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Konica Minolta (4902) investor relations material
Konica Minolta Status update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Review of the medium-term business plan (2023-2025)
Executed business selection and concentration, including divestitures in marketing services and precision medicine.
Increased profitability in core business technologies and established a JV with Fujifilm.
Achieved productivity improvements, optimized human capital, and reduced working capital.
On track to achieve ROE target of over 5% by FY25, with revenue forecast at ¥1,075 billion.
CO2 emissions reduction and customer-avoided emissions targets set for FY25.
Issues and challenges for 2026-2028
Some strengthening businesses underperformed and profitability issues remain.
Financial balance improvement and further strengthening of the earnings base are key priorities.
Corporate plan 2026-2028: strategic direction
Focus on ROIC-based management and business portfolio optimization.
Strengthen earnings base by improving gross profit ratio, reducing SG&A, and enhancing capital efficiency.
Commercialize growth seeds for sustainable growth.
- Scaling optical components for semiconductor inspection with 40% revenue CAGR and capacity boost.4902
Investor update18 Mar 2026 - Operating profit rebounded sharply and outlook was raised, despite lower revenue.4902
Q3 20265 Feb 2026 - Operating profit surged to ¥23.0B despite 8% revenue drop, led by cost reforms and segment gains.4902
Q2 20265 Nov 2025 - Profit and margins improved despite revenue drop, cost cuts, and tariff and currency headwinds.4902
Q1 202631 Jul 2025 - Business profit up, operating loss on restructuring; Ambry sale to yield ¥41B gain.4902
Q2 202513 Jun 2025 - Revenue up 7.4% year-over-year, with improved profits and all segments growing.4902
Q1 202513 Jun 2025 - Impairments drove a sharp loss, but profit recovery and higher dividends are forecast.4902
Q4 20256 Jun 2025 - Profit growth outweighed by impairment losses and restructuring, with outlook unchanged.4902
Q3 20255 Jun 2025
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