Slide 1: Annual General Meeting of Shareholders
Annual General Meeting of Shareholders Tom Lynch Chief Executive Officer March 10, 2008 Please consult the inside back cover of your 2007 Annual Report for important information regarding Tyco Electronics’ use, during this meeting, of Forward Looking Statements and references to certain non-GAAP mea
Slide 2: A New Day for Tyco Electronics
A New Day for Tyco Electronics
Slide 3: Tyco Electronics Overview
Page 2 Tyco Electronics Overview • A leading global provider of engineered electronic components, network infrastructure solutions, wireless systems and undersea telecommunication systems • Diverse customer base and industry base • Global reach and scale • Established track record of innovation lead
Slide 4: 2007 Net Sales by End Market: Broad Industry Diversification
Page 3 2007 Net Sales by End Market Broad Industry Diversification . . . Consumer Electronics 2% Industrial Machinery 4% Appliance 4% Computer 8% Energy 7% Aerospace & Defense 5% Other 21% Automotive 30% Telecommunications 19%
Slide 5: Top Customers: Diverse Customer Base
Page 4 Top 25 customers account for less than 30% of total sales Top Customers . . . Diverse Customer Base
Slide 6: Global Reach and Scale
Page 5 Asia ex-China 15% China 12% Europe Middle East Africa 36% Americas 37% Asia ex-China 15% China 12% Europe Middle East Africa 36% Americas 37% 2007 Sales by Region Asia Total 27% Global Reach and Scale • Balanced geographic presence • Located near our customers – ~8,000 engineers – 17 global d
Slide 7: Our Four Business Segments
Page 6 2007 Sales $13.5 Billion Electronic Components 75% Network Solutions 14% Undersea Telecomm 4% Wireless Systems 7% Our Four Business Segments 2007 Adj. Operating Income $1.8 Billion (13.4% Margin) Electronic Components 79% (14.1%) Network Solutions 15% (14.3%) Wireless Systems 4% (7.2%) Unders
Slide 8: Our Three Year Goals
Page 7 Our Three Year Goals Financial Objectives Strategic Priorities • Focus our business – Divest or exit about 15% of net sales base • Accelerate organic growth – Accelerate growth in under-penetrated markets – Enhance leadership position in emerging markets • Improve margins by streamlining oper
Slide 9: Fiscal 2007 Financial Highlights
Page 8 Fiscal 2007 Financial Highlights • $13.5 billion Net Sales • $1.8 billion Adjusted Operating Income • $881 million in Free Cash Flow Net Sales by Segment In US$ Millions Undersea Telecommunications $565 Wireless Systems $887 Electronic Components $10,111 Network Solutions $1,897
Slide 10: Fiscal 2007 Financial Highlights: Net Sales and Adjusted Operating Income
Page 9 Fiscal 2007 Financial Highlights Net Sales In US$ Billions $11.4 $12.3 $13.5 $10.0 $10.5 $11.0 $11.5 $12.0 $12.5 $13.0 $13.5 $14.0 FY '05 FY '06 FY '07 Adjusted Operating Income In US$ Millions $1,696 $1,783 $1,809 $1,620 $1,640 $1,660 $1,680 $1,700 $1,720 $1,740 $1,760 $1,780 $1,800 $1,820 F