Nec Corp Unsp/Adr New (NECPY) Q1 2027 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for your precious time despite your busy schedule. We have just made an announcement for the FI2027, the first quarter, as well as fully in the forecast for FI2027 March. This shows the important points I'd like to cover today. As has been announced in our press list on July 10th, actually we have changed some segmentations. As for the numbers for FY26 March, actually these numbers are based upon the newly created segmentations. And also for your information, the unit in this set of materials is ¥1 billion. Now allow me to go through the financial results for Q1 FY27 March. First, I'd like to begin with these key takeaways. IT services, domestic as well as aerospace and national security actually turned Rubino quite firm, making great contributions to overall performance. Starting from the main, actually, we incorporated CSG in the USA. Thank you for watching. Based upon the actually latest progress for the first quarter, actually we revised up our full year forecast. In regards to non-GAAP opening profits, compared with the past announcement, actually increased 10 billion yen becoming 430 billion yen. First, allow me to go through the major numbers as well as the segment performance. The bottom left shows the action numbers, performance basis, excluding the M&A and impacts. Assuming that starting from last year, revenue actually improved 9.8% or profit grew 27 billion yen. As for the actions by segment, allow me to move on to the next pages. First, IT services segmentation. Domestic situations, the blue cellar expanded, and also due to the impacts from the structural reform among the subsidiaries, on a basis actually, the profit actually improved 13.4 billion yen. and Profit are actually improved 2.7 points. As for the overseas, due to the CSC newly integr...