Toyota Boshoku Corp. · TSE:3116
Toyota Boshoku — 2Q FY2011/3 Earnings Presentation
23 slides from Toyota Boshoku's earnings presentation, 2010
Slide 1: Toyota Boshoku Corporation
Ve tastes TOYOTA BOSHOKU CORPORATION
Slide 2: 6 239 313 231 4 305 300 326 304 96 79 302 319 223
112 104 100 600 600 558 536 560 558 536 298 75 15 232 260 296 239 313 231 4 305 300 326 304 96 79 302 319 223 09/3 10/3 11/3 11/3 09/3 10/3 11/3
Slide 3: / 2.8% 1.4% 1.8% 2.0% 1.7% 1.6% /3 09/3 10/3 11/3 11/3 2Q 11/3
/ 2.8% 1.4% 266 1.8% 20 2.0% 1.7% 170 190 170 167 1.6% 80 08/3 09/3 10/3 11/3 11/3 2Q 11/3
Slide 4: / 1,234 1,124 1,070 1,025 1,025 553 50 29 499 506 5 503 474
/ 110 1,234 99 621 0 1,124 1,070 546 1,025 1,025 489 489 45 553 50 29 499 506 5 503 474 469 452 432 08/3 09/3 10/3 11/3 60 70 5 681 621 551 556 08/3 09/3 10/3 11/3
Slide 5: / 2,303 2,335 1,537 1,664 07/3 08/3 09/3 10/3 124 40 84 74 11/3
/ 2,303 2,335 1,537 1,664 127 77 77 124 07/3 08/3 09/3 10/3 124 40 84 74 11/3 13 9 18 24 30 35 65 2 10/3 3Q 4Q 11/3 1Q 2Q 12/3 4
Slide 6: m Ag Be et
m Ag Be et 9
Slide 7: 1,090 6,000 28% - - - 1.71 3.97 1.21 0.7 --- 4.2% 1.61 5,036
1,090 80 6,000 28% 213 2 229 2 161 1 - - - 400 1.71 3.97 1.21 0.7 --- 4.2% 1.61 5,036 0.0% 3.9% --- 1.8% 213 --- 3,946 0 0.8% 198 1.8% 91 0 30 69 10/3 2Q 11/3 2Q 10/3 2Q 11/3 2Q 10/3 2Q 11/3 2Q 0 10/3 2Q 11/3 2Q 95.49 88.95 13.96 2.78 13.38 2.78 37.48 49.30 5 8 133.16 113.85
Slide 8: 2,901 2,690 2,503 2,533 2,221 1,725 /3 11/3 48 72% 165 - 115 136
312 14 778 45 145 114 2,901 2,690 2,503 2,533 2,221 1,725 10/3 11/3 48 72% 165 - 115 136 98 115 67 3.9% 3.0% 4.3% 4.7% 3.9% 4.5% 67
Slide 9: 10/3 2Q 11/3 2Q 10/3 2Q 11/3 2Q
200 70 154 54 79 129 8 5 35% 7 64 31 302 55 2 32 300 31 38 19 16 36 44 10 17 223 0 10/3 2Q 11/3 2Q 10/3 2Q 11/3 2Q 10 140 99 100 20 84 3 55 75 1 40 10 57 8 22 4 19 3 1 71 16 57 22 5 5 16 0 0 10/3 2Q 11/3 2Q 10/3 2Q 11/3 2Q 10/3 2Q 11/3 2Q
Slide 10: 1,675 1,764 4,000 20% 1,541 1,369 1,431 1,101 2,972 2,470 0 102 10/3 11/3
130 113 502 1,675 1,764 4,000 20% 1,541 1,369 1,431 1,101 2,972 2,470 0 102 10/3 11/3 100 58 64 41 12 21 62 40 50 52 1.6% 2.1% 4.7% 0.9% 3.5% 3.6% 1.5% 2.7% 10/3 2 11/3 2
Slide 11: 1,500 2 10/3 11/3 100 0 65 31 13 100 9.7% 3.3% 15 24
1,500 255 55 38 162 120 550 442 475 452 378 294 927 672 0 34 2 10/3 11/3 100 0 65 31 13 100 9.7% 3.3% 15 24 18 50 35 17.0% 4.0% 7.9% 4.4% 3.8% 2.9% 10/3 2 11/3 2Q
