Fujikura Ltd · TSE:5803
Fujikura — FY2011 Earnings Presentation
46 slides from Fujikura's earnings presentation, May 9, 2012
Slide 1: MUBItIVID
MUBItIVID 2012 5 9 SS —hEteete F Fujikura
Slide 2: FFujikura
FFujikura 1
Slide 3: . 1. 2.2011 2012 3. 4.2012 5.
. 1. 2.2011 2012 3. 4.2012 5. 2
Slide 4: FFujikura
FFujikura 3
Slide 5: FFujikura
FFujikura 4
Slide 6: F Fujikura
12 F Fujikura 5
Slide 7: Fujikura Electronics Vietnam and Thailand
24.0 52,016 Purachinburii Kabinburii Bangkok 1 Fujikura Electronics Vietnam Ltd. 2 Fujikura Electronics Thailand Ltd. 6
Slide 8: DSL DDK Shanghai Ltd.
2012 7 DSL DDK Shanghai Ltd. 7
Slide 9: FFujikura
FFujikura 3
Slide 10: F Fujikura
F Fujikura 9
Slide 11: FFujikura
FFujikura 10
Slide 12: (SFG)
• FFOE 2011 4 (FFNC) 2011 6 (SFG) 2011 1 11
Slide 13: Automotive engineering, sales and manufacturing locations
• Fujikura Automotive Europe SAU Wolfsburg Ingolstadt Changchun Fujikura Korea Automotive Ltd. Yonezawa Electric Wire Co,.Ltd. Lafayette Dej Fujikura Automotive AmericaDetroit LLC. Tangier Cluj-Napoca Piedras Negras Shanghai Salamanca Fujikura Automotive Puebla Barcelona Europe SAU Fujikura Zhuhai L
Slide 14: z z z
• z z z z Nistica Nistica z z C-MOS C-MOS 13
Slide 15: . 1. 2. 2011 2012 3. 4. 2012 5.
. 1. 2. 2011 2012 3. 4. 2012 5. 14
Slide 16: USD
11 12 12 12 11-10 12-11 10 11 5,218 5,090 2,400 5,000 127 90 168 133 50 130 35 3 % 3.2 2.6 2.1 2.6 0.7 0 18 8 2 11 10 3 163 91 30 90 72 1 93 62 0 40 156 102 1 26.0 17.2 0 11.0 43.2 28.2 1 6.0 5.0 2.5 5.0 - - 23.1 45.1 USD 85.74 79.07 80.00 80.00 738 718 650 650 15
Slide 17: FFujikura
FFujikura 16
Slide 18: 11 1,225 816 409 38 3 41 80 80 38 83 121 17
11 409 121 417 134 283 180 144 36 201 125 76 426 414 12 1,225 816 409 38 3 41 80 80 38 83 121 17
Slide 19: 1 396 143 168 311 85 306 426 732 421 451 872 140 1,005
345 417 763 95 178 273 490 158 180 339 160 168 329 10 194 201 396 143 168 311 85 306 426 732 421 451 872 140 1,005 1,225 2,230 820 965 1,785 445 11 38 50 13 9 4 54 24 24 24 11 38 50 37 9 28 78 18
Slide 20: FFujikura
SS FFujikura 19
Slide 21: SS tte ji
SS tte ji F Fujikura 20
Slide 22: FPC
11 44 12 230 FPC 230 44 21
Slide 23: SS —hEteete FFujikura
2 2011 2012 SS —hEteete FFujikura 2
Slide 24: USD
11 12 12 12 11-10 12-11 10 11 5,218 5,090 2,400 5,000 127 90 168 133 50 130 35 3 % 3.2 2.6 2.1 2.6 0.7 0 18 8 2 11 10 3 163 91 30 90 72 1 93 62 0 40 156 102 1 26.0 17.2 0 11.0 43.2 28.2 1 6.0 5.0 2.5 5.0 - - 23.1 45.1 USD 85.74 79.07 80.00 80.00 738 718 650 650 23
