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Financial Data and Key Metrics Changes - For the cumulative results from Q1 to Q3, there was a decrease in both revenue and operating profit compared to the previous year, attributed to a decline in semiconductor-related sales and one-time costs of approximately ¥5 billion due to headquarters relocation [2][5][28] - The third quarter alone also showed a decrease in revenue and operating profit, with one-time costs of approximately ¥2.1 billion including restructuring costs and impairment losses [3][5][28] Business Line Data and Key Metrics Changes - **Imaging Products Business**: Revenue increased by ¥13.7 million year-on-year to ¥235.6 billion, and operating profit increased by ¥900 million to ¥43.8 billion, driven by new product launches [7][36] - **Precision Equipment Business**: Revenue decreased by ¥29.6 billion year-on-year to ¥124.9 billion, with operating profit down by ¥11.7 billion to a loss of ¥600 million, primarily due to a decline in semiconductor sales [10][37] - **Healthcare Business**: Overall revenue increased by ¥4.7 billion year-on-year to ¥81.5 billion, but operating profit decreased by ¥800 million to ¥2.1 billion due to market stagnation in Life Science Solutions [12][39] - **Components Business**: Revenue decreased by ¥10.3 billion to ¥49 billion, and operating profit decreased by ¥7.1 billion to ¥3.6 billion due to a decline in EUV-related component sales [13][40] - **Digital Manufacturing Business**: Revenue increased by ¥4.3 billion year-on-year to ¥18.2 billion, but operating profit saw a deficit of ¥1.7 billion [14][41] Market Data and Key Metrics Changes - The Imaging Products Business continues to be a major pillar of earnings, focusing on mid to high-end models for professionals and hobbyists [9][36] - The Healthcare Business is experiencing signs of recovery in Europe and the United States, despite concerns about high interest rates in the U.S. and economic downturn in China [50][49] Company Strategy and Development Direction - The company aims to significantly increase its share in the ArF immersion lithography systems market, expected to expand as 3D technology is adopted in DRAM and logic segments [21][29] - The Imaging Products Business will focus on expanding sales of mirrorless cameras and launching new products in the next fiscal year [30][57] Management's Comments on Operating Environment and Future Outlook - The management noted that the semiconductor-related business is expected to recover in the second half of the next fiscal year, although the order environment remains unclear [56][29] - Concerns about excess inventory in the camera market, particularly in China, were highlighted, but the overall camera market continues to expand [46][45] Other Important Information - The full-year operating profit forecast has been revised down by ¥3 billion to ¥19 billion due to a decline in sales in the Components Business [28][55] - The company plans to maintain the annual dividend at ¥55 and has initiated a share buyback program [42][43] Q&A Session Summary Question: What are the expectations for the semiconductor-related business recovery? - Management expects the semiconductor-related business in the Precision Equipment and Components Business to recover in the second half of the next fiscal year, but the order environment is still unclear [56][29] Question: How is the company addressing the concerns about excess inventory in the camera market? - The company is maintaining its sales volume forecasts for interchangeable lens cameras and lenses, while acknowledging concerns about excess inventory, particularly in China [46][45]

Financial Data and Key Metrics Changes - Revenue for Q1 2025 was JPY163.8 billion, with an operating profit of JPY2.9 billion and profit attributable to owners of parent at JPY2.7 billion, indicating revenue growth but stable profit compared to last year [1][2] - Free cash flow turned negative at JPY8 billion due to acquisition-related expenses, despite operating cash flow being positive at JPY17.5 billion for three consecutive quarters [3] Business Segment Performance - Imaging Products Business: Revenue increased to JPY83.7 billion, up JPY9.3 billion year-on-year, with operating profit rising to JPY17.8 billion, up JPY2.5 billion, driven by strong sales of mirrorless cameras and the weak yen [4][5] - Precision Equipment Business: Revenue decreased to JPY33.1 billion, down JPY4.2 billion year-on-year, with an operating loss of JPY2.1 billion due to delayed installations of semiconductor lithography systems [5][6] - Healthcare Business: Revenue was up JPY1 billion year-on-year, but operating profit declined by JPY2.4 billion, resulting in a deficit of JPY600 million due to sluggish sales in the U.S. and Europe [7] - Components Business: Revenue and operating profit decreased year-on-year due to semiconductor market conditions and delayed recovery in factory automation [9] - Digital Manufacturing Business: Revenue grew due to strong sales of large format metal 3D printers, with a reduction in losses as planned [8] Market Data and Key Metrics Changes - The weak Japanese yen positively impacted revenue growth across several segments, particularly in imaging products [2][4] - The healthcare business faced challenges due to high interest rates affecting customer investments, particularly in the U.S. and Europe [7][15] Company Strategy and Development Direction - The acquisition of RED aims to enhance product development in the professional digital cinema market, despite short-term increases in expenses [5] - The company revised its revenue forecast downward for the first half of the year but maintained its full-year profit forecasts, indicating a cautious approach to market conditions [9][10] Management Comments on Operating Environment and Future Outlook - Management acknowledged a sluggish start for operating profit and profit attributable to owners of parent, similar to the previous year, but expressed optimism for the imaging products business [18] - The company aims to achieve operating profit of JPY35 billion and profit attributable to owners of parent of JPY30 billion while managing risks carefully [18] Other Important Information - The company revised its forecasts for various segments, reflecting changes in market conditions and sales timing, particularly in precision equipment and healthcare [10][12] - The digital manufacturing business is expected to remain stable, with no changes to revenue and profit forecasts [17] Q&A Session Summary - No specific questions or answers were documented in the provided content, indicating the end of the Q&A session without notable inquiries or discussions [18]

