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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Various Integration products are being developed, and this slide summarizes the applications in which the products will be used in the future. Car doors will open and close automatically in the future. Our various products, including wing handles, will be used in such systems.
For high-efficiency fan motors, we have developed semiconductors to match our fan motors and have begun efforts to increase their efficiency as motor drivers and win the trust of our customers.
We have finally completed samples of high-power power supplies using Minebea Power Semiconductor Devices' IGBTs or SiC, and will be bringing samples to various customers for evaluation.
The robotic arm will be explained in detail later.
Accordingly, we remain firmly committed to implementing the strategy we initially set forth. I also wish to inform you that these products will have higher margins than our previous products.
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