Screen Holdings Co U/Adr (SCRNY) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, everyone. Now we'd like to start Screen Holdings Financial Results Briefing on Second Quarter Fiscal Year ending in March 2025. Now, let me introduce you the speakers from our side. Toshio Hiroe, Representative Director, President, and CEO. This is Hiroe. Thank you very much for your kind cooperation and support. And Yoichi Kondo, Representative Director and CFO. I'm Kondo. And we also have two officers attending this meeting. Masato Goto, Senior Corporate Strategy Officer. And Akihiko Miyagawa, Senior Financial Strategy Officer. Now, we'd like to invite CFO Kondo to give us a summary of consolidated business results and forecast. Thank you very much. I would like to present you summary first half earnings of fiscal year ending March 2025. First half summary. Both sales and profits increased year on year. We hit the record highs for first half in terms of both net sales and OP income and margins. We revised the full-year earnings forecast upward driven by SBE, GA, and FD. We revised the annual dividend forecast upward from 233 yen to 247 yen per share, with the interim dividend increase to 120 yen per share. SBE, both sales and profits increased year-on-year, and net sales and operating income margin hit the record high for the first half. we expect a solid performance for the second half. GA and FT, first half earnings actually exceeded the forecast. The cash flow, in comparison with the first quarter, second quarter operating cash flow increased significantly. Next page. This is the first half net sale, 277.3 billion. OP income, 58.2%. Composition Group Sales by Destination So Japan, 14 percent, Taiwan, 19 percent, China, 40 percent, Korea, 3 percent, other Asia, 3 percent, North America, 14 percent, Europe, 7 percent. That is a commission group sal...