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
- 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
- Precision Technologies (PT)
- Motor, Lighting & Sensing (MLS)
- Semiconductors & Electronics (SE)
- Access Solutions (AS)
- Profit Attributable to Owners of the Parent / EPS
- Inventory
- Net Interest-bearing Debt / Free Cash Flow
- Forecast
- Forecast for Business Segment
- Full-year Operating Income: Differences from the Initial Forecast
- Management Policy & Business Strategy
- Summary
- Key Points of FY3/24 Forecast
- Business Acquisition of Hitachi Power Semiconductor Device, LTD.
- Expansion of the Power Semiconductor Business through the Acquisition of Hitachi Power Semiconductor Device Business (1)
- Expansion of the Power Semiconductor Business through the Acquisition of Hitachi Power Semiconductor Device Business (2)
- Access Solutions Segment (AS)
- FY3/25 Operating Income Image
- Signs of Bottoming Out
- ESG Topics (1)
- ESG Topics (2)
- Shareholders Return
- Forward-looking Statements
- Reference
This slide shows you the growth rate of operating income at the time of the market recovery.
At this point, due to the stagnant supply chain, aircraft production rates are still not as high as expected by our customers. However, a recovery is expected in the future.
We also believe that bearings such as for data centers can expect an upward swing of 13 to 17 billion yen once the market recovers.
To be honest, spindle motors are currently sluggish, but helium drives are gradually recovering. Non-vehicle motors are also weak, but once these recover, we expect to see an increase of 9 to 11 billion yen.
With regards to Access Solutions, it should be doubled, adding about 10 billion yen.
For semiconductors, we also expect an increase of 7 to 9 billion yen from now on, thanks to the profit of Hitachi Power Semiconductor Device and the turnaround of the Shiga Plant.
Therefore, we imagine that our potential operating income figure is approximately 120 billion yen.
We believe that we have established a foundation that will grow rapidly once the economy recovers.
25page (total 39pages)
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