UACJ : FY2022 Q3 Conference Presentation and Q&A Summury (4.5MB)

UACJ Corporation

Q3 Financial Results Briefing for the Fiscal Year Ending March 2023

February 7, 2023

Event Summary

[Company Name]	UACJ Corporation
[Company ID]	5741-QCODE
[Event Language]	JPN
[Event Type]	Earnings Announcement
[Event Name]	Q3 Financial Results Briefing for the Fiscal Year Ending March 2023
[Fiscal Period]	FY2023 Q3
[Date]	February 7, 2023
[Number of Pages]	35
[Time]	15:30 - 16:30
	(Total: 60 minutes, Presentation: 29 minutes, Q&A: 31 minutes)
[Venue]	Webcast
[Venue Size]
[Participants]	122
[Number of Speakers]	6
	Miyuki Ishihara	Representative Director, President
	Teruo Kawashima	Director, Executive Vice President
	Shinji Tanaka	Director, Executive Officer, Chief Executive,
		Corporate Strategic Restructuring Division
	Joji Kumamoto	Chief Executive, Corporate Strategy Division
	Haruhiro Iida	General Manager, Accounting Department,
		Finance and Accounting Division
	Kaoru Ueda	General Manager, IR, Finance Department
[Analyst Names]*	Atsushi Yamaguchi	SMBC Nikko Securities
	Harunobu Goroh	UBS Securities
	Yu Shirakawa	Morgan Stanley MUFG Securities
	Yuji Matsumoto	Nomura Securities
	Shinichiro Ozaki	Daiwa Securities
	Ryunosuke Shibata	Tokai Tokyo Research Institute

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Japan	050.5212.7790	North America	1.800.674.8375
Tollfree	0120.966.744	Email Support	[e-mail]

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*Analysts that SCRIPTS Asia was able to identify from the audio who spoke during Q&A.

Support
Japan	050.5212.7790	North America	1.800.674.8375
Tollfree	0120.966.744	Email Support	[e-mail]

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Presentation

Ueda: To all participants, thank you for remaining patient for so long. Thank you very much for taking time out of your busy schedule today to participate in the Financial Results Briefing for Q3 FY2022. of UACJ Corporation.

This briefing will be conducted using the explanatory materials available on the UACJ Corporation website. If you do not have the materials at hand, please visit our website.

Although information including forward-looking statements may be provided in this presentation, such information is only our current forecast. Please note that actual results may differ significantly from these forecasts due to various factors.

Let me now introduce our company's attendees today. Miyuki Ishihara, Representative Director, President.

Ishihara: My name is Ishihara. Thank you.

Ueda: Teruo Kawashima, Director, Executive Vice President.

Kawashima: My name is Kawashima. Thank you for your time today.

Ueda: This is Shinji Tanaka, Director, Executive Officer, Chief Executive, Corporate Strategic Restructuring Division.

Tanaka: My name is Tanaka. Thank you.

Ueda: This is Joji Kumamoto, Chief Executive, Corporate Strategy Division.

Kumamoto: My name is Kumamoto. Thank you for your time today.

Ueda: This is Haruhiro Iida, General Manager, Accounting Department, Finance and Accounting Division.

Iida: I am Iida. Thank you for your time today.

Ueda: I am Kaoru Ueda, General Manager, IR, Finance Department, and I will be the moderator today. Thank you very much for your cooperation.

Mr. Kawashima, Director, Executive Vice President, will now explain today's announcement of Q3 results for FY2022 and the outlook for the full year. Please join us as we review the presentation materials. Vice President Kawashima, please.

Kawashima: Now, I, Kawashima, will give an overview of the financial results for Q3. Please open to the page I tell you.

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Japan	050.5212.7790	North America	1.800.674.8375
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Page one contains three key points of this presentation. This is a summary up to this Q3, the outlook for FY2022, and then structural reforms.

As for results through Q3, ordinary profit before inventory valuation effects was JPY15.8 billion, an increase of JPY0.3 billion from the previous period.

We have revised our full year forecast for FY2022 to JPY20 billion.

In addition, energy and additive metal prices have been rising, but after discussing with our customers, we have almost agreed on a price fixing scheme since the summer, and the scheme has been applied from the second half of this fiscal year.

And finally, this is the final year of the structural reform, and we are making progress as planned.

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Japan	050.5212.7790	North America	1.800.674.8375
Tollfree	0120.966.744	Email Support	[e-mail]

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