ANNUAL REPORT 2003 2003 Energy & Electric Systems Group ED&C•Drive Systems Group Electronics Group 3 Retail Support Equipment & Systems Group Others 1 2 4 8 12 14 20 26 32 38 40 44 46 47 47 48 54 56 57 58 59 75 76 78 80 81 Financial Highlights 2003.3 2002.3 2003.3 3 31 ....................... ¥832,414 12,909 8,984 7,074 3,911 ................................. ................................. 161,188 921,121 ................................. ............................... ............................... .................. ¥ 839,135 7,489 5,791 231 (3,217) $6,936,790 107,580 74,872 58,957 32,592 248,049 1,104,871 1,343,237 7,676,015 : 1 ¥ ...................... 5.28 (4.50) $ 0.044 8,324 8,391 8,910 8,518 8,520 250 300 10,000 8,000 ¥ 200 129 6,000 100 74 41 4,000 –100 1999.3 2000.3 2001.3 2002.3 2003.3 1999.3 2000.3 2001.3 2002.3 2003.3 200 39 97 100 –100 –32 –173 0 –74 0 –41 0 2,000 –200 1999.3 2000.3 2001.3 2002.3 2003.3 FUJI ELECTRIC CO., LTD. Annual Report 2003 1 A Message from the President FUJI ELECTRIC CO., LTD. Annual Report 2003 3 Question 1 2003 3 3 Answer 4 FUJI ELECTRIC CO., LTD. Annual Report 2003 Interview With the President Question 2 Answer % 5.0 5 4 3 2 1.5 2.0 2003.3 2004.3 1 0 2006.3 3,000 3,000 4,100 4,000 4,388 5,000 2,000 1,000 0 2003.3 2004.3 2006.3 FUJI ELECTRIC CO., LTD. Annual Report 2003 5 Question 3 10 1 Answer Question 4 ROI FEP Answer 6 FUJI ELECTRIC CO., LTD. Annual Report 2003 Interview With the President Question 5 Answer FUJI ELECTRIC CO., LTD. Annual Report 2003 7 1 2 3 8 FUJI ELECTRIC CO., LTD. Annual Report 2003 Pure Holding Company 2003 10 1 FUJI ELECTRIC CO., LTD. Annual Report 2003 9 1 2 10 FUJI ELECTRIC CO., LTD. Annual Report 2003 Pure Holding Company 2003 10 1 2003 4 1 FUJI ELECTRIC CO., LTD. Annual Report 2003 11 12 FUJI ELECTRIC CO., LTD. Annual Report 2003 At a Glance FUJI ELECTRIC CO., LTD. Annual Report 2003 13 Energy & Electric Systems Group ED&C•Drive Systems Group Electronics Group Review of Operations 2002 14 2003 3 FUJI ELECTRIC CO., LTD. Annual Report 2003 Retail Support Equipment & Systems Group Others Energy & Electric Systems Group EMS ESCO FUJI ELECTRIC CO., LTD. Annual Report 2003 15 Review of Operations 2002 1 2003 3 1 2,500kVA 16 FUJI ELECTRIC CO., LTD. Annual Report 2003 Energy & Electric Systems Group ED&C•Drive Systems Group Electronics Group 2 Retail Support Equipment & Systems Group Others 4 3 2 4 3 FUJI ELECTRIC CO., LTD. Annual Report 2003 17 Review of Operations 2003 2004 3 NO.1 18 FUJI ELECTRIC CO., LTD. Annual Report 2003 Energy & Electric Systems Group ED&C•Drive Systems Group Retail Support Equipment & Systems Group Electronics Group % 45.7 50 80 40 60 30 40 4 3,833 4,135 75 42.7 3 2 1.8 20 2,000 1.6 20 32 42.7 4,135 3,623 3,000 3,816 4,000 38.9 41.4 % 61 5,000 Others 1 0.8 10 1,000 0.0 0 –20 1999.3 2000.3 2001.3 2002.3 2003.3 –9 0 0 0 –1 –0.3 –1 1999.3 2000.3 2001.3 2002.3 2003.3 150 100 120 12,500 10,190 2001.3 9,522 60 5,000 30 2,500 0 1999.3 2000.3 2001.3 2002.3 2003.3 2000.3 2002.3 2003.3 90 103 98 116 7,500 10,536 0 10,000 9,930 56 68 64 64 76 84 42 25 63 50 90 60 75 102 149 125 0 1999.3 2000.3 2001.3 2002.3 2003.3 2002 FUJI ELECTRIC CO., LTD. Annual Report 2003 19 Energy & Electric Systems Group ED&C•Drive Systems Group Electronics Group Retail Support Equipment & Systems Group Others Review of Operations HMI 2002 20 2003 3 FUJI ELECTRIC CO., LTD. Annual Report 2003 ED&C•Drive Systems Group FUJI ELECTRIC CO., LTD. Annual Report 2003 21 Review of Operations 2002 2003 3 QCM Quality Chain Management 22 FUJI ELECTRIC CO., LTD. Annual Report 2003 Energy & Electric Systems Group 1 ED&C•Drive Systems Group Electronics Group 1 Retail Support Equipment & Systems Group Others 3 2 3 2 2003 2004 3 1 FUJI ELECTRIC CO., LTD. Annual Report 2003 23 Review of Operations 2 3 24 FUJI ELECTRIC CO., LTD. Annual Report 2003 Energy & Electric Systems Group ED&C•Drive Systems Group Retail Support Equipment & Systems Group Electronics Group % % 24 60 17.8 18 30 11 2 0.7 0 500 6 –24 –1.6 –30 0 –33 12 –61 17.6 1,599 2.7 1,591 16.9 1,560 1,593 1,000 17.1 1,965 20.3 1,500 4 53 2,000 Others –2 –2.1 28 29 35 4,800 2000.3 2001.3 5,435 44 47 28 55 46 52 49 31 63 61 30 49 45 6,000 40 52 60 –4 1999.3 2000.3 2001.3 2002.3 2003.3 5,263 75 –3.8 –60 6,019 0 1999.3 2000.3 2001.3 2002.3 2003.3 6,033 0 2002.3 2003.3 3,600 20 30 2,400 10 15 0 1,200 0 1999.3 2000.3 2001.3 2002.3 2003.3 0 1999.3 2000.3 2001.3 2002.3 2003.3 2002 FUJI ELECTRIC CO., LTD. Annual Report 2003 25 Energy & Electric Systems Group ED&C•Drive Systems Group Electronics Group Review of Operations 2002 26 2003 3 FUJI ELECTRIC CO., LTD. Annual Report 2003 Retail Support Equipment & Systems Group Others Electronics Group IGBT U FUJI ELECTRIC CO., LTD. Annual Report 2003 27 Review of Operations 2002 2003 3 IC 1 2 1 28 2 IC FUJI ELECTRIC CO., LTD. Annual Report 2003 Energy & Electric Systems Group 3 ED&C•Drive Systems Group Electronics Group 3 Retail Support Equipment & Systems Group Others 5 4 5 4 2003 2004 3 FUJI ELECTRIC CO., LTD. Annual Report 2003 29 Review of Operations IC 80GB 30 FUJI ELECTRIC CO., LTD. Annual Report 2003 ED&C•Drive Systems Group Retail Support Equipment & Systems Group Electronics Group % 80 5.8 4.3 40 9 4 3.5 0 0 0 –40 5,000 77 75 79 70 69 178 60 123 140 135 134 148 162 105 120 80 –8 1999.3 2000.3 2001.3 2002.3 2003.3 80 191 174 160 –6.5 –80 1999.3 2000.3 2001.3 2002.3 2003.3 200 –4 –4.0 3,000 0 2003.3 2,000 1,000 0 1999.3 2000.3 2001.3 2002.3 2003.3 2002.3 40 20 40 4,000 4,152 3 4,190 300 –75 6 –50 0 600 4,676 12 8 72 15 45 13.9 59 14.2 1,245 900 1,165 1,200 1,277 12.6 1,379 14.2 13.7 1,284 1,500 Others % 4,912 Energy & Electric Systems Group 0 1999.3 2000.3 2001.3 2002.3 2003.3 2000.3 2001.3 2002 FUJI ELECTRIC CO., LTD. Annual Report 2003 31 Energy & Electric Systems Group ED&C•Drive Systems Group Electronics Group Review of Operations 2002 32 2003 3 FUJI ELECTRIC CO., LTD. Annual Report 2003 Retail Support Equipment & Systems Group Others IC Retail Support Equipment & Systems Group Edy Edy IC FUJI ELECTRIC CO., LTD. Annual Report 