Presentation Transcripts
Latest Update : Nov.30, 2021
Back to Financial Results (FY3/2022)
Investor Meeting Presentation for 2Q of FY3/2022 held on November 5, 2021
- Cover
- Today's Agenda
- Financial Results
- Summary of Consolidated Business Results for 2Q
- Summary of Consolidated Business Results for 1H
- Net Sales, Operating Income/margin
- 2Q Actual: Differences from the Forecast as of August
- Machined Components
- Electronic Devices & Components
- Mitsumi Business
- U-Shin Business
- Profit attributable to owners of the parent / EPS
- Inventory
- Net interest-bearing debt / Free cash flow
- Forecast for Fiscal Year Ending March 31, 2022
- Forecast for Business Segment
- Business Update & Management Strategy
- FY3/22 Forecast Highlights (Revised upward)
- Machined Components (Prepare for giant leap)
- Electronic Devices and Components (Expand motors)
- Mitsumi Business (Aim at record high OP)
- U-Shin Business (Wait for the recovery of auto production)
- Estimate for next fiscal year (Aim ¥100bn OP)
- Key businesses driving mid-to long-term growth (Beyond 1,000)
- QCDESS and Environmental Load Reduction Activities
- (1) Toward carbon neutrality
- (2) Toward Realizing "MMI Beyond Zero"
- (2) Effort for "MMI Beyond Zero"
- Dividends
- Forward-looking Statements
- Reference
Mitsumi has truly become an excellent company. Before the business integration, it depended solely on games, but when we came in, we thoroughly raised OIS productivity.
The proposal had been made to dispose of the analog semiconductor business prior to the business integration, but it is now one of the eight spears. As a result, we had a very successful first half of the year with 10.0 billion yen in operating income. What I am looking forward to now is the MEMS business acquired from Omron. The Shiga Plant will gradually begin contributing to results next year, and sales will continue to grow. Morale is very high on the front lines.
Analog semiconductors and OIS will be the big drivers in the Mitsumi business, and we expect that the game business will remain steady next year, too. If opportunities such as M&As present themselves in the future in relation to analog semiconductors, we will pursue them aggressively in the aim of making them the true core of the Mitsumi business.
21page (total 38pages)
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