Third Quarter for Fiscal Year Ending March 2025
Financial Results Explanatory Materials
February 2025 | Premier Market of the Nagoya Stock Exchange, Prime Market of the Tokyo Stock Exchange, Securities Code: 6134
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Contents
01 | Financial Summary
02 | Financial Forecast for FY2025
03 | Appendix
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01 | Financial Summary
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Q3FY2025 Results
- Sales in the main business division, Robotic Solutions, were slightly weaker due to softer demand in Europe
■ Orders are recovering mainly in China and other regions in Asia ■
(Millions of yen)
Q3FY2024 | Q3FY2025 | YoY change | ||
results | results | Amount | Percentage | |
Orders | 85,021 | 83,293 | -1,728 | -2.0% |
Net sales | 95,668 | 93,565 | -2,102 | -2.2% |
Operating profit | 10,613 | 9,788 | -825 | -7.8% |
Ordinary profit | 11,965 | 11,174 | -790 | -6.6% |
Profit attributable to owners of parent | 8,204 | 8,449 | +245 | +3.0% |
Orders
142,429 | ||
27,800 | 116,209 | |
26,906 | 31,187 | 83,293 |
45,310 | 28,954 | 32,755 |
42,411 | 28,437 | 25,760 |
27,630 | 24,777 | |
FY2023 | FY2024 | FY2025 |
Q4
Q3
Q2
Q1
Net sales
153,326 | ||
37,865 | 127,059 | |
93,565 | ||
36,791 | 31,391 | |
33,110 | 30,607 | |
39,436 | ||
29,503 | 31,907 | |
39,233 | 33,054 | 31,051 |
FY2023 | FY2024 | FY2025 |
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Analysis of Changes in Operating Profit
Changes in gross profit: -1,020 | Changes in SG&A exp.: +195 | (Millions of yen) |
Net sales | Net sales |
95,668 | 93,565 |
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Balance Sheet Summary
- Total assets decreased by 1,376 million yen due to a decrease in inventories
- Total liabilities increased by 6,055 million yen due to factors such as notes payable - facilities and
income taxes payable | (Millions of yen) | ||||||
As of March 31, | As of December | Difference | Factors of change | ||||
2024 | 31, 2024 | ||||||
Current assets | 161,436 | 159,861 | -1,574 | Cash and deposits +1,533 | |||
Inventories -3,258 | |||||||
Non-current assets | 89,501 | 89,700 | +198 | ||||
Total assets | 250,937 | 249,561 | -1,376 | ||||
Current Liabilities | 18,406 | 25,367 | +6,960 | Notes payable - facilities +2,959 | |||
Income taxes payable +1,600 | |||||||
Notes and accounts payable - trade +1,532 | |||||||
Non-current liabilities | 4,252 | 3,348 | -904 | Deferred tax liabilities -925 | |||
Total liabilities | 22,659 | 28,715 | +6,055 | ||||
Foreign currency translation adjustment +1,459 | |||||||
Net assets | 228,278 | 220,846 | -7,432 | Treasury shares -5,861 | |||
Valuation difference on available-for-sale | |||||||
securities -3,298 | |||||||
Total liabilities and net assets | 250,937 | 249,561 | -1,376 | ||||
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Segment Results: | Robotic Solutions Summary |
■ A full recovery is yet to be seen in electronics demand, resulting in lower sales and profits
(Millions of yen) | |||||||
Q3FY2024 | Q3FY2025 | YoY change | |||||
results | results | ||||||
Amount | Percentage | ||||||
