book 2 martin

8/3/2019 Book 2 Martin

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Growth StrategyGrowth StrategyMartin P. Slark

Vice Chairman and Chief Executive Officer


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FY10: A Year of RecoveryFY10: A Year of Recovery

$3 billion revenue

Doubled operating income

Completed global restructuring


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Strong recovery continues

Strong Revenue RecoveryStrong Revenue Recovery(US$ in millions)

$506

$570

$674

$730$756

$847

Q3 09 Q4 09 Q1 10 Q2 10 Q3 10 Q4 10


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Non-GAAP Earnings Per Share* More

than Doubled

Non-GAAP Earnings Per Share* More

than Doubled

*See GAAP to Non-GAAP reconciliation

Consistent EPS growth

$0.18

Q1 2010

$0.24

$0.29

$0.39

Q2 2010 Q3 2010 Q4 2010


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Great Start to FY11 with Record Bookings

in Q4

Great Start to FY11 with Record Bookings

in Q4(US$ in millions)

.94 1.01 1.07 1.07 1.11 1.07B-T-B Ratio

Record orders in June quarter

$475

$576

$724$778

$838$910

Q3 09 Q4 09 Q1 10 Q2 10 Q3 10 Q4 10


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Solid Growth Across Our Key MarketsSolid Growth Across Our Key Markets

YOY% ofTotal

Automotive 43% 14%

Data 54% 22%

Telecom 60% 25%

Consumer Elect. 43% 20%

Industrial 96% 15%

Medical / Military 107% 4%TOTAL 58% 100%

Significant improvement in all markets

June Quarter Bookings


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Strongest Growth in AsiaStrongest Growth in Asia

APN 36% 21%

APS 74% 40%

APN 36% 21%

APS 74% 40%

YOY

% of

TotalAmericas 62% 24%

Europe 48% 15%

TOTAL 58% 100%

June Quarter Bookings


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Market DynamicsMarket Dynamics

Strong rebound in enterprise spending

Proliferation of mobile devices

Growth in IP traffic

Consumer demand in emerging markets

Green initiatives

New product introductions

Strong trends drive growth


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Our Growth Strategy in ActionOur Growth Strategy in Action


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Develop Our Focus MarketsDevelop Our Focus Markets

Increase resources & focus on key customers

Improve internal resource alignment

Duplicate this model globally for each focusmarket

Mil-Aero, Medical Electronics & Industrial


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Strengthen Our ChannelsStrengthen Our Channels

OEMS Continue to acquire new customers, especially in Focus

Markets

Increase penetration & BOM content with existing customers

Distribution

Increase share with global and key regional partners

Expand e-commerce and self-service

Use distribution to increase industrial business

EMS

Increase resources to support ODMs


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Fully Leverage Our SystemsFully Leverage Our Systems

Global systems support a global sales force

Leverage Vendavo pricing system

Expand use of technology for Marketing and

Customer Service

E-commerce


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Our Focus Account Program is Working!Our Focus Account Program is Working!

Sell existing products already developed forindustry leaders

Faster growing, more profitable customers

Methodology essential for success

Greater risk diversification

54 initial Focus Accounts


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Our Focus Accounts are the Fastest

Growing Part of Our Business

Our Focus Accounts are the FastestGrowing Part of Our Business


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Focus Accounts Next StepsFocus Accounts Next Steps

Review existing accounts

Create market-specific 2nd waveof 30 additional accounts

Assign sponsors


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AcquisitionsAcquisitions

Our preference is organic growth

Good pipeline of strategic opportunities

Focus on niche technology acquisitions RF technology

Medical

Vertical integration in Integrated ProductsDivision

Cable Key components


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Internal Growth Initiatives:

Solid State Lighting (SSL)

Internal Growth Initiatives:Solid State Lighting (SSL)

Significant opportunity

LED partner BridgeluxFilling out our product offering

Most Innovative Product of the Year award LIGHTFAIR International 2010

LED lighting market will grow at CAGR

of 28% from 2008 2012


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Internal Growth Initiatives: SNEXTInternal Growth Initiatives: SNEXT

Acoustics technology integrationinto Consumer Electronic Products

Innovative speaker designs for televisions,

headphones and speaker systems

EvaldiTM brand products now being sold viaDistribution

TV speaker product shipping in FY11

Capitalizes on Molexs precision, high-speedmicro product manufacturing capabilities


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Where Do We Go from Here?Where Do We Go from Here?


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With a CAGR of 8.4%

Percen

t%

Source: Bishop & Associates

Our Market is Projected to be$50 Billion+ by 2014Our Market is Projected to be$50 Billion+ by 2014


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We Saw Rapid Growth Coming Out of theTech Bubble DownturnWe Saw Rapid Growth Coming Out of theTech Bubble Downturn


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We Have a Clear Path to a14% Operating MarginWe Have a Clear Path to a14% Operating Margin

Target

EliminateTransitionCosts

RestructuringBenefit

June 2010

11.1%

14.0%

Reduce UnusualLogistics Costs

S


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SummarySummary

Attractive industry with good growthopportunities

Leading global player with a major presencein Asia and high growth markets

Expanding Focus Account Strategy withmore customers and into Focus Markets

Improving operating performance and strongbalance sheet

Thank You

book 2 martin

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