MIRA INFORM REPORT

 

 

Report Date :

25.10.2013

 

IDENTIFICATION DETAILS

 

Name :

IBIDEN CO., LTD.

 

 

Registered Office :

2-1, Kanda-cho Ogaki-Shi, 503-8604

 

 

Country :

Japan

 

 

Financials (as on) :

31.03.2013

 

 

Date of Incorporation :

25.11.1912

 

 

Legal Form :

Public Parent

 

 

Line of Business :

Subject is engaged in the manufacture of electronic products.

 

 

No. of Employees :

11,879

 

RATING & COMMENTS

 

MIRA’s Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

Satisfactory

 

Status :

Satisfactory

Payment Behaviour :

Slow but correct

Litigation :

Clear

 

 

NOTES :

Any query related to this report can be made on e-mail: infodept@mirainform.com while quoting report number, name and date.

 

ECGC Country Risk Classification List – March 31st, 2013

 

Country Name

Previous Rating

(31.12.2012)

Current Rating

(31.03.2013)

Japan

A1

A1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

JAPAN - ECONOMIC OVERVIEW

 

In the years following World War II, government-industry cooperation, a strong work ethic, mastery of high technology, and a comparatively small defense allocation (1% of GDP) helped Japan develop a technologically advanced economy. Two notable characteristics of the post-war economy were the close interlocking structures of manufacturers, suppliers, and distributors, known as keiretsu, and the guarantee of lifetime employment for a substantial portion of the urban labor force. Both features are now eroding under the dual pressures of global competition and domestic demographic change. Japan's industrial sector is heavily dependent on imported raw materials and fuels. A small agricultural sector is highly subsidized and protected, with crop yields among the highest in the world. While self-sufficient in rice production, Japan imports about 60% of its food on a caloric basis. For three decades, overall real economic growth had been spectacular - a 10% average in the 1960s, a 5% average in the 1970s, and a 4% average in the 1980s. Growth slowed markedly in the 1990s, averaging just 1.7%, largely because of the after effects of inefficient investment and an asset price bubble in the late 1980s that required a protracted period of time for firms to reduce excess debt, capital, and labor. Modest economic growth continued after 2000, but the economy has fallen into recession three times since 2008. A sharp downturn in business investment and global demand for Japan's exports in late 2008 pushed Japan into recession. Government stimulus spending helped the economy recover in late 2009 and 2010, but the economy contracted again in 2011 as the massive 9.0 magnitude earthquake and the ensuing tsunami in March disrupted manufacturing. The economy has largely recovered in the two years since the disaster, but reconstruction in the Tohoku region has been uneven. Newly-elected Prime Minister Shinzo ABE has declared the economy his government's top priority; he has pledged to reconsider his predecessor's plan to permanently close nuclear power plants and is pursuing an economic revitalization agenda of fiscal stimulus and regulatory reform and has said he will press the Bank of Japan to loosen monetary policy. Measured on a purchasing power parity (PPP) basis that adjusts for price differences, Japan in 2012 stood as the fourth-largest economy in the world after second-place China, which surpassed Japan in 2001, and third-place India, which edged out Japan in 2012. The new government will continue a longstanding debate on restructuring the economy and reining in Japan's huge government debt, which exceeds 200% of GDP. Persistent deflation, reliance on exports to drive growth, and an aging and shrinking population are other major long-term challenges for the economy

Source : CIA


Company name and address

 

IBIDEN CO., LTD.

 

 

 

2-1, Kanda-cho

 

 

Ogaki-Shi, 503-8604

Japan

 

 

Tel:

81-584-813111

Fax:

81-584-814676

 

www.ibiden.co.jp

 

Employees:

11,879

Company Type:

Public Parent

Corporate Family:

51 Companies

Traded:

Tokyo Stock Exchange:

4062

Incorporation Date:

25-Nov-1912

Auditor:

Ernst & Young ShinNihon LLC

 

 

Fiscal Year End:

31-Mar-2013

Reporting Currency:

Japanese Yen

Annual Sales:

3,446.4  1

Net Income:

26.9

Total Assets:

4,570.6  2

Market Value:

2,449.5

 

(11-Oct-2013)

 

Business Description     

 

IBIDEN CO., LTD. is primarily engaged in the manufacture of electronic products. It operates in five business segments. The Electronics segment is engaged in the manufacture and sale of printed circuit boards (PCBs) and package substrates, as well as the design of PCB patterns. The Ceramics segment offers environment related ceramic products, special carbon products, fine ceramic products and ceramic fibers. The Construction Material segment provides housing equipment, melamine facing plates and decorative laminated sheets processing materials. The Construction Material segment is engaged in the design and construction of slopes, garden landscape and various facilities. The Others segment is involved in other business activities, including synthetic plastic processing, agricultural seafood processing, information service business, automobile transportation, oil marketing, investment, and financing. For the three months ended 30 June 2013, IBIDEN CO., LTD. revenues increased 3% to Y71.69B. Net income applicable to common stockholders totaled Y3.39B vs. loss of Y106M. Revenues reflect Ceramics segment increase of 40% to Y24.48B, Building Materials segment increase of 52% to Y6.07B, Other segment increase of 7% to Y4.84B. Net Income reflects Ceramics segment income increase of 87% to Y2.4B.

 

Industry                                                    

 

Industry

Semiconductor and Other Electronic Component Manufacturing

ANZSIC 2006:

2429 - Other Electronic Equipment Manufacturing

ISIC Rev 4:

2610 - Manufacture of electronic components and boards

NACE Rev 2:

2611 - Manufacture of electronic components

NAICS 2012:

334412 - Bare Printed Circuit Board Manufacturing

UK SIC 2007:

2611 - Manufacture of electronic components

US SIC 1987:

3672 - Printed Circuit Boards

 Key Executives  

 

Name

Title

 

Hiroki Takenaka

President, Representative Director

 

Hiroyuki Tsuji

Manager of Tokyo Office

 

Koji Shimato

Managing Officer

 

Yoshio Hirabayashi

Standing Auditor

 

Yoshiyuki Iwata

Managing Executive Officer, Chief Director of PKG Business, Director

 

    Significant Developments                      

 

Topic

#*

Most Recent Headline

Date

Negative Earnings Pre-Announcement

1

IBIDEN CO LTD Lowers Consolidated Full-year Outlook for FY 2013

1-Nov-2012

Dividends

3

IBIDEN CO LTD to Issue Year-end Dividend for FY 2013

17-May-2013

Debt Ratings

1

R&I Affirms IBIDEN CO LTD's Rating at "A+" and Amends Rating Outlook from Stable to Negative

27-Aug-2013

                    

News             

 

Title

Date

Patent Issued for Honeycomb Structure
Journal of Engineering (355 Words)

16-Oct-2013

Patent Issued for Printed Wiring Board and Method for Manufacturing Printed Wiring Board
China Weekly News (865 Words)

16-Oct-2013

Honeycomb structure
U.S. Patents (121 Words)

14-Oct-2013

Printed wiring board and method for manufacturing printed wiring board
U.S. Patents (202 Words)

14-Oct-2013

WIPO PUBLISHES PATENT OF IBIDEN, NAOYUKI JINBO, TAKAFUMI KASUGA, MISAKO MAKINO AND SAIDUZZAMAN MD FOR "HONEYCOMB FILTER AND PRODUCTION METHOD FOR...
U.S. Fed News (313 Words)

10-Oct-2013

Taipei Times: Kinsus Eyes Wearable Devices: Yuanta
World News Connection (487 Words)

9-Oct-2013

                                                                    


Financial Summary                                    

 

As of 30-Jun-2013

Key Ratios

Company

Industry

Current Ratio (MRQ)

2.15

3.90

Quick Ratio (MRQ)

1.70

3.02

Debt to Equity (MRQ)

0.22

0.21

Sales 5 Year Growth

-7.11

11.04

Net Profit Margin (TTM) %

2.03

19.30

Return on Assets (TTM) %

1.39

15.21

Return on Equity (TTM) %

2.06

21.72

 

 

 Stock Snapshot   

 

Traded: Tokyo Stock Exchange: 4062

 

As of 11-Oct-2013

   Financials in: JPY

Recent Price

1,593.00

 

EPS

32.19

52 Week High

1,996.00

 

Price/Sales

0.84

52 Week Low

892.00

 

Dividend Rate

30.00

Avg. Volume (mil)

0.84

 

Price/Earnings

37.38

Market Value (mil)

240,320.90

 

Price/Book

0.78

 

 

 

Beta

1.53

 

Price % Change

Rel S&P 500%

4 Week

5.50%

4.46%

13 Week

-2.09%

-1.70%

52 Week

62.05%

-3.36%

Year to Date

16.62%

-16.25%

 

 

1 - Profit & Loss Item Exchange Rate: USD 1 = JPY 82.97047
2 - Balance Sheet Item Exchange Rate: USD 1 = JPY 94.08855

 

 

Corporate Overview

 

Location
2-1, Kanda-cho
Ogaki-Shi, 503-8604
Japan

 

Tel:

81-584-813111

Fax:

81-584-814676

 

www.ibiden.co.jp

Quote Symbol - Exchange

4062 - Tokyo Stock Exchange

Sales JPY(mil):

285,946.0

Assets JPY(mil):

430,040.0

Employees:

11,879

Fiscal Year End:

31-Mar-2013

 

Industry:

Electronic Instruments and Controls

Incorporation Date:

25-Nov-1912

Company Type:

Public Parent

Quoted Status:

Quoted

 

President, Representative Director:

Hiroki Takenaka

 

Industry Codes

 

ANZSIC 2006 Codes:

2429

-

Other Electronic Equipment Manufacturing

1821

-

Synthetic Resin and Synthetic Rubber Manufacturing

1494

-

Reconstituted Wood Product Manufacturing

3321

-

Petroleum Product Wholesaling

3299

-

Other Construction Services Not Elsewhere Classified

6921

-

Architectural Services

2090

-

Other Non-Metallic Mineral Product Manufacturing

6923

-

Engineering Design and Engineering Consulting Services

 

ISIC Rev 4 Codes:

2610

-

Manufacture of electronic components and boards

2013

-

Manufacture of plastics and synthetic rubber in primary forms

4661

-

Wholesale of solid, liquid and gaseous fuels and related products

1629

-

Manufacture of other products of wood; manufacture of articles of cork, straw and plaiting materials

2399

-

Manufacture of other non-metallic mineral products n.e.c.

7110

-

Architectural and engineering activities and related technical consultancy

4390

-

Other specialized construction activities

 

NACE Rev 2 Codes:

2611

-

Manufacture of electronic components

2016

-

Manufacture of plastics in primary forms

4671

-

Wholesale of solid, liquid and gaseous fuels and related products

1629

-

Manufacture of other products of wood; manufacture of articles of cork, straw and plaiting materials

2399

-

Manufacture of other non-metallic mineral products n.e.c.

7112

-

Engineering activities and related technical consultancy

7111

-

Architectural activities

4399

-

Other specialised construction activities n.e.c.

