Yamaichi Electronics Co., Ltd. · TSE:6941

Yamaichi Electronics — Q1 FY2025 Earnings Presentation

14 slides from Yamaichi Electronics's earnings presentation, Aug 5, 2025

  1. Slide 1: Financial Results for Q1 FY2025

    Financial Results for Q1 FY2025 Au gu st 5 , 2 0 2 5

  2. Slide 2: Contents

    2/14 Contents 1．Q1 FY2025 Results 2．FY2025 Forecast 3．Dividends Abbreviations Used in This Presentation Business segment Abbreviation Test Solution Business TS Business Connector Solution Business CS Business Optical-Related Business OPT Business

  3. Slide 3: 1. Q1 FY2025 Results

    1．Q1 FY2025 Results 3/14  Results

  4. Slide 4: Results by Business

    1．Q1 FY2025 Results 4/14  Results by Business

  5. Slide 5: TS Business Results

    1．Q1 FY2025 Results 5/14  TS Business Results  Sales performance from test sockets with smartphone and PC applications was favorable, and quarterly sales generated through the test socket field reached a record high.  Overall performance from the burn-in socket field was weak primarily because cu

  6. Slide 6: CS Business Results

    1．Q1 FY2025 Results 6/14  CS Business Results  Performance from communications equipment products was strong, thanks to robust results from core network communications equipment, and an increase in sales of new products for data centers, including those related to AI.  Sales secured through produ

  7. Slide 7: Forex Impact on Results

    1．Q1 FY2025 Results 7/14  Forex Impact on Results Forex rate Q1 FY2024 Q1 FY2025 YoY change USD（JPY） 155.88 144.59 -11.29 EUR（JPY） 167.88 163.80 -4.08 YoY Forex Impact Net sales JPY ‐0.91 billion Operating income JPY ‐0.52 billion Forex Impact on Impact on sensitivity net sales operating income (JP

  8. Slide 8: Capex and Depreciation

    1．Q1 FY2025 Results 8/14  Capex and Depreciation

  9. Slide 9: Shareholder Returns: FY2024 Share Buybacks

    1．Q1 FY2025 Results 9/14  Shareholder Returns: FY2024 Share Buybacks Board of Directors resolution Share buybacks (FY2025 only) Maximum Number of number of Maximum Acquisition period Resolution date shares Purchase price shares to be purchase price (based on delivery dates) acquired acquired Mar. 2

  10. Slide 10: Forecast for Full-Year FY2025

    2．FY2025 Forecast 10/14  Forecast for Full-Year FY2025 No revisions to consolidated earnings forecast

  11. Slide 11: Individual Segment Forecasts for Full-Year FY2025

    2．FY2025 Forecast 11/14  Individual Segment Forecasts for Full-Year FY2025 Consolidated earnings forecasts for individual business segments have been changed.

  12. Slide 12: Individual Segment Forecasts for Full-Year FY2025

    2．FY2025 Forecast 12/14  Individual Segment Forecasts for Full-Year FY2025 TS Business:  For 1H, we anticipate our mainstay smartphone and PC products will drive strong performance in the test socket field. As for 2H, we plan to focus on developing new products for launch in FY2026 and selling pro

  13. Slide 13: Dividends

    3．Dividends 13/14  Through its Medium-Term Management Plan, the Yamaichi Electronics Group announced a target dividend payout ratio of 30%. It has consistently achieved this target since FY2018. At the time of its results announcement for Q1 FY2025, the Company had made no changes to its interim or

  14. Slide 14: Thank you for your attention!

    Thank you for your attention! (Q2 FY2025 results scheduled for release at 3:30 PM on Wednesday, November 5, 2025.) Disclaimer This material is intended to provide information on the Group’s business, management strategies, and performance as of August 5, 2025 and is not intended as a solicitation to

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