Slide 25: F Fujikura
11 / F Fujikura 24
Slide 26: +109 5,218 5,090
136 +109 100 5,218 5,090 10 127 25
Slide 27: +58
39 24 +58 30 168 133 10 35 26
Slide 28: 2011 6 144 33 178 234 51 24 27 0 4 5 93
2011 168 133 35 18 8 10 163 91 72 154 16 155 140 35 280 246 144 33 178 234 51 24 27 0 4 5 93 62 156 27
Slide 29: 4,824 4,894 2,457 2,517 1,226 1,164 61 532 531 1 2,366 2,377 10 1,491
4,824 4,894 70 154 154 2,457 2,517 59 454 596 142 1,226 1,164 61 532 531 1 2,366 2,377 10 1,491 1,476 15 48 56 7 1,540 1,532 8 826 844 18 28
Slide 30: 2,896 3,052 1,646 1,683 1,927 ,842 85 2,008 1,925 83 195 202 6 114
2,896 3,052 155 727 746 19 1,646 1,683 36 297 388 91 1,927 1,842 85 2,008 1,925 83 195 202 6 114 118 4 29
Slide 31: 2010 2011 -+ +
2010 2011 10 10 1 11 10 11 -+ + 30
Slide 32: FFujikura
2012 S FFujikura 21
Slide 33: +57 5,090 5,000
+57 36 81 30 5,090 5,000 11 90 32
Slide 34: 2011 /2012 +28
2011 /2012 +28 6 11 13 11 3 11 12 33
Slide 35: F Fujikura
F Fujikura 34
Slide 36: 1,123 1,060 1,118 11.0% 6.4% 5.0% 5.0% 13 4 1,951 1,821 820 1,785 0.1
123 67 27 56 1,123 1,060 539 1,118 11.0% 6.4% 5.0% 5.0% 1 9 13 4 1,951 1,821 820 1,785 0.1 0.5% 1.6% 0.2% 2 3 11 31 1,954 2,019 962 1,938 0.1 0.2 1.1 1.6 48 50 23 44 114 109 55 110 42.3% 46.1% 41.8% 40.0% 1 3 2 3 75 80 24 50 1.7% 3.5% 8.3% 6.0% 168 133 50 130 5,218 5,090 2,400 5,000 3.2% 2.6% 2.1% 2
Slide 37: 1,123 1,118 1,060 6 617 11.0% 170
11 10 12 11 1,123 1,118 1,060 297 351 305 571 586 617 11.0% 170 6.4% 204 5.0% 200 10 11 12 36
Slide 38: FPC
11 10 12 11 FPC FPC 1,951 1,821 1,785 682 479 273 329 302 288 311 318 319 872 661 720 0.1% 0.5% 0.2 10 11 12 37
Slide 39: 1,954 2,019 1,938 0.1% 0.2% 1.6% 11 12 38
1,954 2,019 1,938 738 718 650 700 0.1% 0.2% 1.6% 10 11 12 38
Slide 40: z 2002.10 z W 2002.12
z 2000.11 z 2002.10 114 109 110 z W 2002.12 z 2003. 1 z 2007. 1 z W2 2010. 4 z W3 2010. 4 46.1% z 42.3% 40.0% 2010.11 10 11 12 ( 39
Slide 41: SS ete FFujikura +0
4 2012 SS ete FFujikura +0
Slide 42: 2012 2012 2012 13% 37% 16% 9% 25% 2012 2012 10 11
2012 2012 2012 300 300 13% 37% 16% 16 50 8 274 9% 233 250 25% 2012 2012 10 11 12 • 267 257 250 • 27 24 23 239 233 227 • 41
Slide 43: Fujikura
Fr Fujikura 42
Slide 44: – 2010 6.0 / – 2011 2.5 /
– 2010 6.0 / – 2011 2.5 / 43
Slide 45: F Fujikura
F Fujikura
Slide 46: MUASHIVIS
MUASHIVIS