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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