August 2013

Forward-looking statements

Johnson Controls, Inc. has made statements in this document that are forward-looking and, therefore, are subject to risks and uncertainties. All statements in this document other than statements of historical fact are statements that are, or could be, deemed "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. In this document, statements regarding future financial position, sales, costs, earnings, cash flows, other measures of results of operations, capital expenditures or debt levels and plans, objectives, outlook, targets, guidance or goals are forward-looking statements. Words such as may, will, expect, intend, estimate, anticipate, believe, should, forecast, project or plan or terms of similar meaning are also generally intended to identify forward-looking statements. Johnson Controls cautions that these statements are subject to numerous important risks, uncertainties, assumptions and other factors, some of which are beyond Johnson Controls control, that could cause Johnson Controls actual results to differ materially from those expressed or implied by such forward-looking statements. These factors include the strength of the U.S. or other economies, automotive vehicle production levels, mix and schedules, energy and commodity prices, availability of raw materials and component products, currency exchange rates, and cancellation of or changes to commercial contracts, as well as other factors discussed in Item 1A of Part I of Johnson Controls most recent Annual Report on Form 10-K for the year ended September 30, 2012 and Johnson Controls subsequent Quarterly Reports on Form 10-Q. Shareholders, potential investors and others should consider these factors in evaluating the forward-looking statements and should not place undue reliance on such statements. The forward-looking statements included in this document are only made as of the date of this document, and Johnson Controls assumes no obligation, and disclaims any obligation, to update forward-looking statements to reflect events or circumstances occurring after the date of this document.

Johnson Controls Three world-class growth businesses

FY2012
Johnson Controls $41.9 B

Building Efficiency $14.7 B

Automotive Experience $21.3 B

Power Solutions $5.9 B

Providing HVAC equipment, control systems and services to improve energy and operational efficiencies and reduce greenhouse gas emissions in buildings
3

Leading global provider of systems and components for seats, overhead systems, doors, cockpits and electronics

Providing the highest quality, lowest cost automotive batteries to help customers grow their market shares and to power the vehicles of tomorrow

Johnson Controls profile

Aligned with global growth megatrends
Energy efficiency Sustainability / GHG reduction Emerging markets

Positioned to grow faster than our underlying markets

Organic growth Acquisition opportunities

Diversified
Business

Customer
Geography

Long track record of profitable growth

Sales growth in 65 of last 66 years Earnings growth in 21 of last 22 years Increased dividend in 33 of last 35 years

Building Efficiency

Johnson Controls A balanced portfolio and earnings stream 2012 Sales - Geography
Asia/ ROW

2012 Sales Business Unit

Power Solutions

Europe

Building Efficiency

North America Consolidated

Automotive Experience

2012 Segment income

Asia/ ROW

Europe

Power Building Solutions Efficiency

North America

Automotive Experience

Including minority-owned JVs

Building Efficiency Strategic advantages

Johnson Controls makes buildings in 125 countries more comfortable, productive and safe Key offerings: Energy solutions, broad range of services, HVAC equipment, controls systems Our offerings are necessary to provide a comfortable indoor environment at the lowest operating cost Working with Johnson Controls delivers a payback: reduced energy and improved operational costs Mega trends that are positive for the growth of Building Efficiency
Higher energy prices / energy shortages Energy / green house gas legislation / regulation High growth rates in emerging markets

2012 Sales $14.7B

New Construction Service and New recurring Construction Service and revenues Recurring Revenue

LA/ Non-Residential ME

Asia North America Europe

Building Efficiency Strategic investment leading to profitable growth

North America

Margin Expansion

Deliver products
and services linked throughout the building life cycle

Boost productivity
through continuous improvement

Technology & Innovation

Emerging Markets

Promote Panoptix
system to optimize building conditions

Expand core
product / service portfolio

Build technical
services capabilities

Leverage scale Improve pricing by

focusing on value proposition

Deliver simple,
low-cost building automation systems

Expand distribution
channels

Build scale and

enhance infrastructure

Building Efficiency: Well-positioned in China The most important market in Asia

350 million additional Chinese expected to move from rural areas to cities by 2025 50% of all 10+ story buildings will be built in China through 2020 50,000 new high-rise buildings to be built by 2025
Equivalent of ten Manhattan Islands
1,400 1,200 1,000 800 600 400 200 0

+13%

2007

2008

2009

2010

2011

2012

JCI is well-positioned to take advantage of the growth of the Chinese market

37 branch offices
Manufacturing facilities in Wuxi and Guangzhou Asia Engineering Center in Wuxi

