Japan Aviation Electronics Industry, Limited · TSE:6807

Japan Aviation Electronics Industry — Q3 FY2020 Earnings Presentation

14 slides from Japan Aviation Electronics Industry's earnings presentation, Jan 27, 2021

1. Slide 1: Financial Results for Q3 FY2020

   Financial Results for Q3 FY2020 January 27, 2021 6807 Japan Aviation Electronics industry, Ltd. Copyright ©2021. Japan Aviation Electronics Industry. Ltd

2. Slide 2: Net Sales and Incomes

   Net Sales and Incomes Technology to Inspire Innovation (JPY in 100 millions) Q3 FY2019 Q3 FY2020 Year/Year Q3 FY2019 Q3 FY2020 Year/Year 9 months ended 9 months ended Change 3 months ended 3 months ended Change Dec 31, 2019 Dec 31, 2020 9 months Dec 31, 2019 Dec 31, 2020 3 months Net Sales 1,571 1,5

3. Slide 3: Net Sales and Incomes

   Net Sales and Incomes Technology to Inspire Innovation (JPY in 100 millions) 556 563 552 Net Sales 538 510 452 433 Operating Ordinary Income Income 46 47 39 38 34 25 26 30 31 27 24 28 -17-16 Q1/FY2019 Q2/FY2019 Q3/FY2019 Q4/FY2019 Q1/FY2020 Q2/FY2020 Q3/FY2020 Copyright ©2021. Japan Aviation Electro

4. Slide 4: Net Sales by Market Segment

   Net Sales by Market Segment Technology to Inspire Innovation Q3 FY2019 Q3 FY2020 Year/Year Q3 FY2019 Q3 FY2020 Year/Year 9 months ended 9 months ended Change 3 months ended 3 months ended Change Dec 31, 2019 Dec 31, 2020 9 months Dec 31, 2019 Dec 31, 2020 3 months Mobile Devices 767 752 -14 98% 290

5. Slide 5: Net Sales by Business Segment

   Net Sales by Business Segment Technology to Inspire Innovation (JPY in 100 millions) Q3 FY2019 Q3 FY2020 Year/Year Q3 FY2019 Q3 FY2020 Year/Year 9 months ended 9 months ended Change 3 months ended 3 months ended Change Dec 31, 2019 Dec 31, 2020 9 months Dec 31, 2019 Dec 31, 2020 3 months Conenector

6. Slide 6: Operating Income by Business Segment

   Operating Income by Business Segment Technology to Inspire Innovation (JPY in 100 millions) Q3 FY2019 Q3 FY2020 Year/Year Q3 FY2019 Q3 FY2019 Year/Year 9 months ended 9 months ended Change 3 months ended 3 months ended Change Dec 31, 2019 Dec 31, 2020 9 months Dec 31, 2019 Dec 31, 2019 3 months 135.

7. Slide 7: Connector Business

   Connector Business Technology to Inspire Innovation Sales By Market Segment （JPY in 100 millions） PC・LCD・TV & 508 498 500 Others 15 475 11 Industrial & 39 437 14 42 Infrastructure 11 40 37 380 Automotive 165 14 41 149 187 155 105 Mobile Devices 290 273 258 235 221 0 Q3/FY2019 Q4/FY2019 Q1/FY2020 Q2/

8. Slide 8: UIS Business

   UIS Business Technology to Inspire Innovation Sales By Market Segment （JPY in 100 millions） 28 27 23 23 8 22 9 Industrial & 20 7 Infrastructure 7 9 20 18 Automotive 16 15 14 0 Q3/FY2019 Q4/FY2019 Q1/FY2020 Q2/FY2020 Q3/FY2020 Copyright ©2021. Japan Aviation Electronics Industry. Ltd 8

9. Slide 9: Aerospace Business

   Aerospace Business Technology to Inspire Innovation Sales By Market Segment （JPY in 100 millions） 50 43 38 31 21 29 14 Defense & 26 25 Space 9 11 7 Industrial, Infrastructure 21 22 24 & Automotive 18 18 0 Q3/FY2019 Q4/FY2019 Q1/FY2020 Q2/FY2020 Q3/FY2020 Copyright ©2021. Japan Aviation Electronics I

10. Slide 10: Revision of Projections for FY2020

    Revision of Projections for FY2020 Technology to Inspire Innovation ▶ Full-year consolidated earnings forecast has been revised based on Company’s performance up to Q3 and the current demand forecasts (JPY in 100 millions) Revised Projections FY2020 FY2019 Change from for FY2020 Projections Previous

11. Slide 11: Projections for Net Sales by Business Segment

    Projections for Net Sales by Business Segment Technology to Inspire Innovation (JPY in 100 millions) Revised Projections Change from FY2020 FY2019 Projections for FY2020 Previous (announced Projections FY2020 Year/Year Change Oct, 2020) Connector 1,836 1,833 -3 100% 153 1,680 UIS 90 100 10 111% 0 10

12. Slide 12: Projections for Net Sales by Market Segment

    Projections for Net Sales by Market Segment Technology to Inspire Innovation (JPY in 100 millions) Revised Projections FY2020 FY2019 Change from Projections for FY2020 Previous (announced Projections FY2020 Year/Year Change Oct, 2020) Mobile Devices 1,001 985 -16 98% 80 905 Automotive 704 710 6 101%

13. Slide 13: Technology to Inspire Innovation

    Technology to Inspire Innovation

14. Slide 14: Cautionary Statement

    Technology to Inspire Innovation <Cautionary Statement> The plans, strategies & results forecasts and targets for our company and our consolidated affiliates (hereinafter JAE) noted in these materials are forecasts and targets as of January 27, 2021, and include risks and uncertainties. The targets

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