Presentation Transcripts
Latest Update : May 23, 2019
Back to Financial Results (FY3/2019)
Investor Meeting Presentation for FY 3/2019 held on May 8, 2019
- Cover
- Today's Agenda
- Financial Results
- Summary of Consolidated Business Results
- Summary of Consolidated Business Results for 4Q
- Net Sales, Operating Income/Margin -1
- Net Sales, Operating Income/Margin -2
- 4Q Actual: Differences from the Forecast as of Feb.
- Actual: Differences from the Forecast as of May '18
- Machined Components -1
- Machined Components -2
- Electronic Devices & Components -1
- Electronic Devices & Components -2
- Mitsumi Business -1
- Mitsumi Business -2
- Profit Attributable to Owners of the Parent -1
- Profit Attributable to Owners of the Parent -2
- Inventories
- Net Interest-Bearing Debt/Free Cash Flow
- Forecast for Fiscal Year Ending March 31, 2020
- Forecast for Business Segment
- Shareholders Return
- ROIC (Return On Invested Capital)
- Management Policy & Business Strategy
- Summary of Fiscal Year ended 3/19
- Summary of Fiscal Year ending 3/20
- Mid-term Business Plan Targets
- Machined Components Targets
- Electronic Devices and Components Targets
- Mitsumi Business Targets
- U-Shin Business Targets
- Mid-term Business Plan: Targets by Segment
- Basic scheme of U-Shin
- Example of synergy in U-Shin (Automobile)
- Example of synergy in U-Shin (Smart house)
- New Product Trio and Key Entry Area
- Usage of FCF and Shareholder Returns
- Dividend Forecast
- Share Buyback
- The Last Decade and the Next Decade (Image)
- Sales Transition
- OP Transition
- Major KPIs over the Last Ten Years
- Review of the Last Decade
- Macro transition
- Summary of the last decade
- Basic Strategy for the Next Decade -1
- Basic Strategy for the Next Decade -2
- Basic Strategy
- Business Strategy
- Sustainability
- Next decade by major markets
- Ball bearings next decade
- Motors next decade
- Automobile components next decade
- Aircraft components next decade
- Why MinebeaMitsumi Exceeds Market Growth
- (Reference) Aircraft components
- Home Appliance / OA / HDD next decade
- Medical components next decade
- Home equipment business next decade
- Cultivate New Markets with IoT and AI/Big Data
- Large Portfolio Shift to Core Businesses
- EBITDA/Net interest-bearing debts/Free cash flows
- Capital Deployment
- (Reference) Past and Future of Free Cash Flow
- KPI target
- Forward-looking Statements
- Reference
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This chart shows ROIC trends by segment.
The figures on the left are on an annual basis and those on the right are on a quarterly basis.
Despite quarterly seasonal fluctuations, the company's overall ROIC remained in the double-digits on an annual base and was 12.4% for the fiscal year ended March 31, 2019.
By segment, machined components had a stable ROIC reaching 31.1%, likewise the electronic devices and components maintained a steady double-digit annual ROIC, while the Mitsumi business segment also improved significantly since the business integration.
Please note that the figures of U-Shin are pre-merger result and based on JGAAP and the annual figures are calendar year basis.
That concludes my presentation.
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