Meiko Electronics Co., Ltd. · TSE:6787
Meiko Electronics — Q1 FY2025 Earnings Presentation
8 slides from Meiko Electronics's earnings presentation, Aug 6, 2025
Slide 1: FY2025 Financial Results Briefing
FY2025 Financial Results Briefing Aug 6, 2025 （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 statemen
Slide 3: FY2025 Q1 Results
FY2025 Q1 Results （billion yen） FY2024 FY2024 FY2025 Y-on-Y Q-on-Q Q1 result % Q4 result % Q1 result % Diff. % Diff. % PCB 38.9 44.9 42.7 3.8 9.8% -2.2 -4.9% Net sales 8.1 10.1 10.4 2.3 Electronic Equipment 28.4% 0.3 3.0% 47.0 55.0 53.1 6.1 13.0% -1.9 -3.5% PCB 3.0 7.7% 3.9 8.7% 4.8 11.2% 1.8 60.0%
Slide 4: FY2025 Forecast
FY2025 forecast （billion yen） FY2025 FY2025 Initial forecast % Revised forecast % Diff. % PCB 174.0 182.0 8.0 4.6% Net sales 39.0 41.0 Electronic Equipment 2.0 5.1% 213.0 223.0 10.0 4.7% PCB 17.7 10.2% 20.5 11.3% 2.8 15.8% Operating income 2.3 3.0 Electronic Equipment 5.9% 7.3% 0.7 30.4% 20.0 9.4% 2
Slide 5: Net Sales by Product Application
Net Sales by Product Application （billion yen） FY2024Q1 FY2024Q4 FY2025Q1 Y-on-Y Q-on-Q results results results Diff % Diff % Automotive 23.0 22.7 22.1 -0.9 -3.9% -0.6 -2.6% Smartphones 6.1 6.7 6.0 -0.1 -1.6% -0.7 -10.4% Tablets Telecommunications 2.3 6.2 4.8 2.5 108.7% -1.4 -22.6% Package 0.4 0.2 0
Slide 6: Net Sales by Product Specification
Net Sales by Product Specification （billion yen） FY2024Q1 FY2024Q4 FY2025Q1 Y-on-Y Q-on-Q results results results Diff % Diff % 4-layer board or lower 11.3 10.3 10.2 -1.1 -9.7% -0.1 -1.0% 6-layer board or higher 8.1 8.6 8.4 0.3 3.7% -0.2 -2.3% MLB 19.4 18.9 18.6 -0.8 -4.1% -0.3 -1.6% 8-layer board o
Slide 7: FY2025 forecast by Product Application
FY2025 forecast by Product Application （billion yen） FY2025 Initial forecast Revised forecast Diff % Automotive 91.0 91.0 0.0 0.0% 27.5 28.0 0.5 Smartphones Tablets 1.8% Telecommunications 20.0 25.0 5.0 25.0% Package 1.5 1.5 0.0 0.0% Module 13.5 14.0 0.5 3.7% Amusement/Smart Appliances /Industrial E
Slide 8: FY2025 forecast by Product Specification
FY2025 forecast by Product Specification （billion yen） FY2025 FY2025 Initial forecast Revised forecast Diff % 4-layer board or lower 39.0 39.0 0.0 0.0% 6-layer board or higher 34.0 34.0 0.0 0.0% MLB 73.0 73.0 0.0 0.0% 8-layer board or lower 51.0 56.5 5.5 10.8% 10-layer board or higher 43.0 45.5 2.5