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
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This diagram shows how MinebeaMitsumi can work together with these two companies.
As you are aware, we have major operations overseas. We also have about a third of our Cambodian plant's third building available and an edge in low-cost mass production know-how in Thailand. As we move into the era of ultra-high-speed communications, many special connectors will be required to accommodate various shapes and signals. MITSUMI's connectors have always been more mass-produced products such as Type-C™ and FAKRA, and we've been working in a market where it is difficult to keep our head above water in what's practically a red ocean. We believe these mergers could pave the way to success in connectors in the same way bearings and analog semiconductors made us a "global niche top company."
Japanese companies today must look out for Japan by passing on their home-grown technology to future generations. Many smaller companies are competing with one another in both the analog semiconductor industry and the connector industry. My main goal is to lay a foundation for building a bigger presence in Japan's parts industry and forming more alliances. I believe that the two companies that we made M&A offers to are on board with that plan.
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