Minebea Mitsumi Inc U/Adr (MINBY) Q3 2026 Earnings Call

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WEBVTT 00:00:01.347 -- 00:00:06.251 Hello, this is Yoshida. Today, I would like to explain the consolidated financial results 00:00:06.251 -- 00:00:11.453 for the third quarter of the fiscal year ending March 2026. 00:00:13.936 -- 00:00:19.080 Consolidated net sales for the third quarter of the fiscal year ending March 2026 was 00:00:19.080 -- 00:00:25.043 up 22.8% year-on-year and up 10.3% quarter-on-quarter to total 453.9 billion yen. 00:00:30.168 -- 00:00:33.129 Operating income was up 17.8% 00:00:33.129 -- 00:00:38.992 year-on-year and up 14.3% quarter-on-quarter to total 30.8 00:00:38.992 -- 00:00:40.953 billion yen. 00:00:40.953 -- 00:00:46.796 Profit for the period attributable to owners of the parent was up 19.4% year-on-year 00:00:46.796 -- 00:00:49.057 and increased by 17.5% 00:00:49.057 -- 00:00:53.339 quarter-on-quarter to total 20.8 billion yen. 00:00:53.339 -- 00:00:58.000 Both net sales and operating income exceeded our plan. 00:00:58.695 -- 00:01:03.137 We estimate that foreign currency exchange risk to have a quarter-on-quarter impact of 00:01:03.137 -- 00:01:06.397 plus 12.8 billion yen 00:01:06.458 -- 00:01:09.819 and year-on-year impact of plus 9.6 billion yen in net sales. 00:01:09.819 -- 00:01:15.201 Quarter-on-quarter impact was plus 1.7 billion yen and year-on-year impact was plus 0.2 00:01:15.201 -- 00:01:18.582 billion yen in operating income. 00:01:20.383 -- 00:01:26.465 This is the quarterly trend in net sales, operating income, and operating margin. 00:01:26.465 -- 00:01:30.346 The operating margin for the third quarter was 6.8%. 00:01:30.406 -- 00:01:35.648 This represents a year-on-year decrease of 0.3 percentage points and a quarter-on-quarter 00:01:35.648 -- 00:01:39.589 increase of 0.2 percentage points. 00:01:40.110 -- 00:01:44.211 ...