Alps Alpine Co Unsp/Adr (APELY) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

From now on, we will hold the first half of the Alps Alpine Co., Ltd. in March of 2026. Thank you very much for joining us today. The items that I will explain in this presentation will be as follows. Our speakers are President Noizumi, the CEO of Alpine Co., Ltd., My name is Kodaira, and I am the CEO and CFO of CFO. I would like to introduce myself as Kodaira. Hello, everyone. I am Kodaira, the CFO and CFO of Alps Alpine. This is the summary of what I would like to explain today. In March of 2026, the first half-year results were the same as the previous year, and the sales of the first half-year were the highest in the past. The cause of the increase was the high demand for mobile and private market-oriented products in the component business, As a result of the structural reform in the mobility business, the sales increase has improved both in terms of conversion and fixed costs, and the performance has improved. Next, for the climate plan announced on April 30th, the first half of the year was more expensive than expected, and the financial impact expected at the beginning was reduced, so both the component and mobility business and the sales and business profits exceeded the plan. In addition, in this fiscal year, the sales and business profits were carefully monitored due to the initial financial impact, and the results of the price increase negotiation with customers were advanced from the beginning, so the business performance forecast was corrected. As for the fiscal year, the financial impact was included, and the transparency was still strong, and the initial plan was postponed. Now, I would like to explain the results of the first quarter of the March fiscal year of 2026. The first quarter of the fiscal year was an increase in sales and sales in the same ...