Nippon Chemi-Con Corporation · TSE:6997
Nippon Chemi-Con — Q1 FY2025 Earnings Presentation
9 slides from Nippon Chemi-Con's earnings presentation, August 2025
Slide 1: Financial Results Explanatory Material for Q1 FY2025
Financial Results Explanatory Material for Q1 FY2025 (Three months ended June 30, 2025) TSE Prime Market, Securities code:6997 NIPPON CHEMI‐CON CORPORATION August 2025 0
Slide 2: Q1 FY2025 Trend in Net Sales and Operating Margin
Q1 FY2025 Trend in Net Sales and Operating Margin Amid a sluggish automotive electronics market due to US tariffs, ICT market net sales rose on increased data center demand Unit: Million yen Operating Margin Net Sales Operating Margin 36,000 6.0% 31,858 30,618 30,911 30,885 29,296 30,000 5.0% 4.6% 4
Slide 3: Main Points of Q1 FY2025 Financial Results
Main Points of Q1 FY2025 Financial Results Main Points of Q1 FY2025 Financial Results Net Sales ◇ Net sales (Market Trends) ◆Automotive electronics market 30,885million yen US reciprocal tariffs triggered increased uncertainty, YoY, up +5.4% leading to sluggish automotive demand ◆Industrial equipmen
Slide 4: Q1 FY2025: Consolidated Results (YoY)
Q1 FY2025: Consolidated Results (YoY) Amid sluggish automotive electronics and industrial equipment markets due to US reciprocal tariffs, ICT market sales were strong on increased AI center demand Unit: Million yen, % FY2024 FY2025 YoY Q1 Q1 Change % Change Net Sales 29,296 30,885 +1,589 +5.4% Opera
Slide 5: Q1 FY2025 Net Sales by Market
Q1 FY2025 Net Sales by Market Percentage of Net Sales by Market Net Sales by Market Unit: Billion yen 35 30.8 30 29.2 Automotive Industrial FY2024 New Energy Home ICT Other Automoti 9.6 electronics Equipment 5% appliances 7% 25 ve Q1 7% 24% 37% 20% electroni 20 cs 11.2 5.8 ICT＋8pt, home appliances ＋
Slide 6: Q1 FY2025 Net Sales by Region
Q1 FY2025 Net Sales by Region Percentage of Net Sales by Region Net Sales by Region Unit: Billion yen 35 30.8 30 29.2 Q1 Greater China Japan Europe Americas Other Greater 12% 12% 25 FY2024 37% 21% 18% China 13.2 11.0 20 Greater China +6pt = Americas ‐3pt, Europe ‐2pt, Japan ‐1pt Japan 15 6.1 6.1 10
Slide 7: Q1 FY2025: Net Sales by Product (YoY)
Q1 FY2025: Net Sales by Product (YoY) Increased net sales for aluminum electrolytic capacitors on increased data center demand (including AI servers) Unit: Million yen, % FY2024 FY2025 YoY Q1 Q1 Amount % of total Amount % of total Change % Change Aluminum electrolytic 25,377 86.6 27,234 88.2% +1,857
Slide 8: Q1 FY2025: Operating Income (YoY)
Q1 FY2025: Operating Income (YoY) Unit: Billion yen ＋ Increase in data center (AI servers) demand ＋ Cost reductions from production efficiency improvements ＋ Controlled SG&A expenses (reduced operating expenses) ー Selling price fluctuations (including product mix) ー Soaring material costs ー Increase
Slide 9: Disclaimer
Disclaimer This material has been translated from the Japanese original for reference purposes only. In the event of any discrepancy between this translated document and the Japanese original, the original shall prevail. The projected performance figures in this material are based on information ava