Slide 12: 1,500 44% 1,278 87 200 5 10/3 11/3 93% 89 93 92 89 181
390 20 187 115 1,500 44% 645 676 666 612 532 356 1,278 888 0 87 200 5 10/3 11/3 93% 89 93 92 89 181 65 94 29 0 10.6% 14.2% 8.1% 12.2% 13.8% 13.8% 13.8% 14.5% 10/3 2 11/3 2
Slide 13: 6% 10/3 /3 0 2 1 7 10 1 1 3 3 1.0% 6.6
200 6 5 96 6% 67 118 56 55 52 54 44 100 106 0 6 1 10 10/3 11/3 0 2 1 7 10 1 1 3 3 1.0% 6.6 4 10/3 2Q 11/3 2Q 6.8% 3.6% 1.8% 1.5% 7.7% 5.6%
Slide 14: 10/3 2Q 11/3 2Q
148 229 16 35 80 198 216 10 33 2 3 118 30 10/3 2Q 11/3 2Q
Slide 15: m Ag Be et
m Ag Be et 9
Slide 16: 12,000 1.7% 1.63 1.73 3.86 17.00 1.08 2.00 0.83 3.5 9,537 9,700 2.6% 2.5%
310 12,000 163 3 1.7% 89 7 80 9 32 450 35 33 45 1.63 1.73 3.86 17.00 1.08 2.00 0.83 3.5 9,537 9,700 2.6% 2.5% 3.3 1.24 1.0 251 340 320 0.7 240 100 70 68 0 10/3 11/3 10/3 11/3 10/3 11/3 0 10/3 11/3 92.85 13.69 85.00 13.00 37.00 53.91 13 16 2.75 2.75 131.15 112.00
Slide 17: 12% 4 44 64 536 30 91 26 86 25 25 0 10/3 11/3
400 150 305 304 99 64 18 15 700 12% 127 124 74 10 5 600 74 74 44 64 536 30 91 26 86 25 25 0 10/3 11/3 10/3 11/3 281 238 220 175 40 139 5 137 139 3 22 84 18 60 9 7 38 1 2 135 150 37 48 10 11 39 0 0 10/3 11/3 10/3 11/3 10/3 11/3
Slide 18: 4,000 8,000 4% 2,972 2,678 5,909 5,650 11/3 00 57 100 150 70% 62
259 4,000 100 8,000 4% 90 2,972 2,678 5,909 5,650 0 11/3 0 100 57 100 150 70% 62 82 0 25 37 1.4 0.4 10/3 11/3 50 2.1% 1.4%
Slide 19: 1,500 3,000 1% 1,664 1,650 11/3 3 50 100 40 9 200 124 31
1,500 3,000 100 14 78 200 927 1% 723 1,664 1,650 0 0 11/3 84 3 50 100 40 9 200 124 31 7.5% 2.4% 100 10/3 11/3 100 3.3% 1.2%
Slide 20: 2,000 3,000 20% 1,372 1,278 2,650 2,209 11/3 0 94 104 250 100 400
2,000 107 441 100 3,000 20% 60 1,372 1,278 2,650 2,209 0 11/3 0 94 104 250 100 400 34 12 181 189 370 276 0 12.5% 14.0% 0 10/3 11/3 14.2% 13.8%
Slide 21: 11/3 00 0 0 3 20 15 7 8 1.4 7.5% 15 6.6 8.5%
150 100 400 89 50 106 22 94 10 222 0 200 11/3 0 20 12 15 2 100 0 0 3 20 15 7 8 1.4 7.5% 15 6.6 8.5% 10/3 11/3
Slide 22: 10/3 11/3
110 80 86 125 190 320 240 15 30 7 10 9 130 10/3 11/3
Slide 23: 09/3 10/3 11/3 /3 10/3 11/3 09/3 10/3 11/3 09/3 10/3 11/3 604 74
285 265 217 150 115 135 110 71 54 45 45 32 09/3 10/3 11/3 09/3 10/3 11/3 09/3 10/3 11/3 09/3 10/3 11/3 604 74 490 430 90 318 61 150 208 324 351 340 212 250 161 09/3 10/3 11/3