 

NAICS 2012 Codes:

334412

-

Bare Printed Circuit Board Manufacturing

541310

-

Architectural Services

325211

-

Plastics Material and Resin Manufacturing

541330

-

Engineering Services

327999

-

All Other Miscellaneous Nonmetallic Mineral Product Manufacturing

321219

-

Reconstituted Wood Product Manufacturing

424720

-

Petroleum and Petroleum Products Merchant Wholesalers (except Bulk Stations and Terminals)

238990

-

All Other Specialty Trade Contractors

 

US SIC 1987:

3672

-

Printed Circuit Boards

8711

-

Engineering Services

8712

-

Architectural Services

2821

-

Plastics Materials, Synthetic Resins, and Nonvulcanizable Elastomers

1799

-

Special Trade Contractors, Not Elsewhere Classified

5172

-

Petroleum and Petroleum Products Wholesalers, Except Bulk Stations and Terminals

2493

-

Reconstituted Wood Products

3299

-

Nonmetallic Mineral Products, Not Elsewhere Classified

 

UK SIC 2007:

2611

-

Manufacture of electronic components

2016

-

Manufacture of plastics in primary forms

46711

-

Wholesale of petroleum and petroleum products

1629

-

Manufacture of other products of wood; manufacture of articles of cork, straw and plaiting materials

43999

-

Specialised construction activities (other than scaffold erection) n.e.c.

71111

-

Architectural activities

2399

-

Manufacture of other non-metallic mineral products n.e.c.

71129

-

Other engineering activities (not including engineering design for industrial process and production or engineering related scientific and technical consulting activities)

 

Business Description

IBIDEN CO., LTD. is primarily engaged in the manufacture of electronic products. It operates in five business segments. The Electronics segment is engaged in the manufacture and sale of printed circuit boards (PCBs) and package substrates, as well as the design of PCB patterns. The Ceramics segment offers environment related ceramic products, special carbon products, fine ceramic products and ceramic fibers. The Construction Material segment provides housing equipment, melamine facing plates and decorative laminated sheets processing materials. The Construction Material segment is engaged in the design and construction of slopes, garden landscape and various facilities. The Others segment is involved in other business activities, including synthetic plastic processing, agricultural seafood processing, information service business, automobile transportation, oil marketing, investment, and financing. For the three months ended 30 June 2013, IBIDEN CO., LTD. revenues increased 3% to Y71.69B. Net income applicable to common stockholders totaled Y3.39B vs. loss of Y106M. Revenues reflect Ceramics segment increase of 40% to Y24.48B, Building Materials segment increase of 52% to Y6.07B, Other segment increase of 7% to Y4.84B. Net Income reflects Ceramics segment income increase of 87% to Y2.4B.

 

More Business Descriptions

Manufacture of printed circuit boards; IC package; building materials; housing products and appliances; ceramic fibre, calcium carbide, fused magnesium phosphate, acetylene black, ceramics, graphite specialities and carbon rods

 

Electronic Circuits, Printed Circuit Boards, Special Carbon-Based Building Materials, Electric Furnaces & Synthetic Products Mfr & Sales

 

Semiconductor and Other Electronic Component Manufacturing

 

 

 

 

 

 

Financial Data

Financials in:

JPY(mil)

 

Revenue:

285,946.0

Net Income:

2,233.0

Assets:

430,040.0

Long Term Debt:

44,073.0

 

Total Liabilities:

146,963.0

 

Working Capital:

78.7

 

 

 

Date of Financial Data:

31-Mar-2013

 

1 Year Growth

-5.0%

-79.0%

1.0%

 

Market Data

Quote Symbol:

4062

Exchange:

Tokyo Stock Exchange

Currency:

JPY

Stock Price:

1,593.0

Stock Price Date:

10-11-2013

52 Week Price Change %:

62.1

Market Value (mil):

240,320,896.0

 

SEDOL:

6456102

ISIN:

JP3148800000

 

Equity and Dept Distribution:

FY'99-'02 WAS were estimated. FY'06 1Q WAS & o/s are estimated. FY'08 Q1&Q3 DWAS was estimated, O/S=BWAS.FY'11 Q2 DWAS was estimated. FY'11 Q3 DWAS was estimated. FY'2012 Q1 DWAS was estimated.

 

 

Subsidiaries

Company

Percentage Owned

Country

Ibiden Career Techno Corp

100%

JAPAN

Ibiden Kenso Co Ltd

100%

JAPAN

Ibiden Philippines Inc

100%

PHILIPPINES

IBIDEN Hungary Gyártó Kft

100%

HUNGARY

Micro Mech Inc

100%

USA

Ibiden USA Corp

100%

USA

Ibiden DPF France SAS

100%

FRANCE

Ibiden European Holdings BV

100%

NETHERLANDS

Ibiden Deutschland GmbH

100%

GERMANY

Ibiden France SAS

100%

FRANCE

Ibiden Europe BV

100%

NETHERLANDS

Ibiden UK Ltd

100%

UK

Ibiden Electronics (Beijing) Co Ltd

100%

PEOPLE'S REPUBLIC OF CHINA

Ibiden Electronics (Shanghai) Co Ltd

100%

PEOPLE'S REPUBLIC OF CHINA

Ibiden Electronics Technology (Shanghai) Co Ltd

100%

PEOPLE'S REPUBLIC OF CHINA

Ibiden Taiwan Co Ltd

100%

TAIWAN

Ibiden Korea Co Ltd

100%

SOUTH KOREA

Ibiden Singapore Pte Ltd

100%

SINGAPORE

Ibiden (Malaysia) Sdn Bhd

100%

MALAYSIA

Ibiden Greentec Co Ltd

100%

JAPAN

Ibiden Electronics Industries Co Ltd

100%

JAPAN

Ibiden Chemicals Co Ltd

100%

JAPAN

Ibiken Co Ltd

100%

JAPAN

Ibiden Graphite Co Ltd

100%

JAPAN

Ibiden Industries Co Ltd

100%

JAPAN

Ibiden Jushi Co Ltd

100%

JAPAN

Tak Co Ltd

100%

JAPAN

Ibiden Bussan Co Ltd

100%

JAPAN

Ibiden Engineering Co Ltd

100%

JAPAN

Ibitech Co Ltd

100%

JAPAN

 

 

 

 

Shareholders

 

 

 

Major Shareholders

Japan Trustee Services (8.74%); Master Trust Bank of Japan (6.41%)

 

 

 

 

Key Corporate Relationships

 

Auditor:

Ernst & Young ShinNihon LLC

 

Auditor:

Ernst & Young ShinNihon LLC, Ernst & Young ShinNihon LLC

 

 

 

 

 

 

 

 

Corporate Structure News

 

Company Name

Company Type

Location

Country

Industry

Sales
(USD mil)

Employees

IBIDEN CO., LTD.

Parent

Ogaki-Shi

Japan

Semiconductor and Other Electronic Component Manufacturing

3,446.4

11,879

IBIDEN Hungary Gyártó Kft

Subsidiary

Dunavarsány

Hungary

Motor Vehicle Parts Manufacturing

291.7

1,511

Ibiden Industries Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Electronics Wholesale

 

350

Tak Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Miscellaneous Professional Services

 

280

Ibiden Engineering Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Specialty Construction Trade Contractors

 

250

TIBC Co., Ltd.

Subsidiary

Chiba, Aichi

Japan

Semiconductor and Other Electronic Component Manufacturing

 

146

Ibiden Kenso Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Construction and Hardware Materials Wholesale

 

60

Ibiken Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Architecture and Engineering

 

52

Ibiden Chemicals Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Chemical Wholesale

 

50

IBIDEN Korea Co., Ltd.

Subsidiary

Seoul

Korea, Republic of

Electronics Wholesale

 

20

Ibiden Singapore Pte. Ltd.

Subsidiary

Singapore

Singapore

Semiconductor and Other Electronic Component Manufacturing

 

8

Ibiden (Malaysia) Sdn. Bhd.

Subsidiary

Perai, Pulau Pinang

Malaysia

Metal Products Manufacturing

2.6

420

Ibiden Europe B.V.

Subsidiary

Hoofddorp

Netherlands

Construction and Hardware Materials Wholesale

 

7

Ibiden European Holdings B.V.

Subsidiary

Hoofddorp

Netherlands

Holding Companies

52.9

6

IBIDEN Porzellanfabrik Frauenthal GmbH

Subsidiary

Frauental an der Lassnitz

Austria

Non-Metallic Mineral Product Manufacturing

 

352

IBIDEN CERAM Environmental Inc.

Subsidiary

Overland Park, KS

United States

Non-Metallic Mineral Product Manufacturing

 

7

Ibiden DPF France S.A.S.

Subsidiary

Orleans

France

Non-Metallic Mineral Product Manufacturing

92.7

149

CERAM Liegenschaftsverwaltung GmbH

Subsidiary

Frauental an der Lassnitz

Austria

Non-Metallic Mineral Product Manufacturing

 

50

Ibiden Hong Kong Co., Ltd.

Subsidiary

Kowloon

Hong Kong

Chemical Wholesale

 

5

Ibiden Taiwan Co., Ltd.

Subsidiary

Kaohsiung

Taiwan

Electronics Wholesale

 

5

Ibiden UK Ltd.

Subsidiary

London

United Kingdom

Motor Vehicle and Parts Dealers

32.5

4

IBIDEN Canada Inc.

Subsidiary

Markham, ON

Canada

Electronics Wholesale

 

3

Ibiden Philippines Inc

Subsidiary

Santo Tomas

Philippines

Computer, Office Equipment and Software Merchant Wholesalers

204.1

 

Ibiden Electronics Ind. Co.,Ltd.

Subsidiary

Ogaki, Gifu

Japan

Architecture and Engineering

71.6

 

Ibiden Chemical K.K.

Subsidiary

Ogaki, Gifu

Japan

Miscellaneous Manufacturing

52.7

 

IBIDEN France S.A.S.

Subsidiary

Paris

France

Construction and Hardware Materials Wholesale

 

 

Ibiden Electronics (Beijing) Co., Ltd.

Subsidiary

Beijing

China

Semiconductor and Other Electronic Component Manufacturing

 

 

Ibiden Greentec Co., Ltd.

Subsidiary

Gifu, Ogaki

Japan

Specialty Construction Trade Contractors

 

 

Ibiden U.S.A. R&D Inc.

Subsidiary

Torrance, CA

United States

Consulting Services

 

 

IBIDEN Deutschland GmbH

Subsidiary

Stuttgart

Germany

Construction and Hardware Materials Wholesale

 

 

IBIDEN U.S.A. Corp.

Subsidiary

Sunnyvale, CA

United States

Electronics Wholesale

 

 

Ibitech Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Computer System Design Services

 

 

Ibiden Career Techno Corp.

Subsidiary

Ogaki, Gifu

Japan

Miscellaneous Professional Services

 

 

Ibiden Electronics (Shanghai) Co., Ltd.

Subsidiary

Shanghai

China

Miscellaneous Professional Services

 

 

Ibiden Co., Ltd. - Ogaki-Kita Plant

Facility

Gifu

Japan

Non-Metallic Mineral Product Manufacturing

 

 

Ibiden Co., Ltd. - Kinuura Plant

Facility

Takahama, Aichi

Japan

Electrical Equipment and Appliances Manufacturing

 

 

IBIDEN Electronics Technology (Shanghai) Co., Ltd.

