Sub-theme: Electric vehicles
As a key supplier to the automotive industry, Aptiv’s mission is to ‘enable a safer, greener and more connected future of mobility’. The company’s products include high-voltage wiring and electrical centres, power distribution boxes and battery connectors, plug-in chargers and light-weight aluminium wiring all for use in electric vehicles. The company is also a major supplier of active and automated safety systems including collision warning systems, lidar units and other sensing technologies that enable active safety features, such as lane departure warning and auto braking.
Impact Score: 17%
Aptiv’s technology plays a key role in enabling both advanced safety technologies, as well as greater powertrain electrification. Intellectual property in safety applications offers significant improvements in automotive safety benefits. Approximately 80% of revenues are derived from products and services with either environmental or safety benefits.
Fundamental Quality: 74%
Supplying automotive components is typically seen as an unattractive market. A focus on electrification and active safety enables Aptiv to grow faster than the market as a whole. A strong competitive position and robust management of ESG issues also enable the company to earn attractive margins for the sector.
(per £1m invested)
- Also sells products for ICE vehicles which emit greenhouse gases
- Small % of revenues (<5%) are from sales to military
- Generation of electronic waste at the end of the product’s life
