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
Table of Contents
- 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
The Semiconductors & Electronics (SE) business, formerly the MITSUMI business, earned a record high profit.
While I had previously been informed that operating income would exceed 50 billion yen, the business lost steam in the second fiscal half. We are looking forward to seeing not only optical devices, analog semiconductors, and game-related products but also connectors and power supply components start contributing to our bottom line.
36page (total 47pages)
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