc. All Rights Reserved.

29. Produccion: Inversiones Para Atender
Demanda de los proximos Diez Anos
7,50 Million Units
6,50 • 5 MM para el 2015
• Cuatro plantas nuevas:
Hyundai, Toyota, Chery,
5,50
Fiat
4,50
3,50
2,50
1,50
0,50
1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020
Light Vehicle Production Capacity OPTIMISTIC PESSIMISTIC
Copyright © 2010 IHS Inc. All Rights Reserved. 29

30. Perfil de Nuevos Productos (Regionales)
2009 2010 2011 2012 2013 2014
Sienna, Weekend,
Fiat Strada 4 Uno, Bravo Palio
Strada
City Car (Topolino) Uno, Punto, Linea
Up, Saveiro,
VW Saveiro, Fox Amarok Gol, Voyage, Fox
Parati/Polo SUV
Polo (Mex)
S-10; Blazer; Aveo,
GM Agile Montana Cruze GSV MPV, Spark Sedan Agile
Spark
Fiesta, Fiesta 299 Ecosport, Fiesta Ranger; Focus
Ford (MEX) HBA 299 Courier Drop
Ka
Hoggar, C3
PSA Picasso; 408
308 C3, 208 208 PUP EM CAR
Renault Fluence Duster; Kangoo Micra from MEX? Sandero Logan
Toyota Etios Corolla Hilux, Hilux SW4
Honda City Civic Brio Fit, City
Copyright © 2010 IHS Inc. All Rights Reserved. 30

31. Brazil Scorecard
Positivo: Riesgos:
• Estabilidad Economica • Capacidad Ociosa en plantas
• Falta de Capacidad del Sector
• Inversion Directa Extranjera
Autopartista
• Empleo • Infraestructura Ineficiente
• Financiamiento • Cambio de Moneda (Exportaciones)
• Rentabilidad/Lucratividad • Precio de Vehiculos Nuevos
• Hasta 84 Meses • Riesgo de Credito Privado/PIB
• Reduccion de Tasas • Crecimiento Salarial vs Inflacion
• Congestion Vehicular
• Cambio de Moneda (Importados)
• Dependencia en commodities
• Apoyo Gubernamental a la Industria
• PIB per Capita
• Baja Densidad de Motorizacion
• Producto Nuevo
• Inversion de la Industria
Copyright © 2010 IHS Inc. All Rights Reserved. 31

32. Mexico
Copyright © 2010 IHS Inc. All Rights Reserved.

33. Sumario Economico Mexico
Real GDP Growth (%) Consumer Price Inflation (%)
10 5.5
5 5.0
0 4.5
-5 4.0
-10 3.5
2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014
Exchange Rate per USD* Current Account Balance**
14 0
13 -5
12 -10
11 -15
10 -20
2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014
*Annual average, **Billions of US dollars
Copyright © 2010 IHS Inc. All Rights Reserved.

34. PIB/Capita
(US $ ,000)
20
18
16
14
12
10
8
6
4
2
0
1990 1995 2000 2005 2010 2015 2020
GDP per Capita
Copyright © 2010 IHS Inc. All Rights Reserved. 34

35. Cambio Monetario
(LCU/US$)
16,0
14,0
12,0
10,0
8,0
6,0
4,0
2,0
0,0
1990 1995 2000 2005 2010 2015 2020
MP$/US$
Copyright © 2010 IHS Inc. All Rights Reserved. 35

36. CETES – Tasas a Corto Plazo
(Percent)
60,0
50,0
40,0
30,0
20,0
10,0
0,0
1990 1995 2000 2005 2010 2015 2020
CETES
Copyright © 2010 IHS Inc. All Rights Reserved. 36

37. Tasa de Desempleo
(Percent)
6,0
5,0
4,0
3,0
2,0
1,0
0,0
1990 1995 2000 2005 2010 2015 2020
Unemployment Rate
Copyright © 2010 IHS Inc. All Rights Reserved. 37

38. Ventas — Promedio Mensual vs.
Fondos Para Creditos Durables
Billion Pesos
1200 Thousand Units 100,00
1150 90,00
1100 80,00
Credit is limiting momentum
1050 70,00
1000 60,00
950 50,00
900 40,00
850 30,00
800 20,00
750 10,00
700 0,00
2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
LV Sales (left scale) Credit Durable Goods
Copyright © 2010 IHS Inc. All Rights Reserved. 38

39. Ventas — Promedio Mensual vs. Indice de
Confianza del Consumidor
1200 Thousand Units Index 120
1100 110
1000 100
900 90
800 80
700 70
2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
LV Sales (left scale) Consumer Confidence
Copyright © 2010 IHS Inc. All Rights Reserved. 39

40. Perspectivas del Mercado Mexicano
Units
1,400,000
Used car imports and credit availability limit growth 30%
1,300,000
1,200,000 20%
1,100,000 10%
1,000,000
0%
900,000
-10%
800,000
700,000 -20%
600,000 -30%
1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020
Light Veh -L Annual Change -R
Copyright © 2010 IHS Inc. All Rights Reserved. 40

41. Market Share de Vehiculos Ligeros
Millions
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
2005 2007 2009 2011 2013 2015 2017 2019
OTHER SUZUKI MITSUBISHI DAIMLER AG RENAULT
MAZDA HONDA TOYOTA CHRYSLER LLC FORD
VW GROUP GM NISSAN
Copyright © 2010 IHS Inc. All Rights Reserved.

