APTIV PLC at Wells Fargo Industrials & Materials Conference Transcript
Okay. Cool. Yeah, why don't we get started? Maybe people will come in after. Yeah, I'm happy to kick off actually the first section, mostly autos today on this track with Aptiv. We have Kevin Clark, the CEO; and Varon Laroyia, the CFO.
Following the spin for Scigent, Aptiv is now a much cleaner connector play with active safety and user experience. And more focused on the really the secular growth areas. And the strong underlying growth profile is really one of the drivers of our overweight rating on the stock.
I think we just did our navigator report looking at all the different parts of the vehicle and there's just really few parts of the car that are actually growing. It's pretty tough for suppliers and you guys are focused on some of those key growth areas. So maybe to kick it off, as I mentioned.
You do have a spin. How should investors think about the company with the refocus on the new business divisions? And what do you think is important going forward with that transformation?
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