Japan Aviation Electronics Industry (6807) Corporate presentation summary

Strategic vision and value creation

• Aims to inspire innovation through technology, supporting customers' unique product development and contributing to a connected, safe, and sustainable society across five key domains.

• Focuses on four priority markets: mobile devices, automotive, industrial/infrastructure, and aerospace, leveraging strengths for profit expansion.

Review of previous mid-term plan (2021–2025)

• Growth stagnated and profitability declined due to intensified competition, price drops in smartphones, and slower EV market growth.

• Revenue mix worsened, raw material costs surged, and delayed responses impacted earnings.

• ROE dropped from 9.6% to 5.1%, highlighting the need for portfolio transformation.

New mid-term plan (2026–2028) and portfolio transformation

• Targets ROE recovery to 8% by 2028 and 10% by 2030, optimizing resource allocation and strengthening business foundations.

• Accelerates resource shift to focus areas, integrates interface solutions into connectors, and rebalances four core markets for stable growth.