Borgwarner Inc at JPMorgan Auto Conference (Virtual) Transcript

Aug 11, 2021 / 01:30PM GMT
Ryan J. Brinkman - JPMorgan Chase & Co, Research Division - Senior Equity Research Analyst

Good morning. I'm Ryan Brinkman, the U.S. autos analyst at JPMorgan. Thanks for joining us for the 2021 JPMorgan Automotive Conference. Very happy to get started with our next presentation, which is a fireside chat between myself and Frederic Lissalde, the President and Chief Executive Officer of Borgwarner; and Patrick Nolan, Vice President of Investor Relations. Fred and Pat, thanks so much for being here. We really appreciate it.

Frederic B. Lissalde - BorgWarner Inc. - President, CEO & Director

Pleasure.

Ryan J. Brinkman - JPMorgan Chase & Co, Research Division - Senior Equity Research Analyst

Maybe a good first place to start is just by reviewing some of your recent electrification awards. As part of the charging forward plan that was discussed back in March, you targeted a very aggressive growth in electrification. There wasn't an immediate positive reaction in the shares, though, indicating that some investors

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