Financial Data and Key Metrics Changes - Revenue for the previous fiscal year was ¥717.2 billion, with an operating profit of ¥39.7 billion and profit attributable to owners of the parent at ¥32.5 billion, indicating revenue growth but profit decline year-on-year [50] - Free cash flow deficit improved by more than ¥100 billion since last year [2] - Operating profit margin was 16.6%, maintaining a high level compared to the previous year [3] - For the current fiscal year, revenue is forecasted at ¥745 billion, with operating profit expected to be ¥35 billion and profit attributable to owners of the parent at ¥30 billion, indicating revenue growth but profit decline [7] Business Segment Data and Key Metrics Changes - Imaging Products business saw strong sales growth, particularly in China, with new mirrorless products contributing to increased sales volume [49] - Precision Equipment business revenue grew due to higher sales volumes in ArF lithography systems, despite a decline in FPD lithography system sales [52] - Healthcare business revenue grew, driven by Life Science Solutions and contract cell manufacturing [11] - Digital Manufacturing business revenue increased due to the full-year contribution from SLM Solutions, although operating loss expanded due to amortization costs and increased operational expenses [6][66] - Components business faced declines in EUV-related components and optical parts due to postponed capital expenditures [53] Market Data and Key Metrics Changes - The market for digital camera interchangeable lens types is expected to be at 6.1 million units, with a focus on mid to high-end cameras [58] - The Imaging Products business is expected to maintain strong performance, with a forecast of 850,000 camera bodies and 1.35 million lenses sold [59] - The Precision Equipment business anticipates growth in FPD lithography systems, with expectations of 39 units sold, up from 16 units in the previous year [62] Company Strategy and Development Direction - The company is focusing on organic growth while constraining M&A investments, aiming to strengthen management fundamentals [25] - The medium-term management plan targets an operating profit of ¥70 billion for the next fiscal year [21] - The company plans to implement additional share buybacks of ¥30 billion or more [27] - The Imaging Products and Healthcare businesses are expected to drive revenue growth, while the Digital Manufacturing business aims to reduce losses and achieve profitability by FY 2026 [30][67] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the impact of one-time costs and market slowdowns on profit, despite revenue growth [20] - The company expects to achieve a firm performance in Imaging Products, Healthcare, and Digital Manufacturing, with revenue growth anticipated [18] - Management emphasized the importance of improving governance capabilities and enhancing shareholder returns [45][19] Other Important Information - The company completed the acquisition of RED, a major cinema camera manufacturer, to expand its business opportunities in the professional video camera market [60] - The company is targeting an annual dividend of ¥60 for the fiscal year ending March 2026, with an increase in the dividend per share expected [16][8] Q&A Session Summary Question: What are the expectations for the Imaging Products business? - The Imaging Products business is expected to maintain strong performance, with a focus on high-end cameras and an increase in sales volume [49][61] Question: How does the company plan to address the losses in the Digital Manufacturing business? - The company aims to reduce losses in the Digital Manufacturing business by expanding sales of large-format metal 3D printers and targeting defense and aerospace markets [44][66] Question: What are the future plans for the Precision Equipment business? - The Precision Equipment business is expected to grow due to increased investments in new IT panels and a strong demand for high-resolution panels [62]

Company Participants Muneaki Tokunari Over the past six quarters, we continued a negative free cash flow due to the M&A we had in order to expand our business operations as well as the increased inventory. We intend to conduct our business operations while keeping an eye on the free cash flow. For the entire Precision Equipment business, the ARF lithography systems grew in sales, but it was not good enough to overcome the profit decline in the profitable service business and FPD business. For your informati ...