Subsidiary

Shanghai

China

Semiconductor and Other Electronic Component Manufacturing

 

 

IBIDEN Jushi Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Synthetic Chemical Manufacturing

 

 

Ibiden Co., Ltd. - Godo Plant

Facility

Gifu

Japan

Semiconductor and Other Electronic Component Manufacturing

 

 

Ibiden International, Inc.

Subsidiary

Rolling Meadows, IL

United States

Holding Companies

 

 

Ibiden Circuits of America Corp.

Subsidiary

Rolling Meadows, IL

United States

Semiconductor and Other Electronic Component Manufacturing

 

 

Ibiden (Malaysia) Sdn. Bhd.

Subsidiary

Penang

Malaysia

Computer, Office Equipment and Software Merchant Wholesalers

 

 

IBIDEN Philippines Landholding, Inc.

Subsidiary

Batangas

Philippines

Semiconductor and Other Electronic Component Manufacturing

 

 

Ibiden Co., Ltd. - Gama Plant

Facility

Ogaki, Gifu

Japan

Semiconductor and Other Electronic Component Manufacturing

 

 

Ibiden Electronics Industries Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Computer, Office Equipment and Software Merchant Wholesalers

 

 

Ibiden Graphite Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Electrical Equipment and Appliances Manufacturing

 

 

Ibiden Co., Ltd. - Ogaki Plant

Facility

Ogaki, Gifu

Japan

Semiconductor and Other Electronic Component Manufacturing

 

 

Ibiden Co., Ltd. - Ogaki Central Plant

Facility

Ogaki, Gifu

Japan

Semiconductor and Other Electronic Component Manufacturing

 

 

Ibiden Co., Ltd. - Aoyanagi Plant

Facility

Ogaki, Gifu

Japan

Electrical Equipment and Appliances Manufacturing

 

 

Ibiden Bussan Co., Ltd.

Subsidiary

Ogaki, Gifu

Japan

Food Manufacturing

 

 

IDI Techno Shanghai Company Ltd.

Subsidiary

Shanghai

China

Semiconductor and Other Electronic Component Manufacturing

 

 


Executives Report

 

 

Board of Directors

 

Name

Title

Function

 

 

Yoshiyuki Iwata

 

Managing Executive Officer, Chief Director of PKG Business, Director

Chairman

 

 

Biography:

Mr. Yoshiyuki Iwata has been serving as Managing Executive Officer, Chief Director of PKG Business and Director in IBIDEN CO.,LTD. since June 2013. He joined the Company in April 1978. His previous titles include Director of Technology Development, Chief Director of Technology Development and Executive Officer.

 

Age: 58

 

Takeshi Aoki

 

Executive Officer, Deputy Chief Director of ECP Business, Director

Director/Board Member

 

 

Biography:

Mr. Takeshi Aoki has been serving as Executive Officer, Deputy Chief Director of ECP Business and Director in IBIDEN CO.,LTD. since June 2013. He joined the Company in April 1981. His previous titles include Director of AF Business and Chief Director of FC Business.

 

Age: 55

 

Sotaro Ito

 

Managing Officer

Director/Board Member

 

 

Hironobu Kodaka

 

Vice President, Chief Director of PMB Business, Representative Director

Director/Board Member

 

 

Biography:

Mr. Hironobu Kodaka has been serving as Vice President, Chief Director of PMB Business and Representative Director in IBIDEN CO., LTD., since April 2012. He joined the Company in April 1974. His previous titles include Managing Executive Officer, Chief Director of PWB Business, Senior Managing Executive Officer and Chief Director of Production Promotion in the Company.

 

Age: 62

 

Mafumi Kunishima

 

Board Member

Director/Board Member

 

 

Shigeyasu Kurita

 

Senior Managing Executive Officer, Chief Director of Business Planning, Director

Director/Board Member

 

 

Biography:

Mr. Shigeyasu Kurita has been serving as Senior Managing Executive Officer, Chief Director of Business Planning and Director in IBIDEN CO.,LTD. since June 2012. He joined the Company in April 1974 and used to serve as Executive Officer, Managing Executive Officer and Chief Director of General Affairs & Human Resources.

 

Age: 62

 

Yoichi Kuwayama

 

Managing Executive Officer, Chief Director of ECP Business, Director

Director/Board Member

 

 

Biography:

Mr. Yoichi Kuwayama has been serving as Managing Executive Officer, Chief Director of ECP Business and Director in IBIDEN CO.,LTD. since August 2012. He joined the Company in April 1983 and used to serve as Executive Officer and Chief Director of DPF Business.

 

Age: 55

 

Katsumi Mabuchi

 

Board Member

Director/Board Member

 

 

Toshiaki Matsuo

 

Board Member

Director/Board Member

 

 

Tsuyoshi Nishida

 

Executive Officer, Deputy Chief Director of PKG Business, Director

Director/Board Member

 

 

Biography:

Mr. Tsuyoshi Nishida has been serving as Executive Officer, Deputy Chief Director of PKG Business and Director in IBIDEN CO.,LTD. since June 2013. He joined the Company in April 1980. His previous titles include Deputy Director of PKG Business, Senior Director of Overseas Business and Chief Director of CSP Business.

 

Age: 57

 

Kazushige Ohno

 

Executive Officer, Chief Director of Technology Development, Director

Director/Board Member

 

 

Biography:

Mr. Kazushige Ohno has been serving as Executive Officer, Chief Director of Technology Development and Director in IBIDEN CO.,LTD. since June 2013. He joined the Company in May 1991. His previous titles incude Director of Ceramic Development and Deputy Chief Director of Technology Development.

 

Age: 56

 

Katsumi Sagisaka

 

Managing Executive Officer, Chief Director of PMB Business, Chairman of Subsidiary, Director

Director/Board Member

 

 

Biography:

Mr. Katsumi Sagisaka has been serving as Managing Executive Officer, Chief Director of PMB Business, and Director in IBIDEN CO.,LTD., as well as Chairman of the Board in a subsidiary, since June 2013. He joined the Company in April 1980. His previous titles include Deputy Chief Director of Technology Development and Executive Officer.

 

Age: 56

 

Shozo Saito

 

Independent Director

Director/Board Member

 

 

Biography:

Mr. Shozo Saito has been serving as Independent Director in IBIDEN CO.,LTD. since June 2013. He used to serve as Executive Vice President, Representative Executive Officer and Director in TOSHIBA CORPORATION.

 

Age: 63

 

Keiichi Sakashita

 

Senior Managing Executive Officer, Chief Director of Production Promotion, Director

Director/Board Member

 

 

Biography:

Mr. Keiichi Sakashita has been serving as Senior Managing Executive Officer, Chief Director of Production Promotion and Director in IBIDEN CO., LTD. since April 2013. He joined the Company in April 1981, and previously served as Group Manager of Technology in Ceramic Business, Director of Environmental Material Business in Ceramic Business, Chief Director of Group Vehicle Business and Chief Director of DPF Business in the Company.

 

Age: 57

 

Hiroki Takenaka

 

President, Representative Director

Director/Board Member

 

 

Biography:

Mr. Hiroki Takenaka has been serving as President and Representative Director in IBIDEN CO., LTD. since April 2007. He joined the Company in April 1973. His previous titles include Managing Director and Senior Managing Executive Officer in the Company.

 

Age: 62

 

Yoshitoshi Toyoda

 

Independent Director

Director/Board Member

 

 

Biography:

Mr. Yoshitoshi Toyoda has been serving as Independent Director in IBIDEN CO., LTD. since June 1984. He is also serving as Honorary Chairman in TOYOTA INDUSTRIES CORPORATION. He used to serve as President, Chairman of the Board and Representative Director in TOYOTA INDUSTRIES CORPORATION.

 

Age: 87

 

Toshio Yonezawa

 

Board Member

Director/Board Member

 

 

 

Executives

 

Name

Title

Function

 

Hiroki Takenaka

 

President, Representative Director

President

 

Biography:

Mr. Hiroki Takenaka has been serving as President and Representative Director in IBIDEN CO., LTD. since April 2007. He joined the Company in April 1973. His previous titles include Managing Director and Senior Managing Executive Officer in the Company.

 

Age: 62

 

Takeshi Aoki

 

Executive Officer, Deputy Chief Director of ECP Business, Director

Division Head Executive

 

 

Biography:

Mr. Takeshi Aoki has been serving as Executive Officer, Deputy Chief Director of ECP Business and Director in IBIDEN CO.,LTD. since June 2013. He joined the Company in April 1981. His previous titles include Director of AF Business and Chief Director of FC Business.

 

Age: 55

 

Masahiko Ikuta

 

Managing Officer

Division Head Executive

 

 

Sotaro Ito

 

Managing Officer

Division Head Executive

 

 

Yoshiyuki Iwata

 

Managing Executive Officer, Chief Director of PKG Business, Director

Division Head Executive

 

 

Biography:

Mr. Yoshiyuki Iwata has been serving as Managing Executive Officer, Chief Director of PKG Business and Director in IBIDEN CO.,LTD. since June 2013. He joined the Company in April 1978. His previous titles include Director of Technology Development, Chief Director of Technology Development and Executive Officer.

 

Age: 58

 

Koji Kawashima

 

Managing Officer

Division Head Executive

 

 

Kozo Kodama

 

Managing Officer

Division Head Executive

 

 

Shigeyasu Kurita

 

Senior Managing Executive Officer, Chief Director of Business Planning, Director

Division Head Executive

 

 

Biography:

Mr. Shigeyasu Kurita has been serving as Senior Managing Executive Officer, Chief Director of Business Planning and Director in IBIDEN CO.,LTD. since June 2012. He joined the Company in April 1974 and used to serve as Executive Officer, Managing Executive Officer and Chief Director of General Affairs & Human Resources.

 

Age: 62

 

Yoichi Kuwayama

 

Managing Executive Officer, Chief Director of ECP Business, Director

Division Head Executive

 

 

Biography:

Mr. Yoichi Kuwayama has been serving as Managing Executive Officer, Chief Director of ECP Business and Director in IBIDEN CO.,LTD. since August 2012. He joined the Company in April 1983 and used to serve as Executive Officer and Chief Director of DPF Business.

 

Age: 55

 

Tsuyoshi Nishida

 

Executive Officer, Deputy Chief Director of PKG Business, Director

Division Head Executive

 

 

Biography:

Mr. Tsuyoshi Nishida has been serving as Executive Officer, Deputy Chief Director of PKG Business and Director in IBIDEN CO.,LTD. since June 2013. He joined the Company in April 1980. His previous titles include Deputy Director of PKG Business, Senior Director of Overseas Business and Chief Director of CSP Business.

 

Age: 57

 

Kazushige Ohno

 

Executive Officer, Chief Director of Technology Development, Director

Division Head Executive

 

 

Biography:

Mr. Kazushige Ohno has been serving as Executive Officer, Chief Director of Technology Development and Director in IBIDEN CO.,LTD. since June 2013. He joined the Company in May 1991. His previous titles incude Director of Ceramic Development and Deputy Chief Director of Technology Development.

