Roland Corp (RLDCF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

This is Minowa from CFO. Thank you for taking the time out of your busy schedule today. First, I would like to explain the summary of the settlement from my side, and then I would like to explain the details from the red line of CFO. The results of the first half of the year were a landing on the estimated line of the company, including all expenses, increase and decrease, sales, and profits, except for the influence of the exchange rate. I was worried about the decline in demand due to the confusion of the tax policy, but so far, there has been almost no confusion in terms of demand, and I think that sales are doing well. On the other hand, We expect that the cost increase due to tariffs will be a negative factor for our profits in the future, but it is not a scale that will have a significant impact on our management itself, so please rest assured about that. However, of course, there is a certain amount of impact, so at the moment, we are working on price optimization, production control, and cost control, We are working to reduce the impact by expanding the share so that we can change this crisis into an opportunity. We expect that the effect will become more and more serious in the future. Based on the current situation, we have decided to pay 85 yen per piece as planned. In addition, there is no change in the current measures and expected effects regarding the continued business forecast, end-to-end response forecast. We believe that the timing of the third quarter's settlement can be corrected from the current continuous business forecast to the fixed business forecast. Now, I will explain the details from Akamata. Hello, I am Hakamata from CFO. This is today's content. First, I will explain the summary of the second half-year calculation. This is the point of...