Rigaku Holdings Corp (RGAKF) Q3 2024 Earnings Call

Investor webinar replay

Replay transcript excerpt

We are pleased to present the fiscal results of RIGAC Holdings Corporation for the third quarter of fiscal year 2024. Jun Kawakami, president, will explain the business and growth strategy. And Akihiko Miki, CFO, will explain the financial results and the forecast for the current fiscal year. So we will now begin. Okay. Hi, this is Jun Kawakami, President and CEO of Aligaku Holding Corporation. Let me give you a kind of brief profile of Aligaku business and our growth strategy. Okay. Aligaku is a leading global company specializing in innovative X-ray analytical solutions for very diversified markets. We've been very deep index lane that really differentiates us from the competition. Company is about 80 billion yen in sales in fiscal 2023, and EBITDA margin is 25%. And we've been growing like 24% CAGR in the last three years or so. So very profitable, rapidly growing business. In terms of footprint, 30% of the sales are coming from Japan, the last 70% of our portfolio is really coming from the global market, so we are a fairly global company. In terms of product business, we have three segments of the business. One is this multi-purpose analytical instruments, which consists of a 45% of ourselves. And the semiconductor process control instruments have a 23% of our portfolio. And a component and services business have a 32% of the business. A very well-balanced, quite diversified business portfolio. In terms of end market reserve, semiconductor and electronic components is 33 percent life science 70 for seven percent and we serve very diversified uh end-use markets like metal battery petrochemical ceramics security you name it okay and also we serve the government and academia market which clearly deep in the r d innovations and the services are consists of 40 percent...