Slide 1: Kimball Electronics Overview Q4 Fiscal Year 2023
Kimball Electronics | 1 Kimball Electronics Overview Q4 Fiscal Year 2023 Exhibit 99.1
Slide 2: Safe Harbor Statements
Kimball Electronics | 2 Kimball Electronics (Nasdaq: KE) Safe Harbor Statements Certain statements contained within this presentation may be considered forward-looking under the Private Securities Litigation Reform Act of 1995. The statements may be identified by the use of words such as “expect,” “
Slide 3: At a Glance
Kimball Electronics | 3 At a Glance Kimball Electronics
Slide 4: Mission, Purpose, and Vision & Strategy
Kimball Electronics | 4 Mission, Purpose, and Vision & Strategy Our guide to lasting relationships and global success
Slide 5: Company Culture
Kimball Electronics | 5 Company Culture Core values are based on our Guiding Principles Customers Our customer is our business People Our people are the company Citizenship The environment is our home Profit Profits are the ultimate measure of how efficiently and effectively we serve our customers
Slide 6: Leadership Team
Kimball Electronics | 6 Leadership Team Extensive industry knowledge and diverse experience Douglas A. Hass Chief Legal and Compliance Officer, Secretary Isabel S. Wells Chief Information Officer Richard D. (Ric) Phillips Chief Executive Officer Jessica L. DeLorenzo Vice President, Human Resources S
Slide 7: Competitive Advantage
Kimball Electronics | 7 Competitive Advantage Global footprint
Slide 8: Kimball Electronics | 8 Kimball Electronics | 8
Kimball Electronics | 8 Kimball Electronics | 8
Slide 9: Foundational Principle: Culture of Excellence
Kimball Electronics | 9 Foundational Principle Culture of excellence Our customer is our business • We know we must provide innovative products and services that excite our customers and exceed their expectations of quality, features, and enduring value • Leverage a digital framework • Meet customer
Slide 10: End-to-End Partnership
Kimball Electronics | 10 NPI • Robust process for New Product Introduction focused manufacturing • Transfer existing products from current supplier End-to-End Partnership Single-source for the most exacting, stringent, mission-critical, high reliability, high quality products Design & Development •
Slide 11: Market Manufacturing Insider Ranking
Kimball Electronics | 11 Market Manufacturing Insider Kimball Electronics ranked 20th in EMS providers Large enough to service your needs, small enough to be customer focused • Calendar year 2022 rankings based on annual revenue • 20th overall EMS company • 7th in Medical • 8th in Automotive • 19th
Slide 12: How We Deliver
Kimball Electronics | 12 How We Deliver Award-winning service and long-term relationships Circuits Assembly Service Excellence Awards • Nine consecutive years winning awards for excellence in multiple categories • Overall Satisfaction • Quality • Responsiveness • Technology • Flexibility • Value for
Slide 13: Fiscal 2022 Results
Kimball Electronics | 13 Fiscal 2022 Strong top-line results in fiscal 2022 Note: Starting in fiscal 2023, revenue in the Industrial and Public Safety vertical markets are combined for reporting purposes
Slide 14: Diversified Portfolio
Kimball Electronics | 14 Diversified Portfolio Fiscal 2022 revenue by vertical end-market Note: Starting in fiscal 2023, revenue in the Industrial and Public Safety vertical markets are combined for reporting purposes
Slide 15: Industry Megatrends in Automotive
Kimball Electronics | 15 Industry megatrends in Automotive represent a meaningful tailwind… REPRESENTATIVE CUSTOMERS TIER 1 SUPPLIERS The addition of electronic content could generate growth 4x the OEMs’ vehicle production rate • 70% of our work in Automotive is in electronic power steering • Steeri
Slide 16: Growth in Medical and Industry Megatrends
Kimball Electronics | 16 • Respiratory care • Surgical systems • In vitro diagnostics • Patient monitoring equipment REPRESENTATIVE CUSTOMERS Growth in Medical will also benefit from industry megatrends… Demographics and advances in technology producing a favorable set-up: • Aging population • Affor
Slide 17: Industrial Market Growth Drivers
Kimball Electronics | 17 REPRESENTATIVE CUSTOMERS • Well-positioned within value chain • Most major brands of residential and commercial heating & cooling systems • Smart Metering (particularly in Europe) • Factory automation • EV “super charging” stations • Megatrend in legislation and incentives s
Slide 18: Capital Allocation
Kimball Electronics | 18 Capital Allocation Investing in growth and returning excess cash to Share Owners Reinvest in the business – Significant CapEx spending to fuel multi-year organic growth and expansion in ROIC Acquisitions – $50+ million of acquisitions over past seven years. Going forward M&A
Slide 19: Increasing Our Footprint
Kimball Electronics | 19i ll l i | Increasing Our Footprint Facility Expansions Align with Customer Growth Thailand • Expansion has more than doubled the capacity of our manufacturing facility Mexico • Expansion doubled our manufacturing capacity with the addition of a second building in Reynosa, Me
Slide 20: Program Life Cycle
Kimball Electronics | 20 Program life cycleT H E S E P R O G R A M S P R O G R E S S at a slow and steady pace, allowing for long-term sustainable growth gained through sourcing efficiencies and process improvements. Time P ro fi ta b ili ty Initial investments volume ramp and utilization improves E
Slide 21: Poised for Growth: Our Culture
Kimball Electronics | 21 Poised for Growth: Our Culture We demonstrate our company purpose by Creating Quality for Life for our people through a respectful and rewarding company culture that encourages meaningful work, as well as for our communities through our positive societal impacts. i ll l i |
Slide 22: Poised for Growth: Our Culture
Kimball Electronics | 22 Poised for Growth: Our Culture People are the Company Diversity, Equity, Inclusion & Belonging • As a human-centered company focused on Diversity, Equity, Inclusion & Belonging (DEI&B), we promote multiple “heritage” days and months by giving employees the option to particip
Slide 23: ESG Report
Kimball Electronics | 23 ESG Report • Published ESG report for calendar 2022 • Poised to Make an Impact • Available on our corporate website • Company remains committed to Creating Quality for Life • Customers • Employees • Communities where we operate • Share Owners • Morningstar Sustainalytics rat
Slide 24: Summary: Poised for Growth
Kimball Electronics | 24 Summary Poised for Growth Leveraging our strong balance sheet for growth Creating opportunities to expand profitability and returns Making investments in our future Unique manufacturing capabilities and award-winning customer service • Support vertical end-markets benefiting
Slide 25: For more information, please contact
Kimball Electronics | 25 For more information, please contact: Andy Regrut Vice President, Investor Relations 812 - 827- 4151 andy.regrut@kimballelectronics.com