Presentation Transcripts

Latest Update : Dec.6, 2023

Back to Financial Results (FY3/2024)

Investor Meeting Presentation for 2Q FY 3/2024 held on November 2, 2023

The forecast for the full year ending 31 March 2024 has been revised downward from 1,450 billion yen to 1,400 billion yen in net sales and from 95 billion yen to 77 billion yen in operating income.

Sales forecasts for PT and MLS have been revised downward due to a slowdown in the market for data centers and other applications.
SE sales were also revised downward in light of slowdowns in analogue semiconductors, optical devices and precision components.

Operating income for PT and MLS was revised downward in line with lower sales, while SE was revised downward in line with lower sales in optical devices and analogue semiconductors.
AS is kept the same as the original plan.

The exchange rate is assumed to be 140 yen to the U.S. dollar.

15page (total 39pages)

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