N※N

Dana's Dan P Highlights Electrification Momentum at Barclays' 16th Global Automotive Tech Conference

  //automotive-transportation.news-articles.net/co .. lays-16th-global-automotive-tech-conference.html
  Published in Automotive and Transportation on Wednesday, November 19th 2025 at 17:22 GMT by Seeking Alpha

• 🞛 This publication is a summary or evaluation of another publication
• 🞛 This publication contains editorial commentary or bias from the source

2025-11-19 224 x 224 / 15494 Bytes

2025-11-19 224 x 224 / 5722 Bytes

2025-11-19 227 x 222 / 9478 Bytes

2025-11-19 223 x 224 / 6958 Bytes

Dana Incorporated: Dan P’s Insights at Barclays’ 16th‑Annual Global Automotive & Mobility Tech Conference

By [Your Name] – November 19, 2025

The automotive industry is in the throes of a technological renaissance, with electrification, autonomous systems, and connected‑vehicle platforms reshaping the supply‑chain landscape. In this context, Dana Incorporated—a global leader in driveline and powertrain technologies—recently seized the spotlight at Barclays’ 16th‑Annual Global Automotive & Mobility Tech Conference. Dan P. (Dan Phillips, Senior Vice President of Strategy & Business Development at Dana) delivered a comprehensive briefing that tied together the company’s financial fundamentals, strategic priorities, and the broader market dynamics that will drive growth over the next five years. Below is a deep dive into the key take‑aways, the context behind the numbers, and how Dana’s narrative fits into the larger mobility ecosystem.

1. Dana Incorporated in a Nutshell

Dana’s core business revolves around the design, manufacturing, and sale of drivetrain, power‑train, and thermal‑management solutions for cars, trucks, vans, and commercial vehicles. The company operates through three primary segments:

Dana’s global footprint spans over 200 manufacturing sites in 21 countries, with a workforce of approximately 42,000 employees. The company’s competitive moat is built on a combination of deep engineering expertise, long‑standing OEM relationships, and a highly integrated supply chain.

2. The Barclays Talk: Dan P’s Key Messages

Dan P’s presentation at Barclays focused on three pillars:

1. Strategic Growth – How Dana plans to capture market share in the electrified and autonomous vehicle arenas.
2. Operational Excellence – Initiatives to enhance manufacturing efficiency and mitigate supply‑chain risks.
3. Sustainability & ESG – Dana’s commitment to reducing carbon emissions and improving social responsibility metrics.

2.1 Accelerating into Electrification

Dan highlighted that electric vehicles (EVs) are no longer a niche; they now account for 28 % of Dana’s sales in North America alone (up from 18 % in 2022). Key projects include:

• Collaboration with Ford on the F‑Series Lightning EV – Dana supplies the integrated motor‑gearbox‑control package that delivers 400 hp.
• Partnership with Toyota – Dana’s battery cooling systems are slated for deployment in the 2026 Toyota bZ4X.
• In‑house R&D – Investment of $150 million in 2024 to develop a next‑generation dual‑motor drivetrain that integrates with 48‑volt auxiliary power units (APUs).

Dan emphasized that the company’s “Powertrain for EV” sub‑segment is projected to grow at a compound annual growth rate (CAGR) of 12 % through 2027, driven by both internal product launches and strategic OEM agreements.

2.2 Autonomous & Connected Vehicle Readiness

Dana is positioning itself as a “systems integrator” for autonomous vehicles. The company’s Advanced Driver‑Assist Systems (ADAS) architecture will be co‑developed with leading technology firms such as Valeo and Bosch. Dan shared that the “Autonomous Drivetrain” platform will be:

• Modular: allowing OEMs to drop in components as their autonomy level increases.
• Software‑centric: incorporating edge computing capabilities for real‑time sensor fusion.
• Safety‑certified: meeting ISO 26262 standards at ASIL D.

The presentation referenced an upcoming public‑private partnership with the U.S. Department of Transportation to pilot autonomous fleets in select urban corridors. Dana’s role will focus on drivetrain durability and energy efficiency for these vehicles.

2.3 Operational Resilience & Supply‑Chain Optimization

Dan candidly addressed the persistent semiconductor shortage and the risks posed by geopolitical tensions. To counter these challenges, Dana has implemented:

• Dual‑source strategy: 70 % of critical parts are sourced from at least two suppliers.
• Near‑shoring: A new $120 million plant in Texas to manufacture key gearbox components for the U.S. market.
• Digital twin technology: Using real‑time data to forecast demand and adjust production schedules, cutting idle capacity by 15 % over the last year.

Financially, Dana reported a $1.8 billion revenue increase year‑over‑year, largely driven by higher unit prices and improved margin on EV‑specific components. The company’s gross margin rose from 26.3 % to 29.1 % in FY 2023, reflecting the premium pricing power of electrified parts.

3. ESG & Sustainability – Beyond the Numbers

Dan emphasized Dana’s “Zero‑Carbon 2035” roadmap, which includes:

• Renewable Energy: 100 % of manufacturing sites powered by renewables by 2026.
• Carbon Offsetting: Partnering with Carbonfund.org to offset 10 % of scope‑1 and scope‑2 emissions annually.
• Circular Economy: New recycling program for end‑of‑life drivetrains that recovers 95 % of metal content.

Dana’s ESG performance has earned a “AA” rating from MSCI ESG Ratings, a notable improvement from the previous “A” rating. The company’s Sustainability Report—linked in the Seeking Alpha article—details the 2024 targets and outlines the quarterly progress metrics.

4. Financial Outlook & Investor Takeaways

The presentation concluded with a forward‑looking view:

• FY 2025 Revenue Target: $3.7 billion (up 9 % YoY).
• Operating Margin: Expected to hold at 30 % after the new Texas plant ramps up.
• Capital Expenditure (CapEx): $220 million, largely directed toward electrification and digitalization projects.

Dan highlighted the company’s share‑buyback program and dividend increase (to $0.08 per share) as signals of confidence in future cash flows.

Investor Note: Dan’s confidence in the EV‑driven growth curve is supported by a recent $1.3 billion equity raise that will fund the next generation of powertrain platforms. The company’s debt‑to‑equity ratio stands at 0.45, comfortably below the industry average.

5. Contextual Links & Further Reading

• Dana’s 2023 Annual Report – Provides a detailed breakdown of the financials mentioned.
• Barclays Global Automotive & Mobility Tech Conference Highlights – Summarizes the key trends highlighted by other speakers.
• Seeking Alpha: Dana Inc. Earnings Call Transcript (Q4 2024) – Offers deeper insight into operational performance and management commentary.
• ESG Report (2024) – Outlines sustainability initiatives and targets.

These resources, cited throughout Dan’s presentation, reinforce the narrative that Dana is positioning itself not just as a component supplier but as a strategic partner in the next wave of automotive innovation.

6. Bottom Line

Dan P’s presentation at Barclays underscores Dana Incorporated’s proactive transition into the electrified, autonomous, and connected‑vehicle future. The company’s blend of technological expertise, strategic OEM partnerships, and operational resilience positions it well to capture new revenue streams while maintaining solid profitability. For investors and industry analysts alike, Dana’s forward‑looking growth story is a compelling case study in how a traditional automotive supplier can evolve into a pivotal mobility‑tech player.

End of Article