Johnson Electric Holdings Limited · HKEX:179
Johnson Electric — Q1 FY26/27 Earnings Presentation
17 slides from Johnson Electric's earnings presentation, July 2026
Slide 1: FY26/27 Business Update
FY26/27 Business Update For the June 2026 Quarter Investor Briefing July 2026
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, plans
Slide 3: Group Sales Changes
Group Sales Changes June 2026 Quarter Reported sales increased by 2% 1 7 14 APG sales, excluding currency, were broadly flat IPG sales, excluding currency, increased by 5% Favorable currency FY25/26 APG IPG Currency FY26/27 YTD Jun volume / mix volume / mix movements YTD Jun movements driven by sale
Slide 4: APG Sales Changes
APG Sales Changes June 2026 Quarter APG sales, excluding currency effects, were flat: • Asia-Pacific increased, supported by ramp-ups and share gains in China • EMEA declined, reflecting weaker demand and price adjustments • Americas increased, as growth in powder metal components and interior appli
Slide 5: Light Vehicle Production
Light Vehicle Production Multi-Year Changes • Global light vehicle production is expected to decline in FY26/27 8% 3% 10% -% -3% • China’s leadership in -1% NEV’s continues to impact competitive dynamics and global OEM strategy • Changing product portfolios and consumer preferences have created near
Slide 6: APG Multi-Year Sales Changes
APG Multi-Year Sales Changes • OEMs are revising product portfolios and market strategies • China continues to lead global NEV adoption • Shifts in vehicle mix are creating both headwinds and opportunities Page 6 A World of Motion. Powered by Sustainable Innovation…
Slide 7: IPG Sales Changes by Region
IPG Sales Changes by Region June 2026 Quarter IPG sales increased, with mixed regional performance • Asia-Pacific experienced growth in medical, food and beverage, liquid cooling and handheld gimbal applications • EMEA experienced softening sales in lawn, heating and personal care applications • Ame
Slide 8: IPG Multi-Year Sales Trend
IPG Multi-Year Sales Trend Page 8 A World of Motion. Powered by Sustainable Innovation…
Slide 9: Chairman's Comments on Sales Performance and Outlook
Chairman’s Comments on Sales Performance and Outlook Global Economy and Business Outlook • First-quarter sales showed modest growth, supported by favourable exchange rates • Visibility remains limited as customers remain cautious amid an uncertain macroeconomic, geopolitical and trade tariff environ
Slide 10: Supplemental Information
SUPPLEMENTAL INFORMATION Page 10 A World of Motion. Powered by Sustainable Innovation…
Slide 11: Average Exchange Rates
Average Exchange Rates June 2026 Quarter vs. June 2025 Quarter Page 11 A World of Motion. Powered by Sustainable Innovation…
Slide 12: Emerging Energy Infrastructure Applications
Emerging Energy Infrastructure Applications Growing demand for SOFC enables Johnson Electric energy Johnson Electric resilient power independent power technology portfolio leverages advanced infrastructure generation manufacturing for fuel cell • SOFC interconnect • Rising electricity demand • High
Slide 13: Portfolio in AI Data Center Liquid Cooling Pumps
Portfolio in AI Data Center Liquid Cooling Pumps Efficient cooling for a sustainable future Technological advances are expanding data centers for cloud services and AI, worldwide, driving demand for reliable, sustainable, high-density cooling Johnson Electric offers innovative and high- performa
Slide 14: Humanoid Robots Serving Humanoid Robot Markets in China
Humanoid Robots Joint Ventures with Shanghai Mechanical & Electrical Industry Co., Ltd. (SMEIC) Serving Humanoid Robot Markets in China Joint venture agreements Shanghai Joint Venture • Sales & business development signed on • Application engineering 49% equity • Customer service 51% equity 16 July,
Slide 15: Joint Ventures with SMEIC
Joint Ventures with SMEIC Waist joint for pitch/rotation Hip joint Components for for pitch/rotation/roll Humanoid Robots Dexterous hand actuators and sensors The Group is expanding Knee joint for pitch into the humanoid robotics sector through Ankle joint joint ventures in China for roll Page 15 A
Slide 16: JV Jointelligence Officially Unveiled in Shanghai in July 2025
JV “Jointelligence” Officially Unveiled in Shanghai in July 2025 Jointelligence unites Johnson Electric’s motion system expertise with SMEIC’s industrial strengths to drive innovation in complete joint modules – the “muscle” of the humanoid robot – technology in China through advanced research & d
Slide 17: Jointelligence Marks First Anniversary with WAIC 2026 Showcase
Jointelligence Marks First Anniversary with WAIC 2026 Showcase First anniversary: Jointelligence, the Johnson Electric and SMEIC joint venture, marks its first year with a landmark showcase at the 2026 World Artificial Intelligence Conference (WAIC) New innovations: unveils its newest portfolio
Johnson Electric Holdings — Q1 FY26/27 Earnings Presentation on 6ix