Johnson Electric Holdings Limited · HKEX:179
Johnson Electric — Q1 FY25/26 Earnings Presentation
12 slides from Johnson Electric's earnings presentation, July 2025
Slide 1: FY25/26 Business Update
FY25/26 Business Update For the June 2025 Quarter Investor Briefing July 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, plans
Slide 3: Group Sales Changes
Group Sales Changes Quarter Ended 30 June 2025 US$ million Reported sales declined by 2% APG’s sales decreased mainly due to an unfavorable customer mix in China and competitive pricing pressures IPG’s sales improved slightly amid mixed regional market and customer dynamics Note: 1. Automotive Produ
Slide 4: APG Sales Changes
APG Sales Changes June 2025 Quarter APG's sales were negatively impacted by: • Reduced demand for non-domestic car brands in China, partially offset by accelerating sales to domestic car brands • Market driven pricing adjustments • Phasing out of certain programs Note: 1. APG sales excluding currenc
Slide 5: Light Vehicle Production
Light Vehicle Production Multi-Year Changes Global light vehicle production volumes have declined modestly since FY23/24 Note: Actual light vehicle production volumes for FY20/21 to FY24/25 and estimated volumes for FY25/26 are sourced from S&P Global as of June 2025. Page 5 A World of Motion. Power
Slide 6: APG Multi-Year Sales Changes
APG Multi-Year Sales Changes The automotive sector is undergoing rapid structural change • China has become the largest and most dynamic market for electric vehicles • Traditional OEMs are evolving their manufacturing strategies and product lines APG combines innovative technologies with a responsiv
Slide 7: IPG Sales Growth by Region
IPG Sales Growth by Region June 2025 Quarter IPG’s regional sales performance was mixed: • Asia-Pacific declined as IPG and its customers faced keen price competition and certain customers delayed programs • EMEA was boosted by new launches and replenishment orders • Americas faced softer demand in
Slide 8: IPG Multi-Year Sales Trend
IPG Multi-Year Sales Trend Page 8 A World of Motion. Powered by Sustainable Innovation…
Slide 9: Humanoid Robots Joint Ventures with SMEIC
Humanoid Robots Joint Ventures with Shanghai Mechanical & Electrical Industrial Co., Ltd. (SMEIC) Serving Humanoid Robot Markets in China Joint venture agreements Shanghai Joint Venture • Sales & business development signed on • Application engineering 49% equity • Customer service 51% equity 16 Jul
Slide 10: Joint Ventures with SMEIC
Joint Ventures with SMEIC Waist joint for pitch/rotation Supplying Components for Hip joint for pitch/rotation/roll Humanoid Robots Dexterous hand actuators and The Group's strategy involves sensors expanding into the humanoid robotics sector through JVs Knee joint for pitch in China, emphasizing R&
Slide 11: Chairman's Comments on Sales Performance and Outlook
Chairman’s Comments on Sales Performance and Outlook Global Context Subdued macroeconomic environment Uncertain tariff landscape Sales Performance In China, lower demand for non-domestic car brands and competitive price adjustments, partially offset by sales to domestic car brands Phasing ou
Slide 12: Average Exchange Rates
Average Exchange Rates June 2025 Quarter vs. June 2024 Quarter Page 12 A World of Motion. Powered by Sustainable Innovation…
Johnson Electric Holdings — Q1 FY25/26 Earnings Presentation on 6ix