Presentation Transcripts
Latest Update : May 31, 2012
Back to Financial Results (FY3/2012)
Investor Meeting Presentation for FY 3/2012 held on May 10, 2012
- Cover
- Table of contents
- Financial Results
- Summary of Consolidated Business Results
- Summary of Consolidated Business Results for 4Q
- Net Sales
- Operating Income
- Machined Components Business Yearly
- Machined Components Business Quarterly
- Rotary Components Business Yearly
- Rotary Components Business Quarterly
- Electronic Devices & Components Business Yearly
- Electronic Devices & Components Business Quarterly
- Other Business Yearly
- Other Business Quarterly
- Net Sales
- S.G. & A. Expenses
- Inventories
- Capital Expenditure & Depreciation
- Net Interest-Bearing Debt
- Forecast for Fiscal Year Ending March 31, 2013
- Forecast for Business Segment
- Policy and Strategy
- Business Environment
- Relative Stock Performance
- New Medium-term Business Plan Strategy
- New Medium-term Plan Revised Targets (FY3/13-FY3/15)
- Machined Components Business
- Rapid Increase in Pivot Assembly Market Share
- Boost Ball Bearing Sales
- Orders for Aircraft Bearings Soar
- Rotary Component Business
- Boost HDD Spindle Motor Profitability
- Profit Improvements in Rotary Components
- Aggressively Expand Cambodian Plant
- Agreement to Acquire 50.8% Stake in Moatech Shares
- Electronic Devices & Components Business, Other
- New Product Development (LED Lighting)
- Accelerate growth through M&As in Machined Components Business
- Implementing 2nd Incentive Plan
- Capital Expenditure Plan
- Net Interest-bearing Debts Plan
- Dividend Policy
- Forward-looking Statements
We have seen our share of the pivot assembly market grow quickly and we now have an 80% market share due largely to the fact that our competitors in Thailand were hit extremely hard by the floods. The shipment volume for pivot assemblies is setting a new record every month. It hit 42 million units last month. It's expected to reach 43 million units this month. There was a rumor that we wouldn't have enough capacity to supply pivot assemblies, but I can assure you right now we do not have any problem at all in that regard. The downside is the weak impact Windows 8 has had on the market as well as the failing European economy. While the HDD market seems to be slowing down a bit, it should pick up pace again between June and August.
29page (total 44pages)
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