Japan Aviation Electronics Industry, Limited · TSE:6807

Japan Aviation Electronics Industry — Q1 FY2018 Earnings Presentation

11 slides from Japan Aviation Electronics Industry's earnings presentation, Jul 25, 2018

1. Slide 1: Financial Results for 1Q FY2018

   Financial Results for 1Q FY2018 July 25, 2018 6807 Japan Aviation Electronics industry, Ltd. Copyright ©2018. Japan Aviation Electronics Industry. Ltd

2. Slide 2: Net Sales and Incomes

   Net Sales and Incomes Technology to Inspire Innovation (JPY in 100 millions) Year/Year Sequential 1Q FY2017 4Q FY2017 1Q FY2018 Change Change 3 months ended Jun 30, 2017 Mar 31, 2018 Jun 30, 2018 1QFY2018/1QFY2017 1QFY2018/4QFY2017 Net Sales 594 617 562 -33 95% -56 91% Operating Income 40 45 42 2 10

3. Slide 3: Net Sales by Market Segment

   Net Sales by Market Segment Technology to Inspire Innovation (JPY in 100 millions) Year/Year Sequential 1QFY2017 4QFY2017 1QFY2018 Change Change 3 months ended Jun 30, 2017 Mar 31, 2018 Jun 30, 2018 1QFY2018/1QFY2017 1QFY2018/4QFY2017 Component Component Component Mobile Ratio Ratio Ratio Devices 33

4. Slide 4: Net Sales by Business Segment

   Net Sales by Business Segment Technology to Inspire Innovation (JPY in 100 millions) Sequential 1QFY2017 4QFY2017 1QFY2018 Year/Year Change Change 3 months ended Jun 30, 2017 Mar 31, 2018 Jun 30, 2018 1QFY2018/1QFY2017 1QFY2018/4QFY2017 Component Component Component Ratio Ratio Ratio Connector 550 9

5. Slide 5: Operating Income by Business Segment

   Operating Income by Business Segment Technology to Inspire Innovation (JPY in 100 millions) Year/Year Sequential 1QFY2017 4QFY2017 1QFY2018 Change Change 3 months ended Jun 30, 2017 Mar 31, 2018 Jun 30, 2018 1QFY2018/1QFY2017 1QFY2018/4QFY2017 Connector 50 46 47 -3 1 9.1% 8.5% 9.3% UIS 2 2 2 0 0 10.

6. Slide 6: Connector Business Sales By Market Segment

   Connector Business Technology to Inspire Innovation （JPY in 100 millions） Sales By Market Segment 592 627 550 547 509 500 363 385 Mobile 330 301 Devices 264 Automotive 150 154 167 172 173 Industrial & Infrastructure 51 53 55 55 55 0 PC・LCD・TV & 19 23 19 18 17 Others 1Q/FY2017 2Q/FY2017 3Q/FY2017 4Q/

7. Slide 7: UIS Business Sales By Market Segment

   UIS Business Technology to Inspire Innovation （JPY in 100 millions） Sales By Market Segment 22 22 22 21 20 20 11 12 12 Automotive 13 11 Industrial & 10 11 10 10 Infrastructure 8 0 1Q/FY2017 2Q/FY2017 3Q/FY2017 4Q/FY2017 1Q/FY2018 Copyright ©2018. Japan Aviation Electronics Industry. Ltd 7

8. Slide 8: Aerospace Business Sales By Market Segment

   Aerospace Business Technology to Inspire Innovation （JPY in 100 millions） Sales By Market Segment 50 46 36 28 29 26 21 21 Industrial, 18 23 Infrastructure, 15 & Automotive 18 15 Defense & 6 8 6 Space 0 1Q/FY2017 2Q/FY2017 3Q/FY2017 4Q/FY2017 1Q/FY2018 Copyright ©2018. Japan Aviation Electronics Indu

9. Slide 9: Capital Investment & Depreciation

   Capital Investment & Depreciation Technology to Inspire Innovation （JPY in 100 millions） 100 52 57 Capital 48 50 38 37 Investment 0 Depreciation, 50 others 44 51 51 57 61 100 1Q/FY2017 2Q/FY2017 3Q/FY2017 4Q/FY2017 1Q/FY2018 Copyright ©2018. Japan Aviation Electronics Industry. Ltd 9

10. Slide 10: Technology to Inspire Innovation

    Technology to Inspire Innovation

11. Slide 11: Cautionary Statement

    <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 25, 2018, and include risks and uncertainties. The targets noted in these materials are not pro

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