Financial Data and Key Metrics Changes - Revenue for the first half was JPY288.3 billion, an increase of JPY15.3 billion year-on-year, while operating profit was JPY24.4 billion, a decrease of JPY7.7 billion compared to the previous year [14][15] - Profit attributable to owners of parent was JPY18.8 billion, with an increase of JPY1.8 billion compared to the previous forecast [16] - Free cash flow was negative due to the acquisition of SLM shares and inventory buildup [17] Business Line Data and Key Metrics Changes - Imaging Products business revenue increased by JPY25.3 billion to JPY114.5 billion, with operating profit rising by JPY9.7 billion to JPY22.2 billion, reflecting a 28% year-on-year increase [20] - Precision Equipment business revenue decreased by JPY35.9 billion to JPY83.3 billion, with operating profit down by JPY21.3 billion to JPY6.2 billion due to lower sales of FPD lithography systems [21] - Healthcare business revenue was JPY46.6 billion, with operating profit of JPY3.6 billion, showing strong performance particularly in North America [22] - Components business revenue was JPY26 billion, with operating profit of JPY9.8 billion, significantly higher due to increased sales of semiconductor-related components [23] - Industrial Metrology and Others reported revenue of JPY17.6 billion and operating profit of JPY1.5 billion, returning to profitability after last year's deficit [24] Market Data and Key Metrics Changes - The Imaging Products market is recovering, with a focus on mid to high-end cameras, while the Precision Equipment market is expected to remain sluggish due to delays and lower demand [34][43] - The Healthcare market is projected to achieve record high sales, driven by new product sales and increased demand [37] Company Strategy and Development Direction - The company aims to stabilize earnings through its medium-term management plan, focusing on Imaging Products and Precision Equipment as main businesses [2] - Strategic investments include the acquisition of SLM Solutions Group AG to enhance capabilities in additive manufacturing [5][8] - The company is committed to sustainability and innovation through core technologies and collaboration with investees [11][7] Management's Comments on Operating Environment and Future Outlook - Management highlighted risks such as sluggish FPD panel market, geopolitical risks, and economic downturn concerns for the second half of the fiscal year [43] - The company expects to achieve performance targets while implementing measures in the medium-term management plan [44] Other Important Information - The full-year revenue forecast was revised upward by JPY20 billion to JPY645 billion, while operating profit remains unchanged at JPY55 billion [26] - Shareholder returns include an unchanged annual dividend of JPY40 per share and share buybacks totaling JPY30 billion [27] Q&A Session Summary Question: What are the expectations for the Imaging Products business? - The Imaging Products business is expected to see significant revenue growth, with a focus on mid to high-end models and an anticipated sales volume of 700,000 units [32][33] Question: How is the Precision Equipment business performing? - The Precision Equipment business has faced challenges, with revenue projections lowered due to installation delays and a shrinking market [34][36] Question: What is the outlook for the Healthcare business? - The Healthcare business is projected to achieve record high sales, with strong demand for biological microscopes and retinal diagnostic imaging systems [37][38]

Financial results for the 2nd quarter of the year ending March 31, 2023 November 10, 2022 NIKON CORPORATION 1. Topics on progress of the Medium-term Management Plan 2. Financial results for the 2nd quarter of the year ending March 31, 2023 3. Forecast for the year ending March 31, 2023 2 The Medium-Term Management Plan is off to a successful start with concrete progress in Strategic Businesses Overview of the Medium-Term Management Plan Source: Medium-Term Management Plan slide deck Where we will be in 2025 ...

