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
Social issues include, as shown here, low birthrates and aging populations, population problems, healthcare problems, and many others.
After carefully thinking about how we can solve these social issues, I realized that the answer lies in technology. Following the mechanization by hydraulic and steam engines at the end of the 18th century, the invention of electric power in the early 20th century, and automation in the 1970s came the recent Fourth Industrial Revolution, that includes IoT, big data, AI, and the super-smart society. Looking at these developments from a technological perspective, I believe the solutions to society's problems can all be boiled down to four technologies: electrification, automation, ultra-high-speed communication, and sensing. However, these technologies will be accompanied by various hurdles and requirements that have never existed before, such as the need for high voltage, high current, and high capacity products. Things at home will be totally different from what we are used to now. For example, the electricity voltage in a typical household is now 100 volts, but you will need 400 volts to charge an electric car.
28page (total 53pages)
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