Leicester <3156>, which is guided by the principle of creating and providing new value and services through information and technology to contribute to societal development, operates globally with a two-segment structure consisting of "Device BU (Business Unit)" and "System BU." In Device BU, it engages in a wide range of activities from selling semiconductors and electronic components both domestically and internationally to proposing systems through diverse combinations of product lines and providing technical resistance, as well as operating its EMS business in its own factory. In System BU, it operates a system solution business providing solutions related to video, audio, and communications to a broad spectrum of customers including broadcasting and education, and an eco-solution business offering power generation from renewable energy such as photovoltaic technology and PPA services. As part of its business strategy, the company promotes a long-tail strategy to widely provide highly profitable products and services, leveraging the customer base, commodities, and sales network cultivated through its past business activities.

For the second quarter of the fiscal year ending March 2025, consolidated results showed revenue of 273,042 million yen, an increase of 11.3% year-on-year, and operating profit of 6,826 million yen, a decrease of 3.8% from the previous year. Regarding the top line, the consolidation of multiple companies contributed in addition to the solid performance of existing businesses. In Device BU, high-performance cameras for consumer use, PC-related products, and automotive applications performed well. Additionally, the recovery in EMS business due to clients' performance improvement contributed to the revenue increase. Furthermore, in the eco-solution of System BU, revenue growth was achieved due to the expansion of electricity sales targets in the new power sector, expansion of photovoltaic power stations, and an increase in new PPA contracts. On the profit side, variations in the composition of sold products in Device BU and fluctuations in exchange rates affected the profit. However, ordinary profit and interim net profit attributed to shareholders of the parent company showed an increase compared to the same period last year, thanks to the reduction of foreign exchange losses and tax effects related to subsidiary liquidation losses.

The consolidated results for the fiscal year ending March 2025 are expected to show a revenue increase of 9.3% year-on-year to 560,000 million yen and an operating profit increase of 0.4% to 16,000 million yen. As of the end of the first half, the progress rate is 48.7% for revenue and 42.6% for operating profit. In September 2024, the PCI Group, which is responsible for the foundation of the new BU 'IT&SIerBU' that is a pillar of the medium-term management plan, was included as a consolidated subsidiary. Toward the end of the fiscal year, the company's performance will be incorporated into the consolidated PL starting in October, aiming to achieve the performance forecasts. Regarding Dividends, a payment of 120.0 yen per share (expected dividend yield of 5.04%) is planned. The company's policy for shareholder returns is to aim for a DOE of over 4%, with stable and continuous dividend increases as a basic strategy. Moving forward, the company intends to execute growth investments for business expansion while also enhancing shareholder returns.

As part of its medium-term management policy, the company aims to become an 'electronics information platformer' capable of meeting diverse needs through the implementation of M&A and capital alliances both domestically and internationally, along with pursuing group synergies. While transforming into a 4 BU structure by adding the new IT & SIer BU and Engineering BU to the current BU, the company will focus on the growth of existing businesses and expanding business areas, aiming to achieve 800,000 million yen in revenue, an operating margin of over 4%, an ROE of over 12%, and an ROIC of over 7% by the end of the fiscal year ending March 2027. The transformation into a 4 BU structure is progressing smoothly with the consolidation of the PCI Group as mentioned earlier. The company plans to focus on the launch of the Engineering BU in the future. As the business segments are strengthened, the competitiveness of the company's solutions is expected to increase.