 

Age: 56

 

Katsumi Sagisaka

 

Managing Executive Officer, Chief Director of PMB Business, Chairman of Subsidiary, Director

Division Head Executive

 

 

Biography:

Mr. Katsumi Sagisaka has been serving as Managing Executive Officer, Chief Director of PMB Business, and Director in IBIDEN CO.,LTD., as well as Chairman of the Board in a subsidiary, since June 2013. He joined the Company in April 1980. His previous titles include Deputy Chief Director of Technology Development and Executive Officer.

 

Age: 56

 

Keiichi Sakashita

 

Senior Managing Executive Officer, Chief Director of Production Promotion, Director

Division Head Executive

 

 

Biography:

Mr. Keiichi Sakashita has been serving as Senior Managing Executive Officer, Chief Director of Production Promotion and Director in IBIDEN CO., LTD. since April 2013. He joined the Company in April 1981, and previously served as Group Manager of Technology in Ceramic Business, Director of Environmental Material Business in Ceramic Business, Chief Director of Group Vehicle Business and Chief Director of DPF Business in the Company.

 

Age: 57

 

Takayuki Takagi

 

Executive Managing Officer

Managing Director

 

 

Koji Shimato

 

Managing Officer

Administration Executive

 

 

Yoshio Hirabayashi

 

Standing Auditor

Accounting Executive

 

 

Yutaka Kawase

 

Standing Auditor

Accounting Executive

 

 

Yasuhiro Kumagai

 

Auditor

Accounting Executive

 

 

Tadao Kuribayashi

 

Auditor

Accounting Executive

 

 

Shigenori Shiota

 

Auditor

Accounting Executive

 

 

Hiroyuki Tsuji

 

Manager of Tokyo Office

Investor Relations Executive

 

 

 


 

 

Significant Developments

 

R&I Affirms IBIDEN CO LTD's Rating at "A+" and Amends Rating Outlook from Stable to Negative

Aug 27, 2013


Rating and Investment Information, Inc. (R&I) announced that it has affirmed the rating on IBIDEN CO LTD at "A", but amended the rating outlook from stable to negative.

IBIDEN CO LTD to Issue Year-end Dividend for FY 2013

May 17, 2013


IBIDEN CO LTD announced that it has decided to issue a year-end dividend payment of JPY 15 per share, in line with its latest dividend forecast of JPY 15 per share announced on April 25, 2013, to all its shareholders as a record of March 31, 2013. The dividend will be paid on June 4, 2013.

IBIDEN CO LTD Raises Year-end Dividend Forecast for FY 2013

Apr 25, 2013


IBIDEN CO LTD announced that it has raised its year-end dividend forecast from an undetermined value announced on February 5, 2013, to JPY 15 per share, for the fiscal year ended March 2013.

IBIDEN CO LTD Announces Mid-term Dividend Payment for FY 2013

Nov 01, 2012


IBIDEN CO LTD announced that it has decided to pay a JPY 15 per share(JPY 2,071 million in total) mid-term dividend, from its latest dividend forecast of an undetermined value announced on April 25, 2012, to all the shareholders as a record of September 30, 2012. The dividend will be paid on November 19, 2012.

IBIDEN CO LTD Lowers Consolidated Full-year Outlook for FY 2013

Nov 01, 2012


IBIDEN CO LTD announced that it has lowered its consolidated full-year outlook for revenue from JPY 300,000 million to JPY 282,000 million, operating profit from JPY 18,000 million to JPY 6,500 million, ordinary profit from JPY 16,000 million to JPY 5,900 million, net profit from JPY 9,000 million to JPY 300 million and earning per share from JPY 62.90 to JPY 2.17, for the fiscal year ending March 2013. The Company lowered the outlook due to the impact of the fierce economic conditions.

 

News

 

 

Patent Issued for Honeycomb Structure
Journal of Engineering (355 Words)

16-Oct-2013

 

 

Patent Issued for Printed Wiring Board and Method for Manufacturing Printed Wiring Board
China Weekly News (865 Words)

16-Oct-2013

 

 

Honeycomb structure
U.S. Patents (121 Words)

14-Oct-2013

 

 

Printed wiring board and method for manufacturing printed wiring board
U.S. Patents (202 Words)

14-Oct-2013

 

 

WIPO PUBLISHES PATENT OF IBIDEN, NAOYUKI JINBO, TAKAFUMI KASUGA, MISAKO MAKINO AND SAIDUZZAMAN MD FOR "HONEYCOMB FILTER AND PRODUCTION METHOD FOR...
U.S. Fed News (313 Words)

10-Oct-2013

 

 

Taipei Times: Kinsus Eyes Wearable Devices: Yuanta
World News Connection (487 Words)

09-Oct-2013

 

 

WIPO PUBLISHES PATENT OF IBIDEN, MASAYA SATO, SHIGEHARU ISHIKAWA AND HIROYOSHI GOTO FOR "METHOD FOR MANUFACTURING HONEYCOMB STRUCTURE AND EXTRUSION...
U.S. Fed News (533 Words)

09-Oct-2013

 

 

Multi-piece board and method for manufacturing the same
U.S. Patents (163 Words)

08-Oct-2013

 

 

Wiring board
U.S. Patents (213 Words)

08-Oct-2013

 

 

Wiring board and method for manufacturing the same
U.S. Patents (170 Words)

08-Oct-2013

 

 

US Patent Issued to Ibiden on Oct. 8 for "Printed wiring board and method for manufacturing printed wiring board" (Japanese Inventors)
U.S. Fed News (257 Words)

08-Oct-2013

 

 


Annual Income Statement

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

82.970472

78.961215

85.691434

92.941082

100.484331

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Net Sales

3,446.4

3,810.3

3,558.9

2,950.3

3,078.1

Revenue

3,446.4

3,810.3

3,558.9

2,950.3

3,078.1

Total Revenue

3,446.4

3,810.3

3,558.9

2,950.3

3,078.1

 

 

 

 

 

 

    Cost of Revenue

2,822.7

2,987.1

2,594.9

2,243.9

2,481.4

Cost of Revenue, Total

2,822.7

2,987.1

2,594.9

2,243.9

2,481.4

Gross Profit

623.6

823.1

964.0

706.4

596.7

 

 

 

 

 

 

    Selling/General/Administrative Expense

248.6

293.9

269.6

177.2

212.5

    Labor & Related Expense

127.4

128.6

130.0

133.5

137.0

Total Selling/General/Administrative Expenses

376.0

422.4

399.6

310.7

349.6

Research & Development

182.3

204.2

169.8

136.4

115.0

    Depreciation

20.3

-

10.5

64.0

42.6

    Amortization of Acquisition Costs

-

0.0

-0.9

4.6

4.2

Depreciation/Amortization

20.3

0.0

9.6

68.6

46.8

    Impairment-Assets Held for Use

7.9

18.0

33.7

56.0

8.5

    Impairment-Assets Held for Sale

0.0

0.2

6.6

0.1

37.5

    Other Unusual Expense (Income)

35.7

-4.4

-2.6

-3.9

-0.9

Unusual Expense (Income)

43.6

13.8

37.7

52.1

45.2

Total Operating Expense

3,444.9

3,627.5

3,211.6

2,811.7

3,038.0

 

 

 

 

 

 

Operating Income

1.4

182.7

347.4

138.6

40.1

 

 

 

 

 

 

        Interest Expense - Non-Operating

-4.3

-6.1

-3.2

-6.7

-3.8

    Interest Expense, Net Non-Operating

-4.3

-6.1

-3.2

-6.7

-3.8

        Interest Income - Non-Operating

3.5

4.2

2.1

2.9

7.5

        Investment Income - Non-Operating

74.0

5.2

6.8

23.1

-52.3

    Interest/Investment Income - Non-Operating

77.5

9.4

8.9

26.0

-44.8

Interest Income (Expense) - Net Non-Operating Total

73.1

3.2

5.7

19.3

-48.6

Gain (Loss) on Sale of Assets

0.9

1.1

0.2

0.1

-1.9

    Other Non-Operating Income (Expense)

13.1

6.2

1.1

-0.8

-2.0

Other, Net

13.1

6.2

1.1

-0.8

-2.0

Income Before Tax

88.6

193.2

354.4

157.2

-12.4

 

 

 

 

 

 

Total Income Tax

60.3

54.9

121.8

27.5

74.8

Income After Tax

28.3

138.3

232.6

129.7

-87.2

 

 

 

 

 

 

    Minority Interest

-1.4

-3.4

-2.3

-1.7

0.5

Net Income Before Extraord Items

26.9

134.9

230.3

128.0

-86.7

Net Income

26.9

134.9

230.3

128.0

-86.7

 

 

 

 

 

 

    Miscellaneous Earnings Adjustment

0.0

0.0

0.0

0.0

0.0

Total Adjustments to Net Income

0.0

0.0

0.0

0.0

0.0

Income Available to Common Excl Extraord Items

26.9

134.8

230.4

128.0

-86.7

 

 

 

 

 

 

Income Available to Common Incl Extraord Items

26.9

134.8

230.4

128.0

-86.7

 

 

 

 

 

 

Basic/Primary Weighted Average Shares

139.8

143.1

143.9

145.4

145.8

Basic EPS Excl Extraord Items

0.19

0.94

1.60

0.88

-0.59

Basic/Primary EPS Incl Extraord Items

0.19

0.94

1.60

0.88

-0.59

Dilution Adjustment

0.0

0.0

0.0

0.0

0.0

Diluted Net Income

26.9

134.8

230.4

128.0

-86.7

Diluted Weighted Average Shares

140.7

144.5

145.5

146.8

145.8

Diluted EPS Excl Extraord Items

0.19

0.93

1.58

0.87

-0.59

Diluted EPS Incl Extraord Items

0.19

0.93

1.58

0.87

-0.59

Dividends per Share - Common Stock Primary Issue

0.36

0.38

0.47

0.32

0.45

Gross Dividends - Common Stock

49.9

54.4

66.8

46.9

65.1

Interest Expense, Supplemental

4.3

6.1

3.2

6.7

3.8

Depreciation, Supplemental

519.5

536.8

474.9

417.1

432.4

Total Special Items

42.6

12.7

36.8

56.6

51.3

Normalized Income Before Tax

131.3

205.9

391.2

213.8

39.0

 

 

 

 

 

 

Effect of Special Items on Income Taxes

14.9

3.6

12.9

9.1

16.5

Inc Tax Ex Impact of Sp Items

75.3

58.6

134.6

36.6

91.3

Normalized Income After Tax

56.0

147.4

256.6

177.2

-52.3

 

 

 

 

 

 

Normalized Inc. Avail to Com.

