Japan Aviation Electronics Industry, Limited · TSE:6807
Japan Aviation Electronics Industry — Q1 FY2022 Earnings Presentation
12 slides from Japan Aviation Electronics Industry's earnings presentation, Jul 27, 2022
Slide 1: Financial Results for Q1 FY2022
Financial Results for Q1 FY2022 (Apr. to Jun 2022) July 27, 2022 6807 Japan Aviation Electronics Industry, Ltd. Copyright © 2022 | Japan Aviation Electronics Industry, Ltd.
Slide 2: Net Sales and Incomes
Net Sales and Incomes (JPY in 100millions) Year/Year Sequetial Q1 FY2021 Q4 FY2021 Q1 FY2022 Change Change Jun 30, 2021 Mar. 31, 2022 Jun 30, 2022 1QFY2022/1QFY2021 1QFY2022/4QFY2021 Net Sales 525 553 565 39 107% 11 102% Operating 36 36 52 16 145% 16 146% Profit to Net Sales 6.9% 6.5% 9.3% Ordinary
Slide 3: Net Sales by Market Segment
Net Sales by Market Segment (JPY in 100millions) Year/Year Sequential Q1 FY2021 Q4 FY2021 Q1 FY2022 Change Change 3 months ended Jun 30, 2021 Mar. 31, 2022 Jun 30, 2022 1QFY2022/1QFY2021 1QFY2022/4QFY2021 Component Component Component Ratio Ratio Ratio Mobile Devices 206 39% 187 34% 225 40% 19 109%
Slide 4: Connector Business
Connector Business (JPY in 100millions) Sales by Market Segment 528 514 495 500 470 470 259 238 187 225 Mobile Devices 206 191 191 195 181 Automotive 192 Industrial & 69 Infrastructure 58 62 67 70 0 PC・LCD・TV Others 15 17 18 18 20 Q1/FY2021 Q2/FY2021 Q3/FY2021 Q4/FY2021 Q1/FY2022 Copyright © 2022 |
Slide 5: UIS Business
UIS Business (JPY in 100millions) Sales by Market Segment 28 29 27 28 24 15 17 20 17 Automotive 18 14 14 12 Industrial & 11 10 Infrastructure 9 0 Q1/FY2021 Q2/FY2021 Q3/FY2021 Q4/FY2021 Q1/FY2022 Copyright © 2022 | Japan Aviation Electronics Industry, Ltd. 5
Slide 6: Aerospace Business
Aerospace Business (JPY in 100millions) Sales by Market Segment 53 50 37 37 38 35 26 25 24 30 Industrial & Infrastructure 18 and Automotive 18 Defense & 12 13 Space 8 9 0 Q1/FY2021 Q2/FY2021 Q3/FY2021 Q4/FY2021 Q1/FY2022 Copyright © 2022 | Japan Aviation Electronics Industry, Ltd. 6
Slide 7: Net Sales and Profits By Business Segment
Net Sales and Profits By Business Segment (JPY in 100millions) Year/Year Sequetial Q1 FY2021 Q4 FY2021 Q1 FY2022 Change Change 3 months ended Jun 30, 2021 Mar. 31, 2022 Jun 30, 2022 1QFY2022/1QFY2021 1QFY2022/4QFY2021 Sales 470 470 495 25 105% 25 105% Connector Segment Profit 46.8 36.5 57.2 10.4 122
Slide 8: Revision of projections
Revision of projections ▶ The projections for the first half has been revised upward based on the results for Q1 financial results, demand for the Q2, and exchange rate assumption. (JPY in 100millions) Projections Revised Projections FY2021 announced for FY2022 Apr. 2022 Year/Year Change 1H 1H 1H 1H
Slide 9: Projections for Net Sales by Business Segment
Projections for Net Sales by Business Segment (JPY in 100millions) Revised Projections Projections FY2021 announced for FY2022 Apr. 2022 Year/Year Change 1H 1H 1H 1HFY2022/1HFY2021 Connector 999 1,075 76 108% 1,070 UIS 55 62 7 112% 55 Aerospace 63 88 25 141% 80 Others 4 5 1 134% 5 Total 1,120 1,230
Slide 10: Projections for Net Sales by Market Segment
Projections for Net Sales by Market Segment (JPY in 100millions) Revised Projections Projections FY2021 announced for FY2022 Apr. 2022 Year/Year Change 1H 1H 1H 1HFY2022/1HFY2021 Mobile 464 495 31 107% 460 Devices Automotive 423 440 17 104% 460 Industrial & Infrastructure 178 240 62 135% 240 Others
Slide 11: Copyright © 2022 | Japan Aviation Electronics Industry, Ltd.
Copyright © 2022 | Japan Aviation Electronics Industry, Ltd.
Slide 12: Cautionary Statement
<Cautionary Statement> The plans, strategies & results forecasts and targets for our company and our consolidated affiliates (hereinafter JAE) noted in these materials are forecasts and targets as of July 27, 2022, and include risks and uncertainties. The targets noted in these materials are not pro
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