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Latest Update : Mar.12, 2025

Back to Financial Results (FY3/2025)

WEB Presentation for 3Q FY 3/2025 held on February 5, 2025

Table of Contents

In this slide, we have indexed the operating income of both core and sub-core business. The red line presented in this graph is the so-called sub-core businesses (for smartphones and games). Taking the operating income for the fiscal year ended March 2019 as the baseline (100), it initially rose, followed by a slight up and down, and finally decrease to 14 in the current fiscal year. On the other hand, the bar graph shows the indexed operating income of core businesses, 'Eight Spears.' Taking the operating income for the fiscal year ended March 31, 2019, as the baseline (100), we can see a remarkable increase.

The PT segment is expected to achieve an operating profit of 56 billion yen this fiscal year, the highest on record, while the MLS segment is projected to double its operating profit from the previous year to 24 billion yen. Despite the slowdown in the Chinese automobile market, the AS segment is expected to achieve an operating profit of over 5 billion yen. I have a very positive outlook for each segment.
However, I want to emphasize that we are taking measures to address the following three pillars, as our sub-core businesses have significantly reduced its profitability this fiscal year.

Under the Chairman's Office ICU management, I will directly manage sub-core businesses for smartphones (LED backlights and optical devices) and games.
As usual, we will accelerate M&A to achieve the growth of Eight Spears.
Organic growth of the Eight Spears as shown in the left graph on this slide.

These are our challenges.

17page (total 33pages)

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