Biprogy Inc. · TSE:8056
Biprogy — Q2 FY2015 Earnings Presentation
21 slides from Biprogy's earnings presentation, Nov 5, 2015
Slide 1: Fiscal 2016 (March) Q2 Results Briefing
2016ফ3া ਸ਼2 ৠହভ 2015ফ11া5 মঘॽ३५ઙૄভ
Slide 2: Agenda
1 ৸৬ฐ 2 র৽ੑَ,QQRYDWLYH&KDOOHQJH3ODQُभਤ⎃ 3 ৠਏ
Slide 3: Summary of the quarter
ফ২भฐ 9ଲષਲ਼峘ම৹峕峲峴岝ফૻੜઽੜஇ 9ਲ਼ৈ嵣ਹஇ峒峬ੑ峼峵 ਹஇط ਲ਼ৈ ਊෞਹஇ ਹஇ૨ قك ٔ ফ২ म4ৎ୳க 2 ©2015 Nihon Unisys, Ltd. All rights reserved. 峨峄峙峂峫峕岝ౚ峕峎岮峐岾ହ岮峉峁峨峃岞 峘ਲ਼ৈ峙岝ଲષਲ਼岶ම৹峕峁岝ੜઽ峒峔峴峨峁峉岞 峨峉ਹஇ峙岝ਲ਼ੜਸ峮ଵા峘చಉ峕峲峴ੜஇ峒 峔峍峐岴峴岝峇峘ટ岝ਹஇ૨岶ାৰ峕ఒ峁峐岴峴峨峃岞 岿峳峕岝峙ਲ਼岝ਹஇ峒峬峕ੑ峼峵ା峒峔峴岝 ৗ峁岮র৽ੑ峘ੂফ২峒峁峐岝
Slide 4: Innovative Challenge Plan positioning
র৽ੑਛपऐथ 9র৽ੑੂফ২岝ದ৹峕 ਲ਼ৈ ਹஇ૨ 嵑崌崽崌崶嵁嵤崟嵏嵛 崯崠崧嵓崌崶嵁嵤崟嵏嵛 崻崠崵崡ۉڸھ 崿嵑崫崰崽崑嵤嵈 ਹஇ૨ ৰౚ ୳ ੑ ੑ 3 ©2015 Nihon Unisys, Ltd. All rights reserved. র৽ੑ峑峙岝峒崩嵋嵔嵛崠峼ৰਠ峁岝ফা 峘ਲ਼岝ਹஇ૨٫峘ਛ峼峁峐 岴峴峨峃岞峔岴岝ৢౚ୳峕ঢ়峁峐峙ಌ岾峀岮峨峅峽岞 মফ峙র৽ੑ峘ৰষੂফ২峒峁峐శଞ峕ਏ峔ਜ਼઼峏 岻峑岬峴岝ౚਛ峒ৗ峉峔崻崠崵崡ল峘峉峫峘ৣ峴岶 ਏ峔ফ২峒
Slide 5: Innovative Challenge Plan
1 ৸৬ฐ 2 র৽ੑَ,QQRYDWLYH&KDOOHQJH3ODQُभਤ⎃ 3 ৠਏ ਢ岮峐岝র৽ੑ岣,QQRYDWLYH &KDOOHQJH 3ODQ岤峕 峎岮峐嵒嵆崌嵛崱峬அ峫岴ਵ峁岿峅峐ຘ岷峨峃岞
Slide 6: Overview of the Innovative Challenge Plan
