Q&A Session at Financial Results Briefing

Last year saw significant growth in telecommunications, but what is the outlook for the current fiscal year?

The outlook for the current fiscal year remains positive.

How will tariffs and other factors affect sales forecasts for fiscal 2025?

Our estimate is that the currency impact will be 12 billion yen and the tariff impact will be 10 billion yen.
The direct impact of the tariffs will be limited. However, we have taken into account the slowdown in the global economy.

What is the current status of PCBs for automotive?

Orders for PCBs for Japanese manufacturers are expected to increase towards 2030.
Orders for build-up PCBs from North American and Chinese manufacturers are also expected to expand.

What is the reason for increasing Capex to 51 billion yen this fiscal year?

This is due to requests for expansion of the production capacity of Hoa Binh Plant.

What percentage of sales will be accounted for by the electronic equipment business in fiscal 2027?

We assume a rate of 18%.