Replay available
Panasonic Holdings Corporation (0QYR) Q4 2026 Earnings Call
Panasonic Holdings Corporation (LSE: 0QYR) Q4 2026 earnings conference call, held 2026-05-12. Replay captured from the company's public earnings webcast.
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Replay transcript excerpt
WEBVTT 00:00:00.031 -- 00:00:04.796 I will present the consolidated financial results of Panasonic Holdings Corporation for 00:00:04.796 -- 00:00:09.302 fiscal 2026 ended March 31st, 2026, 00:00:09.302 -- 00:00:12.245 and the forecast for the fiscal year ending March 2027. 00:00:12.245 -- 00:00:17.271 We are presenting our financial results and forecast based on the new 00:00:17.271 -- 00:00:22.637 reportable segments starting from this earnings briefing following the new 00:00:22.637 -- 00:00:26.456 group structure as of January 20th. First, the highlights. 00:00:26.456 -- 00:00:31.588 Sales and profit decreased year-on-year. Sales decreased overall, despite higher sales 00:00:31.588 -- 00:00:36.700 of Kinect, Electric Works, Energy, and Industry, due to lower sales of 00:00:36.700 -- 00:00:42.995 HVAC and CC, and Smart Life, as well as the deconsolidation of automotive. 00:00:42.995 -- 00:00:48.122 Adjusted operating profit decreased overall despite increased profit of Connect, Electric 00:00:48.122 -- 00:00:53.449 Works, HVAC and CCN Industry due to lower profit resulting from one-ton 00:00:53.449 -- 00:00:58.516 expenses related to past in-vehicle manufacturing process issues of energy 00:00:58.516 -- 00:01:01.821 and the automotive deconsolidation. 00:01:01.821 -- 00:01:06.988 Operating profit and net profit decreased due to recording of restructuring expenses 00:01:06.988 -- 00:01:10.169 for the group management reform. 00:01:10.298 -- 00:01:15.567 Operating cash flow decreased year-on-year due to the non-recurrence of monetization 00:01:15.567 -- 00:01:20.396 of IRA tax credit through transferable method in FY25 00:01:20.396 -- 00:01:25.524 and restructuring expenses. As for the FY27 forecast, overall 00:01:25.524 -- 00:01:30.593 sales are expected to decrease...