Johnson Electric Holdings Limited · HKEX:179
Johnson Electric — Q1 FY24/25 Earnings Presentation
9 slides from Johnson Electric's earnings presentation, July 2024
Slide 1: FY24/25 Business Update
FY24/25 Business Update For the June 2024 Quarter Investor Briefing July 2024
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 Quarter Ended 30 June 2024 Sales decreased by 2% Underlying sales reduced marginally by 1% amid subdued market conditions Note: 1. The Automotive Products Group was abbreviated as APG 2. The Industry Products Group was abbreviated as IPG 3 A World of Motion. Powered by Sustainabl
Slide 4: APG Sales Growth vs. Light Vehicle Production
APG Sales Growth vs. Light Vehicle Production June Quarter Asia-Pacific EMEA Americas Global Excluding currency effects, APG’s sales increased by 1%, led by oil pumps, closure and thermal management Note: 1. Actual and estimated light vehicle production volumes sourced from S&P Global 2. APG sales e
Slide 5: APG Multi-Year Sales Changes vs. Light Vehicle Production
APG Multi-Year Sales Changes vs. Light Vehicle Production With the right technology, scale, and footprint, APG is enabling its customers to succeed in the transition to automotive electrification Note: 1. Actual and estimated light vehicle production volumes sourced from S&P Global 2. APG sales excl
Slide 6: IPG Sales Growth by Region
IPG Sales Growth by Region June Quarter Asia-Pacific sales increased due to replenishment orders and new business EMEA and the Americas sales declined, driven by surplus inventory, soft markets, and shifting consumer preferences 6 A World of Motion. Powered by Sustainable Innovation…
Slide 7: Chairman's Comments on Sales Performance and Outlook
Chairman’s Comments on Sales Performance and Outlook Trading conditions at the start of FY24/25 comparatively subdued APG sales remain resilient Automotive industry volumes have returned to more normalised levels after an exceptionally strong first quarter of the prior financial year Continu
Slide 8: Supplemental Information
Supplemental Information Page 8 A World of Motion. Powered by Sustainable Innovation…
Slide 9: Average Exchange Rates June 2024 Quarter vs. June 2023 Quarter
Average Exchange Rates June 2024 Quarter vs. June 2023 Quarter Page 9 A World of Motion. Powered by Sustainable Innovation…
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