54.6

143.9

254.3

175.5

-51.9

 

 

 

 

 

 

Basic Normalized EPS

0.39

1.01

1.77

1.21

-0.36

Diluted Normalized EPS

0.39

1.00

1.75

1.20

-0.36

Amort of Acquisition Costs, Supplemental

-

0.0

-0.6

4.6

4.2

Research & Development Exp, Supplemental

182.3

204.2

169.8

136.4

115.0

Reported Operating Profit

65.3

196.5

394.6

228.9

105.5

Reported Ordinary Profit

131.3

205.9

391.8

209.2

34.7

Normalized EBIT

45.0

196.5

385.0

190.8

85.3

Normalized EBITDA

564.5

733.3

859.3

612.5

521.9

    Current Tax - Total

81.3

45.6

-

-

-

Current Tax - Total

81.3

45.6

-

-

-

    Deferred Tax - Total

-21.0

9.3

-

-

-

Deferred Tax - Total

-21.0

9.3

-

-

-

Income Tax - Total

60.3

54.9

-

-

-

Interest Cost - Domestic

0.1

0.1

0.1

0.1

0.1

Service Cost - Domestic

0.3

0.7

1.2

1.1

1.8

Expected Return on Assets - Domestic

0.0

0.0

0.0

0.0

0.0

Actuarial Gains and Losses - Domestic

0.0

0.0

0.0

0.2

0.0

Transition Costs - Domestic

-

0.0

1.4

-

0.6

Domestic Pension Plan Expense

0.4

0.8

2.6

1.3

2.4

Defined Contribution Expense - Domestic

20.0

24.2

16.2

16.1

15.1

Total Pension Expense

20.4

25.0

18.8

17.5

17.6

Discount Rate - Domestic

-

2.00%

2.00%

2.00%

2.00%

Expected Rate of Return - Domestic

-

1.00%

1.00%

1.00%

1.00%

Total Plan Interest Cost

0.1

0.1

0.1

0.1

0.1

Total Plan Service Cost

0.3

0.7

1.2

1.1

1.8

Total Plan Expected Return

0.0

0.0

0.0

0.0

0.0

 

 

Annual Balance Sheet

Financials in: USD (mil)

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate

94.088557

82.385362

82.88

93.44

98.77

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Cash & Equivalents

670.1

946.3

808.2

629.5

582.7

    Short Term Investments

214.5

330.1

329.6

227.9

266.0

Cash and Short Term Investments

884.6

1,276.4

1,137.8

857.4

848.7

        Accounts Receivable - Trade, Gross

625.3

705.2

679.9

565.2

486.4

        Provision for Doubtful Accounts

-16.0

-5.1

-5.2

-5.3

-6.5

    Trade Accounts Receivable - Net

609.3

700.1

674.7

559.9

479.9

    Other Receivables

-

-

-

0.0

60.6

Total Receivables, Net

609.3

700.1

674.7

559.9

540.4

    Inventories - Finished Goods

147.6

170.9

141.5

107.3

160.4

    Inventories - Work In Progress

87.4

101.1

100.1

77.8

82.4

    Inventories - Raw Materials

175.9

162.7

118.1

83.4

79.1

Total Inventory

410.9

434.8

359.7

268.6

322.0

    Deferred Income Tax - Current Asset

34.1

25.6

41.0

34.1

22.2

    Other Current Assets

77.1

132.1

56.1

50.7

55.7

Other Current Assets, Total

111.2

157.7

97.1

84.7

77.9

Total Current Assets

2,016.0

2,568.9

2,269.2

1,770.6

1,789.1

 

 

 

 

 

 

Property/Plant/Equipment - Net

2,059.6

2,159.1

2,100.8

1,714.4

1,896.9

Goodwill, Net

-

-

0.0

0.3

5.5

Intangibles, Net

120.5

64.2

53.1

45.9

38.1

    LT Investment - Affiliate Companies

-

23.6

27.1

22.4

-

    LT Investments - Other

326.8

280.7

274.6

271.2

216.9

Long Term Investments

326.8

304.3

301.8

293.6

216.9

Note Receivable - Long Term

0.5

0.5

0.5

5.5

10.5

    Deferred Income Tax - Long Term Asset

27.1

48.0

52.1

16.4

20.0

    Other Long Term Assets

20.0

24.3

19.5

26.4

18.6

Other Long Term Assets, Total

47.1

72.3

71.6

42.8

38.6

Total Assets

4,570.6

5,169.3

4,797.0

3,873.1

3,995.5

 

 

 

 

 

 

Accounts Payable

414.0

614.3

574.0

414.0

375.1

Accrued Expenses

35.5

45.3

49.4

42.1

33.9

Notes Payable/Short Term Debt

218.0

227.2

218.4

141.0

464.3

Current Portion - Long Term Debt/Capital Leases

-

-

3.4

34.3

4.2

    Income Taxes Payable

58.9

10.4

112.2

25.0

4.7

    Other Payables

144.6

210.6

310.9

110.2

231.8

    Deferred Income Tax - Current Liability

0.7

0.3

0.2

8.3

0.3

    Other Current Liabilities

120.7

111.7

106.7

83.2

69.5

Other Current liabilities, Total

324.9

333.0

530.1

226.7

306.3

Total Current Liabilities

992.4

1,219.9

1,375.2

858.2

1,183.8

 

 

 

 

 

 

    Long Term Debt

461.4

546.5

61.3

56.8

83.5

    Capital Lease Obligations

7.1

12.2

16.7

18.7

23.8

Total Long Term Debt

468.4

558.6

78.0

75.5

107.3

Total Debt

686.5

785.8

299.8

250.9

575.8

 

 

 

 

 

 

    Deferred Income Tax - LT Liability

30.5

24.2

36.0

38.0

36.8

Deferred Income Tax

30.5

24.2

36.0

38.0

36.8

Minority Interest

38.6

46.3

43.0

36.3

32.6

    Pension Benefits - Underfunded

10.5

10.9

17.8

13.2

13.7

    Other Long Term Liabilities

21.5

18.8

17.2

16.1

16.7

Other Liabilities, Total

32.0

29.7

35.0

29.4

30.4

Total Liabilities

1,562.0

1,878.8

1,567.2

1,037.4

1,390.8

 

 

 

 

 

 

    Common Stock

681.8

778.7

774.0

686.6

649.5

Common Stock

681.8

778.7

774.0

686.6

649.5

Additional Paid-In Capital

736.3

845.0

841.1

744.3

699.9

Retained Earnings (Accumulated Deficit)

1,937.1

2,233.4

2,160.7

1,751.6

1,580.8

Treasury Stock - Common

-394.4

-371.9

-369.7

-261.5

-247.3

Unrealized Gain (Loss)

72.3

31.0

25.6

35.9

4.8

    Translation Adjustment

-24.4

-225.4

-201.7

-121.1

-82.9

    Other Equity

0.0

0.0

-

-

-

    Other Comprehensive Income

-0.1

-0.3

-0.2

0.0

-0.2

Other Equity, Total

-24.6

-225.7

-201.9

-121.1

-83.1

Total Equity

3,008.6

3,290.4

3,229.8

2,835.7

2,604.6

 

 

 

 

 

 

Total Liabilities & Shareholders’ Equity

4,570.6

5,169.3

4,796.9

3,873.1

3,995.5

 

 

 

 

 

 

    Shares Outstanding - Common Stock Primary Issue

138.1

143.1

143.1

145.4

145.4

Total Common Shares Outstanding

138.1

143.1

143.1

145.4

145.4

Treasury Shares - Common Stock Primary Issue

12.8

7.8

7.8

5.4

5.4

Employees

11,879

11,374

13,051

11,959

11,346

Number of Common Shareholders

43,754

39,271

37,606

34,063

34,700

Total Long Term Debt, Supplemental

482.9

547.2

64.6

91.2

87.7

Long Term Debt Maturing within 1 Year

21.5

0.7

3.4

34.3

4.2

Long Term Debt Maturing in Year 2

268.9

24.5

0.7

2.9

32.0

Long Term Debt Maturing in Year 3

32.8

303.5

24.1

0.5

0.7

Long Term Debt Maturing in Year 4

159.5

36.4

0.0

21.4

0.2

Long Term Debt Maturing in Year 5

0.1

182.1

36.2

0.0

20.2

Long Term Debt Maturing in 2-3 Years

301.7

328.0

24.8

3.3

32.7

Long Term Debt Maturing in 4-5 Years

159.6

218.5

36.2

21.4

20.4

Long Term Debt Matur. in Year 6 & Beyond

0.0

0.0

0.3

32.1

30.4

Total Capital Leases, Supplemental

12.6

15.5

22.6

23.5

28.6

Capital Lease Payments Due in Year 1

5.5

3.3

5.9

4.9

4.8

Capital Lease Payments Due in Year 2

2.3

5.1

7.5

4.2

5.4

Capital Lease Payments Due in Year 3

2.2

1.9

2.5

4.0

4.2

Capital Lease Payments Due in Year 4

0.6

2.3

1.8

4.0

4.1

Capital Lease Payments Due in Year 5

1.1

0.6

2.2

2.1

3.9

Capital Lease Payments Due in 2-3 Years

4.5

7.1

9.9

8.2

9.6

Capital Lease Payments Due in 4-5 Years

1.7

2.9

4.0

6.1

8.0

Cap. Lease Pymts. Due in Year 6 & Beyond

0.9

2.2

2.8

4.4

6.2

Pension Obligation - Domestic

3.8

2.9

15.3

11.5

14.5

Plan Assets - Domestic

0.0

0.0

6.1

5.4

7.3

Funded Status - Domestic

-3.8

-2.9

-9.3

-6.1

-7.3

Total Funded Status

-3.8

-2.9

-9.3

-6.1

-7.3

Discount Rate - Domestic

-

2.00%

2.00%

2.00%

2.00%

Expected Rate of Return - Domestic

-

1.00%

1.00%

1.00%

1.00%

Accrued Liabilities - Domestic

-3.8

-2.9

-9.2

-6.1

-7.1

Other Assets, Net - Domestic

-

0.0

0.0

0.0

0.2

Net Assets Recognized on Balance Sheet

-3.8

-2.9

-9.2

-6.2

-7.0

Total Plan Obligations

3.8

2.9

15.3

11.5

14.5

Total Plan Assets

0.0

0.0

6.1

5.4

7.3

 

 

Annual Cash Flows

Financials in: USD (mil)

 

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

82.970472

78.961215

85.691434

92.941082

100.484331

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

Net Income/Starting Line

88.6

193.2

354.4

157.2

-12.4

    Depreciation

514.6

536.8

474.9

417.1

432.4

Depreciation/Depletion

514.6

536.8

474.9

417.1

432.4

    Amortization of Acquisition Costs

4.9

0.0

-0.6

4.6

4.2

Amortization

4.9

0.0

-0.6

4.6

4.2

    Unusual Items

25.0

18.2

46.9

56.8

47.8

    Equity in Net Earnings (Loss)

-

3.8

-1.6

-8.7

34.4

    Other Non-Cash Items

6.9

-9.7

-3.4

-3.3

-12.1

Non-Cash Items

31.9

12.4

41.9

44.7

70.1

    Accounts Receivable

61.2

-34.1

-55.4

-46.5

231.8

    Inventories

2.2

-78.1

-61.4

67.3

92.8

    Accounts Payable

-157.1

65.2

118.3

14.5

-175.2

    Accrued Expenses

-4.2

1.2

6.9

17.0

-14.9

    Other Operating Cash Flow

1.4

-223.3

-59.5

6.6

-111.2

Changes in Working Capital

-96.5

-269.1

-51.0

58.8

23.4

Cash from Operating Activities

543.6

473.3

819.6

682.4

517.7

 

 

 

 

 

 

