MinebeaMitsumi Inc. · TSE:6479

MinebeaMitsumi — Minebea — Q2 FY2010 Earnings Presentation

36 slides from MinebeaMitsumi's earnings presentation, Nov 6, 2009

1. Slide 1: Financial results briefing, 2nd quarter FY ending March 2010

   Ỵ⟬ㄝ᫂఍ 2010ᖺ3᭶ᮇ➨2ᅄ༙ᮇ 2009ᖺ11᭶6᪥ 䝭䝛䝧䜰ᰴᘧ఍♫ 0

2. Slide 2: 1. Results; 2. Management policy and business strategy

   䠍䠊ᴗ⦼䛾ㄝ᫂ 䠎䠊⤒Ⴀ᪉㔪䛸஦ᴗᡓ␎ 2009ᖺ11᭶6᪥ 1 1

3. Slide 3: Explanation of results

   ᴗ⦼䛾ㄝ᫂ ྲྀ⥾ᙺ ᑓົᇳ⾜ᙺဨ ຍ⸨ᮌ ὒ἞ 2009ᖺ11᭶6᪥ 2 2

4. Slide 4: H1 consolidated results highlights

   2Q⣼ィ㐃⤖ᴗ⦼䝝䜲䝷䜲䝖 䞉㈍኎ᅇ᚟䛻䜘䜚฼┈ᨵၿ䛜㐍䜐䜒䛾䛾䚸䠍Q㉥Ꮠ䛾ᙳ㡪䛿኱䛝䛔 㻞㻜㻝㻜ᖺ㻟᭶ᮇ 㻞㻜㻜㻥ᖺ㻟᭶ᮇ 㻞㻜㻝㻜ᖺ㻟᭶ᮇ ๓ᖺྠᮇẚ 㻔ⓒ୓෇䠅 ୖ༙ᮇ ୖ༙ᮇ ୖ༙ᮇ ఙ䜃⋡ ᮇึィ⏬ 㻝㻜㻡㻘㻡㻜㻜 ኎ୖ㧗 㻝㻡㻜㻘㻢㻝㻟 㻝㻜㻥㻘㻞㻢㻤 㻙㻞㻣㻚㻡㻑 䡚㻥㻢㻘㻜㻜㻜 㻟㻘㻡㻜㻜 Ⴀᴗ฼┈ 㻝㻝㻘㻢㻥㻤 㻞㻘㻝㻝㻡 㻙㻤㻝㻚㻥㻑 䡚㻝㻘㻤㻜㻜 㻞㻘㻞㻜㻜 ⤒ᖖ฼┈ 㻝㻜㻘㻤㻥㻝 㻝㻘㻜㻞㻥 㻙㻥㻜㻚㻢㻑 䡚㻢㻜㻜 㻞㻘㻞㻜㻜 ⛯ᘬ๓฼┈ 㻝㻜㻘㻝㻜㻞 㻣㻞㻥 㻙㻥㻞㻚㻤㻑 䡚㻢㻜㻜 㻤㻜㻜 ⣧฼┈ 㻢㻘㻞㻜㻡 䕧㻟㻢㻠 㻺㻚㻹㻚 䡚䕧㻣㻜㻜 ୍ᰴᙜ䛯䜚 㻞㻚㻜㻢 ⣧฼

5. Slide 5: Q2 consolidated results highlights

   2Q㐃⤖ᴗ⦼䝝䜲䝷䜲䝖 䞉㈍኎ᅇ᚟䛾㐍ᒎ䛸䝁䝇䝖๐ῶດຊ䛷㯮Ꮠ໬ 㻞㻜㻜㻥ᖺ㻟᭶ᮇ 㻞㻜㻝㻜ᖺ㻟᭶ᮇ ๓ᖺྠᮇẚ ๓ᅄ༙ᮇẚ 㻔ⓒ୓෇䠅 㻞㻽 㻝㻽 㻞㻽 ఙ䜃⋡ ఙ䜃⋡ ኎ୖ㧗 㻣㻢㻘㻡㻣㻞 㻡㻝㻘㻤㻟㻣 㻡㻣㻘㻠㻟㻜 㻙㻞㻡㻚㻜㻑 㻗㻝㻜㻚㻤㻑 Ⴀᴗ฼┈ 㻢㻘㻢㻝㻡 䕧㻢㻜㻡 㻞㻘㻣㻞㻜 㻙㻡㻤㻚㻥㻑 㻺㻚㻹㻚 ⤒ᖖ฼┈ 㻢㻘㻞㻜㻢 䕧㻝㻘㻝㻜㻝 㻞㻘㻝㻟㻜 㻙㻢㻡㻚㻣㻑 㻺㻚㻹㻚 ⛯ᘬ๓฼┈ 㻢㻘㻜㻠㻠 䕧㻝㻘㻟㻣㻜 㻞㻘㻜㻥㻥 㻙㻢㻡㻚㻟㻑 㻺㻚㻹㻚 ᅄ༙ᮇ⣧฼┈ 㻟㻘㻡㻣㻜 䕧㻝㻘㻢㻤㻜 㻝㻘㻟㻝㻡 㻙㻢㻟㻚㻞㻑 㻺㻚㻹㻚 ୍ᰴᙜ䛯䜚 ᅄ༙ᮇ⣧฼┈䠄෇䠅 㻤㻚㻥㻡 䕧㻠㻚㻟㻞 㻟㻚㻟

6. Slide 6: Quarterly sales trend

   ᅄ༙ᮇ᥎⛣ ኎ୖ㧗 䠄൨෇䠅 ๓ᖺྠᮇẚ 䠉25.0% 㻝㻘㻜㻜㻜 ๓ᅄ༙ᮇẚ 䠇10.8% 㻤㻢㻡 㻤㻡㻝 㻤㻝㻤 㻤㻝㻜 㻤㻜㻜 㻣㻠㻜 㻣㻢㻢 㻡㻥㻞 㻡㻣㻠 㻢㻜㻜 㻡㻝㻤 㻠㻢㻠 㻠㻜㻜 㻞㻜㻜 㻜 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻜㻤㻛㻟ᮇ 㻜㻥㻛㻟ᮇ 㻝㻜㻛㻟ᮇ 2009ᖺ11᭶6᪥ 5 ୡ⏺ྠ᫬୙ἣ䛾ᙳ㡪䛻䜘䜚䚸๓ᮇ➨3ᅄ༙ᮇ䛛䜙኎ୖ㧗䛜኱䛝䛟ῶᑡ䛧䛶䛔䜎䛧䛯䛜䚸๓ᮇ➨4ᅄ༙ᮇ䛷ᗏ䜢 ᡴ䛱䚸➨䠍ᅄ༙ᮇ䛛䜙䛿㈍኎ᅇ᚟䛜⥆䛔䛶䛔䜎䛩䚹➨2ᅄ༙ᮇ䛾኎ୖ㧗䛿➨1ᅄ༙ᮇẚ䛷10.8䠂ቑ䛾574൨෇ 䛸䛺䜚䜎䛧䛯䚹 〇ရ䛷䛿≉䛻䚸䝪䞊䝹䝧䜰䝸䞁䜾䚸LED䝞䝑䜽䝷

7. Slide 7: Quarterly operating income trend

   ᅄ༙ᮇ᥎⛣ Ⴀᴗ฼┈ 䠄൨෇䠅 㻥㻚㻟㻑 㻥㻚㻤㻑 㻥㻚㻜㻑 㻝㻜㻜 㻤㻚㻣㻑 㻤㻚㻢㻑 㻝㻜㻚㻜㻑 㻣㻚㻣㻑 㻤㻜 㻢㻚㻥㻑 㻤㻚㻜㻑 㻤㻜 㻤㻠 㻢㻜 㻣㻝 㻣㻟 㻠㻚㻣㻑 㻢㻚㻜㻑 㻢㻢 㻠㻜 㻡㻝 㻠㻡 㻠㻚㻜㻑 㻞㻜 㻞㻣 㻞㻚㻜㻑 㻙㻢 㻜 㻜㻚㻜㻑 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻙㻞㻜 㻙㻞㻤 㻙㻞㻚㻜㻑 㻜㻤㻛㻟ᮇ 㻜㻥㻛㻟ᮇ 㻝㻜㻛㻟ᮇ 㻙㻠㻜 㻙㻝㻚㻞㻑 㻙㻠㻚㻜㻑 㻙㻢㻜 Ⴀᴗ฼┈ Ⴀᴗ฼┈⋡ 㻙㻢㻚㻝㻑 㻙㻢㻚㻜㻑 㻙㻤㻜 㻙㻤㻚㻜㻑 2009ᖺ11᭶6᪥ 6 ୡ⏺ྠ᫬୙ἣ䛾ᙳ㡪䛻䜘䜚Ⴀᴗ฼┈䛿๓ᮇ➨4ᅄ༙ᮇ䚸➨1ᅄ༙ᮇ䛷䛿㉥Ꮠ䛸䛺䜚䜎䛧䛯