র৽ੑभਏ র৽ੑ岣,QQRYDWLYH&KDOOHQJH3ODQ岤 岥崻崠崵崡峼峎峔岸岝崝嵤崻崡峼岵峃岞,&7峼ඵౕ峁岝ਟ峼峎岹峴ল峇岰岞岦 崯崠崧嵓崐崛崶嵇嵤嵣崌崶嵁嵤崟嵏嵛 ভ崳嵤崢峮ୖ岵峳岝ਢ૭ચ峔ৗ峁岮崻崠崵崡嵊崯嵓峘ଡണ 崯崠崧嵓崌崶嵁嵤崟嵏嵛 嵑崌崽崌崶嵁嵤崟嵏嵛 崯崠崧嵓崐崛崶嵇嵤୩ୠ峑 ভ峼௹岵峕峃峵崝嵤崻崡峘ୗ ৗ峉峔க峼ୗ 崻崠崵崡,&7崿嵑崫崰崽崑嵤嵈 崻崠崵崡崡崼嵤崱峼ਸச峃峵崝嵤崻崡峼 ੫௯ଅ嵣যଃ ৱਅറ 5 ©2015 Nihon Unisys, Ltd. All rights reserved. মফ২峲峴র৽
Slide 7: Services responding to social change
ɶኺփᚘဒồỉӕụኵỚ র৽ੑਡੁ ০峘峴ੌ峩ਏ 9 Ҧৠੋҧ Ҧ嵆嵤崙崮崋嵛崘ҧ୩ୠ峑 崩嵋嵔嵛崠⋇ ฌহ崝嵤崻崡峘峼৫ ٛহٜ 崯崠崧嵓崌崶嵁嵤崟嵏嵛 嵣ৠੋ崝嵤崻崡峘৫ 嵣ৠੋ৴嵆嵤崙崮崋嵛崘ਤ৲&/2峘 9 ୢ嵣৳峼রੱ峒峁峉েણ峼କਡ峒峁峉 崩嵋嵔嵛崠⋈ 崝嵤崻崡峼ਘ৲ ٛহٜ 嵑崌崽崌崶嵁嵤崟嵏嵛 嵣৳੍ର岣&KL5HDII 6SDFHæ岤峘৫ 嵣岣ୢੲਾ৴岤嵊崯嵓峘ன৫ 9 崯崠崧嵓嵑崌崽崌崶嵁嵤崟嵏嵛崝嵤崻崡峼੍岲峵 3DD6੦ೕ峘৫ 崻崠崵崡ۉڸھ崿嵑崫崰崽崑嵤嵈 ٛহٜ 嵣,R7崻崫崘崯嵤
Slide 8: Initiatives of the plan (Digital)
র৽ੑ峢峘峴ੌ峩ق崰崼崫崗崡ك 崯崠崧嵓 യ൹ଛطৠੋ੦ೕط൹ੲਾଵ৶峼৴峁峉 崌崶嵁嵤崟嵏嵛 ৗ峉峔崝嵤崻崡峘 岴 ৵ਲ਼ৢ嵣ਗ୫௴ᆯ௫嵣 ଲୗ 崓嵤崱ষ嵣 ઇ৾ಆ嵣স৳૫嵣ਂਓ嵣 قાଃ嵣ঽ嵣ᚆષك ৢਦ েણঢ়৴崝嵤崻崡 க৴ำ峘ୗ ९জগش ়യଛ ൹ੲਾણ৷ ৠੋ ३ঙথ 崯嵤崧嵁嵤崡 യ/භେ ൹ੲਾ ൹ੲਾ ৠੋੲਾ ':+ ३५ॸ উছॵॺ ইज़ش ੦ম౪ਃચ ق嵅嵤崧嵓岝崯嵤崧৴岝ੳك 嵆嵤崙崮崋嵛崘崿嵑崫崰崽崑嵤嵈 ৠੋ崿嵑崫崰崽崑嵤嵈 قৠੋ৴嵆嵤
Slide 9: ChiReaf Space service initiatives
র৽ੑ峢峘峴ੌ峩ق崰崼崫崗崡ك 嵑崌崽 岥৳峘ସ峘岦峒৳ਜقੲਾك峼੍ର峃峵 崌崶嵁嵤崟嵏嵛 崗嵑崎崱崝嵤崻崡 ভ হ ৳૧ ৳ਚ ୱછಉਲ਼ ৳ਚ峘৽੍ର ୠ ৳ ৳峘ਜఒ 峓峬 ৳峘হਜ峼崝嵅嵤崰 ୱు峘ਛশ崯嵤崧峼੦峕ੑ峘ಞ੧峼 ৳ਚঢ়બ੮৬ ৵৾ૅ ঽਛੑਛৎ岶ಢೠ 崗嵑崎崱੦ೕ ৳ਚ ୢ ভभرऩ॥গॽॣش३ঙথ॑৴ ষ 8 ©2015 Nihon Unisys, Ltd. All rights reserved. ઃ峕岝嵑崌崽崌崶嵁嵤崟嵏嵛峘峴ੌ峩峼岾ງஂ峁峨峃岞
