Johnson Electric Holdings Limited · HKEX:179
Johnson Electric — 9M FY25/26 Earnings Presentation
11 slides from Johnson Electric's earnings presentation, January 2026
Slide 1: FY25/26 Business Update
FY25/26 Business Update For the December 2025 Quarter Investor Briefing Jan 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 Nine Months Ended 31 December 2025 Overall, sales remained stable APG’s sales decreased mainly due to an unfavorable customer mix in China as well as competitive pricing IPG’s sales slightly improved amid diverse regional trends Notes: 1. The Automotive Products Group was abbrevi
Slide 4: APG Sales Changes by Region
APG Sales Changes by Region Nine Months Ended 31 December 2025 APG’s sales were influenced by: • Lower demand from non-domestic car brands in China, partially mitigated by growth in sales to Chinese brands • Competitive pricing adjustments Note: EMEA: Europe, the Middle East and Africa Page 4 A Worl
Slide 5: Light Vehicle Production
Light Vehicle Production Multi-Year Changes Recent stability in production volumes masks rapid transformation in the automotive industry • China leads global NEV adoption and innovation • OEMs are adapting to competitive pressures and evolving consumer demand Note: Actual, estimated and forecast lig
Slide 6: APG Multi-Year Sales Changes
APG Multi-Year Sales Changes Robust growth through FY23/24 driven by interest in NEVs and post-COVID recovery From FY24/25, industry transformation and shifting consumer behaviour created short- term headwinds, especially in China A market refocus and new business with leading Chinese OEMs sets up A
Slide 7: IPG Sales Changes by Region
IPG Sales Changes by Region Nine Months Ended 31 December 2025 IPG achieved a slight uptick in overall sales: • Asia-Pacific declined slightly as pricing headwinds were largely offset by new business wins • EMEA delivered growth, driven by customers’ inventory replenishment and successful new launch
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 • Sales remained stable year-to-date • Subdued global macro-economic conditions • Ongoing geopolitical uncertainties • US trade policy–related risks • Full-year Group sales expected to be broadly similar to prior year, based on current trading con
Slide 10: Supplemental Information
Supplemental Information Page 10 A World of Motion. Powered by Sustainable Innovation…
Slide 11: Average Exchange Rates
Average Exchange Rates Nine Months Ended 31 December 2025 vs. Nine Months Ended 31 December 2024 Page 11 A World of Motion. Powered by Sustainable Innovation…
Johnson Electric Holdings — 9M FY25/26 Earnings Presentation on 6ix