AUTOLIV Business Summary

Autoliv Inc. (ALV) is the world’s largest supplier of automotive safety systems, commanding an estimated 44% global market share in passive safety as of March 2026. The company generates revenue through the design and manufacture of two primary product segments: Airbags and Associated Products (including steering wheels and inflators) and Seatbelts and Associated Products. Its business model relies on high-volume supply contracts with nearly all major global automotive OEMs, including Volkswagen, Stellantis, and the Renault-Nissan-Mitsubishi alliance. In fiscal year 2025, Autoliv achieved record net sales of $10.8 billion, bolstered by aggressive growth in China and India. While it faces competition from Tier 1 suppliers such as ZF Friedrichshafen, Joyson Safety Systems (JSS), and Toyoda Gosei, Autoliv maintains a dominant market position through its extensive global footprint of 62 production facilities and a massive R&D moat supported by 13 technical centers. The company was founded in 1953 by Lennart Lindblad, who pioneered the first two-point static seatbelt in 1956. Today, the executive team is led by President and CEO Mikael Bratt, a former Volvo Group veteran with three decades of industry experience in operations and finance. Key leadership includes Executive Vice President and CTO Fabien Dumont, who has been with the firm since 1998 and previously directed engineering for its high-growth Chinese division, and CFO Fredrik Westin, who continues to serve through March 31, 2026, to ensure a seamless transition for his successor. The Board of Directors is chaired by Jan Carlson, the former CEO of both Autoliv and Veoneer. Notable institutional investors include Cevian Capital, which remains the largest shareholder, as well as BlackRock, Vanguard, and Swedbank Robur Fonder, which collectively anchor the company’s public ownership structure.