Slide 10: Initiatives of the plan (information services)
র৽ੑ峢峘峴ੌ峩ق崰崼崫崗崡ك 嵑崌崽 峔ர峑೩峘ੲਾ峼ુથ嵣ણ৷峃峵ୠୢ৴崵崫崰嵗嵤崗 崌崶嵁嵤崟嵏嵛 ਸ峃峵峃峣峐峘ਝ峑ੲਾ峘峒ස岶૭ચ峔൨্崟崡崮嵈 ਫ਼ਪভ ൧崣嵛崧 ৹දఇଂ ൧ਚ ஂ૧ਝ قୢఐຓఐك ୰ ୧ ୢੲਾ嵣ஂ૧ੲਾ峘൨্৴ ใோ峘嵔崣崛嵛 ੲਾૐ৺峕峲峵੪ଵ৶ ใோ峘ਫ਼ਪ崟崡崮嵈 ใோ峘ਗ਼崓嵓崮 ใோ峘৹ද嵔崣崛嵛 ใோ峘崟崡崮嵈峼ਈপથણ৷峁峉崟崡崮嵈ଡണ 9 ©2015 Nihon Unisys, Ltd. All rights reserved. ਢ岮峐岝峬岰ڭহ嵑崌崽崌崶嵁嵤崟嵏嵛峘
Slide 11: IoT platform service initiatives
র৽ੑ峢峘峴ੌ峩ق崰崼崫崗崡ك 崻崠崵崡ۉڸھ 岣,R7崻崠崵崡崿嵑崫崰崽崑嵤嵈崝嵤崻崡岤৫৫ 崿嵑崫崰崽崑嵤嵈 崣嵛崝嵤峔峓峘崯崸崌崡岵峳岝崯嵤崧ઽૐ嵣ଦਦ岝崯嵤崧ਸੵ嵣ੰෲ峨峑峼嵗嵛崡崰崫崿峑 ,R7 崻崠崵崡崿嵑崫崰崽崑嵤嵈 ⋇ঽே಼૩૰ଳী ણ৷؟ ںۉہ ൸ઽૐ嵣ੰෲ6: 崊嵓崜嵒崢嵈嵣 崊崿嵒崙嵤崟嵏嵛 ఖਆ嵣એടശ૰ଳ ۘڻۘی %OXHWRRWK *1 Azure® IoT Suite ⋈ଲୗৢী 呍呍呍 =LJ%HH ણ৷؟ 呍呍呍 ,R7 6WUHDP 64/ 0DFKLQH 3RZHU ர ,R7 +XE $
Slide 12: Initiatives and next steps
র৽ੑ峢峘峴ੌ峩 ৱਅറ ઃ਼৻峘崻崠崵崡ఁপ峘峉峫峕岝ਛশ୩ୠ峕ৱ ৱী ৱ૾ய 峔ৱ੧੯ ૼ嵣 9 ৠੋ嵣嵆嵤崙崮崋嵛崘ী峘崝嵤崻崡峘ఁౄ 崥嵒嵍嵤崟嵏嵛ৱ 9 ৳੍ର岣&KL5HDII 6SDFHæ岤峘 9 ಼૩ৎ峘ୠৢਦ崵崫崰嵗嵤崗ৰৰୡ 9 ্ਁુ੮৬峒ୠসਃঢ়峒峘ੈ௮峕峲峵 崒嵤崿嵛崯嵤崧峼ਹણ৷峁峉ୠણਙ৲崿嵕崠崏崗崰 峘ৰৰୡ 9 Ҧ崯嵤崧ଁ়嵣ীෲુৢ3DD6ҧ峘ଡണ 9 Ҧ,R7崻崠崵崡崿嵑崫崰崽崑嵤嵈崝嵤崻崡ҧ峘ଡണ ਝৱ 9 શ崊崎崰崥嵤崟嵛崘崻崠崵崡峘ఁপ 9 崗嵑崎崱崝嵤崻崡ਝ峘ఁౄ হৱ 9 ॹ४ॱঝহ
