Toshiba Investor Relations Minutes | 2025 Mid-Year Report Analysis

The following is the transcript of the Tosda Investor Relations Conference Call:

Main Business Performance of the Company in the First Half of 2025

A: In the first half of 2025, the companyContinuously advancing the strategic transformation of "focusing on products and streamlining projects."During the reporting period, the company achieved operating revenue of 1,086,076,800 yuan, a decrease of 36.98% compared to the same period last year. The main reason was a 67.20% contraction in the scale of the intelligent energy and environmental management systems business.The scale of the company's product-related business has steadily increased, with operating income up by 22.66% year-on-year. The gross profit margin is 38.83%, showing a slight year-on-year increase.The company's net profit was 31.4577 million yuan, a year-on-year decrease of 0.13%. The net profit attributable to shareholders of the listed company was 28.7322 million yuan, a year-on-year decrease of 19.75%. The net profit attributable to shareholders of the listed company after deducting non-recurring gains and losses was 20.4284 million yuan, a year-on-year decrease of 28.53%.

Business Performance in the Second Quarter of 2025

A: The second quarter of 2025,The company's product-related business revenue increased by 31.62% year-on-year and 86.14% quarter-on-quarter.Specifically, the revenue from the industrial robot business increased by 21.74% year-on-year and by 52.92% quarter-on-quarter; the revenue from the injection molding machines, supporting equipment, and automatic feeding systems business decreased by 5.43% year-on-year but increased by 33.97% quarter-on-quarter. Among them, the revenue from supporting equipment and automatic feeding systems increased by 18.09% year-on-year and by 44.85% quarter-on-quarter.The revenue from the CNC machine tool business increased by 137.68% year-on-year and by 300.86% quarter-on-quarter.。

Development Status of the Company's Industrial Robotics Business

Answer: In the first half of 2025,The company's industrial robot business achieved operating revenue of 146.0004 million yuan, a year-on-year increase of 22.55%.1) Due to the optimization of the company's sales strategy and improvement in product quality, combined with the expansion into overseas markets, the revenue from Cartesian robots increased by 21.01% year-on-year; 2) Due to the continuous improvement of the company's product competitiveness,The strategy for major clients has yielded results, further highlighting the advantages in process and application within the 3C industry. The self-produced multi-joint industrial robot business revenue increased by 80.86% year-on-year.。

Question: Translate the above content into English, output only the translation without any explanation.Operating Status of the Company's CNC Machine Tool Business

A: The first half of 2025,The company's CNC machine tool business achieved operating revenue of 163.6655 million yuan, representing a year-on-year increase of 83.74%.The gross profit margin was 27.63%, a decrease of 3.67 percentage points year-on-year. Reasons for the increase in operating income: In the first half of 2024, the company's CNC machine tools underwent overall capacity relocation, which limited production and delivery. This year, the impact of the relocation has been lifted, resulting in an increase in operating income. The main reason for the decline in gross profit margin is the change in the structure of the shipped models.The demand for processing components related to humanoid robots has increased significantly.The high proportion of shipments of small CNC machine tools is caused. During the reporting period, the company's five-axis linkage CNC machine tools...Sales volume is approximately 200 units, representing a year-on-year increase of about 35%. Shipments are approximately 140 units, up about 55% year-on-year. Currently, orders on hand are sufficient.。

Question: Translate the above content into English, output the translation directly without any explanation.Operating Status of the Company's Injection Molding Equipment Business

Answer: In the first half of 2025, the business of injection molding machines, supporting equipment, and automatic feeding systems achieved operating revenue of 228.6525 million yuan, a year-on-year decrease of 0.87%; the gross profit margin was 40.91%, an increase of 9.27 percentage points year-on-year. Among them, the injection molding machine business achieved operating revenue of 79.3491 million yuan, a year-on-year decrease of 31.29%, mainly due toThe company optimizes resource allocation in the injection molding machine sector and streamlines the product line structure of traditional hydraulic injection molding machines.The revenue from traditional hydraulic injection molding machines has decreased. However, with the optimization of the product structure of traditional hydraulic injection molding machines, the gross profit margin of this business has improved, increasing by 6.46 percentage points year-on-year.

Please provide the content you would like to have translated.The company's layout of embodied intelligence.

Answer: CompanyThe new generation X5 motion controller for industrial applications has undergone multiple rounds of research and development iterations.Achieved commercial productization with high reliability; the underlying software platform enables virtualization and decoupling of software and hardware, integrates multiple mainstream artificial intelligence computing platforms, and provides real-time RGM control interfaces, offering strong support for AI data collection and application development; the application software platform adopts a cloud-edge-device architecture, opens more than 500 sets of underlying function interfaces to the public, andDeeply integrated with mainstream AI large models and simulation systems, achieving advanced applications such as visual registration-free guided depalletizing, dual-arm robot and wheeled humanoid robot cerebellar end control, and end-to-end intelligent assembly.。

I'm sorry, but I don't have the context or content you're referring to for translation. Could you please provide the text you would like translated?Overseas Business Situation of the Company

The company is steadily advancing the expansion of overseas markets.The capabilities of product and manufacturing solutions planning services have been highly recognized and practically validated by overseas customers.In the first half of 2025, the company showcased intelligent solutions for the high-speed packaging industry at the CHINAPLAS International Rubber and Plastics Exhibition, securing multiple overseas orders on site. The company continued to intensify its efforts in the South American market, with its one-stop injection molding solutions making their debut at an industry exhibition in Brazil, thus establishing its presence in the local market.Signed an order for injection molding machines and peripheral equipment from an important customer in Mexico.Continue to enhance the depth of market exploration and responsiveness of customer service.