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
It is still early, but I will discuss our picture for the next fiscal year.
We do not know what the economic situation or the exchange rate will be like in the next fiscal year, but digitalization will take place in the automotive industry as well, so there should be no shrinking in the data center industry. Accordingly, we will be further increasing our bearing production capacity. In the aircraft components, I believe American aircraft manufacturer will bounce back in the next fiscal year, and we will steadily launch new mass-produced automobile motors. We have said that analog semiconductors will be 3x IGBTs, and we hope to present a new measure by the end of this fiscal year. OIS continues to perform well, and games are strong, too.
Next fiscal year, we will not have what JGAAP refers to as extraordinary income, but we will work on ensuring so-called organic growth.
32page (total 46pages)
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.











