Resonac Holdings Cp U/Adr (SHWDY) Q2 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.453 -- 00:00:05.802 Good evening. I am Hideki Sumemiya, CFO of Resonac Holdings 00:00:05.802 -- 00:00:11.170 Corporation. I would like to express my sincere gratitude for your continued understanding 00:00:11.170 -- 00:00:16.158 and support of our company. Today, I will present an overview of the financial results 00:00:16.158 -- 00:00:20.365 for the first half of the fiscal year ending December 2025. 00:00:20.365 -- 00:00:23.470 Please refer to the second slide, Key Takeaways. 00:00:23.470 -- 00:00:27.538 There are two main points I would like to share with you today. 00:00:27.538 -- 00:00:32.587 The first is the improvement in core operating profit compared to the same period of 00:00:32.587 -- 00:00:37.817 last year. This was due to the semiconductor and electronic materials segment 00:00:37.817 -- 00:00:43.585 performing well this year, offsetting the underperformance of the chemicals segment. 00:00:43.585 -- 00:00:49.110 The second is the steady progress made against the forecast for FY 2025 00:00:49.110 -- 00:00:51.653 announced on February 13. 00:00:51.653 -- 00:00:57.398 Consequently, the annual guidance is kept unchanged at this time. 00:00:57.398 -- 00:01:03.864 We will now proceed to the explanation of the results for the first half of FY 2025. 00:01:03.864 -- 00:01:08.889 Please turn to page 3. This slide shows the consolidated results for 00:01:08.889 -- 00:01:13.589 the first half compared to the same period last year. 00:01:13.589 -- 00:01:18.235 First, revenue for the sixth month was 642.1 00:01:18.235 -- 00:01:23.642 billion yen, while the semiconductor and electronic material segment saw a significant 00:01:23.642 -- 00:01:28.769 increase in revenue compared to the last year, the mobility segment and the chemical 00:01:28.769 -- 00:0...