Panasonic IR Representative
Head of Investor Relations
Replay available
Panasonic Holdings Corporation (0QYR) Q1 2026 Earnings Call
Panasonic Holdings Corporation (LSE: 0QYR) Q1 2026 earnings conference call, held 2025-07-30. Replay captured from the company's public earnings webcast.
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WEBVTT 00:00:01.229 -- 00:00:06.734 Hello, this is Juanico. Thank you very much for joining us. 00:00:07.458 -- 00:00:14.365 I will now give the overview of the fiscal 2026 first quarter financial results. 00:00:14.728 -- 00:00:17.092 First, the summary. 00:00:17.092 -- 00:00:22.380 Sales increased in all segments, but overall sales decreased with the 00:00:22.380 -- 00:00:25.802 deconsolidation of automotive. 00:00:27.841 -- 00:00:32.868 By business, sales of generative AI-related businesses in industry and 00:00:32.868 -- 00:00:38.114 energy increased, in addition to increased sales of process automation 00:00:38.114 -- 00:00:43.221 and connect. Adjusted operating profit increased overall due to increased 00:00:43.221 -- 00:00:47.026 profit in all segments, offsetting the impact of U.S. 00:00:47.026 -- 00:00:50.888 tariffs and the automotive deconsolidation. 00:00:50.892 -- 00:00:56.403 Net profit increased due to an improvement in income taxes, despite 00:00:56.403 -- 00:01:00.591 a deterioration in non-operating income and loss. 00:01:00.591 -- 00:01:07.160 Operating cash flows decreased year-on-year due mainly to the automotive deconsolidation. 00:01:09.303 -- 00:01:15.109 fiscal year March 2026 full year forecast, the group-wide forecast remains unchanged. 00:01:15.109 -- 00:01:20.155 The impact of U.S. tariffs from FY March 26 Q2 onward 00:01:20.155 -- 00:01:25.400 has not been factored into the current forecast since the situation remains fluid 00:01:25.400 -- 00:01:30.486 and requires more time for careful assessment given the recent major developments. 00:01:30.486 -- 00:01:35.791 The forecasts by segment are revised for CONNECT and other elimination 00:01:35.791 -- 00:01:39.391 and adjustments. Now the details. 00:01:39.391 -- 00:01:45.777 For the consolid...