2003 33 Review of Operations 2002 2003 3 1 2 1 1 34 FUJI ELECTRIC CO., LTD. Annual Report 2003 Energy & Electric Systems Group ED&C•Drive Systems Group 2 Electronics Group Retail Support Equipment & Systems Group Others 2 3 3 IC FUJI ELECTRIC CO., LTD. Annual Report 2003 35 Review of Operations 2003 36 2004 3 FUJI ELECTRIC CO., LTD. Annual Report 2003 ED&C•Drive Systems Group Retail Support Equipment & Systems Group Electronics Group % 14.3 5 75 12 45 4 62 60 61 16 4.5 4.1 3 2.6 15 0 0 1 0 1999.3 2000.3 2001.3 2002.3 2003.3 55 32 36 29 2,100 12 1,400 6 700 2000.3 2001.3 12 22 15 34 30 3,219 26 30 26 2,800 18 45 45 27 24 62 60 3,500 28 72 30 2,628 1999.3 2000.3 2001.3 2002.3 2003.3 75 1.7 2,781 0 4 2 1.9 25 300 30 25 8 600 37 14.8 1,544 900 15.2 17.2 1,295 16.0 1,402 1,430 1,493 1,200 % 20 1,500 Others 2,802 Energy & Electric Systems Group 0 0 1999.3 2000.3 2001.3 2002.3 2003.3 0 1999.3 2000.3 2001.3 2002.3 2003.3 2002.3 2003.3 2002 FUJI ELECTRIC CO., LTD. Annual Report 2003 37 Review of Operations 2002 2003 3 340 803 % 15 13.9 12 784 8.0 600 8.2 8.4 9 761 900 752 1,280 1,200 1,338 1,500 14.3 6 3 300 0 0 1999.3 2000.3 2001.3 2002.3 2003.3 % 5 24 25 4 19 20 20 20 15 3 3.1 2.7 2 10 1.5 0.7 1 5 5 1.6 0 0 1999.3 2000.3 2001.3 2002.3 2003.3 38 FUJI ELECTRIC CO., LTD. Annual Report 2003 169 658 ED&C•Drive Systems Group Retail Support Equipment & Systems Group Others 150 129 100 100 80 57 60 15 15 0 11 14 20 14 15 30 40 1999.3 2000.3 2001.3 2002.3 2003.3 3,500 1,400 2,067 2,100 2,116 2,800 2,152 23 17 101 Electronics Group 3,022 Energy & Electric Systems Group 2001.3 2002.3 2003.3 700 0 2000.3 FUJI ELECTRIC CO., LTD. Annual Report 2003 39 Research and Development 270 282 200 3.0 347 300 100 0 1999.3 2000.3 2001.3 2002.3 2003.3 40 FUJI ELECTRIC CO., LTD. Annual Report 2003 3 3,000 2 2,000 1 1,000 0 0 4,680 4,000 4,550 4 3.2 4,418 3.3 267 3.3 5,000 4,559 4.1 280 400 5 4,455 % 500 1999.3 2000.3 2001.3 2002.3 2003.3 1 1 FUJI ELECTRIC CO., LTD. Annual Report 2003 41 2 3 2 42 FUJI ELECTRIC CO., LTD. Annual Report 2003 3 Research and Development EL EL EL EL EL FUJI ELECTRIC CO., LTD. Annual Report 2003 43 Environmental Activities CO2 t-CO2/ t-CO2/ % 15 1998.3 2000.3 2001.3 2002.3 2003.3 2.3 1.8 635 466 1,083 2.8 846 5 6,754 0 0 0 FUJI ELECTRIC CO., LTD. Annual Report 2003 10 10 10,000 3.7 44 25,737 20 20,000 28,155 29,893 127,733 50,000 18.6 29,044 30 30,000 26.6 20 36,251 29.3 140,707 29.1 145,367 163,788 31.1 142,016 30.5 150,000 100,000 t/ 40 40,000 200,000 1991.3 2000.3 2001.3 2002.3 2003.3 0 2002 FUJI ELECTRIC CO., LTD. Annual Report 2003 45 2003 46 7 1 FUJI ELECTRIC CO., LTD. Annual Report 2003 Management 7 Seven-Year Summary 3 31 2003 ........................ ¥832,414 ...................... 666,604 80.1 152,901 18.3 12,909 1.6 % .................. ........... % ................. ................ % ............... ................ % ............... ... % .. ............... % ............. 677,033 80.7 154,613 18.4 7,489 0.9 8,984 1.1 7,074 0.8 3,911 0.5 5,791 0.7 231 0.0 (3,217) (0.4) ¥ ¥ % ............. ¥ 33,233 27,202 26,780 1.9 921,121 0.82 438,864 47.6 .................. 25,822 .................. ......... .................... .................... % ............. ........................ ............... .................... ¥ 2001 ¥ 839,135 ¥891,086 5.28 5.00 94.7 ....... ............... % 2002 (4.50) ¥ 5.00 — 709,481 79.6 156,598 17.6 25,007 2.8 22,522 2.5 21,319 2.4 9,711 1.1 1999 1998 27,103 1997 ¥851,830 ¥852,060 ¥982,763 ¥945,382 692,132 81.3 155,555 18.2 4,143 0.5 (948) (0.1) (4,092) (0.5) (7,423) (0.9) $6,936,790 773,839 78.7 185,561 18.9 23,363 2.4 733,690 77.6 186,075 19.7 25,616 2.7 5,555,040 — 1,274,170 — 107,580 — (6,044) (0.7) (11,665) (1.4) (17,388) (2.0) 18,707 1.9 18,762 1.9 7,487 0.8 21,480 2.3 21,440 2.3 8,189 0.9 74,872 — 58,957 — 32,592 — 10.47 ¥ 8.00 76.4 11.45 8.00 69.8 ¥ 35,851 ¥ 48,319 ¥ 54,446 ¥ 58,703 34,393 33,993 31,808 28,467 28,252 34,776 36,003 35,951 (4.8) (10.4) 4.2 4.6 937,233 994,761 981,332 936,552 0.88 0.86 1.02 1.04 447,697 461,957 390,807 303,339 47.8 46.4 39.8 32.4 27,641 2003 692,309 81.3 163,878 19.2 (4,127) (0.5) 13.58 ¥ (10.38) ¥ (24.31) ¥ 6.00 0.00 0.00 44.2 — — 35,104 ¥ 34,231 28,470 31,090 28,064 27,017 (1.6) 6.2 1,104,871 964,211 0.81 0.94 460,121 443,538 41.6 46.0 24,505 2000 28,173 25,939 $ 0.044 0.042 — $ 276,944 226,691 223,167 — 7,676,015 — 3,657,216 — 26,389 FUJI ELECTRIC CO., LTD. Annual Report 2003 — 47 2003 3 0.8% 832,414 8,324 8,391 383,382 8,910 8,000 7.3% 8,518 10,000 8,520 2002 6,000 0.5% 4,000 159,947 2,000 3.0% 124,575 0 1999.3 2000.3 2001.3 2002.3 2003.3 19.2% 154,435 1.2% 76,140 7.9% 119,143 1.1% 14.3% 7.3% 48 FUJI ELECTRIC CO., LTD. Annual Report 2003 383,382 Financial Review AE 10 0.5% 159,947 SC-E IT FRENIC-Mini UG30 3.0% IC 124,575 IC 11 8 PC OPC FUJI ELECTRIC CO., LTD. Annual Report 2003 49 19.2% 154,435 IC 1 4 1.2% 1.5% 76,140 666,604 80.1% 152,901 3 2.8 18.3% 250 1.1% % 300 200 2 0.5 0 –41 0 1 74 12,909 0.9 100 41 72.4% 129 1.6 –0.5 –1 –100 1999.3 2000.3 2001.3 2002.3 2003.3 3,415 4,555 180 1,195 60.4% 50 FUJI ELECTRIC CO., LTD. Annual Report 2003 7,217 Financial Review % 3.0 200 3.8% 2,597 1.5 100 3,925 –0.9 –100 0.5 0 –0.4 –32 –173 –74 0 2,226 39 2,087 97 303.5% 1.1 –1.5 –2.0 –3.0 –200 1999.3 2000.3 2001.3 2002.3 2003.3 54,625 56,535 2,962.3% 92 7,074 3,071 3,911 5.3% 33,233 0.2% 351 332 272 200 284 5,516 342 310 17,804 300 358 343 4,484 400 339 4,271 483 500 4.0% 1,158 100 IC IC 0 1999.3 2000.3 2001.3 2002.3 2003.3 8 6 IC IGBT MOSFET 27,202 1. 2. FUJI ELECTRIC CO., LTD. Annual Report 2003 51 4.6% 26,780 0.1% % 400 320 2,637 3.0 3.2 3.0 267 240 3.3 280 7,796 3.3 282 2,806 4.0 4.1 347 9,030 270 3.2% 5.0 160 2.0 80 1.0 4,511 0 0 1999.3 2000.3 2001.3 2002.3 2003.3 IC MOS AC/AC CMOS 1,200V IGBT 150 1 40 2003 3 921,121 183,750 % 25 12,000 473,222 6,000 14,544 130,447 153,457 2003 3 745,478 79,296 65,696 2,907 21,257 41.6% 52 FUJI ELECTRIC CO., LTD. Annual Report 2003 47.6% 6.0% 9,211 17 13 1,617 1999.3 2000.3 2001.3 2002.3 2003.3 190,221 257,678 17.5 16.8 2,480 0 1,539 1,574 15.8 3,000 16.4 21 1,611 11,048 9,642 26,709 9,372 9,000 9,947 22.5 38,759 24,164 9 Financial Review 14,455 17,593 % 5,000 3,000 46.4 48 47.6 46 46.0 4,388 47.8 4,435 4,000 4,601 50 4,476 3 4,619 2003 2,000 2003 3 161,188 1,000 44 42 86,861 41.6 0 8,297 40 1999.3 2000.3 2001.3 2002.3 2003.3 88,571 6,675 5.0% 17.5% 2003 3 + 24,122 23,689 23,071 60.5% 15,038 38,576 9,730 14,454 33,419 17,074 47,832 9,653 FUJI ELECTRIC CO., LTD. Annual Report 2003 53 3 2003 2 ....................................... 