    Purchase of Fixed Assets

-568.2

-729.1

-531.7

-301.8

-531.0

    Purchase/Acquisition of Intangibles

-6.5

-26.2

-8.3

-4.8

-10.1

Capital Expenditures

-574.7

-755.3

-540.0

-306.6

-541.1

    Acquisition of Business

-69.5

-

-

-

-

    Sale of Fixed Assets

2.3

1.2

1.5

0.3

0.5

    Sale/Maturity of Investment

0.3

3.2

7.7

5.3

8.6

    Investment, Net

-12.0

0.0

0.2

0.0

0.0

    Purchase of Investments

-2.6

-0.6

-0.8

-4.1

-17.1

    Other Investing Cash Flow

-46.7

0.7

-15.3

-3.9

0.1

Other Investing Cash Flow Items, Total

-128.3

4.4

-6.7

-2.3

-7.9

Cash from Investing Activities

-703.0

-750.9

-546.6

-309.0

-549.0

 

 

 

 

 

 

    Other Financing Cash Flow

-0.2

-0.2

-0.2

-1.2

-0.3

Financing Cash Flow Items

-0.2

-0.2

-0.2

-1.2

-0.3

    Cash Dividends Paid - Common

-50.8

-72.5

-50.5

-46.9

-87.4

Total Cash Dividends Paid

-50.8

-72.5

-50.5

-46.9

-87.4

        Sale/Issuance of Common

0.0

0.0

0.0

0.0

0.4

        Repurchase/Retirement of Common

-80.0

0.0

-72.4

-0.1

-90.9

    Common Stock, Net

-80.0

0.0

-72.4

-0.1

-90.6

Issuance (Retirement) of Stock, Net

-80.0

0.0

-72.4

-0.1

-90.6

    Short Term Debt, Net

-2.0

7.0

57.5

-347.2

414.4

        Long Term Debt Issued

1.2

506.6

0.4

3.2

79.6

        Long Term Debt Reduction

-6.9

-9.1

-42.6

-13.8

-111.1

    Long Term Debt, Net

-5.7

497.5

-42.2

-10.6

-31.4

Issuance (Retirement) of Debt, Net

-7.7

504.5

15.3

-357.8

382.9

Cash from Financing Activities

-138.7

431.8

-107.8

-406.0

204.6

 

 

 

 

 

 

Foreign Exchange Effects

38.7

-7.2

-15.3

-6.8

-24.9

Net Change in Cash

-259.3

146.9

149.9

-39.4

148.5

 

 

 

 

 

 

Net Cash - Beginning Balance

1,259.3

1,176.3

934.1

900.6

684.6

Net Cash - Ending Balance

1,000.0

1,323.3

1,084.0

861.2

833.0

Cash Interest Paid

4.3

4.1

3.2

6.7

3.8

Cash Taxes Paid

-21.1

152.7

79.1

-36.7

117.8

 

 


 Annual Income Statement

 

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

82.970472

78.961215

85.691434

92.941082

100.484331

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Net Sales

3,446.4

3,810.3

3,558.9

2,950.3

3,078.1

Total Revenue

3,446.4

3,810.3

3,558.9

2,950.3

3,078.1

 

 

 

 

 

 

    Cost of Sales

2,822.7

2,987.1

2,594.9

2,243.9

2,481.4

    Other Selling, general and administrativ

248.6

-

-

-

-

    Other Selling/General/Admin. Expense

-

293.9

-

-

-

    Bonus

-

-

-

14.1

17.9

    Store & freight expenses

-

-

-

19.3

22.9

    Payroll

113.8

114.2

113.1

104.7

106.0

    Allowance for Bonus

10.1

9.8

11.1

9.6

8.1

    Allowance for Dir's Bonus

0.5

1.4

3.0

2.2

1.9

    Periodic Retirement Benefit

1.8

1.9

1.8

2.0

1.9

    Reserve for Director Retirement Bonus

1.2

1.4

1.1

0.8

1.1

    Depreciation Of Inactive Noncurrent Asse

20.3

-

-

-

-

    Depreciation

-

-

-

25.0

21.5

    Research & Development

182.3

204.2

169.8

136.4

115.0

    Amortization of Goodwill

-

-

-

5.5

5.1

    Other General Expenses

-

-

269.6

157.9

189.6

    Loss on liquidation of subsidiaries and

41.5

-

-

-

-

    Other Unusual Expense (Income)

0.0

-

-

-

-

    Gain on negative goodwill

-1.2

-

-

-

-

    Loss on disaster

-

0.3

-

-

-

    Subsidy(1)

-

-0.8

-1.5

-2.3

-2.2

    SP Reversal G on allow.doubt.accounts

-

0.0

-1.6

-1.2

-2.5

    SP G on reversal of subscription rights

-5.1

-5.0

-4.0

0.0

-

    Subsidy

-

0.0

0.0

-2.3

-2.2

    SP Other Special Gain

-

-0.2

-0.2

-2.9

-0.6

    SP Fix. Asset Writeoff

5.7

8.3

20.2

19.1

5.0

    SP Impairment Loss

2.2

9.7

13.5

36.9

3.6

    SP Reval. Inv. Sec.

0.0

0.2

6.6

0.1

37.5

    SP Claim Compensation

-

-

0.0

0.2

1.5

    SP L.Change Retire.System

-

-

-

0.0

0.6

    SP Loss-Prior Period Adjustment

-

0.0

0.1

0.4

2.1

    SP Disaster Loss

-

-

0.0

-

-

    SP Other Special Loss

0.5

1.4

4.5

4.2

2.5

    NOP Amort. of Nagative Goodwill

-

0.0

-0.9

-0.9

-0.9

    NOP Depreciation on fixed assets

-

-

10.5

39.0

21.1

Total Operating Expense

3,444.9

3,627.5

3,211.6

2,811.7

3,038.0

 

 

 

 

 

 

    NOP Interest Income

3.5

4.2

2.1

2.9

7.5

    Equity In Losses Of Affiliates

-

-3.8

-

-

-

    Loss On Sales Of Investment Securities

-

0.0

-

-

-

    NOP Dividend Income

6.3

6.5

5.5

4.4

5.5

    Depreciation Of Inactive Noncurrent Asse

-

0.0

-

-

-

    Other Non-Operating Income (Expense)

0.0

0.0

-

-

-

    NOP Rental Income

-

-

0.0

0.2

0.2

    NOP Equity Gains

-

0.0

1.6

8.7

0.0

    NOP Exchange Gain

67.6

2.4

0.0

9.9

0.0

    NOP Compen.Rcvd.

-

-

0.0

11.0

0.0

    NOP Subsidies income

14.8

5.5

4.2

0.0

2.4

    NOP Other Non-Ops. Inc.

11.8

10.8

7.9

13.4

6.8

    Bond issuance cost

-

-2.0

-

-

-

    NOP Interest Expense

-4.3

-4.1

-3.2

-6.7

-3.8

    NOP Bond Issue Cost

-

-

0.0

-

-

    NOP Cost of Rent Income

-0.1

-0.2

-0.2

-15.6

-4.9

    NOP Equity Losses

-

-

0.0

0.0

-34.4

    NOP Exchange Loss

-

0.0

-0.4

0.0

-23.6

    NOP Other Non-Ops. Exp.

-13.2

-9.8

-10.9

-9.9

-6.5

    SP Gain-Fix. Asset Sale

0.9

1.1

0.2

0.1

0.2

    SP Gain-Inv. Sec. Sale

0.0

0.1

0.0

0.0

0.1

    SP Loss Sale Inv.Secs.

-

-

0.0

0.0

0.0

    SP L. Liquid.Business

-

-

-

0.0

-2.1

Net Income Before Taxes

88.6

193.2

354.4

157.2

-12.4

 

 

 

 

 

 

Provision for Income Taxes

60.3

54.9

121.8

27.5

74.8

Net Income After Taxes

28.3

138.3

232.6

129.7

-87.2

 

 

 

 

 

 

    Minority interests in income

-1.4

-3.4

-2.3

-1.7

0.5

Net Income Before Extra. Items

26.9

134.9

230.3

128.0

-86.7

Net Income

26.9

134.9

230.3

128.0

-86.7

 

 

 

 

 

 

    Rounding adjustment Income Statement

0.0

-

-

-

-

    EPS Adjustment

-

0.0

0.0

0.0

0.0

Income Available to Com Excl ExtraOrd

26.9

134.8

230.4

128.0

-86.7

 

 

 

 

 

 

Income Available to Com Incl ExtraOrd

26.9

134.8

230.4

128.0

-86.7

 

 

 

 

 

 

Basic Weighted Average Shares

139.8

143.1

143.9

145.4

145.8

Basic EPS Excluding ExtraOrdinary Items

0.19

0.94

1.60

0.88

-0.59

Basic EPS Including ExtraOrdinary Items

0.19

0.94

1.60

0.88

-0.59

Dilution Adjustment

0.0

0.0

0.0

0.0

0.0

Diluted Net Income

26.9

134.8

230.4

128.0

-86.7

Diluted Weighted Average Shares

140.7

144.5

145.5

146.8

145.8

Diluted EPS Excluding ExtraOrd Items

0.19

0.93

1.58

0.87

-0.59

Diluted EPS Including ExtraOrd Items

0.19

0.93

1.58

0.87

-0.59

DPS-Ordinary Shares

0.36

0.38

0.47

0.32

0.45

Gross Dividends - Common Stock

49.9

54.4

66.8

46.9

65.1

Normalized Income Before Taxes

131.3

205.9

391.2

213.8

39.0

 

 

 

 

 

 

Inc Tax Ex Impact of Sp Items

75.3

58.6

134.6

36.6

91.3

Normalized Income After Taxes

56.0

147.4

256.6

177.2

-52.3

 

 

 

 

 

 

Normalized Inc. Avail to Com.

54.6

143.9

254.3

175.5

-51.9

 

 

 

 

 

 

Basic Normalized EPS

0.39

1.01

1.77

1.21

-0.36

Diluted Normalized EPS

0.39

1.00

1.75

1.20

-0.36

Total Research And Development Expense

182.3

204.2

169.8

136.4

115.0

Bond issuance cost

-

2.0

-

-

-

Interest Expense

4.3

4.1

3.2

6.7

3.8

Depreciation

519.5

536.8

474.9

417.1

432.4

Amort. of Goodwill&neg. goodwill

-

0.0

-0.6

4.6

4.2

    Income taxes-current

81.3

45.6

-

-

-

Current Tax - Total

81.3

45.6

-

-

-

    Income taxes-deferred

-21.0

9.3

-

-

-

Deferred Tax - Total

-21.0

9.3

-

-

-

Income Tax - Total

60.3

54.9

-

-

-

Reported Operating Profit

65.3

196.5

394.6

228.9

105.5

Reported Ordinary Profit

131.3

205.9

391.8

209.2

34.7

Service Cost

0.3

0.7

1.2

1.1

1.8

Interest Cost

0.1

0.1

0.1

0.1

0.1

Expected Return of Plan Asset

0.0

0.0

0.0

0.0

0.0

Actuarial G/L

0.0

0.0

0.0

0.2

0.0

Transit. G to Defined Contribution Plan

-

0.0

1.4

-

0.6

Domestic Pension Plan Expense

0.4

0.8

2.6

1.3

2.4

Retirement Benefit Expenses Loss Due To

20.0

-

-

-

-

Defined Contribution Expense

-

24.2

16.2

16.1

15.1

Total Pension Expense

20.4

25.0

18.8

17.5

17.6

Discount Rate(MIN)-Retirement Cost(Domes

-

2.00%

-

-

-

Discount Rate

-

-

2.00%

2.00%

2.00%

Expected return on assets(MIN)-Retiremen

-

1.00%

-

-

-

Expected Rate of Return

-

-

1.00%

1.00%

1.00%

 

 

Annual Balance Sheet

Financials in: USD (mil)

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate

94.088557

82.385362

82.88

93.44

98.77

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Cash & Deposit

670.1

946.3

808.2

629.5

582.7

    Notes and accounts receivable-trade

625.3

705.2

679.9

565.2

486.4

    Short-term investment securities

214.5

330.1

329.6

227.9

266.0

    Inventories - merchan. & finished goods

147.6

170.9

141.5

107.3

160.4

    Inventories - work-in-process

87.4

101.1

100.1

77.8

82.4

    Inventories - raw materials & supplies

175.9

162.7

118.1

83.4

79.1

    Dfd. Tax Asset

34.1

25.6

41.0

34.1

22.2

    Tax refund receivable

-

-

-

0.0

60.6

    Rounding adjustment Assets

0.0

0.0

-

-

-

    Other Cur. Asset

77.1

132.1

56.1

50.7

55.7

    Doubtful Acct.