8. Slide 8: Quarterly trend: machined components segment

   䝉䜾䝯䞁䝖ูᅄ༙ᮇ᥎⛣ ᶵᲔຍᕤရ஦ᴗ 䠄 ൨෇䠅 ኎ୖ㧗 Ⴀᴗ฼┈ 䠄൨෇䠅 Ⴀᴗ฼┈ Ⴀᴗ฼┈⋡ 㻠㻜㻜 䢊䢚䡬䢕䢉䢚䡭䢔䢙䡴䢚 䢗䡫䢀䢚䡰䢙䢀䢚 䢇䢛䢊䢚䡫䢀䡭䡫 䡺䢙䢈䢚䢔䡬 䛭䛾௚ᶵᲔຍᕤရ 㻤㻜 㻟㻢㻣 㻟㻢㻝 㻝㻥㻚㻟㻑 㻝㻥㻚㻤㻑 㻟㻡㻡 㻟㻡㻣 㻝㻥㻚㻟㻑 㻞㻜㻚㻜㻑 㻝㻤㻚㻢㻑 㻝㻤㻚㻣㻑 㻠㻡 㻠㻤 㻠㻞 㻟㻟㻟 㻟㻟㻥 㻣㻝 㻣㻝 㻢㻥 㻝㻣㻚㻤㻑 㻠㻢 㻠㻝 㻢㻢 㻠㻜 㻟㻜㻜 㻢㻜 㻢㻟 㻝㻢㻚㻤㻑 㻤㻝 㻣㻢 㻞㻣㻝 㻞㻢㻤 㻢㻢 㻤㻝 㻝㻡㻚㻜㻑 㻢㻡 㻣㻜 㻡㻢 㻟㻤 㻞㻠㻟 㻟㻝 㻞㻣 㻠㻤 㻡㻞 㻞㻝㻢 㻡㻟 㻡㻟 㻝㻝㻚㻤㻑 㻡㻜 㻡㻜 㻠㻥 㻡㻤 㻢㻣

9. Slide 9: Quarterly trend: electronic devices segment

   䝉䜾䝯䞁䝖ูᅄ༙ᮇ᥎⛣ 㟁Ꮚᶵჾ஦ᴗ 㻴㻰㻰䡹䢇䢛䢙䢀䢚䢕䢏䡬䡼䡬 ᝟ሗ䢏䡬䡼䡬 䠄൨෇䠅 ኎ୖ㧗 Ⴀᴗ฼┈ 䡳䡬䢊䢚䡬䢀䢚 䡰䢖䡴䢀䢗䡿䢚䢆䢚䡮䡹 㻝㻡 䡹䢇䢛䡬䡲䡬 ィ ᶵჾ 䛭䛾௚ 㻝㻚㻤㻑 㻝㻞 㻢㻚㻜㻑 䠄 ൨෇䠅 㻥 㻝㻜 㻡㻜㻜 㻠㻥㻤 㻠㻥㻝 㻝㻚㻝㻑 㻝㻡 㻞㻚㻡㻑 㻠㻚㻜㻑 㻠㻢㻞 㻞㻠 㻝㻣 㻡 㻝㻠 㻟㻜 㻠㻡㻟 㻡 㻠 㻜㻚㻥㻑 㻞㻜 㻞㻤 㻝㻡 㻠㻞㻣 㻟 㻞㻚㻜㻑 㻞㻞 㻟㻞 㻜㻚㻣㻑 㻞㻥 㻠㻜㻤 㻝㻠 㻠㻜㻜 㻣㻡 㻝㻤 㻝㻣 㻟㻥 㻜 㻜㻚㻜㻑 㻤㻡 㻟㻡 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻙㻝㻚㻡㻑 㻣㻠 㻝㻤 㻣㻢 㻜㻤㻛㻟ᮇ

10. Slide 10: Quarterly net income trend

    ᅄ༙ᮇ᥎⛣ ᅄ༙ᮇ⣧฼┈ 䠄൨෇䠅 䠄෇䠅 㻢㻜 㻝㻞㻚㻣 㻝㻡㻚㻜 㻝㻜㻚㻥 㻣㻚㻥 㻥㻚㻡 㻥㻚㻜 㻠㻜 㻡㻝 㻢㻚㻢 㻢㻚㻞 㻝㻜㻚㻜 㻠㻟 㻟㻤 㻟㻝 㻟㻢 㻟㻚㻠 㻞㻜 㻞㻢 㻡㻚㻜 㻞㻠 㻙㻝㻣 㻝㻟 㻜 㻜㻚㻜 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻙㻞㻜 㻜㻤㻛㻟ᮇ 㻜㻥㻛㻟ᮇ 㻝㻜㻛㻟ᮇ 㻙㻡㻚㻜 㻙㻠㻜 㻙㻝㻜㻚㻜 㻙㻠㻚㻟 㻙㻢㻜 㻙㻢㻞 㻙㻝㻡㻚㻜 㻙㻝㻡㻚㻢 㻙㻤㻜 㻙㻞㻜㻚㻜 ᅄ༙ᮇ⣧฼┈䠄ᕥ㍈䠅 㻝ᰴᙜ䛯䜚ᅄ༙ᮇ⣧฼┈䠄ྑ㍈䠅 2009ᖺ11᭶6᪥ 9 ➨2ᅄ༙ᮇ䛿䚸ᙜᮇ฼┈䛜➨1ᅄ༙ᮇ䛻ẚ䜉䛶30൨෇ᨵၿ䛾13൨෇䚸୍ᰴᙜ䛯䜚ᅄ༙ᮇ⣧฼┈䛿

11. Slide 11: Quarterly SG&A expenses

    ᅄ༙ᮇ᥎⛣ ㈍⟶㈝ 䠄൨෇䠅 㻝㻡㻜 㻞㻡㻑 㻞㻝㻚㻞㻑 㻝㻞㻠 㻝㻞㻤 㻝㻞㻤 㻝㻞㻜 㻝㻞㻟 㻝㻞㻢 㻝㻥㻚㻥㻑 㻝㻜㻥 㻞㻜㻑 㻝㻜㻟 㻝㻜㻝 㻝㻜㻜 㻝㻤㻚㻠㻑 㻥㻤 㻝㻢㻚㻢㻑 㻝㻢㻚㻡㻑 㻝㻣㻚㻢㻑 㻝㻡㻑 㻝㻡㻚㻞㻑 㻝㻠㻚㻤㻑 㻝㻡㻚㻝㻑 㻝㻠㻚㻤㻑 㻝㻜㻑 㻡㻜 㻡㻑 㻜 㻜㻑 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻜㻤㻛㻟ᮇ 㻜㻥㻛㻟ᮇ 㻝㻜㻛㻟ᮇ ㈍⟶㈝ ኎ୖ㧗㈍⟶㈝ẚ⋡ 2009ᖺ11᭶6᪥ 10 ➨2ᅄ༙ᮇ䛾㈍⟶㈝䛿䚸➨1ᅄ༙ᮇ䛸ẚ䜉䛶2൨෇ῶᑡ䛾101൨෇䛷䛧䛯䚹䜎䛯䚸኎ୖ㧗㈍⟶㈝⋡䛿2.3䝫䜲䞁䝖 䛸኱䛝䛟ῶᑡ䛧䚸17.6䠂䛸䛺䜚䜎䛧䛯䚹 ➨

