Tesec Corporation · TSE:6337

Tesec — FY2022 Earnings Presentation

19 slides from Tesec's earnings presentation, 2022

  1. Slide 1: Slide 1

  2. Slide 2: High Light

    High Light Tesec.

  3. Slide 3: Consolidated results highlights

    (BAF) 2021463. HA 2022463 AHA a a +oaA HBR sce 3,449 +4,062 +117.8% Fe L Flas 842 +2,506 4297.7% Fo Leal 24.4% 420.2p Ree 1,290 +310 424.1% Serlie A148 +2,196 - BRAS A13.0% _ Allee 4308 +2,374 - benteate SRS S 4290 +2,012 - Soi 5,242 +5571 +106.3% bores 4 2,899 +3,301 4+113.9% ASL + 104.4 TRAE 234 +

  4. Slide 4: Quarterly orders trend

    FL KLAR: SRA (EM) ME\VKSAE mmr Asab ome ioyaab SST es LI 45m asay A 43.3% 44.7% 44.6% = 44.7% 2,207 1,088 1,143 1,140 y8U 995 947 915 581. ~ aa ' 400 429, 405, cr 4 = % —_—_— i _— SL 96 10, 20 3Q AQ 1Q 2a 30 40. 1Q 20, 3Q 4Q 1Q 20 3Q AQ 1Q 2Q 3Q AQ 2018/3 BA 2019/37 #8 2020/3Fi #8 2021/3 #4 2022/3.

  5. Slide 5: Net sales trend

    SSE sRb- SR GM) BAF mar asob e SOE a 7,304 7,194 pee 5 5,242 4,159 3,982 449 —_ 2,899 283 4,107 2018/35 BA 2019/3A#A | 2020/38 | 2021/3A HA BAR 2022/3 #A Sit -L- STR (OM) 6,200 eSOd mak est 5,161 3,853 3,247 2,789, 2,765 a 7e 18: 207 1,724 z on 2Q 3Q | 4Q 2021/3 ABA 2022/3 AHA _ Sse IEE LMA) EO Ht w

  6. Slide 6: Results by segment

    BEL SERGE) — iihist BUFEL GENE) BAR TO tt = Mm BM VLU © BB PE) Ba SOE mse we ER 5,902 4,008 3,978 397 Ea - 2.682 952 \276t) 13g 48 BS - 1,677 1s = 345 1317 268 vast) 1,335 637 230 538 ; 215 ; 327 ; 318 , 123 , 50. , 2018/3AA#§ | 2019/3 BR 2020/3A#A | 2021/3A#A | 2022/3A HA 2018/3 HA 2019/3A#A 2020/3

  7. Slide 7: Results by region

    SBF FL - SK (GM) BAA SOE msek = SER 3,211 2,256 2,076, 1,948 1,94: 1811 1741 663 “ 1,220 160 ‘805 491 639 2018/37 BA | 2019/3 #A | 2020/3A#A | 2021/3A#A 2022/3A BA SE - StL RB (+R) BAA msOd mock mw SEK 2247 1,923 1,152 1,175 1,250 922 | 1Q 2Q 3Q 4Q 2021/3 ABA 2022/3 ABA aa hist BSE L GMA) ZO th Mm E

  8. Slide 8: Results by product

    Bie FEL- BER GEM) ann Hie 98 GM) BAR EO IM BRAM PL? BIB oP Ba SOE ese = SER 1,409 1,2004237 aia 1,237 Be 902 929 817 912 Sie. 929 912 800 sas 8 817 = 6 aS 8 ad 320 (190 169 thor 218 161 134 1g 123 105 8 184 78 118 136 122 144 ee! 250 224 181 220 2018/3A#A | 2019/3 HA | 2020/3A#A | 2021/3 #A | 2022/3

  9. Slide 9: ZOU RENEE

    EE ZOU RENEE GER 2021/3 AHA 2022/3 BA 2021/3 ABA 2022/3.A BA Tesec.

  10. Slide 10: FY2023 forecast

    (SAF) 2022463 A HA 2023463 AHA THA 3 HA = - +834 tae subi 7,512 +687 49.2% 5c LAF ie 3,348 +301 +9.0% FoL eas 44.6% A01p RES 1,600 +249 415.6% ee aires 1,748 +51 +3.0% BAS 23.3% A1 3p ESaceuleay 2,065 A215 410.4% A +i -2 ees S 1,722 A222 A12.9% ABL— 110.6 AAA 240 +197 482.5% Tesec.

  11. Slide 11: Forecast by segment

    = — fh ist USE L GHA) — hist BIZE_LE ES) SOA EM mw BRM PL GHB PE] BAR SOA eM mw ERM PL w BIB PE] Ba 8,200 7,194 saad, = 4,008 3,978 4,000 725 1,378 cos 397 237 | aaa a] ee 4,159 2,000, 2,857 752 ke = - sit so 537, ease) 2,233 345 1,317 ne ir iad me ws 4,165 eS 269%) 1,335 1,776 1,615 1,482 1,766 230

  12. Slide 12: BAA

    BAA SWAMI GRA BERS RC) 4,500 1,171 4262 eRY ()ALRALYRAS eR4+ BRR meer om 2019/3 ASA 2020/3F #4 2021/3 AA 2022/3 i 2023/3 A (aa%82410F) a Tesec.

  13. Slide 13: Market trends

    UVF ALIN & UIX WIN IIA LR OF ears LOUK. +SSRER ETH 2000 01 02 03 04 05 06 07 O8 O9 10 11 12 13 14 15 16 17 18 19 20 21 22F 16MCOKR ¢ | >6ET2.8f5 Tesec.

  14. Slide 14: Enjoy2.0

    Enjoy2.0 Don’t be Afraid SHINE

  15. Slide 15: SDGs initiatives

  16. Slide 16: Tesec.

    Tesec.

  17. Slide 17: Tesec.

    Tesec.

  18. Slide 18: :

    : Tesec.

  19. Slide 19: Tesec.

    Tesec.

Tesec — FY2022 Earnings Presentation on 6ix