William Blair & Company

Growth Stock Conference

June 16, 2011

Steve Martens

VP Investor Relations

Steve.martens@molex.com

Molex Incorporated –

Key Points

Designs and manufactures connectors and related products

Design partner to major electronic companies around the world

Invest 5%-6% of revenue in R&D to develop highly engineered products

Industry leader known for providing innovative solutions

Global footprint with over 60% of revenue from Asia

2

Connector Industry

3

Total Available Market(US$ in billions)

Source: Bishop & Associates, Inc.

Market growth rate:

5-7%

Price erosion: 3-5%

Molex market position:

3rd largest(7.5% share)

Top ten market share:

~54%

$8

$16

$35

$45$50

1980 1990 2000 2010 2014

+

est.

10 Year CAGR

Calendar Yr Industry* Molex

1990 6.7% 17.3%

2000 7.6% 14.1%

2010 2.8% 3.4%

*Source: Bishop & Assoc.

Historical Growth Rate –

10 Year CAGR

Molex has consistently grown faster than the market

4

5

FY10 Sales By Industry

Automotive 16%

Infotech22%

Telecom25%

Consumer Elect20%

Industrial14%

Medical/Military3%

Well balanced by market

2010 Calendar Year

Revenue Growth

Year-Over-

Year Growth

Automotive 35%

Infotech 40%

Telecom 34%

Consumer Electronics 31%

Industrial 47%

Medical / Military 50%

Total 37%

Industry growth estimate: 25%

6

Growth Rate

Growth rate supported by many drivers:

– Emerging markets

– Rising internet traffic

– Mobile devices

– Enterprise refresh cycle

– Focus Accounts

– Adjacent opportunities

– Acquisitions

7

Target grow rate 1.5X connector market

0

50

100

150

200

250

300

350

1999 2001 2003 2005 2007 2009 2011

US W EuropeBRICs

Number of Households (in millions)

Source: Citi

8

With annual income of $10,000 or more

9

Growth in IP Traffic

52% CAGR 2009-2014

Exabytes per month

9%

16%

16%

17%

42%

10

Growth in Mobile Devices

Mobile internet users projected to double Y/Y

0

100

200

300

400

500

600

700

800

900

2010 2011 2012 2013 2014 2015

Number of mobile internet users (millions of users)

Source: Cisco VNI

11

Companies addressing aging equipment and storage needs

0

1

2

3

4

5

6

7

8

9

10

2001 2003 2004 2005 2006 2007 2008 2009 2010E 2011E 2012E

Source: BOMI.

Server projections (millions of servers)

Enterprise Refresh Cycle

12

Strategy in action:Focus Account Program

Faster growth

potential

Broader customer

base

Increase market

diversity

13

Focus Account Growth

Strong source of profitable growth

0%

5%

10%

15%

20%

25%

30%

35%

FY07 FY10 FY11

% of total revenue

* YTD

Adjacent Opportunities

Opportunities in:

Integrated Products

Antenna

LED Lighting

Acoustics

Characteristics:

Large, growing markets

Similar to connectors

– Manufacturing

– Engineering

Drive connector content

Low capital

Good margin profile

14

Significant opportunities beyond connectors

15

Acquisitions

Recent Acquisitions– Tean (R.F. products in China)

– Active Optical Cable assets from Luxtera

Augment organic growth and portfolio management– Long product cycle

– Specific technology

– Integrated Products

Areas of interest:– R.F.

– Medical electronics

– Wire and cable

What’s Changed at Molex?

16

Significant change in how we operate

Organization structure

From Geographic to Product focus

Cost Structure

Restructured the business

Portfolio Management

• Balance long / short product cycles

• Evaluate projects throughout life cycle

New incentive structure

• Pay for performance

• Balance growth and profitability

Benefits of Reorganization

Improved cost structure – Annual restructuring savings $205 million

Lower SG&A– 18% of revenue vs. 24.4%

– Held R&D investment rate

Lower capex– 7% of revenue vs. 14%

Better footprint – 57% of manufacturing space in low cost countries

– Added footprint in high growth Asia

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Significant benefits – more to come!

What’s Next?

Continue to drive growth

Improve return on R&D

Drive supply chain and

operational improvements

Implement another price

increase

Stronger portfolio

management

Tuck in acquisitions focused

on technology18

Cash Flow

Strong record of generating cash

– Net cash position

Historically self-financed the business

– Substantial Tangible Book Value

Credit Facility provides flexibility

– Five Year / $350 million

19

Target 100% of Net Income

Dividend History

0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0.9

99 00 01 02 03 04 05 06 07 08 09 10 Dec 10 Qtr

Jun 11 Qtr

Annual dividend per share

Annual Dividend

$

Approximately 40% NIAT payout ratio / premium yield to S&P

20

Summary

Attractive market characteristics

Significant trends driving growth

Continue to realize benefits of new organization

Ability to generate significant cash

Committed to dividend

21