Japan Aviation Electronics Industry, Limited · TSE:6807

Japan Aviation Electronics Industry — Q1 FY2017 Earnings Presentation

12 slides from Japan Aviation Electronics Industry's earnings presentation, Jul 26, 2017

1. Slide 1: Financial Results for 1Q FY2017

   Financial Results for 1Q FY2017 July 26, 2017 6807 Japan Aviation Electronics industry, Ltd. Copyright ©2017. Japan Aviation Electronics Industry. Ltd

2. Slide 2: Net Sales and Incomes

   Net Sales and Incomes Technology to Inspire Innovation (JPY in 100 millions) Year/Year Sequential 1Q FY2016 4Q FY2016 1Q FY2017 Change Change 3 months ended Jun 30, 2016 Mar 31, 2017 Jun 30, 2017 1QFY2017/1QFY2016 1QFY2017/4QFY2016 Growth Growth Rate Rate Net Sales 367 594 594 227 162% 0 100% Operat

3. Slide 3: Quarterly Net Sales and Operating Income

   Quarterly Net Sales and Operating Income Technology to Inspire Innovation （JPY in 100 millions） 602 594 594 Net Sales 532 367 Operating Income to Net Sales 7.0% 49 6.8% 6.2% 42 37 40 5.1% 38 Operating Ordinary Income Income 27 24 3.9% 16 14 3 1Q/FY2016 2Q/FY2016 3Q/FY2016 4Q/FY2016 1Q/FY2017 Copyrig

4. Slide 4: Net Sales by Market Segment

   Net Sales by Market Segment Technology to Inspire Innovation (JPY in 100 millions) Year/Year Sequential 1QFY2016 4QFY2016 1QFY2017 Change Change 3 months ended Jun 30, 2016 Mar 31, 2017 Jun 30, 2017 1QFY2017/1QFY2016 1QFY2017/4QFY2016 Component Component Component Growth Growth Mobile Ratio Ratio Ra

5. Slide 5: Net Sales by Business Segment

   Net Sales by Business Segment Technology to Inspire Innovation (JPY in 100 millions) Sequential 1QFY2016 4QFY2016 1QFY2017 Year/Year Change Change 3 months ended Jun 30, 2016 Mar 31, 2017 Jun 30, 2017 1QFY2017/1QFY2016 1QFY2017/4QFY2016 Component Component Component Growth Growth Ratio Ratio Ratio R

6. Slide 6: Operating Income by Business Segment

   Operating Income by Business Segment Technology to Inspire Innovation (JPY in 100 millions) Year/Year Sequential 1QFY2016 4QFY2016 1QFY2017 Change Change 3 months ended Jun 30, 2016 Mar 31, 2017 Jun 30, 2017 1QFY2017/1QFY2016 1QFY2017/4QFY2016 Connector 26 49 50 24 1 8.1% 9.1% 9.1% UIS 2 3 2 0 0 11.

7. Slide 7: Connector Business

   Connector Business Technology to Inspire Innovation Sales By Market Segment （JPY in 100 millions） 557 550 20 536 19 31 500 475 42 47 51 19 41 154 156 150 PC・LCD・TV & Others 324 143 Industrial & 16 Infrastructure 41 Automotive 145 342 315 317 273 Mobile Devices 122 0 1Q/FY2016 2Q/FY2016 3Q/FY2016 4Q/

8. Slide 8: UIS Business

   UIS Business Technology to Inspire Innovation Sales By Market Segment （JPY in 100 millions） 21 23 21 20 20 18 7 9 8 7 Industrial & 7 Infrastructure Automotive 13 14 13 13 11 0 1Q/FY2016 2Q/FY2016 3Q/FY2016 4Q/FY2016 1Q/FY2017 Copyright ©2017. Japan Aviation Electronics Industry. Ltd 8

9. Slide 9: Aerospace Business

   Aerospace Business Technology to Inspire Innovation （JPY in 100 millions） Sales By Market Segment 50 35 34 24 18 22 17 21 Defense & Space 9 6 9 Industrial, Infrastructure, 15 17 16 15 13 & Automotive 0 1Q/FY2016 2Q/FY2016 3Q/FY2016 4Q/FY2016 1Q/FY2017 Copyright ©2017. Japan Aviation Electronics Indu

10. Slide 10: Capital Investment & Depreciation

    Capital Investment & Depreciation Technology to Inspire Innovation （JPY in 100 millions） 100 63 58 52 45 48 Capital 50 Investment 0 50 40 Depreciation, 49 others 53 55 51 100 1Q/FY2016 2Q/FY2016 3Q/FY2016 4Q/FY2016 1Q/FY2017 Copyright ©2017. Japan Aviation Electronics Industry. Ltd 10

11. Slide 11: Technology to Inspire Innovation

    Technology to Inspire Innovation

12. 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 26, 2017, and include risks and uncertainties. The targets noted in these materials are not pro

Japan Aviation Electronics Industry — Q1 FY2017 Earnings Presentation on 6ix