42. Perfil de Nuevos Productos
2010 2011 2012 2013 2014 2015
C2 Drop, Entry Silverado, Sierra, Captiva, SRX,
GM Sonic, 9-4
CUV Granite Anthem, 9-4
VW Jetta Beetle Beetle Cabrio Polo MQB Jetta MQB
Sentra, Note,
Nissan Micra/Tiida
NV200
Frontier
Ford Fiesta Fusion, MKZ B-CUV Fiesta
Chrysler 500 Freemont Ram Van B-CUV Journey
Toyota Tacoma Yaris
Honda CR-V
Hyundai Accent
Copyright © 2010 IHS Inc. All Rights Reserved. 42

43. Argentina
Copyright © 2010 IHS Inc. All Rights Reserved.

44. Sumario Economico Argentina
Real GDP Growth (%) Consumer Price Inflation (%)
10 15
8
6 10
4
5
2
0 0
2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014
Exchange Rate per USD* Current Account Balance**
5.0 15
4.5 10
4.0
5
3.5
3.0 0
2.5 -5
2004 2006 2008 2010 2012 2014 2004 2006 2008 2010 2012 2014
*Annual average, **Billions of US dollars
Copyright © 2010 IHS Inc. All Rights Reserved.

45. PIB/Capita
(US $ ,000)
18
16
14
12
10
8
6
4
2
0
1990 1995 2000 2005 2010 2015 2020
GDP per Capita
Copyright © 2010 IHS Inc. All Rights Reserved. 45

46. Cambio Monetario
(LCU/US$)
7,0
6,0
5,0
4,0
3,0
2,0
1,0
0,0
1990 1995 2000 2005 2010 2015 2020
AP$/US$
Copyright © 2010 IHS Inc. All Rights Reserved. 46

47. Inflacion
(Percent)
30,0
25,0
20,0
15,0
10,0
5,0
0,0
-5,0
1990 1995 2000 2005 2010 2015 2020
CPI
Copyright © 2010 IHS Inc. All Rights Reserved. 47

48. Balanza Comercial
(US $ Billion)
20,0
15,0
10,0
5,0
0,0
-5,0
-10,0
1990 1995 2000 2005 2010 2015 2020
Trade Balance
Copyright © 2010 IHS Inc. All Rights Reserved. 48

49. Ventas: Promedio Mensual vs Indice de
Confianza del Consumidor
Thousand Units Percent
90 70
65
75
60
60
55
45 50
45
30
40
15 Consumer sentiment is
recovering… so are sales 35
0 30
2003 2004 2005 2006 2007 2008 2009 2010 2011
LV Sales (left scale) Consumer Sentiment (right scale)
Copyright © 2010 IHS Inc. All Rights Reserved. 49

50. Ventas: Promedio Mensual vs
Exportaciones
Thousand Units Billion US $
90 8
75 7
6
60
5
45
4
30
3
15 Exports impact economic
momentum immediately 2
0 1
2003 2004 2005 2006 2007 2008 2009 2010 2011
LV Sales (left scale) Exports (Right)
Copyright © 2010 IHS Inc. All Rights Reserved. 50

51. Mejores Inidicadores son Crecimiento
Economico, Poblacion/Demografia y Balanza
Comercial
13.5
13.0
12.5
.6
.4 12.0
.2 11.5
.0
11.0
-.2
-.4
-.6
-.8
1992 1994 1996 1998 2000 2002 2004 2006 2008
Residual Actual Fitted
Copyright © 2010 IHS Inc. All Rights Reserved. 51

52. Perspectivas del Mercado Argentino
Escenario positivo basado en exportaciones y credito
1,6
Million Units 1,6
1,4 1,4
1,2 1,2
1,0 1,0
0,8 0,8
0,6 0,6
0,4 0,4
0,2 0,2
0,0 0,0
1994 1996 1998 2000 2002 2004 2006 2008 2010 2012 2014 2016 2018 2020
Current Base Pessimistic (20%) Optimistic (20%)
Copyright © 2010 IHS Inc. All Rights Reserved. 52

53. Parque Automotor/Densidad
Million Units Units per ‘000
18,00 400,0
16,00 350,0
14,00 300,0
12,00
250,0
10,00
200,0
8,00
150,0
6,00
4,00 100,0
2,00 50,0
0,00 0,0
Volume - L Market Share - R
Copyright © 2010 IHS Inc. All Rights Reserved.