2, 4, 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ....................................................... ..................................................... 2, 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2, 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ................................................ .................................................. ¥ 15,038 1,087 250,447 (1,834) 152,427 16,396 39,661 2002 ¥ 38,109 2,386 277,156 (1,735) 145,453 11,572 39,040 2001 ¥ 51,760 1,901 322,873 (2,279) 159,270 9,453 29,048 2003 $ 125,321 9,060 2,087,062 (15,286) 1,270,227 136,641 330,497 473,222 511,981 572,026 3,943,522 39,971 193,055 279,158 2,533 35,703 193,287 300,497 8,631 36,432 192,310 299,541 3,728 333,094 1,608,794 2,326,320 21,110 514,717 (324,496) 538,118 (333,353) 532,011 (319,054) 4,289,318 (2,704,140) 190,221 204,765 212,957 1,585,178 26,952 143,775 3,410 7,924 76,908 (1,291) 17,534 315,424 2,689 6,685 46,767 (974) 12,023 133,923 2,013 6,142 26,059 (932) 224,601 1,198,129 28,423 66,041 640,883 (10,762) 257,678 388,125 179,228 2,147,315 ¥ 921,121 ¥1,104,871 ¥ 964,211 $ 7,676,015 2, 6 ........................................................... .................................................. ....................................... ..................................................... .................................................. .............................................. 2, 4, 6 ................................... ....................................................... ..................................................... 2, 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ..................................... ..................................................... ...................................... 54 FUJI ELECTRIC CO., LTD. Annual Report 2003 Consolidated Balance Sheets 3 2003 2002 2001 2003 7 .............................. ........................................................ .......................................................... 2, 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2, 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ................................................. ¥252,140 52,092 168,629 51,177 3,137 — 61,384 ¥ 276,304 52,661 170,837 51,587 1,950 2 60,290 ¥254,697 56,495 190,773 51,971 10,003 3 64,873 $2,101,169 434,106 1,405,249 426,483 26,145 — 511,505 ................................................... 7 ............................................... 588,559 613,631 628,815 4,904,657 ......................................... 2, 8 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2, 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ................................................... 134,632 6,155 7,158 8,974 131,156 4,906 72,855 2,226 132,346 5,544 159 1,878 1,121,941 51,296 59,657 74,765 ...................................................... 745,478 824,774 768,742 6,212,316 ...................................................... 14,455 32,048 33,762 120,462 47,586 — — 46,694 69,275 6,922 (2,602) — 47,586 — 38,397 68,189 95,493 (1,604) — — 47,586 38,397 77,616 156 (2,048) 396,551 — — 389,121 577,296 57,691 (21,696) 7 15 9, 19 1,600,000,000 2003 3 31 —746,484,957 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2002 3 31 —715,080,369 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2001 3 31 —715,080,369 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...................................................... ...................................................... ............................ ................................................. 167,875 2003 3 31 2002 3 31 —30,914,918 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ................................ —43,678 2001 3 31 —2,631 (6,687) — 248,061 — (12) 161,707 — — 1,398,963 (55,726) — .................................. — — ...................................................... 161,188 248,049 161,707 (0) 1,343,237 — ¥921,121 ¥1,104,871 ¥964,211 $7,676,015 FUJI ELECTRIC CO., LTD. Annual Report 2003 55 Consolidated Statements of Operations 3 3 31 2003 2002 2001 2003 2 ........................................................ 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ¥832,414 666,604 ¥839,135 677,033 ¥891,086 709,481 $6,936,790 5,555,040 ....................................................... 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165,810 152,901 162,102 154,613 181,605 156,598 1,381,750 1,274,170 ......................................................... 12,909 7,489 25,007 107,580 2,009 (4,173) (1,761) 3,493 (5,007) (184) 4,347 (5,887) (945) 16,744 (34,780) (14,672) (3,925) (1,698) (2,485) (32,708) 8,984 (1,910) 5,791 (5,560) 22,522 (1,203) 74,872 (15,915) 7,074 3,071 231 4,440 21,319 10,708 58,957 25,597 4,003 (92) (4,209) 992 10,611 (900) 33,360 (768) .................................................. ........................................................... .................................................. ......................................................... 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ............................................ 2, 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ................................. ................................................ .................................................. ¥ 3,911 ¥ (3,217) ¥ 9,711 $ 32,592 3 3 31 2003 2 ..................................... 56 FUJI ELECTRIC CO., LTD. Annual Report 2003 ¥ 5.28 2002 ¥ (4.50) 2001 ¥ 13.58 2003 $ 0.044 Consolidated Statements of Shareholders’ Equity 8 ............................ 