Growth Strategy

Martin P. Slark
Vice Chairman and Chief Executive Officer

FY10: A Year of Recovery

$3 billion revenue Doubled operating income Completed global restructuring

Strong Revenue Recovery

(US$ in millions)
$847 $730 $674 $570 $506 $756

Q3 09

Q4 09

Q1 10

Q2 10

Q3 10

Q4 10

Strong recovery continues

Non-GAAP Earnings Per Share* More than Doubled

$0.39 $0.29 $0.24 $0.18

Q1 2010

Q2 2010

Q3 2010

Q4 2010

Consistent EPS growth

*See GAAP to Non-GAAP reconciliation

Great Start to FY11 with Record Bookings in Q4

(US$ in millions)
$838 $724 $576 $475 $778 $910

B-T-B Ratio

.94 Q3 09

1.01 Q4 09

1.07 Q1 10

1.07 Q2 10

1.11 Q3 10

1.07 Q4 10

Record orders in June quarter

Solid Growth Across Our Key Markets

June Quarter Bookings

YOY Automotive Data Telecom Consumer Elect. Industrial Medical / Military TOTAL 43% 54% 60% 43% 96% 107% 58%

% of Total 14% 22% 25% 20% 15% 4% 100%

Significant improvement in all markets

Strongest Growth in Asia

June Quarter Bookings

YOY
Americas Europe APN APS TOTAL 62% 48% 36% 74% 58%

% of Total
24% 15% 21% 40% 100%

Market 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

Our Growth Strategy in Action

Develop Our Focus Markets

Mil-Aero, Medical Electronics & Industrial

Increase resources & focus on key customers Improve internal resource alignment Duplicate this model globally for each focus market

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Strengthen 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 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!

Sell existing products already developed for industry 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

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Focus Accounts Next Steps

Review existing accounts

Create market-specific 2nd wave of 30 additional accounts Assign sponsors

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Acquisitions
Our preference is organic growth Good pipeline of strategic opportunities Focus on niche technology acquisitions
RF technology Medical

Vertical integration in Integrated Products Division

Cable Key components

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Internal Growth Initiatives: Solid State Lighting (SSL)

Significant opportunity LED partner Bridgelux Filling 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: SNEXT

Acoustics technology integration into Consumer Electronic Products
Innovative speaker designs for televisions, headphones and speaker systems EvaldiTM brand products now being sold via Distribution TV speaker product shipping in FY11

Capitalizes on Molexs precision, high-speed micro product manufacturing capabilities

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Where Do We Go from Here?

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

Percent %

With a CAGR of 8.4%

Source: Bishop & Associates

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We Saw Rapid Growth Coming Out of the Tech Bubble Downturn

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We Have a Clear Path to a 14% Operating Margin

14.0% 11.1%
Eliminate Transition Costs Reduce Unusual Logistics Costs Restructuring Benefit

June 2010

Target

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Summary
Attractive industry with good growth opportunities Leading global player with a major presence in Asia and high growth markets Expanding Focus Account Strategy with more customers and into Focus Markets Improving operating performance and strong balance sheet
Thank You

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