54. Market Share de Vehiculos Ligeros
Percentage
100%
90%
80%
70%
60%
50%
40%
30%
20%
10% Asians evolve
0%
2005 2007 2009 2011 2013 2015 2017 2019
OTHER DAIMLER AG CHERY HYUNDAI NISSAN HONDA TOYOTA
FORD RENAULT FIAT GROUP GM PSA VW GROUP
Copyright © 2010 IHS Inc. All Rights Reserved.

55. Comportamiento de Segmentos para Carros
Pasajeros
Percentage
100%
90%
80%
70%
60%
50%
40%
No news is good news
30%
20%
10%
0%
2005 2007 2009 2011 2013 2015 2017 2019
N/K MPV-C MPV-B F1 E2 E1 D2 D1 C2 C1 B A
Copyright © 2010 IHS Inc. All Rights Reserved.

56. Comportamiento de Segmentos para
Comerciales Ligeros
Percentage
100%
90%
80%
70%
60%
50% SUV-C is a segment buster
40%
30%
20%
10%
0%
2005 2007 2009 2011 2013 2015 2017 2019
SUV-E SUV-D SUV-C SUV-B PUP-D PUP-C PUP-B N/K MVAN MPV-D MIC CDV
Copyright © 2010 IHS Inc. All Rights Reserved.

57. Produccion: Inversiones que Complementan
el Crecimiento de MERCOSUR
1,60 Million Units
1,40
• Capacity is 1 million
• Honda has only new
1,20
plant (Campana)
1,00
0,80
0,60
0,40
0,20
0,00
1995 1997 1999 2001 2003 2005 2007 2009 2011 2013 2015 2017 2019
Light Vehicle Production Capacity OPTIMISTIC PESSIMISTIC
Copyright © 2010 IHS Inc. All Rights Reserved. 57

58. Ventas de Vehiculos por Segmento e Origen
2010 2010
Local Imp. Total Local Imp. Total
A-Segment Car 0 16,890 16,890 B-Segment Car 129,449 203,833 333,282
A-Segment LCV 0 0 0 B-Segment LCV 0 7,562 7,562
A-Segment MPV 0 0 0 B-Segment MPV 0 9,291 9,291
A-Segment Pickup 0 0 0 B-Segment Pickup 0 7,858 7,858
A-Segment SUV 0 0 0 B-Segment SUV 0 21,596 21,596
TOTAL 0 16,890 16,890 TOTAL 129,449 250,140 379,589
% 0.0% 100.0% % 34.1% 65.9%
Segmento A Segmento B
2010 2010
Local Imp. Total Local Imp. Total
C-Segment Car 31,812 61,342 93,154 D-Segment Car 13 10,546 10,559
C-Segment LCV 28,807 0 28,807 D-Segment LCV 0 214 214
C-Segment MPV 2,098 12,483 14,581 D-Segment MPV 0 4,302 4,302
C-Segment Pickup 0 0 0 D-Segment Pickup 0 0 0
C-Segment SUV 0 13,829 13,829 D-Segment SUV 0 7,627 7,627
TOTAL 62,717 87,654 150,371 TOTAL 13 22,689 22,702
% 41.7% 58.3% % 0.1% 99.9%
Segmento C Segmento D
Copyright © 2010 IHS Inc. All Rights Reserved. 58

59. Ventas de Vehiculos por Segmento e Origen
2010 2010
Local Imp. Total Local Imp. Total
CompactFF Car 0 0 0 FullSizeFF Car 0 0 0
CompactFF LCV 0 2,077 2,077 FullSizeFF LCV 3,105 4,063 7,168
CompactFF MPV 0 0 0 FullSizeFF MPV 0 0 0
CompactFF Pickup 38,232 12,379 50,611 FullSizeFF Pickup 0 2,581 2,581
CompactFF SUV 2,017 789 2,806 FullSizeFF SUV 0 0 0
TOTAL 40,249 15,245 55,494 TOTAL 3,105 6,644 9,749
% 72.5% 27.5% % 31.8% 68.2%
Compact BOF Fullsize BOF
Copyright © 2010 IHS Inc. All Rights Reserved. 59

60. Argentina Scorecard
Pluses: Minuses:
• Economia en repunte • Inflacion
• Confianza del Consumidor
• Financiamiento
• Elecciones
• Commodities
• Cambio de Moneda (Importados)
• Mayor exportador de oro • Demografias
• Estabilizacion de Finanzas Publicas • Crecimiento de la Poblacion
• Infraestructura (Energia) • Motorizacion
• Empleo • Dependencia en commodities
• Cambio de moneda (Exportaciones)
• Apoyo Gubernamental a la Industria
• Nueva gama de productos
• Inversion de las terminales
Copyright © 2010 IHS Inc. All Rights Reserved. 60

61. Muchas Gracias por vuestra
atencion!
Guido Vildozo
Manager, Latin America
Junio 17, 2011
guido.vildozo@ihs.com
Copyright © 2010 IHS Inc. All Rights Reserved. 61