Presentation Transcripts
Latest Update : Nov.25, 2015
Back to Financial Results (FY3/2016)
Investor Meeting Presentation for 2Q FY 3/2016 held on November 5, 2015
- Cover
- Table of contents
- Financial Results
- Summary of Consolidated Business Results for 1H
- Summary of Consolidated Business Results for 2Q
- Net Sales
- Operating Income
- Machined Components Business
- Electronic Devices & Components Business
- Net Income
- S.G. & A. Expenses
- Inventories
- Capital Expenditure & Depreciation
- Net Interest-Bearing Debt
- Forecast for Fiscal Year Ending March 31, 2016
- Forecast for Business Segment
- Policy and Strategy
- Table of Contents
- Current Performance and Minebea Share Price - 1
- Current Performance and Minebea Share Price - 2
- Our View on Current Market Conditions
- Our View on Future Business Risks
- 1. Efforts to keep next year's market share for LED backlights
- 2. OLED displays will not replace all high-end smartphone LCDs in 3 years
- 3-1. Profits do not decline by HDD volume down (Future of Ball Bearings and Pivot Assemblies)
- 3-2. Profits do not decline by HDD volume down (Future of HDD spindle motors)
- 4-1. Measuring Components business to become a growth driver this year, next and one after next
- 4-2. Motor business to become a growth driver this year, next and one after next
- Unforeseen Factors behind First Half Performance
- Outlook for this Fiscal Year
- New Mid-term Business Plan targets
- Future Developments (New Products)
- 1. Smart City Project in Cambodia
- 2. SALIOT™ (Smart Adjustable Light for IoT)
- 3. J3DD head-up displays
- Dividend Forecast
- M&A and Alliance Strategies
- Forward-looking Statements
We're committed to being number two in the motors business. We've been focusing on selling our motors in niche markets where our technologies have earned high marks from customers. Orders are flowing in for automobile applications as well. Although we once had a very difficult time in the motor business, things have completely turned around. The electronic devices and components business is doing better as well now that motors and measuring components are turning decent profits.
Our EMS business, which was established under a new strategy when I became CEO, has been steadily growing. In the three years since the Tokyo R&D Center was launched, it has been working on developing high value-added products targeting niche markets and should release a series of hot new products into the global marketplace. These products should fuel our growth for the next couple of years.
That sums up our response to the whispering about Minebea that has been heard in some corners of the market where the talk is our growth has peaked.
28page (total 38pages)
You need Adobe Reader® to view these documents. Click on Adobe Reader icon on the left to download the software from the Adobe Systems website.
It ends about main text.