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

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WEBVTT 00:00:01.432 -- 00:00:07.639 From now on, we will hold the first half of the Alps Alpine 00:00:07.639 -- 00:00:11.181 Co., Ltd. in March of 2026. 00:00:13.285 -- 00:00:17.868 Thank you very much for joining us 00:00:18.231 -- 00:00:21.875 today. The items that I will explain in this presentation will be as follows. 00:00:21.875 -- 00:00:23.955 Our speakers 00:00:24.818 -- 00:00:30.142 are President Noizumi, the CEO of Alpine Co., Ltd., 00:00:31.570 -- 00:00:36.218 My name is Kodaira, and I am the CEO and CFO of CFO. 00:00:36.218 -- 00:00:38.218 I 00:00:38.903 -- 00:00:42.589 would like to introduce myself as Kodaira. 00:00:42.589 -- 00:00:44.272 Hello, everyone. 00:00:44.272 -- 00:00:46.316 I am Kodaira, 00:00:46.316 -- 00:00:52.026 the CFO and CFO of Alps Alpine. This is the summary of 00:00:52.026 -- 00:00:56.731 what I would like to explain today. 00:00:56.748 -- 00:01:01.839 In March of 2026, the first half-year results were the same 00:01:01.839 -- 00:01:07.130 as the previous year, and the sales of the first half-year were the highest in the 00:01:07.130 -- 00:01:10.031 past. The cause of the increase 00:01:10.416 -- 00:01:14.926 was the high demand for mobile and private market-oriented 00:01:14.926 -- 00:01:19.911 products in the component business, As a result of the structural reform in the mobility 00:01:19.911 -- 00:01:24.959 business, the sales increase has improved both in terms of conversion 00:01:24.959 -- 00:01:27.923 and fixed costs, and the performance has improved. 00:01:27.923 -- 00:01:29.923 Next, 00:01:30.287 -- 00:01:35.315 for the climate plan announced on April 30th, the first half of the year was more 00:01:35.315 -- 00:01:39.842 expensive than expected, and the financial impact expected 00:01:39.842 -- 00:01:45.466 at the beginning ...