Supplementary data for the 2Q of FY March 2009 (July 1, 2008 – September 30, 2008) October 30, 2008 Corporate Communications Dept. 2Q of FY March 2009 (Oct. 30, 2008) 1 Cautionary Statements with Respect to Forward-Looking Statements This Thismaterial materialcontains containsforward-looking forward-lookingstatements, statements,including includingprojections, projections,plans, plans,policies, policies, management managementstrategies, strategies,targets, targets,schedules, schedules,understandings understandingsand andevaluations, evaluations,about aboutTDK TDKand anditsits group groupcompanies companies(TDK (TDKGroup). Group). These Theseforward-looking forward-lookingstatements statementsare arebased basedon onthe thecurrent current forecasts, forecasts,estimates, estimates,assumptions, assumptions,plans, plans,beliefs beliefsand andevaluations evaluationsofofTDK TDKGroup Groupininlight lightofof information informationcurrently currentlyavailable availabletotoit,it,and andcontain containknown knownand andunknown unknownrisks, risks,uncertainties uncertaintiesand andother other factors. TDK Group therefore wishes to caution readers that, being subject to risks, uncertainties factors. TDK Group therefore wishes to caution readers that, being subject to risks, uncertainties and andother otherfactors, factors,TDK TDKGroup’s Group’sactual actualresults, results,performance, performance,achievements achievementsororfinancial financialposition position could couldbe bematerially materiallydifferent differentfrom fromany anyfuture futureresults, results,performance, performance,achievements achievementsororfinancial financial position positionexpressed expressedororimplied impliedby bythese theseforward-looking forward-lookingstatements, statements,and andTDK TDKGroup Groupundertakes undertakes no noobligation obligationtotopublicly publiclyupdate updateororrevise reviseany anyforward-looking forward-lookingstatements statementsafter afterthe theissue issueofofthis this material except as provided for in laws and ordinances. material except as provided for in laws and ordinances. The Theelectronics electronicsmarkets marketsininwhich whichTDK TDKGroup Groupoperates operatesare arehighly highlysusceptible susceptibletotorapid rapidchanges. changes. Risks, Risks,uncertainties uncertaintiesand andother otherfactors factorsthat thatcan canhave havesignificant significanteffects effectson onTDK TDKGroup Groupinclude, include,but but are arenot notlimited limitedto, to,shifts shiftsinintechnology, technology,fluctuations fluctuationsinindemand, demand,prices, prices,interest interestand andforeign foreign exchange exchangerates, rates,and andchanges changesinineconomic economicenvironments, environments,conditions conditionsofofcompetition, competition,laws lawsand and regulations. regulations. 2Q of FY March 2009 (Oct. 30, 2008) 2 Consolidated results and projections Unit:Yen billions,% October 30, 2008 FY March 2008 [Results] FY March 2009 FY March 2009 Projections Jul. 31, '08 Projections Oct. 30, '08 (Yen bill.) (Yen bill.) (Yen bill.) (%) (%) (%) Y on Y growth (%) 866.3 100.0% 862.0 100.0% 795.0 100.0% -8.2% 200.1 209.1 23.1% 202.5 223.5 23.5% 185.0 201.5 23.3% -7.5% -3.6% 334.7 122.4 38.6% 36.7% 13.9% 297.0 111.5 37.4% 14.2% 316.5 119.5 14.0% -11.3% -8.9% Operating income 87.2 10.1% 69.0 8.0% 35.0 4.4% -59.9% Income before income taxes 91.5 10.6% 73.5 8.5% 31.6 4.0% -65.5% Net income 71.5 8.2% 55.5 6.4% 25.0 3.1% -65.0% Net sales Electronic materials Electronic devices Recording devices Others Exchange rate (U.S.$=Yen) 114 24.1% 101 25.9% 103 25.3% * An average yen-U.S. dollar exchange rate of Yen100 is assumed from the third quarter of 2Q of FY March 2009 (Oct. 30, 2008) fiscal 2009. 3 Capital expenditures, Depreciation and amortization, Research and development October 30, 2008 FY March 2008 [Results] FY March 2009 FY March 2009 Projections Jul. 31, '08 Projections Oct. 30, '08 Capital expenditures 84.3 70.0 85.0 Depreciation and amortization 71.3 77.0 77.0 Research and development 57.4 57.0 54.0 6.6% 6.6% 6.8% Unit:Yen billions (Share of net sales) <Net sales> 866.3 862.0 2Q of FY March 2009 (Oct. 30, 2008) 795.0 4 Sales (Yen billion) Sales and Operating income ratio Sales 250 15.0% 200 12.0% 150 9.0% 100 6.0% 50 3.0% 0 0.0% 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 221.2 223.3 213.9 206.7 226.4 225.3 207.9 190.6 205.9 Operating income ratio 9.2% 10.4% 8.5% FY Mar. 07 7.8% 13.7% 11.9% 6.4% FY Mar. 08 2Q of FY March 2009 (Oct. 30, 2008) 2.8% 4.4% FY Mar. 09 5 Share of sales by products (2Q of FY Mar. '09) Others 15% Electronic materials 23% Electronic devices 24% Recording devices 38% Sales of Electronic materials Sales (Yen billions) 60 50 40 30 20 10 0 Sales 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 51.0 50.3 50.2 49.7 53.1 51.4 45.9 45.7 46.5 FY Mar. 07 FY Mar. 08 2Q of FY March 2009 (Oct. 30, 2008) FY Mar. 09 6 Share of sales by products (2Q of FY Mar. '09) Others 15% Electronic materials 23% Electronic devices 24% Recording devices 38% Sales of Electronic devices Sales (Yen billions) 60 50 40 30 20 10 0 Sales 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 50.2 50.5 51.1 50.0 54.5 53.3 51.4 48.7 50.1 FY Mar. 07 FY Mar. 08 2Q of FY March 2009 (Oct. 30, 2008) FY Mar. 09 7 Share of sales by products (2Q of FY Mar. '09) Others 15% Electronic materials 23% Electronic devices 24% Recording devices 38% Sales of Recording devices Sales (Yen billions) 100 80 60 40 20 0 Sales 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 80.3 76.8 74.0 70.4 86.5 89.9 87.9 72.4 77.6 FY Mar. 07 FY Mar. 08 2Q of FY March 2009 (Oct. 30, 2008) FY Mar. 09 8 Share of sales by products (2Q of FY Mar. '09) Others 15% Electronic materials 23% Electronic devices 24% Recording devices 38% Sales of Others Sales (Yen billions) 50 40 30 20 10 0 Sales 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 39.7 45.6 38.6 36.6 32.4 30.7 22.7 23.8 31.7 FY Mar. 07 FY Mar. 08 2Q of FY March 2009 (Oct. 30, 2008) FY Mar. 09 9