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- 00:24:49.0 As you have pointed out, IAB’s Q3 OPM in particular was quite high at 17％. You have asked why we expect Q4 OPM to fall given the strength in Q3. Although IAB has done quite well, there are still some challenges, such as the robotics business. To fully respond to customer needs, we need to allocate more human resources and invest in more infrastructure. Our forecast factors in proactive investments and fixed expenditures to support future growth. This is the main reason why we expect the Q4 OPM to decline sequentially.
- 00:25:39.6 Thank you. My second questions is related to the robotics business to which you have just alluded, and revenue trends. Previously Omron launched 49 models simultaneously on a global basis. Can you talk about the actual revenue growth you have subsequently seen? You have not talked too much about trends, so it would be helpful if you could provide some color on current revenue trends or growth, or your expectations going forward.
- 00:26:31.0 Mr. Tomita will respond to your question. (Tomita) Your question is about the robotics business? Compared to last fiscal year, revenue has grown, albeit slightly. I apologize, but we cannot talk about this business in too much detail. What I can say is that, by nature, this is a business with a relatively longer lead time. As such, we have not yet seen a takeoff in growth, but revenues are growing steadily.
- 00:26:58.6 Thank you.
- 00:27:34.0 (Suzuki) I would also note that our initial forecasts for this business were relatively ambitious as we aimed to double revenue but unfortunately, the growth we have seen so far is modest. As I commented earlier, there are some challenges which may require a little more time. We will be making the necessary investments to build infrastructure for this business. That said, we have been seeing an increase in orders, particularly in mobile robots. We are committed to fully responding to our customers’ needs.
- 00:27:35.5 Thank you.
- 00:28:04.0 Next, the gentleman slightly further back, please.
- 00:28:06.4 Thank you for the presentation. I have two questions. My first question is related to slide 5. Although this may be a more subtle point, I would like to ask about the increase in added value and reduction in fixed manufacturing costs. If I remember correctly, up to the end of 1H, the contribution from added value was a negative ￥0.2 billion. By implication, this means that added value improved by roughly ￥11 billion in Q3 alone. Can you talk in more detail about what drove this change in Q3? I expect that the topline growth in IAB made a significant contribution but could you specifically discuss the contributions of each segment to this ￥11 billion improvement? Also, you show that fixed costs, such as SG&A and R&D, actually made a positive contribution to nine-month OP. You described this as a more efficient use of fixed costs but should we be concerned that you may have underspent on necessary expenditures? Can we assume that your fixed costs are at an appropriate level?
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