12. Slide 12: Quarterly inventories

    ᅄ༙ᮇ᥎⛣ 䛯䛺༺㈨⏘ 䠄൨෇䠅 㻢㻜㻜 㻡㻜㻥 㻠㻤㻢 㻠㻤㻡 㻠㻢㻠 㻠㻡㻠 㻠㻞㻠 㻠㻜㻥 㻠㻜㻜 㻟㻤㻣 㻟㻣㻜 㻟㻠㻣 㻞㻜㻜 㻜 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻟㻽 㻠㻽 㻝㻽 㻞㻽 㻜㻤㻛㻟ᮇ 㻜㻥㻛㻟ᮇ 㻝㻜㻛㻟ᮇ 2009ᖺ11᭶6᪥ 11 ➨2ᅄ༙ᮇ䛾䛯䛺༺㈨⏘䛿䚸➨1ᅄ༙ᮇ䛻ẚ䜉23൨෇ῶᑡ䛧䜎䛧䛯䚹 䛣䜜䛿䚸⏕⏘ᩘ㔞䛾ቑຍ䛻䜘䛳䛶〇㐀ཎ౯䛜పୗ䛧䛶䛔䜛䛣䛸䚸୍㒊䛾〇ရ䛻䛴䛔䛶䛿㟂せ䛾ቑຍ䛻ቑ⏘䛜 ㏣䛔䛴䛔䛶䛔䛺䛔䛣䛸䚸ຍ䛘䛶Ⅽ᭰ኚື䛜ᙳ㡪䛧䛶䛔䜎䛩䚹 11

13. Slide 13: Capital expenditure and depreciation

    ᖺ᥎⛣ タഛᢞ㈨㢠䞉ῶ౯ൾ༷㈝ 䠄൨෇䠅 㻟㻜㻜 㻞㻢㻠 㻞㻠㻜 㻞㻠㻢 㻞㻠㻥 㻞㻠㻜 㻞㻟㻝 㻞㻞㻡 㻞㻝㻥 㻞㻝㻠 㻞㻜㻞 㻞㻜㻜 㻝㻣㻜 㻝㻜㻤 㻝㻜㻜 㻝㻜㻜 㻠㻥 㻜 㻜㻡㻛㻟ᮇ 㻜㻢㻛㻟ᮇ 㻜㻣㻛㻟ᮇ 㻜㻤㻛㻟ᮇ 㻜㻥㻛㻟ᮇ 㻝㻜㻛㻟ᮇ 㻝㻜㻛㻟ᮇ 㻌ୖ༙ᮇ 㻌ண᝿ タഛᢞ㈨㢠 ῶ౯ൾ༷㈝ 䈜09/3ᮇ䜘䜚䝸䞊䝇఍ィฎ⌮ኚ᭦䛻క䛔䚸䝣䜯䜲䝘䞁䝇䞉䝸䞊䝇㈨⏘䜢ィୖ䛧䛶䛔䜎䛩䚹 2009ᖺ11᭶6᪥ 12 ୖ༙ᮇ䛾タഛᢞ㈨㢠䛿䚸49൨෇䛷䛧䛯䚹 ୺䛺ᢞ㈨ඛ䛸䛧䛶䛿䚸タഛ䛾ಖᏲ䞉᭦᪂ᢞ㈨䛺䛹䛜䛒䜚䜎䛧䛯䚹 ㏻ᮇண᝿䛻䛴䛝䜎䛧䛶䛿䚸100൨෇䛾ィ⏬䛛䜙ኚ᭦䛿䛒䜚䜎䛫䜣䚹 ௒ᚋ䛾ᡂ㛗䛻ᚲせ

14. Slide 14: Net interest-bearing debt and free cash flow

    ᖺ᥎⛣ 䝛䝑䝖᭷฼Ꮚ㈇മ 䠄൨෇䠅 䠄൨෇䠅 㻝㻘㻢㻜㻜 㻝㻘㻡㻜㻣 㻝㻘㻠㻢㻥 㻟㻜㻜 㻝㻘㻞㻤㻡 㻞㻟㻠 㻝㻘㻞㻜㻜 㻞㻞㻣 㻝㻘㻜㻥㻢 㻝㻘㻝㻜㻜 㻝㻘㻜㻟㻢 㻥㻢㻜 㻞㻜㻜 㻝㻢㻜 㻤㻜㻜 㻝㻞㻡 㻝㻜㻜 㻥㻝 㻣㻤 㻠㻜㻜 㻟㻤 㻜 㻜 㻜㻡㻛㻟ᮇ㻜㻢㻛㻟ᮇ㻜㻣㻛㻟ᮇ㻜㻤㻛㻟ᮇ㻜㻥㻛㻟ᮇ㻝㻜㻛㻟ᮇ㻝㻜㻛㻟ᮇ 㻌㻞㻽 㻌ண᝿ 䝛䝑䝖᭷฼Ꮚ㈇മ䠄ᕥ㍈䠅 䝣䝸䞊䜻䝱䝑䝅䝳䝣䝻䞊䠄ྑ㍈䠅 䝛䝑䝖᭷฼Ꮚ㈇മ 䠖 ᭷฼Ꮚ㈇മྜィ䠉⌧㡸㔠 䝣䝸䞊䜻䝱䝑䝅䝳䝣䝻䞊 䠖 Ⴀᴗάື㻯㻲䠇ᢞ㈨άື㻯㻲 2009ᖺ11᭶6᪥ 13 ➨2ᅄ༙ᮇᮎ䛾䝛䝑䝖᭷฼Ꮚ㈇മ䛿1,036൨෇䛸䚸๓ᮇᮎ䛛䜙64൨෇䛾ῶᑡ䛸

15. Slide 15: Earnings forecast

    ᴗ⦼ண᝿ ㏻ᮇᴗ⦼ண᝿䝺䞁䝆䛿ኚ᭦䛧䜎䛫䜣 㻞㻜㻜㻥ᖺ㻟᭶ᮇ 㻞㻜㻝㻜ᖺ㻟᭶ᮇ 㻔ⓒ୓෇䠅 ୗ༙ᮇಟṇண᝿ ㏻ᮇண᝿ ㏻ᮇ ୖ༙ᮇ ୖ㝈 ୗ㝈 ୖ㝈 ୗ㝈 ኎ୖ㧗 㻞㻡㻢㻘㻝㻢㻟 㻝㻜㻥㻘㻞㻢㻤 㻝㻞㻜㻘㻣㻟㻞 㻥㻜㻘㻣㻟㻞 㻞㻟㻜㻘㻜㻜㻜 㻞㻜㻜㻘㻜㻜㻜 Ⴀᴗ฼┈ 㻝㻟㻘㻠㻜㻢 㻞㻘㻝㻝㻡 㻝㻝㻘㻤㻤㻡 㻣㻘㻤㻤㻡 㻝㻠㻘㻜㻜㻜 㻝㻜㻘㻜㻜㻜 ⤒ᖖ฼┈ 㻝㻝㻘㻡㻡㻡 㻝㻘㻜㻞㻥 㻝㻜㻘㻞㻣㻝 㻢㻘㻡㻣㻝 㻝㻝㻘㻟㻜㻜 㻣㻘㻢㻜㻜 ⛯ᘬ๓฼┈ 㻢㻘㻤㻟㻠 㻣㻞㻥 㻝㻜㻘㻟㻣㻝 㻢㻘㻢㻣㻝 㻝㻝㻘㻝㻜㻜 㻣㻘㻠㻜㻜 ⣧฼┈ 㻞㻘㻠㻠㻝 䕧㻟㻢㻠 㻢㻘㻤㻢㻠 㻟㻘㻤㻢㻠 㻢㻘㻡㻜㻜 㻟㻘㻡㻜㻜 ୍

