Q2 FY24 Earnings Presentation slide image

Q2 FY24 Earnings Presentation

Q3 FY24 segment outlook Flex Reliability Solutions омо Automotive Secular trends, including electrification driving demand UAW strikes remain a watch item Health Solutions Multiple program ramps continue supported by long-term secular trends Flex Agility Solutions CEC IT spending environment remains dynamic; Al-driven Cloud spending strong, Enterprise IT & Comms soft Longer-term trends driving cloud and networking · technology transitions remain strong. Lifestyle • Strong market position with premium brands, however consumer-related demand remains soft Industrial • Continued demand in high growth areas such as EV charging, automation and cloud/critical power Expect residential solar weakness to continue • Effective cost management remains the near-term focus Consumer Devices • Consumer end market weakness persisting Nextracker 11 . Global demand remains solid with strong pipeline • Remain focused on continued cost management flex
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