Presentation Transcripts
Latest Update : Dec.9, 2022
Back to Financial Results (FY3/2023)
Investor Meeting Presentation for 2Q FY 3/2023 held on November 2, 2022
- Cover
- Today's Agenda
- Financial Results
- Summary of Consolidated Business Results for 2Q
- Summary of Consolidated Business Results for 1H
- Net Sales, Operating Income/ Margin
- 2Q Actual: Differences from the Forecast as of August
- Machined Components
- Electronic Devices & Components
- MITSUMI Business
- U-Shin Business
- Profit Attributable to Owners of the Parent / EPS
- Inventory
- Net Interest-bearing Debt / Free Cash Flow
- Forecast for Fiscal Year Ending March 31, 2023
- Forecast for Business Segment
- Business Update & Management Strategy
- 1H Results
- Acquired Drivers to Accelerate Organic Growth
- Products to Solve Social Issues Drive Growth
- Key Points of FY3/23 Forecast
- Machined Components
- Electronic Devices and Components
- MITSUMI Business (1)
- Further Growth of Analog Semiconductors
- [Reference] Analog Semi. Order Volume Trend
- MITSUMI Business (2)
- Further Growth of Connectors
- Direction of Connector Business
- U-Shin Business
- Access Product Share No.1 Strategy
- Estimate for Next Fiscal Year
- Progress on Announced M&As
- To Issue Green Bonds
- Dividends
- ESG Topics
- Forward-looking Statements
- Reference
Here shows the difference between the forecast as of August and actual results for net sales and operating income by business segment for the second quarter.
Net sales of the machined components were higher than projected mainly thanks to aircraft business.
The electronic devices and components fell below the forecast mainly due to a slowdown in HDD motor sales.
The MITSUMI business enjoyed higher-than-projected sales mainly for optical devices and mechanical components.
The U-Shin business experienced slightly lower-than-expected sales.
Operating income for the machined components was almost on a par with the forecast.
The electronic devices and components business experienced lower-than-expected operating income due to decline in sales as mentioned above.
The MITSUMI business saw higher-than-expected operating income thanks to an increase in sales.
The U-Shin business was almost on a par with the forecast.
7page (total 46pages)
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