Johnson Electric Holdings Limited · HKEX:179
Johnson Electric — Q1 FY2021/22 Earnings Presentation
14 slides from Johnson Electric's earnings presentation, Jul 13, 2021
Slide 1: Business update for the June 2021 quarter
Business update For the June 2021 quarter Investor briefing – July 2021 FY2021/22
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 movements
Group sales movements Quarter ended 30 June 2021 Note: Numbers do not add across due to the effect of rounding Page 3
Slide 4: APG sales trend – June quarter
APG sales trend – June quarter Page 4
Slide 5: APG quarterly sales growth / (decline)
APG quarterly sales growth / (decline) Note: APG sales movements % excludes acquired business and currency impact Page 5
Slide 6: APG sales growth vs. light vehicle production for June 2021 quarter
APG sales growth vs. light vehicle production for June 2021 quarter Significant outperformance vs. light vehicle production volume growth Note: *APG sales movements % excludes acquired business and currency impact ** Source: IHS Page 6
Slide 7: APG long-term sales trend vs. light vehicle production
APG long-term sales trend vs. light vehicle production APG has consistently outperformed light vehicle production for several successive years Note: * APG sales movements % excludes acquired business and currency impact ** Source: IHS Page 7
Slide 8: Selected examples of products for new energy vehicles
Selected examples of products for new energy vehicles APG has developed a wide range of products that support hybrid and all-electric vehicles for strong sustainable growth Page 8
Slide 9: IPG sales trend – June quarter
IPG sales trend – June quarter Page 9
Slide 10: IPG quarterly sales growth / (decline)
IPG quarterly sales growth / (decline) Note: IPG sales movements % excludes currency impact Page 10
Slide 11: IPG growth supported by mega-trends
IPG growth supported by mega-trends IPG product development and focus segments are aligned with the mega-trends and expected to deliver significant growth in the next few years Electrification & e-Commerce Health Smart Home & IOT Environment Latches for smart Air filtration systems Robotic floor car
Slide 12: Sales performance and outlook
Sales performance and outlook Chairman’s comments for June 2021 quarter ► Positive business trajectory has continued in the first quarter of FY2021/22, despite ongoing global semiconductor shortages ► Strong customer demand experienced in all regions ► Sharp increase in commodity prices exerting pre
Slide 13: Supplemental Information
Supplemental Information Page 13
Slide 14: Currency Rates
Currency Rates US$45M currency movements in sales, mainly from changes in average exchange rates for the Euro, the Chinese Renminbi and Canadian Dollar against the US Dollar Source: Bloomberg daily rates Page 14
Johnson Electric Holdings — Q1 FY2021/22 Earnings Presentation on 6ix