Automotive
OEMs, tier-1 and tier-2 suppliers. Transformation towards electrification, working capital pressure and global footprint questions.
Challenges we see
- Combustion programmes running out while the EV ramp-up is delayed, leaving capacity gaps in plants and tooling
- OEM price pressure meets high material and energy costs; renegotiation decides the margin
- Tier-2 failures put the supply chain at risk; safeguarding and resourcing tie up liquidity