P.1 Financial Results for the Third Quarter Ended December 31, 2009
P.2 Businesses and Major Products
P.3 Contents
P.4 Executive Summary
P.5 Contents
P.6 Consolidated P/L
P.7 Quarterly Business Results (All Segments)
P.8 Restatement of Sales to Reflect New Segments (Q1-Q3)
P.9 Consolidated Sales by Area
P.10 Consolidated Sales by Segment (New Segments)
P.11 Consolidated Operating Income by Segment (New Segments)
P.12 Consolidated Operating Income Analysis (YoY)
P.13 IAB (Industrial Automation Business)
P.14 Quarterly Business Results (IAB)
P.15 EMC (Electronic and Mechanical Components Business)
P.16 Quarterly Business Results (EMC)
P.17 AEC (Automotive Electronic Components Business)
P.18 Quarterly Business Results (AEC)
P.19 SSB (Social Systems Business)
P.20 Quarterly Business Results (SSB)
P.21 HCB (Healthcare Business)
P.22 Quarterly Business Results (HCB)
P.23 Other (New Segment)
P.24 Other Sales Breakdown (New Segment)
P.25 Quarterly Business Results (Other)
P.26 Consolidated B/S
P.27 Consolidated Cash Flows
P.28 Full-year Forecast
P.29 Basis for FY09 Q4 Forecast
P.30 Economic Indicators
P.31 FY09 Q4 Forecast by Segment
P.32 Projected Results for FY09 Full Year
P.33 FY09 Consolidated Sales Forecast by Area
P.34 FY09 Consolidated Sales Forecast by Segment
P.35 FY09 Consolidated Operating Income Forecast by Segment
P.36 Consolidated Operating Income Analysis (vs. Oct. 29 fcst)
P.37 Emergency Measures and Structural Reform
P.38 Emergency Measures: Progress to Date (Cut Costs, Restrain Investment and Reduce Inventories)
P.39 Emergency Measures: Progress to Date (Progress of fixed cost reduction)
P.40 Emergency Measures: Progress to Date (Impact on P/L Structure)
P.41 Emergency Measures: Progress to Date
P.42 Chinese Market (IAB, Macroeconomic Conditions)
P.43 Chinese Market (IAB)
P.44 Chinese Market (Industrial Production Index and IAB Sales)
P.45 Reference
P.46 Exchange Rates (USD, EUR)
P.47 Raw Material Prices
P.48 Emergency Measures and Structural Reform: Outline
P.49 Emergency Measures and Structural Reform: Schedule
P.50 Overview of AEC Spin-off Company
P.51 Overview of Switch Business Company
P.52 Reorganization of Relay and Switch Businesses
Q & A