Semiconductor supply shortage
Search documents
Honda Motor(HMC) - 2026 Q2 - Earnings Call Presentation
2025-11-07 08:00
Financial Performance (First Half FY2026) - Operating profit decreased by 410% to 4381 billion yen, with operating margin declining from 69% to 41%[5] - Sales revenue decreased slightly by 15% to 106326 billion yen[5] - Profit for the period attributable to owners of the parent decreased by 370% to 3118 billion yen[5] - Operating cash flows after R&D adjustment amounted to 12813 billion yen[3] Segment Performance (First Half FY2026) - Motorcycle business operating profit increased by 130% to 3682 billion yen, with an operating margin of 192%[14, 17] - Automobile business experienced a significant decrease in operating profit, resulting in a negative operating margin of -10%[14, 20] - Financial Services business saw an operating profit of 1432 billion yen, with an operating margin of 85%[14] Full Year FY2026 Forecast Revision - Revised forecast for operating profit is 5500 billion yen, a 547% decrease compared to the FY2025 results[6, 24] - Revised forecast for profit for the year attributable to owners of the parent is 3000 billion yen, a 641% decrease[6, 24] - Sales revenue forecast revised to 207 trillion yen, a 46% decrease[6, 24] - Automobile sales forecast revised downwards from 362 million units to 334 million units[4]
VW production continuing for now but chip uncertainty high, source says
Yahoo Finance· 2025-10-23 13:14
Group 1 - Volkswagen's main plant will continue production as planned for the next work week, despite potential shortages due to a dispute between China and the Netherlands over chipmaker Nexperia [1] - There is uncertainty regarding production beyond the next work week, which will be shortened due to a German public holiday [1][2] - Volkswagen is in precautionary discussions with Germany's labor agency about a potential state-backed reduced working hours scheme for the Wolfsburg plant [2] Group 2 - The automotive industry is concerned about possible production stoppages if the dispute over Nexperia is not resolved, as a Chinese ban on Nexperia exports could impact supplier networks for companies like Volkswagen, BMW, and Mercedes [2] - Nexperia, which produces essential chips for the automotive and consumer electronics sectors, has faced restrictions after the Dutch government took control over intellectual property concerns related to its Chinese owner [3] - Alternatives for chip supply are being explored, with companies like Infineon, NXP, and Texas Instruments identified as potential suppliers, although switching suppliers may take time due to necessary approval processes [4] Group 3 - Volkswagen has communicated to its workers that production stoppages can no longer be ruled out, while production at its luxury subsidiary Porsche continues as normal [5]