2000 3 31 .................................... ..... .................................. ... ....................... ......................... 715,080 — — — — — — ¥47,586 — — — — — — ¥38,397 — — — — — — ¥67,962 9,711 8 (65) — — — ¥ ............................ 2001 3 31 .................................... ..... ........................................ .................................. ... ....................... ......................... 715,080 — — — — — — — ¥47,586 — — — — — — — ¥38,397 — — — — — — — ¥77,616 (3,217) 25 (6,078) (157) — — — ............................ 2002 3 31 .................................... ................ ..................... ..................... ........................................ .................................. ... ....................... ......................... 715,080 — 31,404 — — — — — — — ¥47,586 — — — — — — — — — ¥38,397 — 8,297 — — — — — — — 2003 3 31 746,484 ¥47,586 ¥46,694 ............................ — — — — 156 — — ¥ — — — — — (2,048) — ¥ (0) — — — — — (0) ¥ 156 — — — — 95,337 — — ¥(2,048) — — — — — 444 — ¥ (0) — — — — — — (12) ¥68,189 3,911 — 866 2 (3,564) (125) — — — ¥95,493 — — — — — — (88,571) — — ¥(1,604) — — — — — — — (998) — ¥ (12) — — — — — — — — (6,675) ¥69,275 ¥ 6,922 ¥(2,602) ¥(6,687) 3 ..................................... 2002 3 31 ............................................. ......................... .............................. .............................. ................................................. ........................................... ............ ................................ .................................. $ 396,551 — — — — — — — — — $ 319,981 $568,246 $ 795,782 $(13,371) $ (105) — 32,592 — — — 69,140 — — — — — 7,221 — — — — (17) — — — — (29,701) — — — — (1,045) — — — — — (738,091) — — — — — (8,325) — — — — — (55,621) 2003 3 31 $396,551 $389,121 ..................................... $577,296 $ 57,691 $(21,696) $(55,726) FUJI ELECTRIC CO., LTD. Annual Report 2003 57 Consolidated Statements of Cash Flows 3 3 31 2003 ......................................... ................................... .......................................... .................................................. ........................................................... ....................................................... .................................................. .......................................... ...................................................... .................................................. ......................................... ............................. .................................................. .................................................... ¥ 7,074 27,202 323 (2,009) 4,173 25 (21,004) (12,687) (1,064) (805) 23,861 — 11,996 3,959 ......................................................... ......................................................... ......................................................... ........................................................... ............................................................. ........................................................... .............................................. ....................................................... .................................................... .................................. ............................................ ............................................ ......................................... ......................................... ......................................... ........................ ......................................... ..................................................... .............................................. ............................................................. .................................. ......................................... ................................................ ................................. ................................................ ............................................ ..................................................... .......................................... ............................................................. .................................. ..................................... ..................................... .......................................... .......................... ............................ .......................................... 58 FUJI ELECTRIC CO., LTD. Annual Report 2003 2002 ¥ 2001 2003 231 29,826 (507) (3,493) 5,007 (180) (22,088) — (7,833) (15,521) 17,909 — 5,368 3,921 ¥ 21,319 32,608 602 (4,347) 5,887 (152) (107,983) — (2,497) (9,885) — 103,014 10,442 2,914 $ 58,957 226,691 2,695 (16,744) 34,780 208 (175,033) (105,729) (8,867) (6,709) 198,843 — 99,972 32,993 40,472 1,932 (10,311) (422) (28,439) 44,276 1,982 (4,244) (3,438) 38,576 47,986 12,257 (24,028) (468) (25,465) 22,922 3,598 (5,274) (11,516) 9,730 (32,821) (10,932) 15,890 1,161 11,214 36,434 4,289 (5,947) (4,557) 30,219 337,272 16,104 (85,927) (3,521) (237,017) 368,968 16,529 (35,370) (28,654) 321,473 — 6,748 (17,074) 6,181 (9,414) (2,497) 3,361 (11,155) 12,112 (2,716) (14,454) (1,749) 1,843 (23,961) 8,910 (63,526) – 49,514 (26,718) 24,360 (2,092) (33,419) (247) 3,307 (23,637) 2,787 (20,044) – 16,836 (13,866) 15,042 (1,691) (21,513) — 56,240 (142,286) 51,510 (78,453) (20,815) 28,013 (92,966) 100,935 (22,629) (120,451) (40,884) 15,100 (52,098) 41,000 (6,674) (3,564) (470) (242) (47,832) (213) (23,923) 38,109 852 — ¥ 15,038 22,470 7,550 (53,595) 40,000 (12) (6,078) (470) (212) 9,653 355 (13,681) 51,760 — 30 ¥ 38,109 12,396 10,703 (29,646) — (1) — (424) — (6,972) 586 2,320 49,440 — — ¥ 51,760 (340,708) 125,833 (434,152) 341,667 (55,621) (29,701) (3,919) (2,001) (398,602) (1,779) (199,359) 317,576 7,104 — $ 125,321 Notes to the Consolidated Financial Statements 1 2 a. 2003 3 58 2002 3 60 2001 3 63 12 5 6,667 (55,559 b. 3 c. d. 2001 3 i ii 2002 3 e. 1998 4 1 7 50 5 13 FUJI ELECTRIC CO., LTD. Annual Report 2003 59 f. g. 10 7,897 2002 3 h. i. j. k. l. m. n. a