Japan Aviation Electronics Industry, Limited · TSE:6807

Japan Aviation Electronics Industry — Q1 FY2015 Earnings Presentation

11 slides from Japan Aviation Electronics Industry's earnings presentation, Jul 22, 2015

1. Slide 1: Financial Results for 1Q of FY2015

   Financial Results for 1Q of FY2015 （Three months ended June 30, 2015） July 22, 2015 6807 Japan Aviation Electronics Industry, Ltd. Copyright ©2015. Japan Aviation Electronics Industry. Ltd 1

2. Slide 2: 1. Company Sales & Incomes

   1. Company Sales & Incomes Technology to Inspire Innovation （JPY in 100 millions） FY2014 FY2015 Year/Year Change 1Ｑ 1Ｑ (margin) (margin) Sales 426 486 +60 114% Operating Income 50 11.7% 65 13.5% +16 131% Ordinary Income 52 12.2% 63 13.0% +11 121% Net Income 38 8.9% 47 9.6% +9 123% Average Exchange R

3. Slide 3: 2. Sales by Business Segment

   2. Sales by Business Segment Technology to Inspire Innovation （JPY in 100 millions） FY2014 FY2015 Year/Year Change １Ｑ １Ｑ Connector 375 88% 440 90% +65 117% UIS 16 4% 20 4% +4 128% Aerospace 34 8% 24 5% -9 72% Others 2 0% 2 0% 0 105% Total 426 100% 486 100% +60 114% （％） （％） （％） Domestic 135 32% 129 2

4. Slide 4: 3. Connector Business

   3. Connector Business Technology to Inspire Innovation （JPY in 100 millions） Sales by Market Segment 500 PC, LCD, TV, 440 others 29 400 375 Industrial 47 & Infra- 34 structure ▶ Continued double digits 49 growth in Automotive 300 supported by sales increase 151 Automotive for Japanese and European 1

5. Slide 5: 4. UIS Business

   4. UIS Business Technology to Inspire Innovation （JPY in 100 millions） Sales by Market Segment 20 20 16 ▶ Steady growth mainly in 9 industrial robot market Industrial & Infra- structure 8 10 ▶ Growth led by sales for Automotive 11 Japanese manufacturers 8 0 FY14/1Q FY15/1Q Copyright ©2015. Japan Avi

6. Slide 6: 5. Aerospace Business

   5. Aerospace Business Technology to Inspire Innovation （JPY in 100 millions） 40 Sales by Market Segment 34 30 13 Defense & 24 Space 20 ▶ Defense sales decrease on 10 a year-over-year basis Industrial 10 21 & Infra- structure, ▶ Sales decline for oil drilling Automotive 14 use due to lower oil prices

7. Slide 7: 6. Sales by Market Segment

   6. Sales by Market Segment Technology to Inspire Innovation （JPY in 100 millions） FY2014 FY2015 Year/Year Change １Ｑ 1Ｑ Mobile Devices 164 38% 213 44% +49 130% Automotive 138 32% 163 34% +25 118% Industrial & Infrastructure 74 17% 68 14% -6 92% Others 50 13% 42 8% -8 84% Total 426 100% 486 100% +60 1

8. Slide 8: 7. Operating Income by Business Segment

   7. Operating Income by Business Segment Technology to Inspire Innovation （JPY in 100 millions） FY２０１4 FY２０１5 Year/Year Change 1Ｑ １Ｑ (margin) (margin) Connector 58 15.5% 77 17.5% +19 132% UIS -0 -0.7% 3 14.2% +3 turnaround Aerospace 1 3.3% -3 -12.6% -4 － Unallocatable Costs/Others -9 － -11 － -2 － Tot

9. Slide 9: (Appendix) Topics for FY2015/1Q

   (Appendix) Topics for FY2015/1Q Technology to Inspire Innovation Mobile Devices USB Type-C™ Connector "DX07 Series" Has Been Developed JAE has launched the DX07 Series, plug and the receptacle connectors which are compatible with the next-generation USB Type-C specification. Highly involved in the d

10. Slide 10: Copyright ©2015. Japan Aviation Electronics Industry. Ltd

    Technology to Inspire Innovation Copyright ©2015. Japan Aviation Electronics Industry. Ltd 10

11. Slide 11: 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 July 22, 2015, and include risks and uncertainties. The targets not

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