Dana Navigates EV Shift, Ethics & Supply Chain Resilience at Barclays Tech Conference

By Stephanie Kelly

November 14, 2025

MAUMEE, Ohio – Dana Incorporated (NYSE: DAN) is set to participate in the Barclays 16th Annual Global Automotive and Mobility Tech Conference on November 19th, offering a key opportunity for investors to gain insight into the company’s strategy amidst a rapidly evolving automotive landscape. With the industry undergoing a dramatic shift towards electrification, and facing ongoing supply chain challenges, Dana’s CFO, Timothy Kraus, will be fielding questions about the company’s positioning and outlook.

Beyond navigating the complexities of the electric vehicle transition, Dana is also actively emphasizing its commitment to ethical conduct and building a resilient supply chain – themes that are increasingly crucial for attracting investors and maintaining a positive brand reputation. The company's recent recognition as one of the “World’s Most Ethical Companies” for 2025 by Ethisphere, and inclusion in Newsweek’s “America’s Most Responsible Companies 2025,” underscores this focus.

Electrification: Balancing Growth and Market Headwinds

Dana has been strategically investing in electrification for several years, offering complete electric powertrain systems for light vehicle, commercial vehicle, and off-highway applications. The company’s approach centers around modularity and integration – enabling scalability and adaptability for various vehicle architectures. Acquisitions of companies like TM4 Inc. and Ashwoods have bolstered these capabilities, allowing Dana to produce core e-drive components.

However, the path to EV dominance hasn’t been without challenges. Recent financial reports indicate softening demand for electric vehicles, impacting sales in certain segments. One analyst noted, “While Dana is well-positioned in the EV space, they are still subject to broader market forces. The pace of EV adoption isn’t always linear.” Despite this, Dana maintains a long-term bullish outlook on electrification, anticipating significant growth in content per vehicle as EV penetration increases.

“We believe electrification represents a substantial growth opportunity for Dana,” said a source within the company. “We are focused on delivering innovative solutions that address the evolving needs of our customers while maximizing shareholder value.”

Beyond Technology: The Ethics Imperative

In today’s business climate, financial performance isn’t enough. Investors are increasingly scrutinizing companies’ environmental, social, and governance (ESG) practices. Dana’s consistent recognition as an ethical leader provides a competitive edge.

“ESG is no longer a ‘nice to have’ – it’s a ‘must have’,” explained a sustainability consultant who works with automotive suppliers. “Companies that prioritize ethical conduct and responsible practices are more likely to attract long-term investment and build brand loyalty.”

Dana’s commitment to ethical sourcing, employee wellbeing, and environmental stewardship aligns with these expectations. Ethisphere’s assessment considers factors such as leadership integrity, corporate citizenship, and risk management.

Supply Chain Resilience: A Critical Priority

The automotive industry has been grappling with persistent supply chain disruptions in recent years, stemming from geopolitical instability, material shortages, and logistical bottlenecks. Dana is actively working to mitigate these risks by diversifying its supplier base, strengthening relationships with key partners, and investing in advanced supply chain technologies.

“Building a resilient supply chain is paramount,” said a supply chain analyst. “Companies need to move beyond just-in-time inventory management and build buffer stocks to protect against unforeseen disruptions.”

Dana is implementing strategies such as nearshoring and reshoring to reduce reliance on single-source suppliers and shorten lead times. They are also leveraging data analytics and artificial intelligence to improve visibility and predictability across the supply chain.

Barclays Conference: A Platform for Dialogue

The Barclays Global Automotive and Mobility Tech Conference provides a crucial platform for Dana’s leadership to engage with investors, analysts, and industry peers. Timothy Kraus is expected to address key questions regarding the company’s electrification strategy, ethical practices, and supply chain resilience.

Analysts anticipate Kraus will provide an update on Dana’s financial performance, growth outlook, and capital allocation plans. He is also likely to discuss the impact of macroeconomic factors, such as inflation and interest rates, on the company’s operations.

“Investors will be looking for clarity on Dana’s strategic priorities and how the company is navigating the challenges and opportunities in the automotive industry,” said an investment analyst covering the automotive sector. “They will also want to hear how Dana is balancing short-term profitability with long-term sustainability.”

With a current stock price of $21.75 (as of November 12, 2025), and analysts projecting an upside potential of approximately 19.76% to 21.55%, Dana Incorporated is poised to deliver value to shareholders in the years ahead. The Barclays conference represents a critical opportunity for the company to articulate its vision and demonstrate its commitment to driving innovation, sustainability, and ethical leadership.