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
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Here, I would like to talk about the happiest news for me personally.
I have not talked about it much to date, but HONDA TSUSHIN KOGYO, which we integrated, had a subsidiary called HTK Engineering. That company had 280 software engineers that provided service to major appliance manufacturers and others. Since becoming CEO, I have been saying that the direction we are heading in is that of "Electro Mechanics Solutions". With the integration of this company, I feel that for the first time in the past 14 years, the foundation is now neatly in place.
In the future, in-vehicle and other components will require software-based control for fail-safes and multifunction support, so I believe that only companies like this that are capable of working with software, including parts manufacturers, will be able to survive in 2025 and beyond, and I think we have acted in time.
We recently created an organization called the X Tech Division. This division will engage in activities that will allow our company, which has been involved in many elemental technologies to date, to develop new products in a cross-divisional manner. We changed the name of HTK Engineering to 'Minebea Software Solutions' and have created backup and support structures for software centered on this division. I am confident that this has allowed us to create a firm foundation for true organic growth in the future.
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