Johnson Electric Holdings Limited · HKEX:179
Johnson Electric — Q3 FY24/25 Earnings Presentation
9 slides from Johnson Electric's earnings presentation, January 2025
Slide 1: FY24/25 Business Update for the December 2024 Quarter
FY24/25 Business Update For the December 2024 Quarter Investor Briefing January 2025
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
Group Sales Changes Nine Months Ended 31 December 2024 Sales decreased by 5% APG's sales were impacted mainly by lower global light vehicle production and an unfavorable customer mix IPG’s markets in EMEA and the Americas remained challenging Note: The Automotive Products Group is abbreviated as APG
Slide 4: APG Sales Changes vs. Light Vehicle Production
APG Sales Changes vs. Light Vehicle Production Nine Months Ended 31 December 2024 APG’s sales were adversely affected by: • Lower light vehicle production volumes • Weak demand from certain customers • Some programs reaching end of Note: life • Actual and estimated light vehicle production volumes s
Slide 5: APG Multi-Year Sales Changes vs. Light Vehicle Production
APG Multi-Year Sales Changes vs. Light Vehicle Production The automotive industry is undergoing rapid structural change • China is emerging as a transformative NEV leader • Traditional OEMs are adjusting production and product ranges Despite the near-term impact of this change in customer mix, APG's
Slide 6: IPG Sales Changes by Region
IPG Sales Changes by Region Nine Months Ended 31 December 2024 Challenging market conditions were driven by weak consumer demand and heightened price competition in some segments However, increased demand from key customers placed replenishment orders and new business wins in the Asia-Pacific region
Slide 7: Chairman's Comments on Sales Performance and Outlook
Chairman’s Comments on Sales Performance and Outlook Lacklustre light vehicle production volumes, soft consumer demand and price competition negatively impacted sales for the first nine months of the financial year High level of uncertainty concerning the macroeconomic environment is weighing on
Slide 8: Supplemental Information
Supplemental Information Page 8 A World of Motion. Powered by Sustainable Innovation…
Slide 9: Average Exchange Rates
Average Exchange Rates Nine Months Ended 31 December 2024 vs. Nine Months Ended 31 December 2023 Page 9 A World of Motion. Powered by Sustainable Innovation…
Johnson Electric Holdings — Q3 FY24/25 Earnings Presentation on 6ix