Presentation Transcripts

Latest Update : Aug.3, 2012

Back to Financial Results (FY3/2013)

Investor Conference Call for 1Q FY 3/2013 held on July 31, 2012

Table of Contents

There will be no change at this time in our full year forecast for this fiscal year announced in May, as the first quarter results were in line with our annual plan.
We predict significantly higher sales and profits mainly from sales of HDD parts, such as pivot assemblies and HDD spindle motors, and LED backlights as we put the impact of the higher rare-earth material prices and the natural disasters such as the Tohoku Earthquake and the Thai Floods further behind us.
Regarding the HDD market, there were production adjustments by HDD manufacturers in and after June, we expect that the market will be flat in the September quarter. However, it is expected that it will return to a recovery trend in the December quarter.
However, we intend to watch various different product markets carefully and continue to focus on cost reductions, given unpredictable factors such as the rippling effects of the Eurozone Crisis into the emerging markets and the North American markets.

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