b c 60 FUJI ELECTRIC CO., LTD. Annual Report 2003 65,812 21,004 175,033 Notes to the Consolidated Financial Statements o. p. 1 3 2002 4 1 2003 2003 3 q. 2003 3 r. 1 1 4 2 2002 4 1 2003 3 2003 3 3 2003 1 3 31 120 4 2003 ...................................................................... ...................................................................... .................................................................... ¥117,064 257 363 ¥128,426 257 344 ¥11,362 0 — ¥ — — (19) ¥117,684 ¥129,027 ¥11,362 ¥(19) 2002 ...................................................................... ...................................................................... .................................................................... ¥136,993 1,969 1,418 ¥301,796 1,971 1,413 ¥164,803 2 — ¥— — (5) ¥140,380 ¥305,180 ¥164,805 ¥(5) FUJI ELECTRIC CO., LTD. Annual Report 2003 61 2001 ........................................................................ ........................................................................ ...................................................................... ¥4,479 3,132 1,122 ¥4,741 3,202 1,117 ¥261 70 — ¥— — (5) ¥8,733 ¥9,060 ¥332 ¥(5) 3 2003 ...................................................................... ...................................................................... .................................................................... $975,538 2,146 3,021 $1,070,217 2,146 2,861 $94,679 0 — $ — — (160) $980,705 $1,075,224 $94,679 $(160) 3 2003 2002 2001 2003 ........................................................... ¥ 5,050 ¥ 5,000 ¥ 5,000 $ 42,083 ................................................................ ....................................................... ................................................ ........................................................... 4,620 5,500 — — 4,364 3,000 — — 4,590 — 5,105 200 38,506 45,833 — — .................................................................... ¥15,170 ¥12,364 ¥14,895 $126,422 2002 3 1,554 1,397 156 3 ...................................................................... ...................................................................... ...................................................................... MMF 62 FUJI ELECTRIC CO., LTD. Annual Report 2003 2003 2002 2001 2003 ¥32,139 21,804 242 ¥72,084 37,277 521 ¥128,295 117,210 1,241 $267,830 181,701 2,024 Notes to the Consolidated Financial Statements 3 2003 1 1 5 10 2002 2001 2003 .......................................... ..................................... 5 .................................... 10 .......................................... ¥250 8 1 — ¥ — 9 3 — ¥ 704 6,268 1 0 ¥ — 9 4 — ¥1,220 6,320 1,066 0 ¥130 — 20 — $2,091 69 13 — $ — 75 26 — ......................................... ¥259 ¥12 ¥6,973 ¥13 ¥8,606 ¥150 $2,173 $101 2001 3 31 ....................................................................................... ...................................................................................................... ........................................................................................... ......................................................................................... ......................................................................................... ¥116,816 480,164 209,645 152,969 732 5 3 ..................................................................... ................................................................... ................................................................... 2003 2002 2001 2003 ¥ 79,767 56,374 16,286 ¥ 73,178 58,179 14,096 ¥ 78,728 64,653 15,889 $ 664,727 469,789 135,711 ¥152,427 ¥145,453 ¥159,270 $1,270,227 6 3 2003 .................................................................. .............................................................. .............................................................. 540 826 31,587 2002 434 1,677 29,772 2001 ¥ ¥ ¥ 330 565 21,815 ¥32,953 ¥31,883 ¥22,710 2003 $ 4,500 6,885 263,224 $274,609 FUJI ELECTRIC CO., LTD. Annual Report 2003 63 7 3 2003 2002 2001 2003 ¥146,640 105,500 ¥170,304 106,000 ¥193,697 61,000 $1,222,002 879,167 ¥252,140 ¥276,304 ¥254,697 $2,101,169 2003 2002 2001 2003 ....................................... ¥ 65,724 ¥ 63,817 ¥ 68,841 $ 547,714 .............................................. ............................................... .............................................. .............................................. .............................................. .............................................. .............................................. .............................................. .............................................. .............................................. .............................................. .............................................. .............................................. .............................................. .............................................. — — — — 20,000 100 20,000 20,000 20,000 8,000 12,000 7,000 13,000 500 400 — — 20,000 20,000 20,000 — 20,000 20,000 20,000 — — — — — — 20,000 20,000 20,000 20,000 20,000 — 20,000 — — — — — — — — — — — — 166,667 833 166,667 166,667 166,667 66,667 100,000 58,333 108,333 4,166 3,333 ................................................. 186,724 52,092 183,817 52,661 188,841 56,495 1,556,047 434,106 ¥134,632 ¥131,156 ¥132,346 $1,121,941 ....................................................... .................................................. 2003 2002 2001 3 31 0.32% 0.40% 0.63% 3 2001 2002 2002 2003 2003 2004 2004 2006 2006 2007 2007 2007 2007 2008 2008 2003 2002 2.95% 2.0% 2.05% 2.15% 2.25% 0.48% 2.35% 1.02% 1.06% 1.07% 1.11% 1.12% 1.15% 0.89% 0.48% 2001 3 31 1.91% 2.11% 3.00% 3 2004 2005 2006 2007 2008 64 .................................................................................... .................................................................................... .................................................................................... .................................................................................... ................................................................................ FUJI ELECTRIC CO., LTD. Annual Report 2003 ¥ 52,092 16,734 8,753 45,053 64,092 $ 434,106 139,455 72,942 375,447 534,097 ¥186,724 $1,556,047 Notes to the Consolidated Financial Statements 8 2003 1 17 13 47-2 3 2003 ............................................................ ................................................................ ....................................................... ............................................. ................................................... ....................................................... (126,110) 12,407 161,263 (1,811) (115,493) 19,771 124,200 (10,086) 45,749 18,392 51,904 23,298 (6,155) ¥ (4,906) ¥ ............................................................ 1. 2. 2000 3 2001 2003 ¥(231,355) ¥(388,740) ¥(412,893) $(1,927,961) 105,245 273,247 286,103 877,049 ............................................. ..................................................... 2002 ¥ (126,790) (1,050,912) 25,839 103,394 96,030 1,343,864 (599) (15,099) (5,520) 381,247 24 432,543 (5,544) $ (51,296) 2003 2003 2002 3 3. 2003 3 3 ............................................................................ ............................................................................... .................................................................. ........................................................................ ............................................................................ .................................................................... 2003 3 31 114,880 ¥ 178,124 $1,484,370 (118,797) (989,980) (5,822) (48,518) (42,359) (352,996) 7,648 63,742 ¥ 18,794 $ 156,618 957,340 FUJI ELECTRIC CO., LTD. Annual Report 2003 65 2002 3 2002 ........................................................................................ .............................................................................. .................................................................................... ........................................................................................ ................................................................................ ¥ 4,039 (3,181) (380) — ¥ 478 3 2003 ................................................................. ................................................................. ............................................................. ............................................. .............................................. .................................................. ............................................................. ....................................... ............................................. ....................................... ......................................... ........................................................ ..................................................................... 2003 3 6,021 50,182 2002 10 66 FUJI ELECTRIC CO., LTD. Annual Report 2003 2003 ¥ 9,526 11,996 (6,860) 2,454 24,832 (1,459) ¥11,740 ¥ 11,470 13,140 12,600 (8,279) (8,947) 2,675 105,886 17,709 — (722) (10) $ 79,386 99,973 (57,173) 20,451 206,939 (12,166) ¥ 40,489 ¥36,263 ¥120,999 $ 337,410 1,655 — — — — — — — — — ¥37,918 ¥120,999 $ 182,552 2001 3 1,253 — 64 (18,794) 292 (145) ¥ 21,906 2002 3 14,745 2003 ................................................................... ........................................................... 2001 2.5% 4.0% 2002 3.5% 4.0% — 537 (156,618) 2,434 (1,211) 2001 3.5% 4.0% Notes to the Consolidated Financial Statements 9 2001 10 1 10% 25% 2001 10 1 25% 10 3 2003 2002 2001 ¥26,780 ¥28,064 ¥27,017 2003 $223,167 11 3 ................................................. ............................................. ......................................... ................................................... ................................................. ............................................................ ........................................... ................................................. ........................................................ ................................................... ..................................................... ..................................................... ........................... ............................................................ 2003 2002 2001 ¥ 21,004 18,794 12,687 1,064 805 271 ¥ 22,088 — — 7,833 15,521 — ¥ 107,983 — — 2,497 9,885 — (23,861) (11,996) (5,104) (4,596) (3,304) — — (7,674) ¥ (1,910) (17,909) (5,368) (13,461) (2,056) (2,540) (2,803) — (6,865) ¥ (5,560) ¥ 2003 $ 175,033 156,618 105,729 8,867 6,709 2,279 — (10,442) — — — — (103,014) (8,112) (198,843) (99,972) (42,538) (38,306) (27,539) — — (63,952) (1,203) $ (15,915) FUJI ELECTRIC CO., LTD. Annual Report 2003 67 12 3 ............................................... ....................................................... 2003 2002 2001 2003 ¥ 4,166 (1,095) ¥3,457 983 ¥12,098 (1,390) $34,720 (9,123) ¥ 3,071 ¥4,440 ¥10,708 $25,597 3 .................................................... ...................................................... .......................................................... ........................................................ .................................................... ...................................................... ........................................... ............................................................ ..................................................... ...................................................... ..................................................... ........................................... ................................................. .................................................... ............................................................ 