Replay available
Nippon Paint Hldgs Co Ltd (NPCPF) Q2 2025 Earnings Call
Nippon Paint Hldgs Co Ltd (OTC: NPCPF) Q2 2025 earnings conference call, held 2025-08-08. Replay captured from the company's public earnings webcast.
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Replay transcript excerpt
WEBVTT 00:00:01.043 -- 00:00:05.167 Thank you. And hello, everyone. I 00:00:05.167 -- 00:00:09.252 am Wakatsuki, co-president of Nippon Paint Holdings. 00:00:09.252 -- 00:00:11.314 Thank you so much for your attendance today. 00:00:11.314 -- 00:00:16.079 Despite your busy schedules, I will now explain the highlights of our financial results 00:00:16.079 -- 00:00:19.741 for the second quarter of FY 2025. 00:00:19.963 -- 00:00:23.525 We're also joined by the media today. 00:00:25.990 -- 00:00:28.631 First, page three. 00:00:28.820 -- 00:00:32.125 This is a summary of the second quarter of 2025. 00:00:32.125 -- 00:00:37.693 As you can see, on Tanshin basis, revenue was 446.7 00:00:37.693 -- 00:00:40.234 billion yen. 00:00:41.498 -- 00:00:47.627 After adjusting for the change in the trading business model in China, it 00:00:47.627 -- 00:00:50.231 grew by 5.7%. Operating 00:00:50.231 -- 00:00:55.696 profit was 69.7 billion yen, growing by 36.2%. 00:00:56.022 -- 00:01:01.349 and they are new record highs. For new consolidation, India and AOC 00:01:01.349 -- 00:01:06.417 contributed three months' worth of results, and margins also improved by 3.8 00:01:06.417 -- 00:01:10.402 points, partly due to AOC's contribution. 00:01:10.402 -- 00:01:16.330 While the exchange rate impact on revenue was a significant negative of 9% year-on-year, 00:01:16.330 -- 00:01:19.933 as you can see on the bottom right, 00:01:23.528 -- 00:01:28.655 which is 38.8 billion yen impact in revenue and 5.2 billion yen 00:01:28.655 -- 00:01:31.376 impact on OP. 00:01:33.041 -- 00:01:38.408 The 14% contribution from India and AOC more than offset 00:01:38.408 -- 00:01:39.809 this. 00:01:39.809 -- 00:01:41.271 In 00:01:41.271 -- 00:01:46.959 OP it had 18.1 billion yen impact and revenue 60.43 00:01:46.959 --...