Johnson Electric Holdings Limited · HKEX:179
Johnson Electric — Q1 FY23/24 Earnings Presentation
9 slides from Johnson Electric's earnings presentation, July 2023
Slide 1: FY23/24 Business Update for the June 2023 Quarter
FY23/24 Business Update For the June 2023 Quarter Investor Briefing July 2023
Slide 2: Disclaimer
Disclaimer This presentation contains certain forward-looking statements with respect to the financial condition, results of operations and business of Johnson Electric and certain plans and objectives of the management of Johnson Electric. Words such as “outlook”, “expects”, “anticipates”, “intends
Slide 3: Group Sales Changes Quarter Ended 30 June 2023
Group Sales Changes Quarter Ended 30 June 2023 Reported sales increased 14% 15% underlying sales growth* * Excluding currency movements and the Oct 2022 acquisition of Pendix Page 3 A World of Motion. Powered by Sustainable Innovation…
Slide 4: APG Sales June Quarter
APG Sales June Quarter Reported sales increased 21% Underlying sales* grew by 23%, outpacing light vehicle production * Excluding currency movements Page 4 A World of Motion. Powered by Sustainable Innovation…
Slide 5: APG Multiple-Period Sales Changes vs. Light Vehicle Production
APG Multiple-Period Sales Changes vs. Light Vehicle Production Solid track record of surpassing light vehicle production Page 5 A World of Motion. Powered by Sustainable Innovation…
Slide 6: IPG Sales June Quarter
IPG Sales June Quarter (21%) +3% +3% (14%) Lower demand for home-centric products and high inventory in retail and manufacturing channels, but sales still exceed pre-COVID levels Page 6 A World of Motion. Powered by Sustainable Innovation…
Slide 7: Chairman's comments of Sales Performance and Outlook
Chairman’s comments of Sales Performance and Outlook Encouraging start to the first quarter of FY23/24 APG performing soundly Strong end market demand in all major regions Growth driven by pent up consumer demand for new replacement vehicles as semiconductor availability has gradually recove
Slide 8: Supplemental Information
Supplemental Information Page 8 A World of Motion. Powered by Sustainable Innovation…
Slide 9: Average Exchange Rates June 2023 Quarter vs. June 2022 Quarter
Average Exchange Rates June 2023 Quarter vs. June 2022 Quarter Page 9 A World of Motion. Powered by Sustainable Innovation…
Johnson Electric Holdings — Q1 FY23/24 Earnings Presentation on 6ix