Nisshinbo Holdings Inc. · TSE:3105
Nisshinbo — Q2 2025 Earnings Presentation
15 slides from Nisshinbo's earnings presentation, Aug 6, 2025
Slide 1: Financial Results for Q2 FY2025
Financial Results for Q2 FY2025 August 6, 2025 Nisshinbo Holdings, Inc. Financial Results Presentation Materials Q2 2025
Slide 2: Summary of Financial Results for Q2 FY2025 / Progress of Transformation / Appendix
1. Summary of Financial Results for Q2 FY2025 2. Progress of Transformation 3. Appendix: Net sales and Operating Income by Segments The earnings forecasts contained in this document are based on the Company's judgments in accordance with the information currently available and do not constitute a pr
Slide 3: Financial Highlights
1. Financial Results for Q2 FY2025 Financial Highlights （mil. yen） FY2024 FY2025 Change FY2025 2Q 2Q rate FC Net sales 240,022 254,721 +14,699 +6.1% 506,000 Operating income 6,715 18,417 +11,702 +174.2% 19,700 Ordinary income 11,092 19,019 +7,926 +71.5% 21,600 Net income Attributable to Owners of Pa
Slide 4: Q2 FY2025 YoY by segments: Wireless and Communications Business
1. Financial Results for Q2 FY2025 Wireless and Communications Q2 FY2025 YoY by segments Business （mil. yen） • Marine Systems Q2 FY2024 Q2 FY2025 Change In addition to new-build equipment for Segments Subsegments Net sales O.P. Net sales O.P. Net sales O.P. merchant ships, orders for retrofit equi
Slide 5: Q2 FY2025 YoY by segments: Micro Devices Business
1. Financial Results for Q2 FY2025 Q2 FY2025 YoY by segments Micro Devices Business • Automotive （mil. yen） Q2 FY2024 Q2 FY2025 Change Decrease in orders due to the Segments Subsegments Net sales O.P. Net sales O.P. Net sales O.P. sluggish EV market and inventory Wireless and Marine Systems 24,459
Slide 6: Q2 FY2025 YoY by segments: Materials
1. Financial Results for Q2 FY2025 Materials Q2 FY2025 YoY by segments • Brake （mil. yen） Revenue and profit increased due to recovery in Q2 FY2024 Q2 FY2025 Change orders at Japan and U.S. and price hikes. Segments Subsegments Net sales O.P. Net sales O.P. Net sales O.P. Despite a revenue decline
Slide 7: Full-Year Outlook for FY2025
1. Financial Results for Q2 FY2025 Full-Year Outlook for FY2025 （mil. yen） FY2025 FY2025 Change FY2024 Initial FC Revised FC rate Net sales 506,000 506,000 - - 494,746 Operating income 19,700 19,700 - - 16,581 Ordinary income 21,600 21,600 - - 24,403 Net income Attributable to Owners of Parent 18,30
Slide 8: Full-Year Outlook for FY2025 by Segment
1. Financial Results for Q2 FY2025 Wireless and Communications Business Full-Year Outlook for FY2025 Although orders in Mobility and other segments remain （mil. yen） weak, the Marine Systems and Solutions/Specialized Q2 FY2025 FY2025 FC Equipment segments are performing steadily, enabling Segments
Slide 9: Progress of Transformation
1. Summary of Financial Results for Q2 FY2025 2. Progress of Transformation 3. Appendix: Net sales and Operating Income by Segments Financial Results Presentation 9 Materials Q2 2025
Slide 10: Turn Crisis into Strength, Challenges into Growth
2. Progress of Transformation Turn Crisis into Strength, Challenges into Growth — Building the Path to the Future Together Management draws up a blueprint for embodying challenges and reforms and promotes major reforms in line with it. The overall blueprint for the transformation plan is scheduled
Slide 11: Status of Transformation: Wireless and Communications, Micro Devices
2. Progress of Transformation Status of Transformation (as of the first half of the FY2025) Wireless and Communications Business Structural Reforms at JRC: Blueprint will be designed in 2025 Initiation of organizational and business restructuring ⇒ Execution of early retirement by year-end in co
Slide 12: Status of Transformation: Materials Business and R&D
2. Progress of Transformation Status of Transformation (as of the first half of the FY2025) Materials Business Designing future strategies for each business: Early decision on response strategies Implementation phase to begin in the second half of FY2025 R&D April 2025: Establishment of the Fu
Slide 13: Appendix
1. Summary of Financial Results for Q2 FY2025 2. Progress of Transformation 3. Appendix: Net sales and Operating Income by Segments Financial Results Presentation 13 Materials 2025/2Q
Slide 14: Net sales and Operating Income by Segments
3. Net sales and Operating Income by Segments Net sales and Operating Income by Segments （mil. yen） FY2024 Q2 FY2024 Q2 FY2025 Change FY2025 FC Segments Subsegments Net sales O.P. Net sales O.P. Net sales O.P. Net sales O.P. Net sales O.P. Wireless and Marine Systems 51,413 4,537 24,459 2,257 28,031
Slide 15: NSSHINBO ° :
NSSHINBO ° :