Roland Corp (RLDCF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, I'm Hakamata from CFO. In December 2025, I would like to explain the third half-year calculation. The third half-year累計実績 is based on the performance, except for the river effect, and is based on the total total cost increase and increase. As shown in the previous calculation explanation session, the impact from the third half-year has become complete. In our company, we are making rapid efforts to focus on price optimization, and the impact will be reversed on the basis of pre-pricing, and it will be in the form of increase in quality, increase in revenue, and increase in profit. There has been no change in the performance forecast for the second quarter. In order to increase the accuracy of the financial impact, we will continue to follow the same pattern this time. In terms of the financial impact after the next quarter, it will continue to be a cost-increasing factor against the previous quarter, but we believe that the increase in the amount can be offset by countermeasures and other effects. Now, let's look at the points of the third quarter calculation. The sales volume is 6.95 billion yen, and the total cost is minus 0.1%. In addition to Kawa Seikyo, the actual power base is 1.7% more. We were concerned that the demand for the U.S. would deteriorate due to the tax policy, but the sell-through of our products has been a significant move. The operating profit is 6.1 billion yen, which is minus 4.6%. This is also an increase of 8% based on the basis of the reduction in the river effect. The cash inflow has been made full-scale since the third quarter, but it has been reversed due to price fluctuations. I would like to explain the details later. This is PL. There is a cost increase due to the tax, but the profit rate has improved except for the river. The ...