Orders | 75,900 | 74,292 | -1,608 | -2.1% | |||
Net sales | 86,523 | 84,307 | -2,215 | -2.6％ | |||
Operating profit | 14,445 | 11,870 | -2,575 | -17.8% | |||
Order backlogs | 34,505 | 24,520 | -9,985 | -28.9% | |||
Orders
127,708
24,967 | 104,005 | |
22,997 | 28,104 | 74,292 |
41,558 | 26,093 | 29,445 |
38,185 | 24,278 | 22,869 |
25,528 | 21,976 | |
FY2023 | FY2024 | FY2025 |
Q4
Q3
Q2
Q1
139,879 | Net sales | |
34,458 | 114,596 | |
84,307 | ||
33,912 | 28,073 | |
30,006 | 27,644 | |
35,334 | ||
26,041 | 28,406 | |
36,174 | 30,474 | 28,257 |
FY2023 | FY2024 | FY2025 |
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Segment Results: | Robotic Solutions Net Sales by Region |
QoQ | ■ China: Increased capital investment related to smartphones |
■ Rest of Asia: Capital investment grew mainly in Vietnam and India | |
30,474 | 30,006 | 28,257 | 28,406 | |||
3% | 28,073 | 27,644 | ||||
26,041 | 2% | |||||
17% | 20% | 2% | 2% | 4% | 3% | |
1% | ||||||
17% | 12% | 18% | 11% | |||
4% | ||||||
19% | 4% | 2% | 4% | 1% | 5% | |
12% | 13% | |||||
4% | 14% | 13% | 9% | 10% | ||
22% | 11% | 22% | ||||
22% | 27% | 30% | 29% | |||
26% | ||||||
34% | 31% | 28% | 32% | 39% | 32% | 35% |
8% | 8% | 10% | 7% | 8% | 6% | 7% |
Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 |
FY2024 | FY2025 |
(Millions of yen)
Other
Europe
North America (excl. U.S.)
U.S.
Rest of Asia
China
Japan
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Segment Results: Robotic Solutions Net Sales by Sector
QoQ | ■ Telecom.: There were multiple cases of capital investment for Chinese smartphone brands |
- Other: There were large investments in relation to electronic tags
(Millions of yen)
30,474 | 30,006 | 28,073 | 28,257 | 28,406 | 27,644 | |||||
26,041 | ||||||||||
24% | 26% | |||||||||
21% | 18% | 19% | ||||||||
15% | 24% | |||||||||
6% | 7% | |||||||||
14% | 7% | 10% | 15% | 6% | ||||||
8% | 11% | |||||||||
6% | 10% | |||||||||
16% | 9% | 11% | 10% | |||||||
20% | ||||||||||
27% | 17% | |||||||||
4% | 20% | 18% | ||||||||
28% | ||||||||||
10% | 5% | |||||||||
11% | 4% | 4% | 5% | 3% | ||||||
2% | 3% | 4% | 5% | |||||||
7% | 10% | 2% | 5% | |||||||
7% | 14% | 2% | 1% | 8% | 6% | 4% | 9% | |||
7% | 15% | |||||||||
22% | 2%5% | 14% | 16% | 22% | 21% | |||||
10% | 8% | |||||||||
Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 | ||||
FY2024 | FY2025 |
Other
Semiconductor (FFT*)
Semiconductor (FUJI)
Automotive
Consumer electronics
Industrial machines
Server
Computer
Telecommunications
*FFT: Fasford Technology
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Segment Results: Robotic Solutions Net Sales by Machine Type
QoQ | ■ Increased demand from Chinese smartphone brands led to an increase in the sales ratio of |
NXT modules | |
(Millions of yen) | |
Parts, modifying, repairing |
30,474
22%
19%
9%
3%
47%
26,041
24%
29%
6%
7%
34%
30,006
23%
22%
5%
11%
39%
28,073
24%
24%
4%
11%
37%
28,257
22%
19%
4%
11%
44%
28,406
26%
26%
7%
11%
30%
27,644
25%
16%
4%
6%
49%
Other products
General purpose mounters: AIMEX series
High-speed mounters: NXTR
High-speed mounters: NXT
Q1 | Q2 | Q3 | Q4 | Q1 | Q2 | Q3 |
FY2024 | FY2025 |
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