Honda Motor : FY2022 3rd Quarter Financial Results Presentation

FY22 3rd Quarter Financial Results

February 9, 2022

Contents

• Outline of FY22 3rd Quarter Financial Results and FY22 Financial Forecasts
• Financial Results and Forecasts
• • FY22 Nine Months Results
  • FY22 Financial Forecast

2

Main Market (Automobiles)

Japan	Retail
YTD (Apr.- Dec.)	Unit	vs. FY21
(thousand)	(%)
Industry Demand *	3,019	93.5
Unit Sales	398	92.1
QTD (Oct.- Dec.)	Unit	vs. FY21
(thousand)	(%)
Industry Demand	968	80.8
Unit Sales	131	87.1

* Source: Japan Automobile Dealers Association

■Sales Results in FY22

Lower than the same period last year due to

the impact of the semiconductor supply shortage.

YTD: Despite the increase in sales units of Vezel, lower than the same period last year.

N-BOX: Records No.1 annual sales for 2021 in mini-vehicle segment.

N-ONE: Named 2021-2022

K CAR (mini-vehicle) of The Year (Dec.)

■Outlook/Forecast for FY22

The demand stays firm, while the impacts of the semiconductor supply shortage and resurgence of COVID-19 are expected to remain.

Maintain the previous forecast*.

N-ONE

*Previous forecast：announced on November 5th 3

Main Market (Automobiles)

U.S.A.	Retail
YTD (Apr.- Dec.)	Unit	vs. FY21
(thousand)	(%)
Industry Demand *	11,151	100.8
Unit Sales	1,120	106.8
QTD (Oct.- Dec.)	Unit	vs. FY21
(thousand)	(%)
Industry Demand	3,305	78.8
Unit Sales	287	78.5

■Sales Results in FY22

YTD: Although demand recovered due mainly to the economic stimulus measures, the results stayed almost the same level as the same period last year due to the impact of the semiconductor supply shortage.

YTD: Exceeded the same period last year with the strong sales of light truck models.

QTD: Lower than the same period last year due to the impact of the semiconductor supply shortage.

* Source: Autodata

CIVIC Si

Launched in Nov. 2021

CIVIC: Named 2022 North American Car of the Year (Jan.)

■Outlook/Forecast for FY22

The demand stays strong, while the impacts of the semiconductor supply shortage

and resurgence of COVID-19 will be large.

Downward revision from the previous forecast.

4

Main Market (Automobiles)

China	Retail
YTD (Apr.- Dec.)	Unit	vs. FY21
(thousand)	(%)
Industry Demand *	19,791	91.5
Unit Sales	1,171	83.4
QTD (Oct.- Dec.)	Unit	vs. FY21
(thousand)	(%)
Industry Demand	7,652	93.5
Unit Sales	454	80.9

* Industry demand is wholesale basis (based on Honda research)

INTEGRA

Launched in Dec. 2021

■Sales Results in FY22

Despite the demand recovery by the economic stimulus measures, lower than the same period last year

due mainly to the impact of the semiconductor supply shortage.

Despite the increase in the sales of XR-V and the launch of new INTEGRA, lower than the same period last year.

CY21: XR-V updated annual sales record.

■Outlook/Forecast for FY22

For CY22, expecting to exceed the sales of CY21, while the impact of the semiconductor supply shortage will remain.

Upward revision from the previous forecast. Announced to build a new EV production plant (Jan.).

Strive to provide attractive products with expanding lineup of electrified vehicles.

Dongfeng Honda's new EV production plant

Aiming to begin production in 2024

5