16. Slide 16: Sales forecast by segment

    䝉䜾䝯䞁䝖ู኎ୖ㧗ண᝿ 䠄൨෇䠅 㻴㻰㻰䡹䢇䢛䢙䢀䢚䢕䢏䡬䡼䡬 ᝟ሗ䢏䡬䡼䡬 䠄൨෇䠅 䛭䛾௚ 䡳䡬䢊䢚䡬䢀䢚 㻝㻘㻞㻜㻜 ᶵᲔຍᕤရ䝉䜾䝯䞁䝖኎ୖ㧗 㻝㻘㻞㻜㻜 䡰䢖䡴䢀䢗䡿䢚䢆䢚䡮䡹 䡹䢇䢛䡬䡲䡬 䢊䢚䡬䢕䢉䢚䡭䢔䢙䡴䢚 䢗䡫䢀䢚䡰䢙䢀䢚 ィ ᶵჾ 䢇䢛䢊䢚䡫䢀䡭䡫䡺䢙䢈䢚䢔䡬 䛭䛾௚ᶵᲔຍᕤရ 㻝㻘㻜㻜㻜 㻥㻢㻜 㻥㻠㻠 㟁Ꮚᶵჾ䝉䜾䝯䞁䝖኎ୖ㧗 㻝㻘㻜㻜㻜 㻠㻡 㻢㻞 㻡㻣 㻠㻝 㻤㻟㻠 㻤㻜㻜 㻣㻞㻞 㻣㻝㻤 㻤㻜㻜 㻝㻠㻥 㻣㻡 㻢㻣㻞 㻝㻢㻝 㻟㻤 㻢㻣㻢 㻥㻝 㻥㻜 㻝㻜㻤 㻝㻠㻣 㻟㻡 㻤㻜 㻥㻢 㻡㻢㻤 㻡㻤㻞 㻞㻟 㻢㻜㻜 㻡㻟㻝 㻢㻜㻜 㻞㻥 㻝㻠㻣 㻝㻡㻣 㻝㻟㻡 㻠

17. Slide 17: Management policy and business strategy

    ⤒Ⴀ᪉㔪䛸஦ᴗᡓ␎䛻䛴䛔䛶 ᖹᡂ 㻞㻝ᖺ 㻝㻝᭶ 㻢᪥ ௦⾲ྲྀ⥾ᙺ ♫㛗ᇳ⾜ᙺဨ ㈅἟ ⏤ஂ 16 16

18. Slide 18: Orders steadily recovering

    ཷὀ䛿╔ᐇ䛻ᅇ᚟㌶㐨䛻 䕔㈍኎ᩘ㔞 䠄ᅄ༙ᮇ䝧䞊䝇䠅 2Q 3/08ᮇ 4Q 3/09ᮇ 2Q 3/10ᮇ 䝢䝪䝑䝖 63䠂 107䠂 䜰䝑䝉䞁䝤䝸䞊 䝪䞊䝹䝧䜰䝸䞁䜾 51䠂 84䠂 䝣䜯䞁䝰䞊䝍䞊 54䠂 75䠂 䝇䝔䝑䝢䞁䜾 57䠂 62䠂 䝰䞊䝍䞊 HDD 51䠂 58䠂 䝇䝢䞁䝗䝹䝰䞊䝍䞊 䝻䝑䝗䜶䞁䝗 79䠂 䠄㈍኎㔠㢠䠅 62䠂 䠄䠂䠅 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 17 ᮍ᭯᭷䛾⤒῭༴ᶵ䛾୰䛷䝸䞊䝬䞁䝅䝵䝑䜽䛛䜙1ᖺ䛜⤒䛱䚸ཷὀ䛿╔ᐇ䛻ᅇ᚟㌶㐨䛻஌䛳䛶䛝䜎䛧䛯䚹 䛣䛾䝇䝷䜲䝗䛿䚸ᅄ༙ᮇ䛸䛧䛶䝢䞊䜽኎ୖ㧗䛸䛺䛳䛯2ᖺ๓䛾2007ᖺ7䠉9᭶ᮇ䛷䛾䛭䜜䛮䜜䛾〇ရ䛾㈍኎ᩘ㔞 䜢100䠂䛸䛧䚸䛭

19. Slide 19: Operating profit recovering steadily

    Ⴀᴗ฼┈䜒╔ᐇ䛻ᅇ᚟㌶㐨䛻 䞉䝻䝑䝗䜶䞁䝗 䛧䜀䜙䛟ప㏞䛜⥆䛟 䞉䝪䡬䝹䝧䜰䝸䞁䜾 ฼┈⋡䛾ᨵၿ䛿⥅⥆୰ 䞉䠤䠠䠠䝇䝢䞁䝗䝹䝰䡬䝍䡬 ཰ᨭᆒ⾮䛻䛒䛸୍Ṍ 䞉䜻䡬䝪䡬䝗 ᨵၿ୰ 䞉䝢䝪䝑䝖䜰䝑䝉䞁䝤䝸䞊 ᏶඲ᅇ᚟ 䞉䠨䠡䠠䝞䝑䜽䝷䜲䝖 㯮Ꮠᖜᣑ኱ 䞉䝇䝢䡬䜹䡬 ᨵၿ୰ 䞉᝟ሗ䝰䡬䝍䡬 9᭶䛻㯮Ꮠ㌿᥮ 4᭶䞉5᭶䛿ண᝿䜘䜚ప㏞䛧䚸㉥Ꮠ ణ䛧䚸9᭶䛾฼┈⋡䛿䝢䞊䜽䛾7๭䜎䛷ᅇ᚟ 䝰䞊䝍䞊䝡䝆䝛䝇඲య䛷9᭶䛻㯮Ꮠ໬㐩ᡂ䟿 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 18 Ⴀᴗ฼┈䜒኎ୖ㧗䛾ᅇ᚟䛻క䛔䚸╔ᐇ䛻ᅇ᚟㌶㐨䛻஌䛳䛶䛔䜎䛩䚹 䜎䛪䚸䝻䝑䝗䜶䞁䝗䛿㠀ᖖ䛻⯟✵ᶵᴗ⏺䛜ཝ䛧䛟䛺䛳䛶䛔䜎䛩䚹䛤Ꮡ▱䛾㏻䜚䛻䝪䞊䜲䞁䜾787䛾㛤

20. Slide 20: Status six months after new organization

    ᪂యไጞື6䞄᭶ᚋ䛾≧ἣ 䝍䝔䛾⥲ྜຊᙉ໬ 䕔ᶵືᛶྥୖ ⤌⧊ᨵኚ䛻䜘䜛 ౯᱁➇தຊ䛾ᙉ໬ 䕔౯᱁ᑐᛂຊྥୖ䛾ᡭ䛤䛯䛘 䕔䝰䞊䝍䛾ᴗ⦼ᨵၿ䛻䝇䝢䞊䝗ឤ 䝶䝁䛾⥲ྜຊᙉ໬ 䕔 EMS䢈䢛䢗䡸䢚䡦䡴䢀䛿ணᐃ㏻䜚㐍⾜୰ 䞉஦ᴗ㒊㛫䛷ᢏ⾡஺ὶ䚸ඹྠ㛤Ⓨ➼䛾᪂䛯䛺 ྲྀ⤌䜏䛜ᩘ䚻ᒎ㛤䛥䜜䛶䛔䜛 䞉㈨ᮦ㉎ධ䚸౑⏝㒊ᮦ䛾୍ඖ໬ ᪂䛧䛔䝡䝆䝛䝇䝰䝕䝹 䞉᮶ᮇ䛾Ⓨᒎ䛜䜹䜼 䈜EMS=Electro Mechanics Solution=᪂」ྜ㒊ရ 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 19 ๓ᅇ5᭶䛾䛤ㄝ᫂䛷䚸䛂䝍䝔䛾⥲ྜຊᙉ໬䛃䛂䝶䝁䛾⥲ྜຊᙉ໬䛃䛸䛔䛖ヰ䜢䛥䛫䛶㡬䛝䜎䛧䛯䚹 䝍䝔䛾⥲ྜຊᙉ໬䛻䛴䛔䛶䛿䚸䝭䝛䝧䜰䛿䛂ᆶ┤⤫ྜ⏕

21. Slide 21: EMS project: what are EMS products?

    EMS䝥䝻䝆䜵䜽䝖䠖EMS〇ရ䛸䛿㻫 HMSM䚸་⒪ᶵჾ➼ 㧗 ኱つᶍ䝰䝆䝳䞊䝹/᭱⤊〇ရ 厦 ୰᰾㒊ရ+㐃⤖⿦⨨+ 㟁Ꮚᅇ㊰+ 䝋䝣䝖䜴䜵䜰 ౯ ᩘ ᱁ 㔞 ୰᰾㒊ရ+㐃⤖⿦⨨+ 䠄䝉䞁䝃䞊ཬ䜃㟁Ꮚᅇ㊰䠅 䝰䞊䝍䞊〇ရ䠇㐃⤖⿦⨨䠄ῶ㏿ᶵ➼䠅 ᢏ⾡䛾ᗈ䛜䜚䠄」ྜ໬⋡䠅 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 20 ᙜ♫䛜⪃䛘䜛EMS〇ရ䜢䜾䝹䞊䝥໬䛧䛶䜏䜎䛧䛯䚹䜾䝷䝣䛿⦪㍈䛻౯᱁䛾㧗䛔Ᏻ䛔䛸ᩘ㔞䛾ከᑡ䚸ᶓ㍈䛻 」ྜ໬䛾⛬ᗘ䜢⾲䛧䛶䛔䜎䛩䚹 ୍␒ୗ䛾㒊ရ䛷䛩䛜䚸䛣䜜䛿୍␒」ྜ໬⋡䛜ప䛔䜒䛾䛷䛒䜚䜎䛩䚹䝰䞊䝍䞊䛻䜶䞁䝁䞊䝎䞊䜔䜼䜰䞊䜢௜䛡䛯 䜚䛸䛔䛳䛯⛬ᗘ䛾」ྜ㒊ရ䛷䛩䚹䛭䛾ḟ䛻䚸౛䛘䜀୰᰾㒊ရ䛻ᶵᵓ㒊ရ䛺䛹䛾㐃⤖

