Presentation Transcripts
Latest Update : May 28, 2025
Back to Financial Results (FY3/2025)
Presentation for FY 3/2025 held on May 9, 2025
- Cover
- Today's Agenda
- Financial Results Overview and Forecast
- Summary of Consolidated Financial Results for the Fiscal Year
- Summary of Consolidated Financial Results for 4Q
- Net Sales, Operating Income, and Operating Income Margin
- Quarterly Trends: Net Sales, Operating Income, and Operating Income Margin
- 4Q Results: Variance from Previous Forecast (Announced February 5, 2025)
- Precision Technologies Segment (PT)
- Quarterly Trends: Precision Technologies Segment (PT)
- Motor, Lighting & Sensing Segment (MLS)
- Quarterly Trends: Motor, Lighting & Sensing Segment (MLS)
- Semiconductor & Electronics Segment (SE)
- Quarterly Trends: Semiconductor & Electronics Segment (SE)
- Access Solutions Segment (AS)
- Quarterly Trends: Access Solutions Segment (AS)
- Profit Attributable to Owners of the Parent / EPS
- Quarterly Profit Attributable to Owners of the Parent / EPS
- Inventories
- Net Interest-Bearing Debt and Free Cash Flow
- Earnings Forecast for FY3/26
- Segment Changes
- Earnings Forecast for FY3/26 by Segment (Base Scenario)
- Earnings Forecast for FY3/26 by Segment (Risk Scenario)
- Management Policy & Business Strategy
- FY3/25 Highlights
- FY3/26 Earnings Forecast (Base Scenario)
- ① Impact of US Reciprocal Tariffs
- FY3/26 Risk Scenario Assumptions
- Net Sales and Operating Income Forecast for FY3/26 (by Segment)
- ② Plans for the FY3/26
- Long-Term Trend in Net Sales and Operating Income
- Precision Technologies Segment (PT) Outlook
- Motor, Lighting & Sensing Segment (MLS) Outlook
- Semiconductor & Electronics Segment (SE) Outlook
- Access Solutions Segment (AS) Outlook
- ③ M&A Deal
- Commencement of Tender Offer of Shares of SHIBAURA ELECTRONICS CO., LTD.
- Significance of Business Integration with SHIBAURA ELECTRONICS [1/2]
- Significance of Business Integration with SHIBAURA ELECTRONICS [2/2]
- Our M&A Principles
- ④ Initiatives for Medium- to Long term Growth
- Integration of the Core Businesses
- Products Supporting the Future World [1/2]
- Products Supporting the Future World [2/2]
- Robot Hand Development Project in Progress
- Products for Solving Social Issues
- ESG (Environment)
- ⑤ Shareholder Returns
- Dividends
- Forward-looking Statements
- Reference
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I would like to explain the outlook for each segment, starting off with Precision Technologies (PT) segment.
Fortunately, we are satisfied with the ongoing growth trend. Bearings for fan motors for data centers were very strong in April, May, and June, and I think it is fair to say that they are at their highest level ever.
In April, as in March, we were able to achieve sales of 300 million units.
Although it is a small market, our specialty size bearings sold in the U.S. are approximately 10 million units/year. In contrast, due to the high tariff rate in China, we have received requests from our customers for subcontracting. We are currently working under the policy that we will accept a resale order as long as the customer can purchase the product for at least four years.
With regard to automotive parts, we have received various announcements from our customers. We have checked with them repeatedly and have not received any instructions to reduce production at this time. In addition, we are constructing a plant for machined components in Cambodia, and we intend to proceed as planned.
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