2003 2002 ¥ 31,773 4,704 4,513 10,969 6,175 4,077 420 5,808 ¥ 52,241 2,835 5,477 5,049 4,123 1,407 194 4,341 68,439 (1,113) ¥ 67,326 75,667 (3,175) ¥ 72,492 ¥ (4,996) ¥ (69,557) (44,668) (54,696) (426) (2,695) (74) (143) ..................................................... (50,164) (127,091) ............................................. ¥(17,162) ¥ (54,599) 2001 ¥ — 4,922 4,795 2,751 4,902 2,112 — 2,954 22,436 (3,563) 2003 $ 264,775 39,204 37,612 91,412 51,463 33,980 3,502 48,384 570,332 (9,280) ¥18,873 $ 561,052 ¥ — — (2,877) (563) $ (41,637) (372,239) (3,555) (596) (3,440) (418,027) ¥15,433 $ 143,025 2003 3 100 5 2002 68 2001 ................................................................................. ......................................................... ............................................................................... ............................................................................... ..................................................................................... 42.1% 992.3 331.4 197.6 356.7 42.1% 9.2 — — (1.0) ............................................................. 1,920.1% 50.2% FUJI ELECTRIC CO., LTD. Annual Report 2003 Notes to the Consolidated Financial Statements 2003 9 2003 3 31 2004 4 1 42.1% 123 53 445 176 1,029 40.5% 2003 3 1,473 13 a. 2002 4 1 3 2003 2003 ..................................................................................... ..................................................................................... ................................................................................. ..................................................................................... ..................................................................................... ¥ 34,627 9,297 3,177 (37,343) (388) $ 288,565 77,479 26,471 (311,192) (3,240) ............................................................... ......................................................... 9,370 (6,873) 78,083 (57,268) ¥ 2,497 ............................................................ b. 2003 3 $ 20,815 AE 11,716 97,637 3 2003 2003 ..................................................................................... ..................................................................................... ¥3,154 5,747 $26,285 47,891 ..................................................................................... ¥8,901 $74,176 ..................................................................................... ¥4,420 $36,834 ..................................................................................... ¥4,420 $36,834 14 a. 2003 3 3 4,295 2001 3 b. 2003 3 2003 3 7,897 21,004 65,812 2002 3 175,033 2,944 2002 3 2001 22,088 107,983 8,297 69,140 FUJI ELECTRIC CO., LTD. Annual Report 2003 69 15 3 2003 2002 2001 ¥ 658 16,861 ¥ 990 19,618 ¥ 1,941 17,942 2003 2002 2001 ........................................................ ................................................... ¥63,096 30,449 ¥54,040 29,405 ¥46,705 22,494 $525,800 253,734 ........................................................ ¥32,647 ¥24,635 ¥24,211 $272,066 2003 2002 2001 ................................................................ ................................................................ ¥10,475 22,849 ¥10,548 14,670 ¥ 8,889 15,322 $ 87,294 190,413 .................................................................. ¥33,324 ¥25,218 ¥24,211 $277,707 2003 2002 2001 ¥11,625 11,055 613 ¥12,012 11,334 674 ¥9,137 9,137 — ................................................. .............................................................. 2003 $ 5,489 140,509 16 3 2003 3 1 1 2003 3 .......................................................... ....................................................... ........................................................ 2003 $96,880 92,129 5,114 3 1 1 70 2003 2002 ............................................................................. ............................................................................. ¥412 485 ¥ 435 897 $3,441 4,034 ............................................................................... ¥897 ¥1,332 $7,475 FUJI ELECTRIC CO., LTD. Annual Report 2003 2003 Notes to the Consolidated Financial Statements 17 2003 2002 2001 : ..................... ..................... ................. ............... ..................... ¥1,291 910 47 — — ¥1,274 951 51 — — : ......................... 47 48 ..................... — — ..................... ¥ — ¥ ¥ 17 (41) (4) — — ¥4,361 922 — — — ¥4,629 956 — — — 1 — — — — — — — 0 0 0 — — — — ¥(27) $ 142 (342) (34) ¥ — ¥ — ¥(268) (34) — — — ¥(302) ¥4,613 — — 875 2 ¥ — ¥5,096 — — 862 2 ¥ — ¥(482) — — 12 0 ¥(470) 3 2003 : .................... .................... ................ $10,758 7,583 391 $10,616 7,925 425 : ........................ 391 400 .................... $ — $ — 9 $(225) FUJI ELECTRIC CO., LTD. Annual Report 2003 71 18 1 2 3 4 5 2003 . . . ¥379,701 ¥148,786 ¥122,652 ¥154,016 ¥27,259 ¥832,414 ......... 3,681 11,161 1,923 419 48,881 66,065 (66,065) — .................. .................. 383,382 383,562 159,947 158,752 124,575 117,358 154,435 151,838 76,140 74,053 898,479 885,563 (66,065) (66,058) 832,414 819,505 2,597 ¥ 2,087 ¥ 12,916 ¥ (7) ¥ 12,909 ............ ¥ (180) . . . . . . . . . . . . . . . . . . . . . . ¥358,409 ¥ 1,195 ¥ 7,217 ¥ ¥ — ¥832,414 ¥139,922 ¥140,269 ¥111,732 ¥73,577 ¥823,909 ¥ 97,212 ¥921,121 ... ¥ 6,361 ¥ 4,928 ¥ 12,485 ¥ 1,622 ¥ 1,718 ¥ 27,114 ¥ 88 ¥ 27,202 ................ ¥ 2,987 ¥ 3,530 ¥ ¥ 1,705 ¥ 1,142 ¥ 16,843 ¥ 20 ¥ 16,863 ¥ 7,479 2002 . . . . . ¥408,994 ¥147,354 ¥125,557 ¥129,200 ¥28,030 ¥839,135 ......... 4,560 11,766 2,868 388 47,179 66,761 (66,761) — .................. .................. 413,554 410,319 159,120 162,480 128,425 123,925 129,588 127,087 75,209 74,690 905,896 898,501 (66,761) (66,855) 839,135 831,646 ............ ¥ 3,235 . . . . . . . . . . . . . . . . . . . . . . ¥369,110 72 4,500 ¥ 2,501 ¥ 519 ¥ 7,395 ¥ — ¥ 839,135 ¥ (3,360) ¥ 94 ¥ 7,489 ¥133,559 ¥142,499 ¥101,278 ¥75,274 ¥821,720 ¥283,151 ¥1,104,871 ... ¥ 7,043 ¥ 4,772 ¥ 13,743 ¥ 2,420 ¥ 1,754 ¥ 29,732 ¥ 94 ¥ 29,826 ................ ¥ 5,856 ¥ 4,971 ¥ 11,005 ¥ 3,384 ¥ 1,500 ¥ 26,716 ¥ 19 ¥ 26,735 FUJI ELECTRIC CO., LTD. Annual Report 2003 Notes to the Consolidated Financial Statements 2001 ... ¥408,954 ¥175,090 ¥135,101 ¥142,348 ¥29,593 ¥891,086 ......... 4,599 21,429 2,841 690 48,808 78,367 (78,367) — .................. .................. 413,553 406,044 196,519 191,180 137,942 132,003 143,038 139,262 78,401 75,972 969,453 944,461 (78,367) (78,382) 891,086 866,079 3,776 ¥ 2,429 ¥ 24,992 ¥ 15 ¥ 25,007 ¥ .................. 7,509 ¥ 5,339 ¥ 5,939 ¥ ¥ — ¥891,086 ¥381,451 ¥153,090 ¥148,366 ¥113,877 ¥74,778 ¥871,562 ¥92,649 ¥964,211 ... ¥ 7,307 ¥ 5,041 ¥ 15,034 ¥ 3,375 ¥ 1,753 ¥ 32,510 ¥ 98 ¥ 32,608 ................ ¥ 6,604 ¥ 4,006 ¥ ¥ 5,642 ¥ 1,659 ¥ 25,961 ¥ 41 ¥ 26,002 — $6,936,790 ...................... 8,050 3 2003 ... $3,164,180 $1,239,887 $1,022,104 $1,283,470 $227,149 $6,936,790 $ ......... 30,673 93,010 16,022 3,494 407,336 550,535 (550,535) — .................. .................. 3,194,853 3,196,357 1,332,897 1,322,938 1,038,126 977,980 1,286,964 1,265,320 634,485 617,096 7,487,325 7,379,691 (550,535) (550,481) 6,936,790 6,829,210 21,644 $ 17,389 $ 107,634 $ $2,986,741 $1,166,016 $1,168,908 $ 931,100 $613,143 $6,865,908 $ 810,107 $7,676,015 ... $ 53,010 $ 41,072 $ 104,046 $ 13,523 $ 14,305 $ 225,956 $ 735 $ 226,691 ................ $ 24,896 $ 29,418 $ $ 14,216 $ $ 140,363 $ 165 $ 140,528 ............ ...................... $ (1,504) $ 9,959 $ 60,146 62,327 $ 9,506 (54) $ 107,580 2003 3 31 1. ................................................. 2. ................................................. ¥25,747 ¥12,580 ¥71,437 ¥9,379 ¥119,143 — — — — ¥832,414 ....................... 3.1% 1.5% 8.6% 1.1% 14.3% 1. ................................................. ¥16,096 ¥11,977 ¥73,471 ¥8,896 ¥110,440 2. ................................................. — — — — ¥839,135 1.9% 1.4% 8.8% 1.1% 13.2% 3. % 2002 3 31 3. % ....................... FUJI ELECTRIC CO., LTD. Annual Report 2003 73 Notes to the Consolidated Financial Statements 2001 3 31 1. ................................................. ¥17,912 ¥10,788 ¥85,248 ¥3,607 ¥117,555 2. ................................................. — — — — ¥891,086 2.0% 1.2% 9.6% 0.4% 13.2% 3. % ....................... 2003 3 31 3 1. ................................................. $214,560 $104,841 $595,309 $78,149 $ 992,859 2. ................................................. — — — — $6,936,790 3.1% 1.5% 8.6% 1.1% 14.3% 3. % ....................... 90% 19 a. 2002 12 26 15 2003 5 29 b. 2003 6 16 10,000 1.14% 2010 6 16 83,333 0.83% 2008 6 16 100 10,000 83,333 100 c. 2003 3 2003 6 27 3 1 74 ...................................................................... 2.5 ............................................................................... FUJI ELECTRIC CO., LTD. Annual Report 2003 ¥1,788 50 $14,907 416 Independent Auditors’ Report Certified Public Accountants Hibiya Kokusai Bldg. 2-2-3, Uchisaiwai-cho Chiyoda-ku, Tokyo 100-0011 C.P.O. Box 1196, Tokyo 100-8641 The Board of Directors Fuji Electric Co., Ltd. Phone: 03 3503-1100 Fax: 03 3503-1197 We have audited the accompanying consolidated balance sheets of Fuji Electric Co., Ltd. and consolidated subsidiaries as of March 31, 2003, 2002 and 2001, and the related consolidated statements of operations, shareholders’ equity, and cash flows for the years then ended, all expressed in yen. These financial statements are the responsibility of the Company’s management. Our responsibility is to independently express an opinion on these financial statements based on our audits. We conducted our audits in accordance with auditing standards, procedures and practices generally accepted and applied in Japan. Those standards, procedures and practices require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the consolidated financial position of Fuji Electric Co., Ltd. and consolidated subsidiaries at March 31, 2003, 2002 and 2001, and the consolidated results of their operations and their cash flows for the years then ended in conformity with accounting principles and practices generally accepted in Japan. The U.S. dollar amounts in the accompanying consolidated financial statements with respect to the year ended March 31, 2003 are presented solely for convenience. Our audit also included the translation of yen amounts into U.S. dollar amounts and, in our opinion, such translation has been made on the basis described in Note 3 to the consolidated financial statements. June 27, 2003 See Note 1 to the consolidated financial statements which explains the basis of preparation of the consolidated financial statements of Fuji Electric Co., Ltd. and consolidated subsidiaries under Japanese accounting principles and practices. 2003 2003 2003 2002 2002 2002 2001 3 31 2001 3 31 2001 3 31 2003 2002 2001 3 31 3 2003 6 27 1 FUJI ELECTRIC CO., LTD. Annual Report 2003 75 2003 7 1 OA FFC FFC IC IC 76 FUJI ELECTRIC CO., LTD. Annual Report 2003 Consolidated Subsidiaries EIC FUJI ELECTRIC CO., LTD. Annual Report 2003 77 16 800 12 600 4,000 8 400 2,000 4 200 0 0 1999.3 2000.3 2001.3 2002.3 2003.3 2002.3 8.1% 10.8% 14.6% 66.5% 2003.3 7.9% 10.5% 21.6% 60.0% 78 FUJI ELECTRIC CO., LTD. Annual Report 2003 852 734 8,324 13.2 1,191 8,910 8,391 14.3 1,104 8,518 8,520 13.2 1,347 0 14.5 1,232 6,000 15.8 1,175 8,000 714 1,000 957 20 986 % 10,000 1999.3 2000.3 2001.3 2002.3 2003.3 Global Activities 300 257 240 111 160 120 125 179 180 60 0 1999.3 2000.3 2001.3 2002.3 2003.3 USA 98 107 100 125 119 125 71 75 50 25 0 1999.3 2000.3 2001.3 2002.3 2003.3 200 163 160 36 64 40 88 80 93 120 0 1999.3 2000.3 2001.3 2002.3 2003.3 FUJI ELECTRIC CO., LTD. Annual Report 2003 79 2003 7 1 80 FUJI ELECTRIC CO., LTD. Annual Report 2003 Organization Chart Corporate Data 2003 3 31 141-0032 11 2 400 300 24.15% 200 45.70% 9.11% 60,000 19.97% 1.07% 40,000 20,000 0 2002.4 2002.5 2002.6 2002.7 2002.8 2002.9 2002.10 2002.11 2002.12 2003.1 2003.2 2003.3 Tel:03-5435-7206 Fax:03-5435-7486 E-mail:[email protected] 2003 3 http://www.fujielectric.co.jp ECOLOGY FUJI ELECTRIC