22. Slide 22: EMS future vision and roadmap

    EMS䛾ᑗ᮶䝡䝆䝵䞁䛸䝻䞊䝗䝬䝑䝥 2012ᖺ3᭶ᮇ EMS〇ရ኎ୖ300൨෇㐩ᡂ䜢┠ᣦ䛩 EMS䝡䝆䝛䝇 䝰䝕䝹䛾᏶ᡂ ኎ ┠ᶆ㐩ᡂ ୖ ᐈඛ䜢ᕳ䛝㎸䜣䛰 㧗 〇ရ䞉ᢏ⾡㛤Ⓨ 〇ရタィ䛸 䝬䞊䜿䝔䜱䞁䜾 㐍ᒎ ❧䛱ୖ䛢 㻞㻜㻝㻜ᖺ㻟᭶ᮇ 㻞㻜㻝㻝ᖺ㻟᭶ᮇ 㻞㻜㻝㻞ᖺ㻟᭶ᮇ 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 21 ᮏᖺ5᭶䛻EMS〇ရ䛾኎ୖ㧗300൨෇䜢䜲䝯䞊䝆䛧䛶䛔䜛䛸䛚ヰ䛧䜎䛧䛯䚹2010ᖺ3᭶ᮇ䛷⣙75൨෇䚸2011ᖺ 3᭶ᮇ䛷⣙150൨෇䚸䛭䜜䛛䜙2012ᖺ3᭶ᮇ䛷⣙300൨෇䜢┠ᣦ䛧䛶䛔䛝䜎䛩䚹 ඛ⛬⏦䛧ୖ䛢䜎䛧䛯ᵝ䛺Ⰽ䚻䛺〇ရ䚸䜎䛯ᚋ⛬⏦䛧ୖ䛢䜎䛩᪂䛯䛺䜲䞁䝥䝑䝖䝕䝞䜲䝇䜢㛤Ⓨ䛧䛶䛚䜚䜎䛩䚹

23. Slide 23: Ball bearing business strategy

    䝪䞊䝹䝧䜰䝸䞁䜾஦ᴗᡓ␎ 䛆ୡ⏺ᬒẼῶ㏿ᚋ䛾ᕷሙኚ໬䛇 ప౯᱁㔞⏘ရᕷሙ䛾ᣑ኱ ᡓ␎ⓗཧධ䛾᳨ウ 䝍䞊䝀䝑䝖䠖 ỗ⏝䝃䜲䝈 䠄୰ᅜ䜽䝸䞊䝘䞊䝯䞊䜹䞊ྥ䛡䝪䞊䝹䝧䜰䝸䞁䜾➼䠅 ᪋⟇ 䛆䠍䛇ୖᾏ䝪䞊䝹䝧䜰䝸䞁䜾ᕤሙቑ⏘䛻䜘䜛ཎ౯పῶ 䛆䠎䛇୰ᅜ〇㒊ᮦ䛾ά⏝ 䛆䠏䛇ῶ౯ൾ༷䛾㐍⾜ 䛆䠐䛇ᚭᗏ䛧䛯㛫᥋㈝⏝๐ῶ 䛆䠑䛇୰ᅜ䝪䞊䝹䝧䜰䝸䞁䜾䝯䞊䜹䞊䛾㻹㻒㻭䛾᳨ウ➼ 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 22 䝪䞊䝹䝧䜰䝸䞁䜾䛾฼┈⋡䛿᭶䜢㏣䛳䛶ᨵၿ䛧䛶䛔䜎䛩䛾䛷䚸௒䛾ᡤ䛿኱䛝䛺ᚰ㓄䛿䛧䛶䛚䜚䜎䛫䜣䚹䜐䛧䜝䚸 ᅾᗜ䛜㠀ᖖ䛻༴㝤䛺Ỉᇦ䛻㐩䛧䛶䛚䜚䚸䛛䛴䛶䛺䛔ᅾᗜᅇ㌿⋡䜎䛷⤠䜙䜜䛶䛝䛶䛔䜎䛩䚹䛭䛾Ⅽ䚸䛣䛾ᖺ᫂䛡 1᭶䛛䜙䛿᭶2

24. Slide 24: LED backlight business strategy

    㻸㻱㻰䝞䝑䜽䝷䜲䝖䛾஦ᴗᡓ␎ ᪥⣔ᑠᆺLED䝞䝑䜽䝷䜲䝖䝯䞊䜹䞊䛿䠎ᙉ᫬௦䛻 ㌴㍕䜽䝷䝇䝍䞊᪂つ㢳ᐈ䛾ᣑ኱䠄Ḣᕞ䝯䞊䜹䞊䠅 ᾮᬗ䝯䞊䜹䞊䛸䛾㛵ಀᙉ໬ ୗ༙ᮇ᭦䛻㈍኎ᩘ㔞䛜ᛴቑ䛩䜛ぢ㎸䜏 ᮶ᮇ䛾䝅䜵䜰ᣑ኱䜒ぢᤣ䛘䛯ᡓ␎䛾ᐇ⾜ ᪋⟇ 䛆㻝䛇 ᑠᆺLED䝞䝑䜽䝷䜲䝖⏝䜽䝸䞊䞁䝹䞊䝮䚸⤌❧ᕤ⛬䛾✚ᴟⓗタഛᢞ㈨䛻䜘䜛 ⏕⏘⬟ຊ䛾ᣑ኱䠄ᖺෆ᏶஢䜢ணᐃ䠅 䛆㻞䛇 ㌴㍕䜽䝷䝇䝍䞊ྥ䛡㻸㻱㻰䝞䝑䜽䝷䜲䝖㔞⏘యไ䛾ᩚഛ 䛆㻟䛇 ᪂ᕷሙྥ䛡㻸㻱㻰䝞䝑䜽䝷䜲䝖䛾㛤Ⓨ 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 23 ḟ䛻LED䝞䝑䜽䝷䜲䝖䛷䛩䛜䚸୍᫬䛿ᕷሙ䛜㠀ᖖ䛻཰⦰䛧䛯஦䛷➇ྜ௚♫䛾᧔㏥䜔⦰ᑠ䛜⥆䛝䚸᪥⣔ᑠᆺ LED䝞䝑䜽䝷䜲䝖䝯䞊䜹䞊

25. Slide 25: HDD spindle motor business strategy

    㻴㻰㻰䝇䝢䞁䝗䝹䝰䞊䝍䞊䛾஦ᴗᡓ␎ 䝧䝇䝖䛾⤒Ⴀ㈨※ᢞධ䛻䜘䜛❧䛶┤䛧 䠄㛵㐃ୖᖍᇳ⾜ᙺဨ䛾✚ᴟⓗ㛵୚䚸㻢᭶䛻㻵㻯㼁⟶⌮䜈⤌⧊ኚ᭦䠅 ᣐⅬ㛫䛾䝁䝭䝳䝙䜿䞊䝅䝵䞁ᙉ໬ 䠄᪥ᮏ䞉䝗䜲䝒䞉䝍䜲䠅 㒊ရ⢭ᗘྥୖ䠋ရ㉁䛾ྥୖ䠋㢳ᐈ䛾ಙ㢗ᅇ᚟ 㻞㻚㻡䜲䞁䝏㻴㻰㻰䜈䛾ὀຊ䠖ḟୡ௦䝰䝕䝹ཷὀ⋓ᚓ 䠄㻞㻚㻡䜲䞁䝏㻴㻰㻰ྥ䛡㈍኎䠖㻞㻜㻜㻥ᖺ㻞᭶㻝㻝㻜୓ྎ䋻㻞㻜㻜㻥ᖺ㻥᭶㻟㻜㻜୓ྎ䠅 ཰ᨭᆒ⾮䛻䛒䛸୍Ṍ ➨䠐ᅄ༙ᮇ䛿㯮Ꮠ໬ぢ㎸䜏 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 24 ḟ䛻HDD䝇䝢䞁䝗䝹䝰䞊䝍䞊䛷䛩䚹 ๓ᅇ䛾ㄝ᫂఍䛷䝭䝛䝧䜰䛾୰䛷ᣢ䛶䜛ேⓗ䝸䝋䞊䝇䜢඲䛶ὀ䛞䛣䜣䛷䛸䛻䛛䛟ᨵၿ䛧䜎䛩䛸䛚⣙᮰䛧䚸䛭䜜䜢 ᐇ⾜䛻⛣䛧䛶䛔䜎䛩䚹䛚ⶱ