Financial Data and Key Metrics Changes - Revenue for Q1 2023 was JPY 145.6 billion, an increase of JPY 13.4 billion year-on-year, while operating profit was JPY 15.3 billion, and profit attributable to owners of the parent was JPY 11.8 billion, showing a decline in profits compared to last year due to the absence of a one-time profit from a land sale [1][2][3] - The corporate profit and loss not attributable to any reportable segments declined by JPY 4.9 billion mainly due to the disappearance of capital gain from last year's land sale [3] Business Segment Performance - Imaging Products Business revenue grew by JPY 11.2 billion year-on-year to JPY 61.2 billion, with operating profits increasing by JPY 4.4 billion to JPY 13.6 billion, driven by a shift to high-end models and a weaker yen [3][4] - Precision Equipment Business revenue was JPY 41.4 billion, a decline of JPY 10.4 billion year-on-year, with operating profit falling by JPY 9.4 billion to JPY 4 billion due to lower unit sales compared to the previous year [3][4] - Healthcare Business saw strong sales in biological microscopes and retinal diagnostic imaging systems, leading to year-on-year growth in both revenue and operating profits [4][14] - Components Business experienced strong sales of optical parts for semiconductor-related products, resulting in increased revenue and operating profit [4][15] - Industrial Metrology Business reported increased sales of CNC video measuring systems, contributing to a year-on-year revenue increase [4][16] Market Data and Key Metrics Changes - The Imaging Products Business faced challenges in China due to lockdowns, but solid sales in other regions compensated for this stagnation [17] - The Precision Equipment Business is expected to see deferred revenue and operating profits due to customer requests for delayed installations [12][13] Company Strategy and Development Direction - The company is focusing on expanding its product lineup, particularly in the mirrorless camera segment, while continuing to support DSLR cameras [10] - The Medium-Term Management Plan aims to strengthen human capital and sustainability strategies, with a focus on achieving revised profit forecasts despite external uncertainties [18][19] Management Comments on Operating Environment and Future Outlook - Management acknowledged risks such as parts procurement constraints, logistics disruptions, and economic slowdowns but emphasized the company's strong earning power and restructuring efforts [17][18] - The full-year forecast was revised upward for Imaging Products, reflecting positive Q1 performance, while other segments remained unchanged due to external uncertainties [7][8] Other Important Information - The annual dividend forecast remains unchanged at JPY 40 [8] - The company plans to continue its DSLR business despite media reports suggesting otherwise, focusing on mirrorless camera development [10] Q&A Session Summary - No specific questions or answers were provided in the document regarding the Q&A session [20]

Financial Performance - Q1 FY2023 - Revenue reached ¥145.6 billion[4], up ¥13.4 billion year-over-year[8], a 10.1% increase[19] - Operating profit was ¥15.3 billion[5], down ¥4.6 billion year-over-year[9] - Profit attributable to owners of the parent was ¥11.8 billion[7], down ¥4.0 billion year-over-year[10] - Excluding one-time profits from land sale and US pension fund, profits were flat year-over-year[11, 12] Segment Performance - Q1 FY2023 - Imaging Products Business revenue increased by ¥11.2 billion and operating profit by ¥4.4 billion due to weaker yen and better product mix[15] - Precision Equipment Business revenue decreased by ¥10.4 billion and operating profit by ¥9.4 billion due to lower sales volumes of FPD lithography systems[15] - Components Business revenue increased by ¥5.2 billion and operating profit by ¥3.3 billion due to increased sales of parts and components[15] Financial Forecast - Full Year FY2023 - Revenue forecast revised upward to ¥625.0 billion, a ¥5.0 billion increase from the previous forecast[59], and a ¥85.4 billion increase year-over-year[66] - Operating profit forecast revised upward to ¥55.0 billion, a ¥5.0 billion increase from the previous forecast[60], and a ¥5.1 billion increase year-over-year[66] - Profit attributable to owners of the parent forecast revised upward to ¥42.0 billion, a ¥4.0 billion increase from the previous forecast[62], but a ¥0.6 billion decrease year-over-year[66] Segment Forecast - Full Year FY2023 - Imaging Products Business revenue forecast revised upward to ¥215.0 billion, a ¥5.0 billion increase from the previous forecast[67], and a ¥36.8 billion increase year-over-year[67] - Imaging Products Business operating profit forecast revised upward to ¥27.0 billion, a ¥5.0 billion increase from the previous forecast[67], and a ¥8.0 billion increase year-over-year[67] - Precision Equipment Business revenue forecast remains unchanged at ¥240.0 billion, a ¥28.8 billion increase year-over-year[67] - Precision Equipment Business operating profit forecast remains unchanged at ¥35.0 billion, a ¥4.4 billion decrease year-over-year[67]

Nikon Corporation (OTCPK:NINOF) Q4 2021 Earnings Conference Call May 13, 2021 2:00 AM ET Company Participants Muneaki Tokunari - Chief Financial Officer Conference Call Participants Muneaki Tokunari This is Tokunari. Thank you indeed for your kind attendance. Please turn to Slide 3. First, I'd like to go through the summary for FY 2021 March for the Full Year Results. Revenue was JPY451.2 billion. A big decline on year-on-year basis. Of the JPY139 billion, imaging in products account for about JPY75 billion ...