Entering 2013 Aligning Automotive Experience with market shifts Move to component-level sourcing
Seating assembly, metals, foam, trim increasingly sourced separately by OEs Action: Increased vertical integration capabilities and capacity

2012 Sales $21.3B1

Elec. Non-Residential Interiors

Seating

Changing economic and competitive dynamics

Characteristics between seating, interiors, electronics are increasingly different Action: New organizational structure and financial reporting in fiscal 2013
Non-Residential Asia North America

North Service America and New recurring Construction Europe revenues

1Excludes

unconsolidated JVs

Automotive Seating Strategic advantages Leading global provider of automotive complete seats Global presence Diversified customer and product portfolio Established market leader in growing Chinese market Investing in technology and advanced development Vertical integration of components

5%

2012 Sales $15.8B1

Non-Residential Components

Complete Seating

Asia
Non-Residential

North America

Service and Europe recurring revenues

North America
New Construction

1Excludes

unconsolidated JVs

10

Automotive Seating The global leader in automotive seating and seat components
Complete Seat
Johnson Controls Lear Faurecia Toyota Boshoku 28%

Metals & Mechanisms

Johnson Controls Faurecia Lear Brose 23%

Foam
Johnson Controls Woodbridge 27%

Cut & Sew

Johnson Controls Lear Faurecia Prevent 28%

Fabrics
Johnson 11% Controls Toyota Boshoku Lear Aunde

Lear Bridgestone

Note: Global market shares 2012 (including China) Source: Internal estimates

11

Automotive Electronics & Interiors E&I businesses compete in 10 product segments

Overhead Console Visor Headliner Driver Information
+ + +

Instrument Panel

2012 Sales $5.5 B1

Electronics*
+ + + + + + +

Body Electronics Interiors

Infotainment

1Excludes

unconsolidated JVs

Door Panel

Floor Console

Specialty & Other

*See slide 27 regarding the sale of the electronics business

12

Automotive Experience Strategic investment leading to profitable growth

Vertical Integration

Metals acquisitions
complete component portfolio

Operational Excellence

Technology & Innovation

Emerging Markets

Quality
transformation program

Science based
approach

Increasing
presence in fastgrowing profitable markets

Improves
competitive position and global capabilities

Launch
performance improvement

Developing
innovative seating systems and new lightweight solutions

Solidifying
substantial leadership position in China

Operational
efficiency

13

Automotive footprint in China Seating, interiors, electronics

2012 Auto Experience sales including non-consolidated China JVs

10 additional plants currently planned Asia Americas

Europe

Asia Americas Europe

2012 Auto Experience consolidated sales

14

Power Solutions Strategic advantages

The worlds largest provider of battery power solutions for the vehicle original equipment market and aftermarket
36% global market share for SLI batteries World-class customer base in the automotive aftermarket Original equipment (OE) batteries for the top automakers worldwide Quality, cost leadership Expanding global footprint Leader in advanced battery technologies
AGM batteries for start / stop vehicles First-to-market provider of Li-ion batteries for hybrid applications
Europe Americas Asia Aftermarket

2012 Sales $5.9B

Original Equipment

15

Investing in new battery technologies to serve the spectrum of powertrains

Emerging powertrains require a diverse set of energy storage technologies

16

Power Solutions Strategic investment leading to profitable growth

Emerging Markets

Vertical Integration

Li-Ion Leadership

Start-Stop

Build new battery

plants in China

Leverage North
America lead recycling capacity to boost margin and reduce commodity risk

Produce Li-ion
batteries for automotive mass production

Build capacity in
Europe, North America and China

Expand position
with regional OE manufacturers

Develop next
generation Micro Hybrid products

Maintain market
leadership by pacing investments to growth in demand

Build aftermarket
distribution channels

17

Power Solutions Start-Stop vehicles

Improve fuel economy and lower emissions with minimum change to vehicle system
Allow engine to shut off instead of idling while

Start-Stop Vehicles with Advanced Lead-Acid Batteries

the vehicle is stopped

Provides fuel efficiency gains and CO2

reductions of 5 to 12%
No change to consumer driving pattern Low vehicle price premium