26. Slide 26: Information motor business in expansion phase (1)

    ᝟ሗ䝰䞊䝍䞊஦ᴗ䛿ᣑ኱ᮇ䛻䠄䠍䠅 䝟䝘䝋䝙䝑䜽(ᰴ)䝰䞊䝍♫᝟ሗ䝰䞊䝍䞊஦ᴗ䛾ྲྀᚓ ᝟ሗ䝰䞊䝍䞊஦ᴗ䛿ᣑ኱ᮇ䛻 䛄䝰䞊䝍䞊஦ᴗ䜢➨஧䛾ᰕ䛻⫱䛶䜛䛅 ᪉㔪䛿8ྜ┠䜎䛷㐩ᡂ 䝰䞊䝍䞊஦ᴗ䛾㯮Ꮠ໬䜢 ᐃ╔䛥䛫䜛䝇䝔䞊䝆䜈 ᵓ㐀ᨵ㠉⤊஢䜢☜ㄆ 䝰䞊䝍䞊ᕤሙ䛾ᡓ␎ⓗ෌⦅䛾᳨ウ 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 25 ᝟ሗ䝰䞊䝍䞊䛻䛴䛔䛶䛿䚸ᮏᖺ9᭶䚸10᭶䛻ᵓ㐀ᨵ㠉䛿⤊஢䛧䛯䛸䛔䛖஦䛜䚸ᩘᏐ䛷☜ㄆ䛜ฟ᮶䜎䛧䛯䚹 䛣䛾஦ᴗ䛾㯮Ꮠ໬䜢䛥䜙䛻ᐃ╔䛥䛫䜛䛣䛸䛜㔜せ䛷䛒䜚䚸䜎䛯ḟ䛾䝇䝔䞊䝆䛻⾜䛟ᚲせ䛜䛒䜚䜎䛩䚹䝰䞊䝍䞊 ஦ᴗ䜢➨஧䛾ᰕ䛻⫱䛶䜛䛸䛔䛖䛣䛸䛿䚸௒8ྜ┠䜎䛷䛿᮶䛯䛾䛷䛿䛺䛔䛛䛸ᛮ䛳䛶䛔䜎䛩䚹 ௒ᅇ䚸䝟䝘䝋䝙䝑䜽ᰴᘧ

27. Slide 27: Information motor business in expansion phase (2)

    ᝟ሗ䝰䞊䝍䞊஦ᴗ䛿ᣑ኱ᮇ䛻䠄䠎䠅 䝟䝘䝋䝙䝑䜽♫䛾᝟ሗ䝰䞊䝍䞊஦ᴗ䜢2010ᖺ4᭶䛻䚸ྠ♫䛸䛾ྜᘚ஦ᴗ䛷䛒䜛 䝭䝛䝧䜰䝰䞊䝍䠄ᰴ䠅䛜ㆡ䜚ཷ䛡䜛䛸䛾ᇶᮏྜព᭩䜢⥾⤖ 䝯䝸䝑䝖 䛆䠍䛇䝰䞊䝍䞊ᢏ⾡⪅䛾ቑᙉ 䛆䠎䛇▱ⓗᡤ᭷ᶒ䛾ᙉ໬䞉ᣑ඘ 䛆䠏䛇኎ୖつᶍ䠄䝢䞊䜽᫬⣙250൨෇/ᖺ䠅ᣑ኱ 䛆䠐䛇ᑠᆺ䝰䞊䝍䞊ᴗ⏺䛾෌⦅䛻✚ᴟཧຍ 䛆䠑䛇ึᖺᗘ䜘䜚☜ᐇ䛻฼┈䛻㈉⊩ 䛆䠒䛇ᙜ♫〇䝪䞊䝹䝧䜰䝸䞁䜾䛾౑⏝㔞ቑຍ ㆡ䜚ཷ䛡䜛〇ရ⩌ 䕔 ᑠᆺ䝤䝷䝅䝺䝇䝰䞊䝍䞊 䠄⏝㏵䠖ගᏛ䝕䜱䝇䜽䝗䝷䜲䝤䚸㌴㍕ᶵჾ➼䠅 䕔 䝟䝽䞊䝤䝷䝅䝺䝇䝰䞊䝍䞊 䠄⏝㏵䠖䝥䝸䞁䝍䞊➼䠅 䕔 䝫䝸䝂䞁䝭䝷䞊䝰䞊䝍䞊 䠄⏝㏵䠖䝺䞊䝄䞊䝥䝸䞁䝍䞊䠅 㻞

28. Slide 28: Sales target of 400 billion yen

    ኎ୖ4,000൨෇䜈䛾ᒎᮃ ྜィ ⣙ 3,800 ൨෇ ᪂つྲྀᚓ஦ᴗ኎ୖ ⣙㻠㻞㻜൨෇ 䝬䜲䜸䝙䝑䜽♫䚸 FDK♫䡹䡿䡫䢇䢛䢙䡴䢚䢏䡬䡼䡬஦ᴗ䚸 䝟䝘䝋䝙䝑䜽(ᰴ)䝰䞊䝍♫᝟ሗ䝰䞊䝍䞊஦ᴗ 䝢䞊䜽኎ୖ㧗 㻟㻘㻟㻠㻠൨෇ 䠄 2008ᖺ3᭶ᮇ䠅 ᬒẼᅇ᚟䛻క䛔䚸኎ୖ4,000൨෇䛜ど㔝䛻ධ䛳䛯䟿䟿 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 27 䛣䜜䛛䜙ᡃ䚻䛾┠ᣦ䛩ᡤ䛿኎ୖ㧗4,000൨෇䛸䛺䜛䛾䛷䛿䛺䛔䛛䛸ᛮ䛔䜎䛩䚹䝢䞊䜽᫬䛾኎ୖ㧗䛿2008ᖺ3᭶ ᮇ䛷3,344൨෇䛷䛧䛯䚹䜎䛯䚸䛣䛾1ᖺ㛫䛷䝬䜲䜸䝙䝑䜽♫䚸FDK♫䝇䝔䝑䝢䞁䜾䝰䞊䝍䞊஦ᴗ䚸䝟䝘䝋䝙䝑䜽(ᰴ) 䝰䞊䝍♫᝟ሗ䝰䞊䝍䞊஦ᴗ䛸㈙཰䜢⥆䛡䛶䛝䛶䚸䛣䛖䛔䛳

