Anritsu Corporation · TSE:6754
Anritsu — Q1 FY2025 Earnings Presentation
18 slides from Anritsu's earnings presentation, Jul 30, 2025
Slide 1: Financial Results for the 1st Quarter of the Fiscal Year ending March 31, 2026
Financial Results for the 1st quarter of the Fiscal Year ending March 31, 2026 Shunichi Sugita Director, Senior Vice President, CFO ANRITSU CORPORATION July 30th, 2025 TSE Prime Market TSE code：6754 https://www.anritsu.com
Slide 2: Cautionary Statement
Cautionary Statement All information contained in this release which pertains to the current plans, estimates, strategies and beliefs of ANRITSU CORPORATION (hereafter "Anritsu") that is not historical fact shall be considered forward-looking statements of future business results or other forward-lo
Slide 3: Agenda
Agenda 1. Outline of our business segments 2. Consolidated performance review of the 1st quarter of the Fiscal Year ending March 31, 2026 3. Outlook for full year of the Fiscal Year ending March 31, 2026 (Consolidated) 4. Anritsu Initiatives ANRITSU CORPORATION Financial Results FY2025 1Q 3
Slide 4: 1. Outline of our business segments
1. Outline of our business segments T&M PQA EM Others Evolution and advances of Safety & security of food & Toward a decarbonized networked society medicals/pharmaceuticals society ◆ Mobile : 5G/6G, 5G Utilization ◆ Food inspection market ◆ EVs and batteries ◆ Sensing & ◆ Network Infrastructure : Da
Slide 5: 2-1. Consolidated performance - Financial results
2-1. Consolidated performance - Financial results - YoY decreased revenue, increased profit Unit: Billion Yen International Financial FY2024 FY2025 Reporting Standards (IFRS) YoY YoY (%) (Apr to Jun) (Apr to Jun) Orders 26.0 25.2 (0.8) -3% Revenue 25.2 23.6 (1.6) -6% Operating profit (loss) 0.6 1.3
Slide 6: 2-2. Consolidated performance - Results by business segment
2-2. Consolidated performance - Results by business segment - T&M decrease revenue but increase profit YoY, PQA increase revenue and profit YoY, Environmental Measurement decrease revenue and profit YoY Unit: Billion Yen International Financial FY2024 FY2025 Reporting Standards (IFRS) YoY YoY (%) (A
Slide 7: 2-3. Consolidated performance - Revenue and Op. profit by quarters
2-3. Consolidatedperformance - RevenueandOp.profitbyquarters- 1Q(Apr-Jun) Operating margin：T&M 8.7％, PQA 8.3% Bn. Yen Bn. Yen 35.0 7.0 32.1 5.7 30.0 28.1 1.7 6.0 0.4 27.5 2.8 0.5 25.2 1.5 1.6 5.0 25.0 2.0 2.2 23.6 1.3 1.3 8.4 1.4 1.5 4.0 7.4 0.9 3.0 2.8 20.0 5.6 6.8 6.8 3.0 0.3 0.5 0.1 15.0 0.4 0.9
Slide 8: 2-4. Overview of operations by business segment
2-4. Overview of operations by business segment Segment FY2025 (Apr to Jun) T&M: Uncertainty over US tariff policies has delayed customers’ investment decisions. Capital investment, which had been stagnant due to rising global prices and labor costs, has resumed. However, cautiousness regarding inve
Slide 9: 2-5. Transition of Orders
2-5. Transition of Orders T&M : decreased 14％ YoY, PQA : increased 13% YoY, Environmental Measurement : increased 15% YoY Bn. Yen 35.0 32.8 1.5 30.7 30.0 2.1 26.0 28.4 1.8 27.2 27.5 1.6 2.1 1.6 1.7 25.2 25.0 6.5 24.2 1.4 3.3 23.0 1.7 1.7 3.0 1.7 1.5 7.3 1.4 1.7 1.9 20.0 1.8 7.1 7.4 6.7 7.8 5.8 7.6 5
Slide 10: 2-6. Transition of Revenue by Region
2-6. Transition of Revenue by Region Bn. Yen 35.0 32.2 32.1 28.2 28.1 30.0 26.9 27.5 25.2 8.4 9.8 25.0 22.7 23.6 8.2 8.2 7.9 7.9 8.5 4.1 20.0 7.6 4.2 7.1 4.3 4.1 3.8 4.2 7.6 15.0 6.7 3.3 3.6 3.6 7.0 6.8 7.1 6.7 10.0 6.6 5.8 5.6 11.5 12.0 5.0 8.7 8.1 8.9 8.6 6.0 6.9 7.0 0.0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q
Slide 11: 2-7. Cash Flow
2-7. Cash Flow Details Unit : Billion Yen Operating cash flow margin ratio was 18.3% Others 0.7 FY2025 (Apr to Jun) Operating CF : 4.3 Bn. Yen Investing CF : (0.9) Bn. Yen Financing CF : (2.8) Bn. Yen Free Cash Flow Op.CF＋Inv. CF : 3.5 Bn. Yen Cash at the end of period Deposit for Treasury Stock 1.3
Slide 12: 3. Forecast for full year of FY2025 (Consolidated)
3. Forecast for full year of FY2025 (Consolidated) Remains unchanged from that announced on April 25, 2025. Unit: Billion Yen FY2024 FY2025 International Financial Reporting Standards (IFRS) Actual Forecast YoY YoY(%) Revenue 113.0 123.0 10.0 9% Operating profit (loss) 12.1 15.0 2.9 24% Profit (loss
Slide 13: 4. Anritsu Initiatives
4. Anritsu Initiatives Hirokazu Hamada Representative Director, President ANRITSU CORPORATION ANRITSU CORPORATION Financial Results FY2025 1Q 13
Slide 14: 4-1. Anritsu holds TECHNO PLAZA 2025, its first comprehensive exhibition in 20 years
4-1. Anritsu holds “TECHNO PLAZA 2025,” its first comprehensive exhibition in 20 years TECHNO PLAZA introduced the latest solutions created by bringing together the knowledge and creative power of the Anritsu Group, which has been a pioneer for 130 years. The exhibition's theme was the technical inn
Slide 15: 4-2. Product Introduction: Virtual Signaling Tester (Virtual ST)
4-2. Product Introduction: Virtual Signaling Tester（Virtual ST） The launch of a software-based base station simulator that runs on a Computer Telecommunications modem chipsets have their own protocols, making verification processes important. Anritsu has developed Virtual Signaling Tester that can b
Slide 16: 4-3. Product Introduction: Smell Testing Equipment (Smell-analyzer)
4-3. Product Introduction: Smell Testing Equipment (Smell-analyzer) Quantifying subjectivity by responding to sensory evaluations traditionally conducted through the human sense of smell By converting smells into information and visualizing them, this machine supports the comparison and pass/fail ju
Slide 17: 4-4. Progress of Sustainability Targets (SDGs)
4-4. Progress of Sustainability Targets (SDGs) KPI GLP2026 Target FY2024 Results Progress ⚫ Greenhouse gases (Scope 1+2) 23% and more reduction compared to FY2021 31.1% reduction ◎ E ⚫ Greenhouse gases 17.5% and more reduction compared to FY2019 37.3% reduction ◎ Environ- (Scope 3) ment ⚫ Increase i
Slide 18: /inritsu
/inritsu 180 Advancing beyond —_Aaniversary