18

Power Solutions Accelerating demand for Start-Stop batteries

We expect aggressive growth in Start-Stop battery demand
Accelerating transition by OEMs

particularly in Europe
35 million unit global demand by 2015

Rapid increase driven by higher than

expected consumer acceptance

Aftermarket is starting to develop now Power Solutions technology in high

demand due to superior performance

19

Q3 2013 Financial Results

2013 third quarter

Markets are still challenging Starting to see some positives in our markets Automotive industry production slightly better than expected North America: +6% China: +10% Europe: down 1% Building Efficiency pipeline opportunities stronger in certain vertical and geographic markets Overall global automotive battery demand higher North American and European aftermarket demand softer than expected

Improving consumer confidence levels across various geographies

Johnson Controls Significant improvement in profitability in a mixed macro environment
21

Stronger year-over-year performance in the second half of fiscal 2013

Drivers of Q3 improvement expected to provide continued benefits in Q4

Benefits of restructuring Earlier initiatives on track; additional actions

taken in Q3

Lower lead core costs vs. record high levels

in 2H 2012

Margin expansion in Building Efficiency due to

benefits of cost containment and pricing initiatives

Continuation of sequential profitability improvements

in Automotive Experience European, South American and Metals businesses

Improved North America and Europe automotive

production comparables

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2013 third quarter*

Sales: $10.8 billion +2% vs. $10.6 billion in Q3 2012 Segment income: $764 million +20% vs. $638 million in Q3 2012 Net income: $535 million +18%

Highlights
Double-digit segment income increases by all three businesses - JCI profitability: +110 bps y/y margin improvement

Europe Automotive business profitable

Building Efficiency orders higher (y/y) New Power Solutions N.A. business awards Strong free cash flow; net debt reduction of $556m Announced sale of HomeLink product line

vs. $455 million in Q3 2012

EPS: $0.78 per diluted share vs. $0.66 in Q3 2012

Thank you to our 168,000 employees around the world for a very successful quarter
* Excluding restructuring and one-time items.
23

Q4 and FY2013 full year outlook*

FY 2013 EPS $2.64 - $2.66 Q4 EPS: $0.93 - $0.95

2013 third quarter Building Efficiency

2013 Net sales $3.7B 2012 $3.8B -2%

Commercial backlog and orders

(at June 30, 2013)

Soft N.A. and European demand negatively impacting sales Level sales in North America Service and Asia with lower revenue in GWS, North America Systems and Europe Segment income $314M $276M +14%

Orders up 2%; positive in all geographic markets Bidding activity continues to trend higher in some markets

Significantly higher segment income despite lower revenue

Backlog ($5.1B), down 5% vs. year-ago Higher demand in Latin America offset by softness in Energy Solutions and the Middle East

Benefit of pricing initiatives and SG&A reductions

120 bps improvement in segment income margins to 8.5%

24

Building Efficiency Organizational Changes

Combining North American Systems, Services and Solutions businesses Single consistent customer interface Facilitates bundled offerings Increase margins by improving sales force productivity and streamlining administrative costs Establishing Global Workplace Solutions as a stand-alone business (to report to Alex Molinaroli) Very different business model from rest of Building Efficiency Separation enables greater focus on driving margin improvement

25

2013 third quarter Automotive Experience

2013
Net sales $5.7B

2012
$5.5B +4%

Fiscal Q3 production North America up 6%

Higher revenue in North America and Europe partially offset by lower sales in Japan (F/X impact) Seating up 5%; Interiors and Electronics up 1% China sales (mostly non-consolidated) up 23% to $1.4B

Europe down 1%
China up 10% Results by geography North America segment margins: 7% Asia segment margins: 15% Europe: $11 million profit; $85 million sequential quarterly improvement

Segment income

$279M

$209M

+33%

Higher profitability in all geographic regions European profitability improvement attributable to higher volumes and better than expected Metals performance Restructuring actions progressing as planned Gain on sale of asset substantially offset by other charges

26

Automotive Electronics Divestiture Update

Announced today: Definitive agreement to sell HomeLink product line to Gentex Corporation Purchase price of approximately $700 million in cash Transaction expected to close on or about September 30, 2013 Process to sell remainder of Electronics business is progressing as planned
Several interested strategic buyers Targeting announcement of definitive agreement by 2013 Q4 earnings release

27

2013 third quarter Power Solutions

2013 $1.4B 2012 $1.3B

Net sales

+8%

Global unit shipments slightly higher, but softer-thanexpected aftermarket demand in North America and Europe Americas and Asia, each up 1% Europe up 7% Improved product mix and pricing Segment income $171M $153M +12% Price Increase: July 1, 2013 3 - 4% price increase on N.A. aftermarket batteries to offset higher cost of spent battery cores, a key source of lead for recycling.
Florence, South Carolina battery recycling facility

