Alps Alpine Co Unsp/Adr (APELY) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

From now on, the Alps Alpine Co., Ltd. will hold a second half-term settlement meeting in March of 2026. Thank you very much for joining us today. The items I will explain in this meeting will be as follows. The speakers are Izumi, the president of the representative management, and Kodaira, the CEO and CFO of the representative management, the executive director. The content of the settlement is from Kodaira. As for the progress of the medium-term management plan 2027, I will explain it from Izumi. Then, from Kodaira of CFO, I would like to report the settlement of the second half of March of 2026. This is Kodaira of COO CFO. First of all, this is a summary of the whole of the settlement. The results of the Kamiki have had a negative effect on the yen price of Kawase, In the previous year, sales increased at the same level as the previous year, and the sales value of the paper machine increased by the sales value of the Component Mobility business, and recorded the highest in the past. In terms of operating profits, sales increased mainly due to measures such as buying up to customers, and the improvement of change cost at the reduction of new products and abnormal costs, as well as the improvement of various fixed costs have increased. As for the plan announced on July 31st for the second half-year results, In addition to the increase in sales of the component sensor communication business, the mobility business has progressed more than expected in negotiations with customers on the improvement of change cost and tax impact. In addition, a part of the development cost has shifted to Shimo, which has led to a large increase in sales. The above is the final summary until the second half of March 20, 2026. According to the forecast for the second quarter, in addition ...