Sumitomo Bakelite (SBKLF) Q2 2024 Earnings Call

Investor webinar replay

Replay transcript excerpt

Next, I would like to explain the second half of the March fiscal year in 2025. Next. This is the report from last year. compared to the previous year. Sales, business profits, business profits, and trade profits, we were able to overcome all of them in the previous year, and I think this is one of the best figures in the past. These are semiconductor-related materials, high-performance plastics centered on phenol, as well as quality of life. These are the numbers of sales and business profits in these three sections. In the past year, we have been able to produce more and more sales and profits in these three sectors. Regarding the semiconductor industry, Taiwan did not do well, but China did well. This is still the case. As for the high-function technology, it was a little better last year because it was too bad. We still have a long way to go to earn a lot of profit, but we have made more progress than last year. In terms of quality of life, we continued to extend both medical and film seats last year. I think this is the result of this year. Next, please. This is a graph of sales revenue. In conclusion, it sold more than last year. That's all. Next, please. In terms of profits, we have a profit of about 3 billion yen. This is a lot of profit from the number of sales. Unfortunately, the fixed cost has been increased due to semiconductor and high-end plastics. Regarding this, As for Bakelite, we did a bear and raised the interest rate, so the fixed cost was reduced to a fixed cost increase. This is the result of the increase of 3 billion yen. Next, please. Next, please. We haven't changed the number from the initial announcement. We want to make 3,090 billion yen, no matter what. I don't know what will happen to the president of the United States, and I don't know ...