Komatsu Ltd. (KMTUY) Q2 2025 Earnings Call Transcript Summary
Komatsu Ltd. (KMTUY) Q2 2025 Earnings Call Transcript Summary
Net income decreased by 8.1% YoY to JPY92 billion despite higher net sales.The following is a summary of the Komatsu Ltd. (KMTUY) Q2 2025 Earnings Call Transcript:
以下是小松(adr)有限公司(KMTUY)2025年第二季度業績會記錄總結：
Financial Performance:
金融業績：
Q2 2025 net sales increased by 9.2% YoY to JPY1.082 trillion primarily due to a weaker yen and improved sales prices.
Operating income for Q2 decreased by 2.3% to JPY146.4 billion due to increased costs and changes in product and regional mix.
Net income decreased by 8.1% YoY to JPY92 billion despite higher net sales.
For the first half of FY 2024, net sales were JPY1,968.1 billion, up 8% YoY, with operating income up 2.2% YoY to JPY303.4 billion.
2025年第二季度淨銷售額同比增長9.2%，達到1.082萬億日元，主要由於日元疲弱和銷售價格提高。
第二季度營業收入下降2.3%，至1464億日元，主要是由於成本增加和產品和區域型構成的變化。
儘管淨銷售額增加，淨利潤仍然同比下降8.1%，至920億日元。
截至2024財年上半年，淨銷售額爲19681億日元，同比增長8%，營業收入同比增長2.2%，達到3034億日元。
Business Progress:
業務進展：
Construction, Mining & Utility Equipment net sales increased by 8.7% to JPY935.9 billion in Q2, but segment profit decreased by 4.7%.
Significant sales increase in Oceania due to increased sales of mining equipment.
Retail Finance segment saw a 27.2% increase in sales and an 8% increase in segment profit.
Industrial Machinery and Other segment's sales and profits increased by 14.9% and 12.7%, respectively.
第二季度施工、採礦和公用設備淨銷售額增長8.7%，達到9359億日元，但該業務板塊利潤下降了4.7%。
由於礦山設備銷售增加，歐洲銷售額顯著增加。
零售金融業務部門銷售額增長27.2%，部門利潤增長8%。
機械製造和其他業務部門的銷售額和利潤分別增長了14.9%和12.7%。
Opportunities:
機會：
Continued growth expected in regions like Southeast Asia and Oceania where mining equipment sales are increasing.
Expansion in Industrial Machinery segment sales, particularly in Large Process and Machine Tools and semiconductor equipment maintenance.
The weakening of the yen has created favorable conditions for export competitiveness.
預計在東南亞和歐洲等地區，礦山設備銷量增長，業務持續增長。
機械製造業務部門銷售擴張，尤其是在大型加工機牀和半導體設備維護方面。
日元貶值爲出口競爭力創造了有利條件。
Risks:
風險：
Projected decrease in Construction, Mining & Utility Equipment sales in North America, Europe, and the Middle East.
Expected decrease in segment income due to lower sales volumes, cost increases, and changes in the product and regional mix.
預計施工、礦山和公用設備在北美洲、歐洲和中東地區的銷售額將下降。
預計該業務部門的利潤將下降，原因是銷售量下降、成本增加以及產品和區域組合的變化。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。