Slide 13: Policy on shareholder returns
ઙ൬੪ 9ଦਊ峙ੂ୳岵峳ಌ峔峁 9ফ২ ؟ফଦਊ قੜଦଦਊਙ٫ك قك ઙਊ峉峴ଦਊস ଜଦਊ রଦਊ ফ২ ਊෞਹஇقك ৴ଦਊਙ 12 ©2015 Nihon Unisys, Ltd. All rights reserved. ઙ൬੪峕峎岮峐岝岴ਵ峁岿峅峐岮峉峊岷峨峃岞 ৗর৽ੑ峕岴岮峐岝ਊ峙ଦਊਙ٫峼৯૪峕ઙ ൬੪峼ਘ৲峁峐岮岹岽峒峼ൕ岼峐岴峴峨峃岞 岽峘্ଉ峕峬峒峏岷岝ফ২峘ଦਊ峕峎岷峨峁峐峙岝ੂ ୳岵峳ಌ峔岹岝ෞਹஇৄৢ峁峼峕岝ফ峑ڭઙ 岬峉峴ੜપ峘岝ଦਊਙ٫峼峁峐岴峴峨峃岞
Slide 14: Results trends by company
岾અ崯嵤崧 崯崠崧嵓崌崶嵁嵤崟嵏嵛ਲ਼ৈ 嵑崌崽崌崶嵁嵤崟嵏嵛ਲ਼ৈ 崻崠崵崡,&7崿嵑崫崰崽崑嵤嵈ਲ਼ৈ ਲ਼ৈقك ਲ਼ৈقك ਲ਼ৈقك ৣ ৣ ৣ ফ২ ফ২ ফ২ ফ২ৣfফ২峙୳க ফ২ৣfফ২峙୳க ফ২ৣfফ২峙୳க ੈۅۃڹਲ਼ৈ ৽੦ೕ峘ਘ৲ ਲ਼ৈقك ৴జ৩ਯقয䠅 ଵા 䠅 ୳ك ୳ك ୳ك ୳ك ৣ ৣ ᖺᗘ ফ২ ଜ ଜ ଜ ଜ ᖺᗘ ۄۈۊ/嵁崰崲嵈峼৴జ৩ਯ 13 ©2015 Nihon Unisys
Slide 15: Innovative Challenge Plan
1 ৸৬ฐ 2 র৽ੑَ,QQRYDWLYH&KDOOHQJH3ODQُभਤ⎃ 3 ৠਏ
Slide 16: Q2 consolidated results summary
ᵐᵎᵏᵔফᵑা ৴৽ਛౚ ଲષਲ਼ؚ३५ॸ१شঅ५ऋම৹दੜઽ ਹஇؚෞਹஇधुपੜஇ قਜ਼؟ك قাك ٛৠभএॖথॺٜ ফૻ ੜ ٹਲ਼ৈ ଲષਲ਼ؚ३५ॸ१شঅ५ਲ਼भ ಇশपेॉੜઽ ਲ਼ ৈ ᵏᵊᵐᵖᵑ ᵏᵊᵐᵏᵗ ᵉᵔᵒ ᵉᵓᵌᵑᵃ ਲ਼ ਹ இ ٹਹஇ ᵐᵗᵕ ᵑᵎᵎ Ṵᵑ Ṵᵏᵌᵏᵃ য੯ા॑রੱपଵાచुਤा ଵ ા Ṵᵐᵓᵒ Ṵᵐᵔᵔ ᵉᵏᵑ ᵉᵒᵌᵕᵃ ੜஇ ਹ இ ᵒᵑ ᵑᵒ ᵉᵗ ᵉᵐᵕᵌᵔᵃ ٹভઙपషരघॊෞਹஇ ভઙ
Slide 17: Breakdown of results by segment
