Presentation Transcripts
Latest Update : June 6, 2023
Back to Financial Results (FY3/2023)
Investor Meeting Presentation for FY 3/2023 held on May 11, 2023
- Cover
- Today's Agenda
- Financial Results
- Summary of Consolidated Business Results
- Summary of Consolidated Business Results for 4Q
- Net Sales, Operating Income / Margin
- Increase / Decrease & Special Factors of Full Year OP
- Net Sales, Operating Income / Margin
- Improvement of Understandability by Changing Segment Names
- 4Q Actual: Differences from the Forecast as of February
- Machined Components / Precision Technologies (PT) Year
- Machined Components / Precision Technologies (PT) Quarter
- Electronic Devices & Components / Motor, Lighting & Sensing (MLS) Year
- Electronic Devices & Components / Motor, Lighting & Sensing (MLS) Quarter
- MITSUMI Business / Semiconductors & Electronics (SE) Year
- MITSUMI Business / Semiconductors & Electronics (SE) Quarter
- U-Shin Business / Access Solutions (AS) Year
- U-Shin Business / Access Solutions (AS) Quarter
- Profit Attributable to Owners of the Parent / EPS Year
- Profit Attributable to Owners of the Parent / EPS Quarter
- Inventory
- Net Interest-bearing Debt / Free Cash Flow
- Forecast for Fiscal Year Ending March 31, 2024
- Forecast for Business Segment
- Management Policy & Business Strategy
- Summary of Fiscal Year ended 3/23
- Key Points of FY3/24 Forecast
- Long-term Trend of Sales and OP
- Mid-term Business Plan
- Launch pad to Accelerate Natural Growth Securing Mid-term Business Plan (1)
- Launch pad to Accelerate Natural Growth Securing Mid-term Business Plan (2)
- "INTEGRATION Products" to Accelerate Future Growth
- Precision Technologies (PT) Targets
- Growth Potential of Bearing Business
- Motor, Lighting & Sensing (MLS) Targets
- Semiconductors & Electronics (SE) Targets
- Analog Semiconductor Business Update
- Access Solutions (AS) Targets
- E (Environment) Environmental Initiatives
- S (Social) the Opening of Tokyo X Tech Garden
- G (Governance) New Management Structure
- Dividends
- Forward-looking Statements
- Reference
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Some of you may still be wondering what our INTEGRATION products are exactly. We finally have products we can bring to market.
For example, our HVAC LIN is currently dominating the market, and sales are expected to grow rapidly, with future production totaling around 6 million units per month. The sales volume will grow even further as the areas of application expand. Our LiDAR has also been adopted by European manufacturers and will be used in various vehicle models as well as by OEMs. This is truly a project where we can combine analog semiconductors, motors, bearings, connectors, and software to demonstrate our capability. Although details are not provided here, as we have already announced, mass production of flash handles, for example, will begin in 2025, for a deal that will grow to a scale of 100 billion yen in total over six or seven years.
We are developing a series of products that incorporate sensors and semiconductors in doors. I believe that our INTEGRATION capability is finally making its way into the market.
As shown on slide 28, our target of 2.5 trillion yen in sales is now well within reach.
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32page (total 47pages)
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