Valeo (FR) Investor presentation summary

AI integration in products

• Embedded intelligence and agentic AI are being developed to enhance vehicle safety, efficiency, and user experience, moving from simple assistance to autonomous, context-aware actions.

• AI leverages both analytical (parking, driving) and emotional (comfort, intuitive interaction) aspects for a desirable vehicle experience.

• Over 20 years of AI expertise, evolving from sensor-based systems to advanced multimodal perception and deep learning in ADAS products.

• Diverse AI approaches include vision-language models, world models, and hybrid stacks for scene understanding, prediction, and action.

• Partnerships with ecosystem leaders and open-source initiatives drive the development of next-gen foundation models and system integration.

AI to master complexity and reduce R&D costs

• AI adoption accelerates software development, reducing cycles from 6 to 3 weeks and boosting productivity through automation and virtualization.

• 100% of software engineers are trained in generative AI, with 35% of certified automotive code AI-generated by Q1 2026.

• End-to-end AI-native engineering transforms roles from coding to agent coordination and critical decision-making.

• Virtualization and simulation enable earlier bug detection, robust testing, and cost reduction in large development programs.

• AI toolchains and architecture-centric approaches shift focus from execution to optimization, enhancing long-term competitiveness.

AI as a growth engine and market opportunity

• Data center liquid cooling is a rapidly growing market, projected to expand from €3bn in 2025 to over €50bn by 2035.

• A full suite of liquid cooling solutions, including aluminium rear door cooling, 1-phase and 2-phase CDU & manifolds, and passive cooling, are under validation or ready for production.

• Proprietary smart controllers and predictive maintenance enhance scalability, reliability, and efficiency of cooling systems.

• Global industrial footprint with more than 30 million heat exchangers and thermal modules produced annually supports scalability and sovereignty.

• Over 100 years of thermal management expertise positions the company as a key partner for data center sustainability and growth.