ᵐᵎᵏᵔফᵑা ७ॢওথॺશभ૾ய قਜ਼؟ك ٥ɥ᭗ ٥ɥዮМႩ ْओઅٓ ᵉᵔᵒ Ӗද᭗ Ṵᵑ ≋”‧†‥≉≌ ίṴᵏᵌᵏήὸ ᵉᵏᵓᵑ ᵏᵊᵐᵖᵑ 䠄ᵉᵏᵑᵌᵎ䠂䠅 ᵏᵊᵐᵏᵗ ᵑᵎᵎ ᵐᵗᵕ ᵉᵏᵑ 397 ३५ॸ ᵏᵊᵏᵕᵑ 384 㔠⼥ᶵ㛵 १شঅ५ 䕦ᵒ ३५ॸ ྥ䛡ዲㄪ 106 102 ३५ॸ १شঅ५ 䠇ᵒᵑ 478 १شঅ५ 436 १এॺش 䕦ᵎ 271 १شঅ५ 271 䕦ᵗ १এॺش 䕦ᵒ १এॺش 75 241 १شঅ५ ᵉᵓ ॔क़ॺ 84 १شঅ५ 195 ९ش३থॢ እὀ㈝ቑຍ 244 ॔क़
Slide 18: Results by segment
ᵐᵎᵏᵔফᵑা ঐॺॵॣشશਲ਼ৈ قਜ਼؟ك ᗡೞ᧙ ܫπ࠻ ᙌᡯ ՠಅὉ්ᡫ ᩓщὉἇὊἥἋ˂ ٻ ٻق٫ك ق٫ك ق٫ك ق٫ك ق٫ كᵒᵗᵎ ᵒᵓᵒ ᵑᵐᵖ ᵑᵐᵓ 292 267 ᵐᵯ ᵐᵯ ᵐᵐᵏ ৰౚ 174 181 ৰౚ ᵏᵗᵕ ᵏᵕᵑ ᵏᵕᵕ 133 ᵕᵎ 123 103 110 ᵏᵯ ᵏᵯ ᵔᵕ 187 198 ৰౚ 154 144 ৰౚ 42 45 74 88 71 67 22 28 قস
Slide 19: Fiscal 2016 (March) full-year outlook
2016ফ3া ৢౚ୳ ৢౚ୳मਁகقাكऊैಌऩख قਜ਼؟ك ফা ৰౚ ফা ৣ୳ ফা ৢ୳ ফૻ ফૻ ૻ সપ সપ সપ ੜ ੜ ੜ ਲ਼ ৈ ᵏᵊᵐᵖᵑ ᵉᵔᵒ ᵏᵊᵓᵏᵕ ᵉᵒᵒ ᵐᵊᵖᵎᵎ ᵉᵏᵎᵖ ᵉᵒᵌᵎᵃ ਹ இ ᵒᵑ ᵉᵗ ᵖᵐ ᵉᵔ ᵏᵐᵓ ᵉᵏᵔ ᵉᵏᵒᵌᵒᵃ ভઙपషരघॊ ਊ ෞ ਹ இ ᵐᵓ ᵉᵓ ᵔᵎ ᵉᵕ ᵖᵓ ᵉᵏᵑ ᵉᵏᵕᵌᵑᵃ ْফা ৢ ਹஇभੜীੰٓ قਜ਼؟ؚੜमૻك ਲ਼ਹஇੜ ଵાੜ ٻ
Slide 20: Changes in financial position
قઅكଃਜఏभ 䕰 ০ফ২ৰౚ 䕱 ফ২ৰౚ ἧἼὊὉỿἵἕἉἷὉἧἿὊ ᐯࠁஜ ᾓᵍᾔἾἉỼ 75 قਜ਼؟ك ⮬ᕫ㈨ᮏ䠄ୖᮇ䠅 قਜ਼؟ك D/E䝺䝅䜸䠄ಸ䠅 71 ⮬ᕫ㈨ᮏ䠄ᮇᮎ䠅 70 42% 䝛䝑䝖D/E䝺䝅䜸䠄ಸ䠅 ⮬ᕫ㈨ᮏẚ⋡ 41% 41% 37% 36% 䕰 0.99 0.94 50 50 34% 0.90 䕱 䕱 36 36 748 810 807 830 0.70 0.69 688 712 0.63 617 665 0.61 䕰 0.51 0.49 0.42 0.41 13 䕱 0.37 䕰 ଜ
Slide 21: Slide 21