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Faurecia SE

Earnings Release Apr 21, 2009

1321_iss_2009-04-21_47f96ced-bd40-479a-96da-963870ec4687.pdf

Earnings Release

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Press release Not for distribution, directly or indirectly, in or into the United States,

Canada, Australia or Japan

Nanterre, April 21, 2009

First quarter 2009 sales

In million euros (EUR) 1st quarter
2009
1st quarter
2008
Change
2009/2008
Automotive Seating
at constant exchange rates
872.5 1,349.1 (35.3)%
(34.7)%
Vehicle Interiors
at constant exchange rates
567.2 896.8 (36.7)%
(35.1)%
Interior Modules
at constant exchange rates
1,439.7 2,245.9 (35.9)%
(34.9)%
Exhaust Systems 381.4 740.3 (48.5)%
Excluding monoliths
& at constant exchange rates
197.9 341.2 (42.0)%
(41.5)%
Exterior Systems
at constant exchange rates
186.7 258.6 (27.8)%
(28.0)%
Other Modules 568.1 998.9 (43.1)%
Excluding monoliths 384.6 599.8 (35.9)%
& at constant exchange rates (35.7)%
Total 2,007.8 3,244.8 (38.1)%
Excluding monoliths 1,824.3 2,845.7 (35.9)%
at constant exchange rates & on
a comparable basis
(35.0)%

GROUP SALES

Faurecia's consolidated sales for the first quarter of 2009 totaled 2,007.8 million euros, slipping 38.1% in relation to the first quarter of 2008. Excluding monoliths, like-for-like sales were down 35.0%. Exchange-rate variations had a negative impact of 0.9%.

The first quarter saw a sharp drop in business around the world. However, Faurecia's effective positioning in relation to customers and products helped mitigate the effect of plummeting automotive production on its sales:

In Europe, sales totaled 1,527.1 million euros, with like-for-like sales down 34.5% excluding monoliths;

Press release Not for distribution, directly or indirectly, in or into the United States, Canada, Australia or Japan

  • In North America, sales totaled 247.6 million euros, down 47.3% like-for-like excluding monoliths;
  • In South America, sales totaled 57.5 million euros, with like-for-like sales down 1.2% excluding monoliths;
  • In Asia, sales dipped by 14% in China and 34.6% in Korea, excluding monoliths and on a like-for-like basis. Sales stood at 148.2 million euros for the region as a whole, down 14.9%, a like-for-like fall of 22.1% excluding monoliths.

BREAKDOWN OF SALES BY ACTIVITY

Interior Modules

Sales in the Interior Modules sector were down 34.9% in the first quarter of 2009 on a like-for-like basis, totaling 1,439.7 million euros.

- Automotive Seating

Like-for-like sales were down 34.7% in the first quarter:

  • . down 34.6% in Europe;
  • . down 40.6% in North America;
  • . down 20.4% in South America and 22.9% in Asia.

- Vehicle Interiors

Like-for-like sales were down 35.1%:

  • . down 36.9% in Europe;
  • . down 40.8% in North America;
  • . up 20.9% in South America, buoyed by the launch of the VW Gol;
  • . down 25.4% in Asia.

Other Modules

Sales of Other Modules were down 35.7% excluding monoliths and on a like-for-like basis, totaling 568.1 million euros.

- Exhaust Systems

Excluding monoliths, like-for-like sales were down 41.5%:

  • . down 36.7% in Europe;
  • . down 64.2% in North America;
  • . down 19.6% in Asia;
  • . down 3.1% in South America.

- Exterior Systems

Like-for-like sales were down 28.0%, experiencing a 25.1% drop in Europe (driven by the relative resistance of Audi production volumes) and 79.0% in North America, with Chrysler accounting for the majority of business.

Press release Not for distribution, directly or indirectly, in or into the United States, Canada, Australia or Japan

HIGHLIGHTS AND OUTLOOK

Business in the first quarter was marked by a severe contraction in January and February, with like-for-like sales down 38.2% and 42.9% excluding monoliths. The situation began to stabilize in March—particularly in Europe—with a drop of 24.1%. This confirms Faurecia's working hypothesis for 2009, forecasting a 20% drop in sales in Europe and a 30% drop in North America.

In the first quarter, Faurecia also implemented the "Challenge 2009" plan announced in February. This plan, targeting 2009 cost savings of 600 million euros, is now in place and is producing the expected results. The direct production costs have been reduced in the first quarter and adjusted to match production volumes for the month of March. Fixed charges were also down in the first quarter by 90 million euros, in line with the annual target of 300 million euros.

In April, Faurecia also completed the first stage of its campaign to secure financing outlined in the "Challenge 2009" plan. This initial step, covering a total of 1,633 million euros, involves loans totaling 1,170 million euros from banks and 250 million euros from Peugeot SA, along with an additional credit line of 213 million euros. The first two arrangements were renegotiated to adapt covenants to the sharp drop in automotive production and its impact on 2009 sales, particularly in the first half of the year.

The second stage of the financing plan will involve a capital increase of 450 million euros underwritten by Peugeot SA., which will be put to the vote at the Shareholders' Meeting on April 23, 2009.

Faurecia is one of the world's leading automotive equipment suppliers, specializing in four major activities: seats, vehicle interiors, front ends and exhaust systems. In 2008, the Group posted sales of 12.01 billion euros. It has operations in 29 countries at 190 sites and 28 R&D centers. Faurecia is listed on the NYSE Euronext Paris stock exchange. For more information visit: www.faurecia.com

Disclaimer:

Not for distribution, directly or indirectly, in or into the United States, Canada, Australia or Japan.

The distribution of this press release may be restricted by law in certain jurisdictions. Persons into whose possession this document comes are required to inform themselves about and to observe any such restrictions.

This press release and the information contained herein in no way represent an offer of securities for sale nor the solicitation of an offer to purchase securities, in the United States or any other country.

Securities may not be offered or sold in the United States unless they are registered under the U.S. Securities Act of 1933, as amended or exempt from registration. The shares and preferential subscription rights of Faurecia have not been and will not be registered under the U.S. Securities Act and Faurecia does not intend to make a public offer of its securities in the United States. Copies of this document are not being, and should not be, distributed in or sent into the United States.

Press release

Not for distribution, directly or indirectly, in or into the United States, Canada, Australia or Japan

The distribution of this press release (which term shall include any form of communication) is restricted pursuant to section 21 (restrictions on financial promotion) of Financial Services and Markets Act 2000 ("FMSA"). In relation to the United Kingdom, this document is only being distributed to, and is directed only at, persons (i) who have professional experience in matters relating to investments falling within Article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion Order) 2005, as amended (the "Order"), (ii) falling within Article 49(2) (a) to (d) of the Order and (iii) to whom it may otherwise lawfully be distributed (all such persons together with Qualified Investors (as defined in Prospectus Directive) being referred to as "relevant persons"). This document must not be acted on or relied on in the United Kingdom by persons who are not relevant persons. Any investment or investment activity to which this document relates is available only in the United Kingdom to relevant persons, and will be engaged in only with such persons. By receiving this document you are deemed warrant to the Company that you fall within the categories of persons described above.

Contacts: Press

Olivier Le Friec Press Relations Manager Tel. +33 (0)1 72 36 72 58 Cell +33 (0)6 76 87 30 17 [email protected]

Hélène Ducournau-Josselin Press Relations Tel. +33 (0)1 72 36 70 55 Cell +33 (0)6 98 05 35 33 [email protected] Analysts/Investors Bruno de Chiffreville Investor Relations Tel. +33 (0)1 72 36 75 70 Cell +33 (0)6 76 87 30 17 [email protected]

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