Tdk Corp S/Adr (TTDKY) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Now it is time to start the full-year performance briefing of TDK Corporation for the fiscal year March 2025. Thank you very much for taking time out of your busy schedule to attend the briefing today. First, let me introduce the attendees. President and CEO, Noboru Saito. Senior Executive Vice President CFO Tetsuji Yamanishi. Thank you. Executive Vice President Shigeki Sato. Thank you very much. Corporate Officer Fumio Sashida. Thank you very much for having me. Corporate Officer Takao Tsutsui. Thank you. That are all the attendees. Today, we will present the results for the fiscal March 2025 and our projections for the fiscal March 2026. And before that, Mr. Saito will summarize our message for today and progress on the mid-term management plan, followed by a Q&A session. We plan about 90 minutes for the entire session. Please note that today's materials are available on our website in both Japanese and English, so please refer to them as well. Hello, I am Saito. Thank you very much for joining us today. First, let me start by sharing what we would like to communicate to you today. In the fiscal year ending March 2025, we posted record high net sales and profits. Free cash flows also exceeded our expectations, and we revised the shareholder return upward from the initial plan and increased the dividends. For the fiscal March 2026, with the impact of additional tariffs set by the new U.S. administration, the economic environment is highly uncertain, so we prepared the forecast based on two scenarios, base and risk scenarios. For shareholders' return, even in the risk scenario, we plan to maintain 30 yen per share. This is the second year of the mid-term plan. We will touch on the progress, especially our robust portfolio management that is a progress over growth str...