-16.0

-5.1

-5.2

-5.3

-6.5

Total Current Assets

2,016.0

2,568.9

2,269.2

1,770.6

1,789.1

 

 

 

 

 

 

    Other Total PPE

0.0

-

-

-

-

    Other ppe,net

-

0.0

-

-

-

    Buildings and structures, net

797.4

826.7

803.3

676.2

672.0

    Machinery Equipment And Vehicles

702.5

707.1

617.4

543.0

647.7

    Land

194.2

217.3

214.9

190.1

186.0

    Lease assets, net

23.4

28.8

32.6

34.2

37.0

    Construction IP

298.6

328.0

384.1

221.0

299.4

    Other

43.6

51.1

48.5

50.0

54.8

    Goodwill, Net

-

-

0.0

0.3

5.5

    Intangible assets

120.5

-

-

-

-

    Total intangible assets

-

64.2

-

-

-

    Intangible Asset., other

-

-

53.1

45.9

38.1

    Other Investment Securities

-

280.7

-

-

-

    Investment Sec.

326.8

-

274.6

271.2

216.9

    Invt Secs Noncons, Asc, Affd Cos

-

23.6

-

-

-

    Equity secs.-nonconsol affil.&sub.

-

-

27.1

22.4

-

    Long-term loans receivable

0.5

0.5

0.5

5.5

10.5

    Deferred tax assets

27.1

48.0

52.1

16.4

20.0

    Other Total investments and other assets

0.0

-

-

-

-

    Allowance For Doubtful Accounts

-4.1

-

-

-

-

    Rounding adjustment Assets

0.0

0.0

-

-

-

    Other Asset

24.1

29.1

24.8

31.6

23.6

    Doubtful Acct.

-

-4.8

-5.3

-5.2

-5.0

Total Assets

4,570.6

5,169.3

4,797.0

3,873.1

3,995.5

 

 

 

 

 

 

    Notes and accounts payable-trade

414.0

614.3

574.0

414.0

375.1

    Short-term loans payable

218.0

227.2

218.4

141.0

464.3

    Current LT Debt

-

-

3.4

34.3

4.2

    Cur. Port. Bond

-

-

-

-

0.0

    Accounts payable-other

122.8

162.2

229.8

96.1

186.0

    Income Tax Pybl.

58.9

10.4

112.2

25.0

4.7

    DeferredTax Liabilities-Current

0.7

0.3

0.2

8.3

0.3

    Accrued Bonuses allow

35.0

44.0

46.3

39.9

31.9

    Provision for directors'' bonuses

0.4

1.4

3.1

2.2

2.0

    Notes payable-facilities

21.9

48.4

81.1

14.1

45.8

    Rounding adjustment Liability

0.0

0.0

-

-

-

    Other Cur. Liabs

120.7

111.7

106.7

83.2

69.5

Total Current Liabilities

992.4

1,219.9

1,375.2

858.2

1,183.8

 

 

 

 

 

 

    Bonds Payable

425.1

485.5

-

-

-

    Straight bonds

-

-

0.0

-

-

    Long-term loans payable

36.2

60.9

61.3

56.8

83.5

    Lease liab.

7.1

12.2

16.7

18.7

23.8

Total Long Term Debt

468.4

558.6

78.0

75.5

107.3

 

 

 

 

 

 

    Reval. Dfd. Tax

1.7

1.9

2.2

1.9

1.8

    Other Long Term Liabilities

0.1

-

-

-

-

    Rounding adjustment Liability

-

0.0

-

-

-

    Res. Accr. Retir

3.8

2.9

9.2

6.1

7.1

    Provision for directors'' retirement ben

6.7

8.0

8.6

7.1

6.6

    Deferred Tax

28.9

22.3

33.8

36.1

35.0

    Nagative Goodwill

-

0.0

0.0

0.9

1.7

    Other Liabs.

21.5

18.8

17.1

15.2

15.0

    Minority Int.

38.6

46.3

43.0

36.3

32.6

    Adjustment

-

-

-

-

0.0

Total Liabilities

1,562.0

1,878.8

1,567.2

1,037.4

1,390.8

 

 

 

 

 

 

    Common Stock

681.8

778.7

774.0

686.6

649.5

    Total capital surpluses

726.5

829.4

824.5

731.3

691.8

    Total retained earnings

1,937.1

2,233.4

2,160.7

1,751.6

1,580.8

    Other Equity

0.0

-

-

-

-

    Rounding adjustment Equity

-

0.0

-

-

-

    Treasury Stock

-394.4

-371.9

-369.7

-261.5

-247.3

    Valuation difference on available-for-sa

71.6

30.1

25.0

35.4

4.3

    Unrealized Gain/Loss on Hedge

-0.1

-0.3

-0.2

0.0

-0.2

    Reserve by valuation of land

0.8

0.9

0.6

0.5

0.5

    Translation Adj.

-24.4

-225.4

-201.7

-121.1

-82.9

    New Stock Rights

9.8

15.5

16.6

13.0

8.1

Total Equity

3,008.6

3,290.4

3,229.8

2,835.7

2,604.6

 

 

 

 

 

 

Total Liabilities & Shareholders' Equity

4,570.6

5,169.3

4,796.9

3,873.1

3,995.5

 

 

 

 

 

 

    S/O-Ordinary Shares

138.1

143.1

143.1

145.4

145.4

Total Common Shares Outstanding

138.1

143.1

143.1

145.4

145.4

T/S-Ordinary Shares

12.8

7.8

7.8

5.4

5.4

Number Of Employees

11,879

-

-

-

-

Full-Time Employees

-

11,374

13,051

11,959

11,346

Total Number of Shareholders

43,754

-

-

-

-

Number of Common Shareholders

-

39,271

37,606

34,063

34,700

Loans Payable Maturing within a Year

21.5

0.7

3.4

34.3

4.2

Lns Pble Maturing over a Yr within 2 Yrs

3.2

-

-

-

-

Bond Redemp Amts over a Yr within 2 Yrs

265.7

-

-

-

-

Long Term Debt Maturing Within 2 Year

-

24.5

0.7

2.9

32.0

Lns Pble Maturg over 2 Yrs within 3 Yrs

32.8

-

-

-

-

Bond Redemp Amts over 2 Yrs within 3 Yrs

-

303.5

-

-

-

Long Term Debt Maturing Within 3 Year

-

-

24.1

0.5

0.7

Bond Redemp Amts over 3 Yrs within 4 Yrs

159.4

-

-

-

-

Lns Pble Maturg over 3 Yrs within 4 Yrs

0.1

36.4

-

-

-

Long Term Debt Maturing Within 4 Year

-

-

0.0

21.4

0.2

Lns Pble Maturg over 4 Yrs within 5 Yrs

0.1

-

-

-

-

Bond Redemp Amts over 4 Yrs within 5 Yrs

-

182.1

-

-

-

Long Term Debt Maturing Within 5 Year

-

-

36.2

0.0

20.2

Other Division And End Of Current Period

0.0

-

-

-

-

Long Term Debt Remaining Maturities

-

-

0.3

32.1

30.4

Total Long Term Debt, Supplemental

482.9

547.2

64.6

91.2

87.7

Capital Lease Maturing within a Year

5.5

3.3

5.9

4.9

4.8

Cap Lease Maturg over a Yr within 2 Yrs

2.3

-

-

-

-

Capital Leases Maturing Within 2 Yr

-

5.1

7.5

4.2

5.4

Cap Lease Maturg over 2 Yr within 3 Yrs

2.2

-

-

-

-

Capital Leases Maturing Within 3 Yr

-

1.9

2.5

4.0

4.2

Cap Lease Maturg over 3 Yr within 4 Yrs

0.6

-

-

-

-

Capital Leases Maturing Within 4 Yr

-

2.3

1.8

4.0

4.1

Cap Lease Maturg over 4 Yr within 5 Yrs

1.1

-

-

-

-

Capital Leases Maturing Within 5 Yr

-

0.6

2.2

2.1

3.9

Other Division And End Of Current Period

0.9

-

-

-

-

Capital Leases Remaining Maturities

-

2.2

2.8

4.4

6.2

Total Capital Leases, Supplemental

12.6

15.5

22.6

23.5

28.6

Pension Obligation

3.8

2.9

15.3

11.5

14.5

Fair Value of Plan Asset

0.0

0.0

6.1

5.4

7.3

Funded Status

-3.8

-2.9

-9.3

-6.1

-7.3

Total Funded Status

-3.8

-2.9

-9.3

-6.1

-7.3

Disc Rate(MIN)-Retmt Ben Oblig(Domestic)

-

2.00%

2.00%

2.00%

2.00%

EROA(MIN)-Retirement Benefit Obiligate-D

-

1.00%

1.00%

1.00%

1.00%

Unrecognized Actuarial Gains and Losses

-

0.0

0.0

0.0

0.2

Reserve for Accrued Retirement Benefits

-3.8

-2.9

-9.2

-6.1

-7.1

Net Assets Recognized on Balance Sheet

-3.8

-2.9

-9.2

-6.2

-7.0

 

 


 

 

Annual Cash Flows

Financials in: USD (mil)

 

 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
31-Mar-2013

Updated Normal
31-Mar-2012

Updated Normal
31-Mar-2011

Updated Normal
31-Mar-2010

Updated Normal
31-Mar-2009

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

82.970472

78.961215

85.691434

92.941082

100.484331

Auditor

Ernst & Young ShinNihon LLC

Ernst & Young ShinNihon LLC

Ernst & Young LLP

Ernst & Young LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

Income Before Tax

88.6

193.2

354.4

157.2

-12.4

    Depreciation

514.6

536.8

474.9

417.1

432.4

    Impairment Loss

2.2

9.7

13.5

36.9

3.6

    Amort. Goodwill&negative goodwill

4.9

0.0

-0.6

4.6

4.2

    Inc/Dec Provision For Retirement Benefit

-0.5

-6.7

2.3

-1.1

-1.8

    Increase (decrease) in provision for bon

-4.0

-2.7

1.3

6.2

-10.4

    Increase (decrease) in provision for dir

-0.9

-1.8

0.6

0.1

-1.2

    Increase (decrease) in allowance for dou

12.9

-0.6

-1.2

-1.6

-1.0

    Interest&Div. Income

-9.8

-6.5

-7.6

-7.3

-13.1

    Interest Expense

4.3

4.1

3.2

6.7

3.8

    Equity in (earnings) losses of affiliate

-

3.8

-1.6

-8.7

34.4

    Loss (gain) on sales of property, plant

-0.9

-1.1

-0.2

-0.1

-0.2

    Loss on retirement of property, plant an

23.8

9.5

27.0

19.9

6.9

    Loss (gain) on sales of investment secur

0.0

-0.1

0.0

0.0

-0.1

    Loss (gain) on valuation of investment s

0.0

0.2

6.6

0.1

37.5

    Decrease (increase) in notes and account

61.2

-34.1

-55.4

-46.5

231.8

    Decrease (increase) in inventories

2.2

-78.1

-61.4

67.3

92.8

    Increase (decrease) in notes and account

-157.1

65.2

118.3

14.5

-175.2

    Increase (decrease) in accrued expenses

0.7

5.7

5.0

10.6

-3.3

    Rounding adjustment Cash flow

0.0

0.0

-

-

-

    Other, net

-24.6

-73.1

15.3

-31.4

-1.9

    Interest&Div. Rcvd.

