P.1 Financial Results for the Second Quarter Ended September 30, 2009
P.2 Businesses and Major Products
P.3 Contents
P.4 Executive Summary
P.5 Results for the Second Quarter Ended September 30, 2009 (FY09/Q2)
P.6 Consolidated P/L
P.7 Consolidated Sales by Area/Segment
P.8 Consolidated Operating Income by Segment
P.9 Consolidated Operating Income Analysis (YoY)
P.10 Consolidated Operating Income Analysis (vs. plan)
P.11 IAB (Industrial Automation Business)
P.12 ECB (Electronic Components Business)
P.13 AEC (Automotive Electronic Components Business)
P.14 SSB (Social Systems Business)
P.15 HCB (Healthcare Business)
P.16 Consolidated B/S
P.17 Consolidated Cash Flows
P.18 Full-year Forecast
P.19 Basis for FY09 Q3-Q4 Forecast
P.20 Economic Indicators
P.21 FY09 Q3-Q4 Forecast by Segment
P.22 Projected Results for FY09 Full Year
P.23 FY09 Consolidated Sales Forecast by Area/Segment
P.24 FY09 Consolidated Operating Income Forecast by Segment
P.25 Adjustments to FY09 2nd Half Forecast by Segment
P.26 Emergency Measures and Structural Reform
P.27 Emergency Measures and Structural Reform: Outline
P.28 Emergency Measures and Structural Reform: Schedule
P.29 Emergency Measures: Progress to Date Cut Costs, Restrain Investment and Reduce Inventories
P.30 Emergency Measures: Progress to Date Impact on P/L Structure
P.31 Structural Reform: Progress to Date Business Domain Reform
P.32 Structural Reform: Progress to Date Concentrating Management Resources on 3 Control-based Businesses (IAB, ECB, and AEC)
P.33 Structural Reform: Progress to Date Bolstering IAB Sales Capabilities
P.34 Structural Reform: Progress to Date Bolstering ECB Production Capabilities
P.35 Structural Reform: Progress to Date Improving AEC profitability towards independent management
P.36 Structural Reform: Progress to Date Operational Structural Reform
P.37 Future Growth
P.38 Future Growth: Evolution of Sensing & Control
P.39 Future Growth: Evolution of Sensing & Control Example (1)
P.40 Future Growth: Evolution of Sensing & Control Example (2)
P.41 Future Growth: Evolution of Sensing & Control Example (3)
Q & A