Slide 1: FY2024 Q2 Financial Results Briefing
FY2024 Q2 Financial Results Briefing November 6, 2024 （Securities Identification Code: 6787）
Slide 2: Disclaimer
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 statement
Slide 3: FY2024 Q2 Financial Results - Consolidated
FY2024 Q2 Financial Results - Consolidated （ billion yen） FY2023 Q2 FY2024 Q2 Year-on-year result result Diff. % Net sales 862 86.2 982 98.2 120 12.0 13.8% Operating 42 4.2 93 9.3 5.1 51 121.3% income 4.9% 9.5% Ordinary 68 6.8 80 8.0 1.212 18.4% income 7.8% 8.2% Net 52 5.2 63 6.3 1.1 11 21.3% income
Slide 4: FY2024 Q2 - Net Sales by Product Application
FY2024 Q2 - Net Sales by Product Application （ billion yen） 2024年3月期上期 FY2023 Q2 FY2024 Q2 EMS/ODM EMS/ODM 14.8 Amusement (17.2%) Amusement Smart Appliances Smart Appliances Industrial Equipment Industrial Equipment Other Substrates Other Substrates Automotive 9.3 Automotive (10.8%) 86.2 45.2 (52.4%
Slide 5: FY2024 Q2 - Net Sales by Product Specification
FY2024 Q2 - Net Sales by Product Specification （ billion yen） FY2023 Q2 2025年3月期上期 FY2024 Q2 2024年3月期上期 EMS/ODM EMS/ODM 14.8(17.2%) Package 16.4(16.7%) 0.2(0.2%) Package 0.7(0.7%) Flexible Flexible / High Dissipation / High Dissipation / Other Substrates 3.0(3.5%) / Other Substrates 2.7(2.7%) MLB 86
Slide 6: FY2024 2nd Half/Full Year Forecast
FY2024 2nd Half/Full Year-Forecast （ billion yen） FY2023 FY2024 Revision Year-on-year Full Year 2nd Half Full Year Difference (%) Result Forecast Forecast Net Sales 1,795 179.5 98.8 1,970 988 197.0 17.5 175 9.8% Operating 117 11.7 97 9.7 190 19.0 73 7.3 62.9% Income 6.5% 9.8% 9.6% Ordinary 143 14.3
Slide 7: FY2024 Forecast - Net Sales by Product Application
FY2024 Forecast - Net Sales by Product Application （ billion yen） FY2023 Result FY2024 Forecast Amusement Smart Appliances EMS/ODM Amusement EMS/ODM Industrial Equipment Smart Appliances Other Substrates 30.3 Industrial Equipment 34.5 Other Substrates (16.9%) (17.5%) 14.1 Automotive 18 197.0 Automot
Slide 8: FY2024 Forecast - Net Sales by Product Specification
FY2024 Forecast - Net Sales by Product Specification （ billion yen） FY2023 Result FY2024 Forecast EMS/ODM EMS/ODM 30.3 34.5 FY2023 Result Package (16.9%) (17.5%) Package Flexible 0.7(0.4%) Flexible 1(0.5%) / High Dissipation / High Dissipation / Other Substrates / Other Substrates 6.4(3.6%) MLB MLB