Meiko Electronics Co., Ltd. · TSE:6787
Meiko Electronics — FY2022 Q3 Earnings Presentation
6 slides from Meiko Electronics's earnings presentation, Feb 6, 2023
Slide 1: FY2022 Q3 Financial Results Briefing
FY2022 Q3 Financial Results Briefing February 6, 2023 (Securities Identification Code: 6787)
Slide 2: Forward-looking statements disclaimer
This presentation contains forward-looking statements concerning Meiko Group’s future plans, strategies and performance. However, Meiko does not publish this presentation as a disclosure document based on the Financial Instruments and Exchange Act of Japan. These forward-looking statements are not h
Slide 3: FY2022 Q3 Financial Results - Consolidated
FY2022 Q3 Financial Results - Consolidated ( 100 million yen) FY2021 FY2022 Year-on-year Q3 Q3 Diff. % Net sales 1,100 1,253 153 13.9% Operating 98 80 -18 -18.8% income 8.9% 6.4% Ordinary 99 94 -5 -4.8% income 9.0% 7.5% Net 79 71 -8 -9.5% income 7.2% 5.7% Average FX rate (JPY/USD) 111.47 136.85 2
Slide 4: Net Sales and Operating Income by Product Application
Net Sales and Operating Income by Product Application( 100 million yen) FY21 3rd quarter results FY22 3rd quarter results Difference Operating Operating Operating Net Sales Income Net Sales Income Net Sales Income (%) (%) (%) Automotive 538 50 640 45 102 -5 9.3% 7.0% 19.0% -10.0% Smartphones 243 30
Slide 5: Net Sales by Product Application
Net Sales by Product Application ( 100 million yen) Automotive Smartphones/Tablets Package SSD IoT Module AI Appliances Amusement Industrial Equipment Other Substrates EMS/ODM 26(2.1%) 3(0.2%) 32(2.6%) FY2022 640 208 49 130 115(9.2%) 1,253 Q3 (51.0%) (16.6%) (3.9%) (10.4%) 28(2.5%) 33(2.6%) ↑102(19.
Slide 6: Net Sales by Product Specification
Net Sales by Product Specification ( 100 million yen) MLB HDI PCB Flexible PCB High Dissipation PCB Package Other Substrates EMS/ODM 5(0.4%) 13(1.0%) 3(0.2%) FY2022 575 497 130 1,253 Q3 (45.9%) (39.7%) (10.4%) 9(0.8%) 30(2.4%) ↑76(15.2%) ↑40(8.8%) ↑153(13.9%) 22(2.0%) FY2021 499 457 89 1,100 Q3 (45.