Sumco Corp Ord (SUMCF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you for your participation today. This is the results briefing for the second quarter of the fiscal year ending December 2025. Before starting the presentation, allow me to confirm today's materials, which consist of four items, the consolidated financial results for the six months ended June 30, 2025, the announcement concerning the difference between forecast and actual figures for the six months ended June 30, 2025, the announcement regarding interim dividend, and the presentation deck entitled Results for Q2 Fiscal 2025. Next, a disclaimer. The estimates, expectations, forecasts, and other future information discussed here and shown in today's materials were prepared based on the information available to the company as of today and on certain assumptions and qualifications, including our subjective judgment. Actual financial performance or results may differ substantially from the future information contained in this material and due to risk factors including domestic and global economic conditions trends in the semiconductor market and foreign exchange rates we will have presentations today from representative director chairman and ceo mayuki hashimoto and representative director and vice president cfo shinichi kubozoe chairman and ceo hashimoto will discuss our forecasts and operating environment to be followed by an explanation of the financial results by CFO Kubo Zoe. We have set aside time for a Q&A session as well. I will now hand over to Chairman Hashimoto. I am Chairman Hashimoto. I will start with an overview of the Q2 results. Q2 came in slightly ahead of plan. Sales were 102.9 billion yen. The overshoot at top line should be considered within the margin of error, reflecting variance in timing related to the physical arrival of freight shipments b...