Hiroshi Nishio
CFO
Replay available
Mitsubishi Heavy Industries, Ltd. (MHVYF) Q2 2026 Earnings Call
Mitsubishi Heavy Industries, Ltd. (OTC: MHVYF) Q2 2026 earnings conference call, held 2025-11-07. Replay captured from the company's public earnings webcast.
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WEBVTT 00:00:00.031 -- 00:00:02.915 Thank you very much for attending this meeting. 00:00:02.915 -- 00:00:08.102 On my side, I would like to explain about the second quarter results and the full 00:00:08.102 -- 00:00:11.527 year outlook and an update on this 00:00:11.527 -- 00:00:15.790 management policy that we have on May 28th. 00:00:17.175 -- 00:00:22.843 The order intake for the fiscal year 2025 Q2 increased year over year to 3.3 trillion 00:00:22.843 -- 00:00:29.309 yen. Order backlog was 11.5 trillion yen. This was because... 00:00:31.958 -- 00:00:37.504 North America market, the largest market in the world. 00:00:38.148 -- 00:00:42.074 Another reason was this result is that we were able to receive orders for a lot, very 00:00:42.074 -- 00:00:43.857 large 00:00:43.857 -- 00:00:45.857 company. 00:00:49.325 -- 00:00:53.372 Growth businesses such as energy systems and defense, the state growth in the plants 00:00:53.372 -- 00:00:57.315 and infrastructure business reaching 2.1 trillion. 00:00:58.030 -- 00:01:02.297 increased slightly year-over-year to 170 billion yen. 00:01:02.297 -- 00:01:04.120 Outlook 00:01:04.120 -- 00:01:08.226 for the fiscal year, 25 order intake is 6.1 trillion yen. 00:01:08.226 -- 00:01:12.753 We think we'll be able to recover the impact coming from Mitsubishi Logistics Index, 00:01:12.753 -- 00:01:15.678 which we made an announcement on September 30th. 00:01:15.678 -- 00:01:19.023 The major reason behind this is that we anticipate that the energy business is going 00:01:19.023 -- 00:01:22.288 to increase by 1 trillion yen compared to the initial guidance. 00:01:22.288 -- 00:01:26.515 The outlook for business profit is unchanged at 390 billion yen. 00:01:26.515 -- 00:01:29.140 Current business environment is unchanged. 00:01:29.140 -- 00:01...