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DELFINGEN Industry Earnings Release 2012

Jul 27, 2012

1252_iss_2012-07-27_04d1eb20-89c4-44a8-82bd-a4e4ed284266.pdf

Earnings Release

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2nd quarter sales

July 27th, 2012

2 0 1 2 2 n d q u a r t e r : s a l e s i n c r e a s e d b y 6 . 8 % c o m p a r e d t o t h e 2 0 1 1 2 n d q u a r t e r

In millions of euros 2012 2011 Variation Variation
excluding
currencies
effects
Automotive
production
variation*
Sales 32.2 28.5 13.0% 6.8%
of
which:
Automotive
market:
29.4 26.3 12.0% 5.9% 10.7%
Europe-Africa 14.2 15.4 -8.0% -8.0% -7.2%
North
and
Central
America
11.7 8.4 38.9% 23.8% 27.1%
South
America
0.8 0.9 -16.8% -16.8% -8.9%
Asia 2.8 1.5 83.3% 63.0% 20.0%
Specialty
markets
2.8 2.2 25.8% 17.5%

* Source IHS

Automotive market:

During the 2nd quarter of 2012, the automotive production raised by 11% compared to the 2nd quarter of 2011. This evolution was mixed. Indeed, figures fell by 7% in Europe and by 9% in South America, when in other regions they grew: in Asia: by 20% and in North America: by 27%.

Globally, the Delfingen Industry Group showed an Automotive sales increase of 13% compared to the 2011 2nd quarter (6.8% at constant parity):

• The sales were very dynamic in America and particularly in Asia:

  • In North and Central America, the Group fully benefited from the growing market (+10%). Taking advantage of the favourable effect of the parity between dollar and euro, the sales growth reached 39%,

  • In Asia:

  • The fluid transfer activities in ASEAN increased : we doubled our sales compared to the 2011 2nd quarter

  • China also showed a strong sales increase. Indeed, our sales in this country has been multiplied by 4 compared to the 2011 2nd quarter

  • We benefited also from the favourable currencies effect compared to the euro, the sales increase reached 83%.

  • In South America, it fell by 16.8% (at constant parity), in a market that were 10% down, mainly due to the Brazilian market.

• In Europe, the sales were 8% down, in a downturn market except in Russia.

Specialty markets:

The sales of protection systems to other industries, knew a strong increase (+ 25%) in the USA and in Europe.

Global automotive supplier of protection systems, fluid transfer solutions and assembly tedchnologies