The following is a summary of the Nikon Corporation (NINOY) Q2 2025 Earnings Call Transcript:
Financial Performance:
Nikon reported Q2 revenue of ¥332.7 billion, a slight increase from the previous year.
Operating profit for the period was ¥5.8 billion, while profit attributable to owners was ¥2.9 billion.
Significant initiatives mentioned include a share buyback of up to ¥30 billion and clarification of a dividend policy aiming at ¥60 per share by the end of the medium-term management plan.
Business Progress:
Nikon has made strategic acquisitions such as RED to bolster their video strategy.
Strengthened management bases including a new headquarters building and innovation center.
Planned investment in digital lithography systems targeting advanced semiconductor packaging.
Restructuring in the components business and expectation of improvement in profitability from the next fiscal year.
Opportunities:
Expansion in Contract Cell Manufacturing business as a new pillar of earnings with close to ¥1 billion in operating profit expected this fiscal year.
Digital lithography for advanced packaging expected to grow with AI developments.
Risks:
Delayed recovery in semiconductor and factory automation markets impacting revenue and profits.
Postponed sales of EUV-related components and reduced sales of encoders.
Sales volume of new semiconductor lithography systems significantly reduced due to customer investment cutbacks.
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