Presentation Transcripts

Latest Update : Mar.12, 2025

Back to Financial Results (FY3/2025)

WEB Presentation for 3Q FY 3/2025 held on February 5, 2025

Table of Contents

Cover
Summary of Consolidated Business Results for 3Q
Net Sales, Operating Income / Margin
3Q Actual: Differences from the Forecast as of November
Precision Technologies (PT)
Motor, Lighting & Sensing (MLS)
Semiconductors & Electronics (SE)
Access Solutions (AS)
Profit Attributable to Owners of the Parent / EPS
Inventory
Net Interest-bearing Debt / Free Cash Flow
Full-year Forecast
Full-year Forecast for Business Segment
Full-year Forecast: Differences from the Forecast as of November
Today's Points
Forecast for FY 3/25
Steady Recovery in Core Businesses
Precision Technologies (PT) Update
Ball Bearing Sales Volume Trend
Motor Lighting & Sensing (MLS) Update
Semiconductors & Electronics (SE) Update
Access Solutions (AS) Update
Shareholder Returns
Forward-looking Statements
Reference
- Net Sales, Operating Income / Margin
- Precision Technologies (PT)
- Motor, Lighting & Sensing (MLS)
- Semiconductors & Electronics (SE)
- Access Solutions (AS)
- S.G.&A. Expense / Ratio
- Capital Expenditure / D&A Expense
- ROIC (Return On Invested Capital)

We revised down the net sales and operating income forecast for the fiscal year ending March 31, 2025. Operating income forecast includes a one-time charge of approximately 4.0 billion yen due to the PPA of Minebea Power Semiconductor Devices and Socionext and loss on sale resulting from withdrawal from Russian business.

The details by segment are shown on page 13.
Regarding the net sales, all segments have been revised downward.
For operating income, the PT and MLS segment are unchanged, whereas the SE and AS segment has been revised downward.
The exchange rate is assumed to be 150 yen to the U.S. dollar.

12page (total 33pages)

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