Benefits of higher volume, increased vertical integration and improved mix and pricing Benefit from ramp of South Carolina battery recycling facility

Lead core prices remain elevated

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Third quarter 2013 Financial highlights

% change 2%

(in millions)

2013 $10,831

2012 $10,581

Sales

Gross profit
% of sales

1,680
15.5%

1,541
14.6%

9%
2% 7% 20%

SG&A expenses Equity income Segment income

991 75 $764
7.1%

973 70 $638
6.0%

Gross profit Improved margins in Interiors, Metals and Building Efficiency SG&A Benefits from restructuring actions offset by increased investments in innovation, emerging markets and higher engineering spend

29

Third quarter 2013 Financial highlights

2013
(in millions, except earnings per share)
(excluding items *)

2012
(excluding items *)

2013
(reported)

2012
(reported)

Segment income Restructuring costs Financing charges - net Income before taxes

$764 ----67 697

$638 ----59 579

$764 143 67 554

$638 52 59 527

Income tax provision (benefit)

Net income Income attributable to non-controlling interests Net income attributable to JCI Diluted earnings per share

139
558 23 $535 $0.78

99
480 25 $455 $0.66

(40)
594 23 $571 $0.83

71
456 25 $431 $0.63

Financing Attributable to higher debt levels Income tax provision 20% effective tax rate, consistent with guidance
*Q3

13

2013 items: $140 million tax benefit and $143 million pre-tax restructuring charge. Q3 2012 items: $28 million tax benefit and $52 million pre-tax restructuring charge.

Balance sheet / cash flow

Cash provided from operating activities $1.0 billion Net debt reduction of $556 million Net debt to capitalization 31.7% Improved working capital performance Trade Working Capital 6.5% of sales, 20 bps year-to-date improvement Cash generated from Working Capital $283 million in Q3 Cap Ex of $265 million, full-year outlook remains at $1.2 billion Strong cash flow from operations to continue in Q4; net debt reduction of $600 - $650 million, excluding divestiture proceeds $300 million of Debt maturities in Q4 funded from operations Electronics proceeds expected to fund $800 million of Debt maturities in FY 14 Q2

31

Financial Outlook

Looking forward

Q3 an inflection point, strong confidence in Q4 outlook

Continued sequential profitability improvements in Automotive Europe and South America In Building Efficiency, our pipeline supports further improvement in our fourth quarter orders; Q4 revenue growth anticipated with further margin expansion Power Solutions expected to deliver strong y/y improvement Restructuring initiatives on track, additional actions announced

Guidance*
Full-year 2013: $2.64 - $2.66 / share Q4: $0.93 - $0.95 / share (21% - 23% improvement)

33

*Guidance excludes potential items such as: mark-to-market pension accounting, restructuring, tax adjustments, electronics business as a discontinued operation, etc.

Building Efficiency Mid-term outlook (through 2017) Annual sales growth 8% to 10%
Growth in Energy Solutions Expansion in emerging markets Market share gains Late-cycle market recovery

Annual margin expansion of 50 bps

Continuous improvement and supply chain management

Service pricing / solutions value

Business model changes Emerging markets

34

Automotive Experience - Seating Mid-term outlook (through 2017) Market share gains
Backlog growth

Accelerating growth in Asia

Margin target:
Improving to 7% - 8% Annual expansion of 30 - 40 bps Vertical integration Operational improvements Quoting discipline

35

Automotive Experience Electronics & Interiors Mid-term outlook (through 2017) Sales growth
Strong backlog to support future business

Electronics growth

Margin target:
Improving to 6% - 7% Annual expansion of 60 - 70 bps Increasing Electronics profitability Interiors operational turnaround

36

Power Solutions Mid-term outlook (through 2017) Annual sales growth 10% - 15%
Market share gains

Growth in China and other emerging markets

AGM technology

Margin expansion targeted 200 bps

Improved product mix Manufacturing improvements Vertical integration

37

Organic investments Capital investment trend

AE

PS

BE

$1.8 B

$1.3 B

$1.4 B

$800 M

FY10

FY11

FY12

FY13P*
* projected as of Dec 2012

38

Capital allocation

Cash flow deployment

Capital expenditures to increase organic growth

M&A to accelerate organic growth

Dividends Consecutive dividends paid since 1887 Approved payout ratio of 30%

Long-term objectives
Market share gains Margin expansion

Annual net earnings growth of 10 - 15%

After-tax ROIC of 15%

39