Screen Holdings Co U/Adr (SCRNY) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, everyone. Now, we'd like to start the earnings call by screen holdings for the first quarter of fiscal year ending in March 2026. Now, let me introduce you the presenters for today. First of all, Masato Goto, Representative Director, Member of the Board, President, Chief Executive Officer. Yoichi Kondo, Director, Member of the Board, Executive Vice President, Chief Financial Officer. And along with CEO and CFO, we have three officers attending this meeting. Manabu Ishimura, Managing Executive Officer. Akihiko Miyagawa, Senior Executive Officer. And Shihou Otobe, Executive Officer. Let me invite Vice President Kondo to give you the presentation on the outline of the consolidated results and the forecast. Now, Mr. Kondo, microphone is yours. Now, let me give you the outline of the consolidated results for the first quarter for the year ending in March 2026. So we had the increase of the sales and decrease of the profit. And that sales was 135.7 billion yen, that is plus 1.2% QOQ. And operating income was 24.3 billion yen, minus 12.2%. And OP immersion was 18%, that is minus 2.7 point QOQ. But they are within our expectations. And as for the SPE, we had the sales and profits both fell year on year, but this is within our expected range. And FT, we saw the significant growth in the sales and the profits. We could make a good start, buoyed by the robust FT market. And in the balance sheet, the equity ratio was 64.5% because of the depression of the asset. And next is the consolidated results. The sales was they are 135.7 billion yen. Operating income was 24.3 billion yen. And OP immersion was 18%. And ordinary income was 24.5 billion yen. And net income 16.6 billion yen. And OP income minus 3.3. Ordinary income minus 3.3. Net income minus 1.5 billion yen. ...