29. Slide 29: Turning loss-making businesses profitable

    ㉥Ꮠ஦ᴗ䛾㯮Ꮠ໬䜈䛾ྲྀ䜚⤌䜏 䝇䝢䞊䜹䞊 䕔䝝䜲䝟䝽䞊䞉䝬䜲䜽䝻䝇䝢䞊䜹䞊䛻ὀຊ 䕔䝣䜯䝤䝺䝇䛻ྜ䛳䛯యไ䛾ᵓ⠏ 䕔እὀᨻ⟇䛾ぢ┤䛧 䕔Ⴀᴗ䞉ཷὀ䛾ᣑ኱䛷㯮Ꮠ໬䛻┠㏵ 䜻䞊䝪䞊䝗 䕔㈝⏝㻞㻜䠂๐ῶ䛾䝻䞊䝗䝬䝑䝥䜢᏶ᡂ 䠇 䕔⮬ື໬䚸ຠ⋡໬䛾ᑐ⟇ 䕔㻞㻜㻝㻜ᖺ㻟᭶䜎䛷䛻᭶ḟ཰ᨭᆒ⾮໬䛻┠㏵ 䕔䜲䞁䝥䝑䝖䝕䝞䜲䝇䛸䛧䛶䛾᪂〇ရ䜢 ᖺ᫂䛡䛻Ⓨ⾲ணᐃ 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 28 ㉥Ꮠ஦ᴗ䛾㯮Ꮠ໬䜈䛾ྲྀ䜚⤌䜏䛸䛔䛖஦䛷䝇䝢䞊䜹䞊䛸䜻䞊䝪䞊䝗䛜䛒䜚䜎䛩䚹 䝇䝢䞊䜹䞊䛿ᑠᆺ䛷ᛶ⬟䛾Ⰻ䛔䝝䜲䝟䝽䞊䞉䝬䜲䜽䝻䝇䝢䞊䜹䞊䜢๓㠃䛻ᢲ䛧ฟ䛧䚸኎䛳䛶䛔䛝䜎䛩䚹䛣䛾 䝇䝢䞊䜹䞊䛿䛩䛷䛻䝭䝛䝧䜰䛷〇㐀䛿⾜䛳䛶䛔䜎䛫䜣䚹඲㒊

30. Slide 30: Development of next-generation input devices

    ḟୡ௦䜲䞁䝥䝑䝖䝕䝞䜲䝇䛾㛤Ⓨ ኱㜰኱Ꮫ኱Ꮫ㝔 ᕝᓮ ࿴⏨ᩍᤵ䝕䝄䜲䞁䛻䜘䜛 ḟୡ௦䜲䞁䝥䝑䝖䝕䝞䜲䝇 䠄䜻䞊䝪䞊䝗䚸ྛ✀䝸䝰䝁䞁䚸㟁༟䚸㟁ヰ䠅 ᕝᓮ ࿴⏨ᩍᤵ䝕䝄䜲䞁ᐇ⦼౛ 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 29 䛣䛾᪂䛧䛔䜲䞁䝥䝑䝖䝕䝞䜲䝇䛻䛴䛔䛶䚸ከᑡ䛾ゐ䜚䛰䛡ㄝ᫂䛧䜎䛩䚹 ⓙᵝ䜒䛤Ꮡ▱䛛䜒䛧䜜䜎䛫䜣䛜䚸኱㜰኱Ꮫ኱Ꮫ㝔䛻ᕝᓮ࿴⏨ᩍᤵ䛸䛔䛖᪉䛜䛔䜎䛩䚹䛣䛾᪉䛿᪥ᮏ䛷䜒ᒅᣦ 䛾ᕤᴗ〇ရ䛾䝕䝄䜲䝘䞊䛷䛒䜚䜎䛩䚹 䝇䝷䜲䝗䛾ୗ䛻䜒ᗄ䛴䛛෗┿䛜䛒䜚䜎䛩䛜䚸඲䛶䛣䜜䛿ᕝᓮඛ⏕䛜䝕䝄䜲䞁䛧䛯≀䛷䛩䚹 ୍␒ᕥ䛿ேཱྀᚰ⮚䛷䚸ᮾி኱Ꮫ䡡኱㜰኱Ꮫ䡡໭㔛኱Ꮫ䡡ᮾ໭኱Ꮫ䛜ඹྠ䛷඲⨨᥮ᆺேᕤᚰ⮚䜢ᕝᓮඛ⏕䛸 ୍⥴䛻㛤Ⓨ䛥䜜䚸ᐇ

31. Slide 31: Introduction of Professor Kazuo Kawasaki

    ኱㜰኱Ꮫ኱Ꮫ㝔 ᕝ㷂࿴⏨ᩍᤵ䛾䛤⤂௓ ኱㜰኱Ꮫ኱Ꮫ㝔ᩍᤵ䠄་Ꮫ༤ኈ䠅 ᕝᓮ ࿴⏨ ᪥ᮏ⏘ᴗ䝕䝄䜲䞁᣺⯆఍ 䜾䝑䝗䝕䝄䜲䞁㈹ᑂ㆟ጤဨ఍ጤဨ ఏ⤫ᕤⱁရ䛛䜙䝯䜺䝛䜔䝁䞁䝢䝳䞊䝍䞊䞉䝻䝪䝑䝖䚸ཎᏊຊ䜶䝛䜼䞊䚸ேᕤ⮚ჾ䚸ඛ➃ ་⒪䚸Ᏹᐂ✵㛫䛾⿦⨨໬䜎䛷ᖜᗈ䛟䚸◊✲䚸ᩍ⫱䚸ᐇົάື䜢⾜䛖䚹 ᅜෆእ䛷䛾ཷ㈹ከᩘ䚹ᾏእ䛾୺せ⨾⾡㤋䛻Ọஂ཰ⶶ䚸Ọஂᒎ♧సရከᩘ䚹 䛄Newsweek᪥ᮏ∧䛅䛾䛂ୡ⏺䛜ᑛᩗ䛩䜛᪥ᮏே100ே䛃䛻஧ᗘ㑅䜀䜜䛶䛔䜛䚹 ⌧ᅾ䝕䝄䜲䞁䛻䜘䜛ୡ⏺ᖹ࿴ᵓ⠏䜢┠ᣦ䛧䚸䛂Peace-Keeping Design䠄PKD)䛃䛸䛔䛖 䝥䝻䝆䜵䜽䝖䜢ᥦၐ䚹᫖ᖺ9᭶䛂䜽䝸䞁䝖䞁䞉䜾䝻䞊䝞䝹䞉䜲䝙䝅䜯䝔䜱

32. Slide 32: Cost reduction initiatives

    ⤒㈝๐ῶ䜈䛾ྲྀ䜚⤌䜏 ⤒Ⴀ䝖䝑䝥⮬䜙䛜᪝᣺䜚ᙺ䛸䛺䛳䛶⤒㈝๐ῶ䜢᥎㐍䠄䝖䝑䝥䝎䜴䞁䠅 ㈝⏝๐ῶ᥎㐍ᐊ䛾᪂タ ♫ෆ⤒㈝๐ῶᥦ᱌ไᗘ䜢ᑟධ䠄䝪䝖䝮䜰䝑䝥䠅 ౛䠖ᮾிᮏ㒊䛷♫ෆ⤒㈝๐ῶᥦ᱌䝅䝇䝔䝮䜢ᵓ⠏ 䠎䞄᭶䛷䠒䠌䠌௳䜢㉸䛘䜛ᛂເ 䈜඲ୡ⏺䛷⤒㈝๐ῶᥦ᱌ไᗘ䜢ᒎ㛤䜈 ᝟⇕䛾䛂ព㆑ᨵ㠉䛃 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 31 ඛ⛬䛛䜙⤒㈝๐ῶ䛜ヰ㢟䛻䛺䛳䛶䛔䜎䛩䛜䚸⚾䛜⮬䜙᪝᣺䜚ᙺ䛸䛺䛳䛶䝖䝑䝥䝎䜴䞁䛷䛾⤒㈝๐ῶ䜢⾜䛳䛶䛔䜎 䛩䚹 ຍ䛘䛶఍♫䜢Ⰻ䛟䛩䜛䛾䛿♫ဨ䜔䝬䝛䝆䝯䞁䝖䛾᝟⇕䛷䛒䜛䛸䛔䛖䝪䝖䝮䜰䝑䝥䛾⪃䛘᪉䛛䜙䛂᝟⇕䛾䝕䞊䝍䝧䞊 䝇䛃䜢స䜚䚸♫ෆ䛛䜙䛹䛾䜘䛖䛺䝁䝇䝖䝎䜴䞁䛾䜰䜲䝕䜱䜰䛜䛒䜛䛾䛛䜢ເ䜚䜎䛧䛯

