Presentation Transcripts
Latest Update : Aug.26, 2022
Back to Financial Results (FY3/2023)
Investor Meeting Presentation for 1Q FY 3/2023 held on August 5, 2022
- Cover
- Today's Agenda
- Financial Results
- Summary of Consolidated Business Results for 1Q
- Net Sales, Operating Income / Margin
- 1Q Actual: Differences from the Forecast as of May
- 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, 2023
- Forecast for Business Segment
- Business Update & Management Strategy
- Today's Points
- Today's Points (2)
- 3 spears +1
- Growth strategy
- New M&A deals
- Commencement of TOB of HONDA TSUSHIN KOGYO CO., LTD
- Acquisition of All Shares of SUMIKO TEC CO., LTD.
- Solidify the Foundation as 8 Spear by Integrating 3 Companies
- Connectors' Future with Ultra High-Speed Communications
- Image of connector-related in-vehicle products after integration
- Solidify the Foundation as 8 spear by Integrating 3 Companies
- Acquisition of All Shares of Honda Lock Mfg. Co., Ltd.
- Strengthening the access products business via integration
- Expand automotive Tier1 business based on access products
- Strengthening the Access Products Business
- Name of New Tokyo Base and Shareholders Return, etc
- Forward-looking Statements
- Reference
Download
Analog semiconductors are currently doing really well. While it's true that the business volume for cell phones has been shrinking recently, our operations aren't geared primarily to cell phones. We are still seeing a lot of interest in our IGBTs. On top of that, sales of products for automotive and medical applications are strong. Since we produce them in Japan, our target for this fiscal year is well within reach if exchange rates remain at the current level.
Once the Shiga plant goes on line, net sales of 100 billion yen and operating income of 30 billion yen, with a 30% operating margin, will be well within our grasp. I've heard rumblings about increasingly heated competition in the market, including with Chinese companies, but everything is going fine right now. On top of that, we have a lot of exciting new developments in the works. The Mitsumi semiconductor business' addition of ABLIC, the Shiga plant we took over from Omron, plus 60 new semiconductor engineers specializing in motors, has significantly boosted our semiconductor division's technological edge.
If operating income for motors reaches 25 billion yen and operating income for semiconductors 30 billion yen, analog semiconductors could become the second largest spear after bearings and switch places with motors in the Eight Spears' rankings.
Previous
22page (total 53pages)
You need Adobe Reader® to view these documents. Click on Adobe Reader icon on the left to download the software from the Adobe Systems website.
It ends about main text.
