Johnson Electric Holdings Limited · HKEX:179

Johnson Electric — Q1 FY2020/21 Earnings Presentation

8 slides from Johnson Electric's earnings presentation, July 2020

  1. Slide 1: Johnson Electric Holdings Limited FY2020/21 June 2020 Quarter Business Updates

    JOHNSON ELECTRIC HOLDINGS LIMITED FY2020/21 June 2020 Quarter Business Updates July 2020

  2. 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

  3. Slide 3: Sales Movements APR-JUN FY2020/21 vs. FY2019/20

    Sales Movements APR-JUN FY2020/21 vs. FY2019/20 Note: Numbers do not add across due to the effect of rounding Page 3

  4. Slide 4: FX Rate

    FX Rate USD FY20/21 FY19/20 Change Average Exchange Rate APR-JUN APR-JUN CNY per USD 7.084 6.813 (4.0%) USD per EUR 1.100 1.123 (2.0%) Source: Bloomberg daily rates Page 4

  5. Slide 5: Sales Growth by Region - APG

    Sales Growth by Region - APG Sales Growth/(Decline) % Excluding Acquired Businesses and Currency Movements APG Asia Europe Americas TOTAL APR 20 - JUN 20 (1.6%) (57.8%) (60.1%) (39.5%) FY2019/20 (8.8%) (1.6%) 8.3% (1.3%) FY2018/19 2.3% (3.1%) 7.8% 1.9% FY2017/18 15.2% 2.2% 9.3% 8.5% FY2016/17 19.8%

  6. Slide 6: Light Vehicle Production – June 2020 Quarter

    Light Vehicle Production – June 2020 Quarter APG Sales Growth / (Decline) % Excluding Currency Movements APR 2020 - JUN 2020 * Industry Light Region APG Vehicle Production ASIA (1.6%) (25.4%) China 5.0% EUROPE (57.8%) (64.9%) AMERICAS (60.1%) (73.1%) North America (71.2%) Rest of the World N/A (53.7

  7. Slide 7: Sales Growth by Region - IPG

    Sales Growth by Region - IPG Sales Growth/(Decline) % Excluding Currency Movements IPG Asia Europe Americas TOTAL APR 20 - JUN 20 2.1% (2.4%) 0.6% 0.1% FY2019/20 (17.6%) (13.7%) (13.7%) (15.1%) FY2018/19 (1.6%) (0.1%) 6.3% 1.3% FY2017/18 12.6% 6.5% 1.5% 7.1% FY2016/17 3.2% 18.3% (3.3%) 5.1% Page 7

  8. Slide 8: Chairman's Comments on Year-to-Date Sales Performance and Outlook

    Chairman’s Comments on Year-to-Date Sales Performance and Outlook As previously projected, the unprecedented effects of the COVID-19 global pandemic resulted in sales levels in the first quarter of the current financial year being substantially weaker than in the same period a year ago. Although dem

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