33. Slide 33: Introduction of trust-type employee stock ownership incentive plan

    䜲䞁䝉䞁䝔䜱䝤䞉䝥䝷䞁䛾ᑟධ ᰴ౯㔜ど⤒Ⴀ䛾୍⎔䛸䛧䛶䚸ᮏ᪥䚸⣙䠕൨෇つᶍ䛾 䛂ಙクᆺᚑᴗဨᣢᰴ䜲䞁䝉䞁䝔䜱䝤䞉䝥䝷䞁䠄E-Ship®䠅䛃䜢ᑟධ 䠄ヲ䛧䛟䛿䝥䝺䝇䝸䝸䞊䝇䜢䛤ぴ䛟䛰䛥䛔䠅 䛆1䛇ᚑᴗဨ䛻ᑐ䛧䛶୰㛗ᮇⓗ䛺௻ᴗ౯್ྥୖ䛾䜲䞁䝉䞁䝔䜱䝤䜢௜୚ 䕔ᰴ౯ព㆑䜢ඹ᭷䛩䜛䛣䛸䛷ᚑᴗဨ䛾⤒Ⴀཧຍព㆑䜢㧗䜑䚸ᴗ⦼ྥୖ䛻䛴䛺䛢䜛䚹 䛆2䛇䝁䞊䝫䝺䞊䝖䞉䜺䝞䝘䞁䝇䛾ྥୖ 䕔᪂タ䛥䜜䜛ᚑᴗဨᣢᰴ఍ಙクෆ䛾ᙜ♫ᰴᘧ䛻ಀ䜛㆟Ỵᶒ⾜౑䜢㏻䛨䛶㛫᥋ⓗ䛻䚸 ᚑᴗဨ䛜ᰴ୺䛸䛧䛶௒䜎䛷௨ୖ䛻䛭䛾ពᛮ䜢௻ᴗ⤒Ⴀ䛻཯ᫎ䛥䛫䜛䛣䛸䛜ྍ⬟䛸䛺䜚䚸 ᙜ♫䛾䝁䞊䝫䝺䞊䝖䞉䜺䝞䝘䞁䝇䜢୍ᒙྥୖ䛥䛫䜛䚹 䛆3䛇 ᚑᴗဨ䛾⚟฼ཌ⏕ቑ

34. Slide 34: Financial strategy (1)

    ㈈ົᡓ␎䠄䠍䠅 䝣䝸䞊䜻䝱䝑䝅䝳䝣䝻䞊๰ฟ㔜ど䛸㈈ົ䛾೺඲ᛶ⥔ᣢ 䕔䝣䝸䞊䜻䝱䝑䝅䝳䝣䝻䞊䛿╔ᐇ䛻ᨵၿ䛧䛶䛚䜚䚸௒ᮇᮎ䝛䝑䝖᭷฼Ꮚ㈇മ䛿 ୰ᮇ┠ᶆ1,000൨෇䜢㐩ᡂぢ㎸䜏 䕔௒ᚋ䛸䜒䚸㈈ົయ㉁䛾೺඲ᛶ䛸䜻䝱䝑䝅䝳䝣䝻䞊๰ฟ䜢㔜ど䛧䚸䝛䝑䝖᭷฼Ꮚ ㈇മ䛿䚸1,000൨෇䜢୰ᚰ䛸䛧䛯䝌䞊䞁䜢ᘬ䛝⥆䛝┠ᶆ䛸䛩䜛 㓄ᙜ᪉㔪 䕔௒ᮇ୰㛫㓄ᙜ䛿䚸ᙜึணᐃ㏻䜚3෇/ᰴ䠄ᮇᮎ4෇/ᰴணᐃ䛷䚸ྜィᖺ7෇/ᰴணᐃ䠅 䕔䛂ᙜ♫䛿䚸⤒Ⴀ⎔ቃ䜢⥲ྜⓗ䛻຺᱌䛧䚸⥅⥆ⓗ䛻Ᏻᐃ䛧䛯฼┈㓄ศ䜢⥔ᣢ 䛧䛺䛜䜙䚸ᰴ୺㈨ᮏ䛾ຠ⋡ྥୖ䛸ᰴ୺䜈䛾䜘䜚Ⰻ䛔฼┈㓄ศ䜢➨୍⩏䛸䛧䚸 ᴗ⦼䜢䜘䜚཯ᫎ䛧䛯Ỉ‽䛷䛾฼┈㑏ඖ䜢䛿䛛䜛䛣䛸䜢ᇶᮏ᪉㔪䛸

35. Slide 35: Financial strategy (2): IR for individual investors

    ㈈ົᡓ␎䠄䠎䠅 ಶேᢞ㈨ᐙྥ䛡IR䛾ᙉ໬ 䕔ಶேᢞ㈨ᐙ䜒ᙜ♫䛾㔜せ䛺ᢞ㈨ᐙᒙ ⮬ᕫᰴᘧᡓ␎䛾⥅⥆ 䕔⤒Ⴀ⎔ቃ䛾ኚ໬䛻ᑐᛂ䛧䛯ᶵືⓗ䛺㈨ᮏᨻ⟇䛾㐙⾜ ᵝ䚻䛺ᰴᘧᨻ⟇䛾᳨ウ 䕔E-Ship®䛾ᑟධ 㻞㻜㻜㻥ᖺ㻝㻝᭶㻢᪥ 34 ᭱ᚋ䛻ಶேᢞ㈨ᐙྥ䛡IR䛾ᙉ໬䛷䛒䜚䜎䛩䚹ᡃ䚻䛿௒䜎䛷䛿ಶேᢞ㈨ᐙྥ䛡䛾IR䛸䛧䛶≉ู䛾άື䛿⾜䛳䛶 䛝䜎䛫䜣䛷䛧䛯䚹䛧䛛䛧䚸⚾䛿᭱㧗⤒Ⴀ㈐௵⪅䛸䛧䛶ಶேᢞ㈨ᐙ䜒ᙜ♫䛾㔜せ䛺ᢞ㈨ᐙᒙ䛷䛒䜛䛸ᛮ䛳䛶䛔䜎 䛩䛧䚸䛬䜂ಶே䛾ⓙᵝ䛻ྥ䛡䛶䜒✚ᴟⓗ䛺IRάື䜢⾜䛳䛶䛔䛝䛯䛔䛸ᛮ䛳䛶䛔䜎䛩䚹 䜎䛯䚸⮬ᕫᰴᘧᡓ␎䛾⥅⥆䚸䛭䜜䛛䜙ᵝ䚻䛺ᰴᘧᨻ⟇䛾᳨ウ䜒⾜䛳䛶䛔䛝䜎䛩䚹 ௨ୖ䚸⚾䛹䜒䛾ᡓ␎䜢⏦

36. Slide 36: Minebea Co., Ltd. cautionary note

    䝭䝛䝧䜰ᰴᘧ఍♫ Ỵ⟬ㄝ᫂఍ http://www.minebea.co.jp/ ୖグㄝ᫂఍䛷㏙䜉䜙䜜䛯ෆᐜ䛾䛖䛱Ṕྐⓗ஦ᐇ䛷䛺䛔䜒䛾䛿䚸୍ᐃ䛾๓ᥦ䛾ୗ䛻సᡂ䛧䛯ᑗ᮶䛾 ぢ㏻䛧䛷䛒䜚䚸䜎䛯䚸䛭䜜䜙䛿⌧ᅾධᡭྍ⬟䛺᝟ሗ䛛䜙ᚓ䜙䜜䛯ᙜ♫⤒Ⴀ⪅䛾ุ᩿䛻䜒䛸䛵䛔䛶䛚 䜚䜎䛩䚹 ᐇ㝿䛾ᴗ⦼䛿䚸䛥䜎䛦䜎䛺せ⣲䛻䜘䜚䚸䛣䜜䜙ぢ㏻䛧䛸䛿኱䛝䛟␗䛺䜛⤖ᯝ䛸䛺䜛ሙྜ䛜䛒䜚䜎䛩䚹 ᐇ㝿䛾ᴗ⦼䛻ᙳ㡪䜢୚䛘䜛㔜せ䛺せ⣲䛸䛧䛶䛿䚸(1)ᙜ♫䜢ྲྀ䜚ᕳ䛟⤒῭᝟ໃ䚸㟂せືྥ➼䛾ኚ໬䚸 (2)Ⅽ᭰䝺䞊䝖䚸㔠฼➼䛾ኚື䚸(3)䜶䝺䜽䝖䝻䝙䜽䝇䝡䝆䝛䝇ศ㔝䛷㢧ⴭ䛺ᛴ㏿䛺ᢏ⾡㠉᪂䛸⥅⥆ⓗ 䛺᪂〇ရ䛾ᑟධ䛾୰䛷䚸䝍䜲䝮䝸䞊䛻タィ䡡㛤Ⓨ䚸

Minebea — Q2 FY2010 Earnings Presentation on 6ix