DENSO Press Conference AAPEX 2010 Richard Shiozaki Senior Vice President DENSO Sales California Las Vegas, Nevada November 3, 2010.

DENSO Press Conference AAPEX 2010

Richard ShiozakiSenior Vice PresidentDENSO Sales California

Las Vegas, NevadaNovember 3, 2010

North American Sales and Operating Income Improving

$2,500

$3,300

-$31.7

$168.4

-$500$0

$500$1,000$1,500$2,000$2,500$3,000$3,500

Millions

Sales Income

First-half 2009

First-half 2010

North American Sales and Income

•North American Sales totaled $3.3 billion, a 32.7 percent increase from 2009

•Operating Income totaled $ 168.4 million, a $200.1 million increase from 2009

32.7% Increas

e

$200.1 million

Increase

First-half FY2010 Results ShowImprovement

2010 Sales Forecast Revised Upward

Forecast for Fiscal Year Ending March 31,

2011 FY Forecast (Original) FY Forecast

(Revised) Changes from Previous FY

Net SalesUS$34.6billion US$35.0 billion +4.1 percent

Operating IncomeUS$1.6billion US$2.0 billion +29.6 percent

Income before income taxes andminority interests

US$1.7billion US$2.1 billion +28.9 percent

Net Income US$1.1billion US$1.4 billion +68.9 percent

•2010 Sales forecast revised upward 4.1 percent to $35 billion

•Operating Income forecast revised upward 29.6 percent to $2.0 billion

Automotive News Ranks DENSO No. 1 in the World

(Source: Automotive News 6/14/10)(Source: Automotive News 6/14/10)

Based on 2009 global OEM Automotive parts salesBased on 2009 global OEM Automotive parts sales

DENSO Is OE On Many Domestic Vehicles•DENSO is the original equipment component supplier on many GM, Ford and Chrysler vehicles

•A/C Compressors•Radiators•GPS Navigation•Spark Plugs•Fuel Pumps•Starters•Alternators•Filters•Electric Motors•And many more. . .

DENSO Awards

•2009 GM Supplier of the Year

•13 time winner

•2009 Ford World Excellence Award•2009 Toyota

Global Contribution Award

DENSO In India, China and Brazil

Fiat 500

• DENSO builds wiper motor and link for the Tata Nano in India

• DENSO now has 25 companies in China

• Will support the production of the Fiat 500 in Mexico for delivery to Brazil

• DENSO makes the alternator, front-wiper, compressor, HVAC and climate control panel for the Fiat 500

Tata Nano

Nano Wiper Motor & Link

Global Aftermarket Expansion

• New aftermarket sales company in Dubai

• DENSO Aftermarket spark plugs, automotive air-conditioning and bus air-conditioning products now being offered in Middle Eastern and North African Countries

• Newly acquired aftermarket distribution company with locations in Italy, Spain and France will deliver aftermarket climate control products throughout Europe

New Aftermarket Product - Ignition Coils

• DENSO developed the auto industry’s first compact stick-type ignition coil

• Small size, light weight, easy to install

• Expanding to 60 part numbers in 2011 for Ford, GM, Nissan, Honda, Mazda and Toyota

New Aftermarket Product - Mass Air Flow Sensors

•Introduced in September 2010

•95 percent coverage for Toyota and other brands including Chevrolet, Mazda, Honda, Acura, Suzuki and Subaru

•18 million UIO

New Aftermarket Product - DENSO Platinum TT Spark Plug

• Unique Twin-Tip design means better ignitability

• 13 part numbers cover 90 percent of all vehicles in North America

New Aftermarket Compressor Program

•Number 1 world market share in OE AC CompressorsNew for 2011 Expanded New Unit

Coverage:

• All DENSO Variable Type compressors convert from Reman to New

• Bringing our product coverage to 97 percent new units

• All Reman units are Coreless

New Aftermarket Product - Condensers•Seamless integration into the vehicle’s original air conditioning system

•Premium aluminum construction improves reliability

•Superior fin wave design offers higher heat transfer

•No adapters required

New Aftermarket Product - Radiators

•World’s No. 1 OE market share in 2009

•Now available in the aftermarket

•DENSO offers three basic radiator types:

•Plastic tank with aluminum core

•Plastic tank with copper core

•Cross-flow and down-flow configurations

Latin and South America Growth

•15 percent sales increase in 2009

•26 percent growth Y.T.D. in 2010

•We currently sell spark plugs, diesel injection and oxygen sensors into these markets

• Looking to expand AC compressor business in South America

Enhanced Training Program

97 Percent Satisfaction Rating!

• Taught by real technicians

• No sales pitch

• 16 Product areas covered

• Unique tips

– Reduce diagnostic time

– Insure first-time repair success

DENSO Parts Professional (DPP)

•DPP offers online technical info to professional techs 24/7

•What’s available is OE information for:

•Wiring diagrams

•Service bulletins

•Engine specs

•DENSO product information and specs

•Access to our database requires a yearly subscription that is less than 75 percent the cost of next our closest competitor’s rate

DENSO Aftermarket Products More Easily Available

• Awarded OE Supplier of the Year 4 of the last 5 years from the Pronto Buying Group

• Expanded product lines with national retailers

• DENSO products are now available at more than 10,000 outlets in North America

New Market – New Product

• Iridium Saver Spark Plug – New product for Natural Gas Engines used in Pipelines, Bio-gas, Co-generation and the Transit market

• Iridium alloy – developed and patented by DENSO

Thank You

Questions & Answers