Sumitomo Bakelite (SBKLF) Q4 2023 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, everyone. I'm Fujiwara, the president. I'd like to give a brief presentation. Next slide, please. First, I'd like to announce the results of the previous year. Next, please. As shown here, this is a comparison of March 2023 and March of the previous year, 2024. Sales revenue, business profit, business profit, and long-term profit have increased compared to the previous year. Unfortunately, the ROE alone has slightly decreased. Next, please. This is the net profit from 2018. To tell you what was particularly good, the net profit was 4 years. we were able to continuously improve our business. In this figure, we were able to mark the highest number of sales profits, business profits, and net profits in the past. Next, please. This is the performance of each segment. Compared to the previous year, the semiconductor industry has increased in volume, high-performance plastics have slightly decreased in volume, and the quality of life has increased by about 100 million yen. Next, please. I will not go into detail on this page, but this figure shows the sales volume for each quarter of semiconductor, high-capacity opera, and quality of life. Next slide, please. This is the summary. The sales increased from 2,849 billion yen to 2,870 billion yen, 73 billion yen, and 23 billion yen. Unfortunately, in terms of quantity, the high-tech plastics have pulled quite a bit. Especially in the first half of the previous year. In the first half of the year, the sales did not increase. The same goes for quality of life. The film related to the semiconductor industry did not sell as well as we expected. Due to the influence of the exchange rate, the sales increased to 2873. Next, I would like to talk about interest rates. The interest rate increased from 25.4 billion yen to 27.5 bil...