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BorgWarner banks on resilient portfolio to drive growth

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BorgWarner banks on resilient portfolio to drive growth

BorgWarner’s Stefan Demmerle says the company’s presence across combustion, hybrid and electric powertrains gives it the flexibility to respond as markets, technologies and customer demand evolve.

BorgWarner is betting on a multi-energy portfolio spanning ICE, hybrid and electric powertrains.

The company acknowledges it over-invested in electrification but sees portfolio diversity as a key strength.

India is emerging as a strategic growth and engineering hub for BorgWarner.

China and Europe face excess capacity amid volatile demand, tariffs and supply-chain pressures.

Stefan Demmerle makes it amply clear that while BorgWarner may have invested a lot in electrification , it never placed its bets exclusively on this space. “We never did. We did some M&As, but that was in order to get our product portfolio to a level so that it was resilient enough for the market and its evolution,” the Vice President, President & General Manager of BorgWarner Battery Energy Systems and Chief Technology Officer, told ET Auto during the recent IAA Transportation 2026 in Hannover. The US-headquartered automotive supplier , which makes electric motors, power electronics, turbochargers and transmission components, had to write off some of these investments. Advt

“That is also public knowledge since we over-invested. But when you look at our portfolio today, it is very resilient,” he added. Eventually, it boils down to diversity and robustness of the product portfolio where “you do not want to make yourself too dependent on a single trend”. When investors sought a spinoff Interestingly, BorgWarner’s investors had once asked top management to consider spinning off the electrification business.


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