【テロップ】
※各テロップ文字をクリックすると該当の場所がピンポイントで閲覧できます。
- 00:03:56.8 These are the three key takeaways from today’s presentation. Please turn to slide 1.
First, with regard to our full-year guidance, we expect sales and OP to be in line with our initial expectations on a local currency basis. However, we have adjusted our forex assumptions for the second half to reflect ongoing appreciation of the yen from the first half: we revise our USD/JPY assumption to ¥100 and EUR/JPY to ¥110. As a function of this, we revise down our full-year forecasts in yen terms. I will cover this in more detail later in the presentation.
Second, with regard to non-operating income, I highlight three points.
In line with the Omron Corporate Governance Policies, we have sold equity holdings to a newly established retirement benefits trust. The gains are expected to exceed ¥9 billion.
On our backlight business, as you know, the operating environment for this business has seen dramatic changes. We expect further market deterioration this year. Unfortunately, this means that this business will be in the red for another year. Therefore, we took an impairment charge of around ¥10 billion in 1H, fully writing down the backlight manufacturing facilities. We will optimize this business so that it can be profitable under current operating conditions.
As a result, we expect non-operating gains to be fully offset on a full-year basis.
Third, on dividends, although we now expect net income to be lower than our initial forecast, we will maintain our initial full-year dividend guidance of ¥68 per share. Our interim dividend will be ¥34, unchanged YoY.
Next slide please.