9.2

6.6

7.4

8.1

12.3

    Interest Paid

-4.3

-4.1

-3.2

-6.7

-3.8

    Tax Paid

-26.8

-152.7

-81.2

-26.6

-117.8

    Income taxes refund

47.9

0.0

2.1

63.2

0.0

    Change in Consoli.Subsidiary Account

-

-

-

-

0.0

Cash from Operating Activities

543.6

473.3

819.6

682.4

517.7

 

 

 

 

 

 

    Purchase Of Investments In Subsidiaries

-69.5

-

-

-

-

    Purchase of property, plant and equipmen

-568.2

-729.1

-531.7

-301.8

-531.0

    Proceeds from sales of property, plant a

2.3

1.2

1.5

0.3

0.5

    Purch. Intangibles

-6.5

-26.2

-8.3

-4.8

-10.1

    Rounding adjustment Cash flow

0.0

-

-

-

-

    LT Prepaid Exp. Paid

-

-

-

-

-2.1

    Purch. Invest. Sec.

-2.5

-0.6

-0.5

-4.1

-17.0

    Sale of Invest. Sec.

0.3

0.2

0.1

0.1

1.3

    Decrease (increase) in short-term loans

-12.0

0.0

0.2

0.0

0.0

    Payments of long-term loans receivable

-0.1

0.0

-0.2

0.0

-0.1

    Collection of long-term loans receivable

0.0

3.0

7.6

5.3

7.3

    Other, net

-46.6

0.7

-15.3

-3.9

2.2

Cash from Investing Activities

-703.0

-750.9

-546.6

-309.0

-549.0

 

 

 

 

 

 

    Net increase (decrease) in short-term lo

-2.0

7.0

57.5

-347.2

414.4

    Proceeds From Issuance Of Bonds

-

506.6

-

-

-

    Proceeds from long-term loans payable

1.2

0.0

0.4

3.2

79.6

    Repayment of long-term loans payable

-1.0

-3.5

-37.4

-4.7

-5.3

    Issue Bond

-

-

0.0

-

-

    Redempt.Bond

-

-

-

0.0

-99.5

    Rounding adjustment Cash flow

0.0

0.0

-

-

-

    Purchase of treasury stock of subsidiari

-2.0

-

-

-

-

    Purch. Treas. Stk.

-77.9

0.0

-72.4

-0.1

-90.9

    Sale of Treasury

0.0

0.0

0.0

0.0

0.4

    Dividend Paid

-50.8

-72.5

-50.5

-46.9

-87.4

    Minority Dividends

-0.2

-0.2

-0.2

-0.1

-0.2

    Repayment of lease obligation

-5.9

-5.6

-5.2

-9.2

-6.3

    Other

-

-

0.0

-1.1

-0.1

Cash from Financing Activities

-138.7

431.8

-107.8

-406.0

204.6

 

 

 

 

 

 

Foreign Exchange Effects

38.7

-7.2

-15.3

-6.8

-24.9

Net Change in Cash

-259.3

146.9

149.9

-39.4

148.5

 

 

 

 

 

 

Net Cash - Beginning Balance

1,259.3

1,176.3

934.1

900.6

684.6

Net Cash - Ending Balance

1,000.0

1,323.3

1,084.0

861.2

833.0

    Cash Interest Paid

4.3

4.1

3.2

6.7

3.8

    Cash Taxes Paid

-21.1

152.7

79.1

-36.7

117.8

Financial Health

Except for share items (millions) and per share items (actual units)

 

Key Indicators USD (mil)

 

Quarter
Ending
30-Jun-2013

Quarter
Ending
Yr Ago

Annual
Year End
31-Mar-2013

1 Year
Growth

3 Year
Growth

5 Year
Growth

Total Revenue1 (?)

727.3

3.08%

3,446.4

-4.96%

1.41%

-7.11%

Research & Development1 (?)

-

-

182.3

-6.19%

6.06%

7.00%

Operating Income1 (?)

28.0

-27.86%

1.4

-99.18%

-79.08%

-71.74%

Income Available to Common Excl Extraord Items1 (?)

34.4

-

26.9

-79.04%

-42.75%

-45.41%

Basic EPS Excl Extraord Items1 (?)

0.25

-

0.19

-78.54%

-41.99%

-44.75%

Capital Expenditures2 (?)

100.7

-12.92%

574.7

-20.05%

18.72%

-2.42%

Cash from Operating Activities2 (?)

98.6

-25.25%

543.6

20.69%

-10.74%

-10.81%

Free Cash Flow (?)

-2.1

-

-27.5

-

-

-

Total Assets3 (?)

4,408.1

5.42%

4,570.6

0.98%

5.92%

0.61%

Total Liabilities3 (?)

1,419.5

-6.56%

1,562.0

-5.05%

14.88%

3.89%

Total Long Term Debt3 (?)

448.5

-4.12%

468.4

-4.24%

84.17%

130.59%

Employees3 (?)

-

-

11879

4.44%

-0.22%

-1.32%

Total Common Shares Outstanding3 (?)

138.1

-3.50%

138.1

-3.50%

-1.71%

-1.30%

1-ExchangeRate: JPY to USD Average for Period

98.564314

 

82.970472

 

 

 

2-ExchangeRate: JPY to USD Average for Period

98.564314

 

82.970472

 

 

 

3-ExchangeRate: JPY to USD Period End Date

98.239969

 

94.088557

 

 

 

Key Ratios

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Profitability

Gross Margin (?)

18.10%

21.60%

27.09%

23.94%

19.39%

Operating Margin (?)

0.04%

4.80%

9.76%

4.70%

1.30%

Pretax Margin (?)

2.57%

5.07%

9.96%

5.33%

-0.40%

Net Profit Margin (?)

0.78%

3.54%

6.47%

4.34%

-2.82%

Financial Strength

Current Ratio (?)

2.03

2.11

1.65

2.06

1.51

Long Term Debt/Equity (?)

0.16

0.17

0.02

0.03

0.04

Total Debt/Equity (?)

0.23

0.24

0.09

0.09

0.22

Management Effectiveness

Return on Assets (?)

0.55%

2.65%

5.25%

3.19%

-2.16%

Return on Equity (?)

0.81%

3.95%

7.41%

4.56%

-3.15%

Efficiency

Receivables Turnover (?)

4.97

5.30

5.64

5.19

4.83

Inventory Turnover (?)

6.29

7.19

8.10

7.33

6.74

Asset Turnover (?)

0.67

0.73

0.80

0.72

0.76

Market Valuation USD (mil)

P/E (TTM) (?)

38.81

.

Enterprise Value2 (?)

2,323.7

Price/Sales (TTM) (?)

0.83

.

Enterprise Value/Revenue (TTM) (?)

0.79

Price/Book (MRQ) (?)

0.75

.

Enterprise Value/EBITDA (TTM) (?)

5.02

Market Cap as of 11-Oct-20131 (?)

2,449.5

.

 

 

1-ExchangeRate: JPY to USD on 11-Oct-2013

98.109887

 

 

 

2-ExchangeRate: JPY to USD on 30-Jun-2013

98.239969

 

 

 

 

 

 Annual Ratios



 

 

31-Mar-2013

31-Mar-2012

31-Mar-2011

31-Mar-2010

31-Mar-2009

Financial Strength

Current Ratio (?)

2.03

2.11

1.65

2.06

1.51

Quick/Acid Test Ratio (?)

1.51

1.62

1.32

1.65

1.17

Working Capital1 (?)

1,023.6

1,349.0

894.0

912.5

605.3

Long Term Debt/Equity (?)

0.16

0.17

0.02

0.03

0.04

Total Debt/Equity (?)

0.23

0.24

0.09

0.09

0.22

Long Term Debt/Total Capital (?)

0.13

0.14

0.02

0.02

0.03

Total Debt/Total Capital (?)

0.19

0.19

0.08

0.08

0.18

Payout Ratio (?)

187.84%

40.32%

29.15%

36.68%

-75.30%

Effective Tax Rate (?)

68.08%

28.43%

34.35%

17.49%

-

Total Capital1 (?)

3,695.1

4,076.3

3,529.6

3,086.6

3,180.4

 

 

 

 

 

 

Efficiency

Asset Turnover (?)

0.67

0.73

0.80

0.72

0.76

Inventory Turnover (?)

6.29

7.19

8.10

7.33

6.74

Days In Inventory (?)

58.04

50.78

45.07

49.80

54.18

Receivables Turnover (?)

4.97

5.30

5.64

5.19

4.83

Days Receivables Outstanding (?)

73.40

68.91

64.77

70.34

75.55

Revenue/Employee2 (?)

255,839

321,074

281,943

245,384

276,002

Operating Income/Employee2 (?)

106

15,397

27,518

11,531

3,596

EBITDA/Employee2 (?)

38,673

60,632

65,142

46,225

42,371

 

 

 

 

 

 

Profitability

Gross Margin (?)

18.10%

21.60%

27.09%

23.94%

19.39%

Operating Margin (?)

0.04%

4.80%

9.76%

4.70%

1.30%

EBITDA Margin (?)

15.12%

18.88%

23.10%

18.84%

15.35%

EBIT Margin (?)

0.04%

4.80%

9.76%

4.70%

1.30%

Pretax Margin (?)

2.57%

5.07%

9.96%

5.33%

-0.40%

Net Profit Margin (?)

0.78%

3.54%

6.47%

4.34%

-2.82%

R&D Expense/Revenue (?)

5.29%

5.36%

4.77%

4.62%

3.74%

COGS/Revenue (?)

81.90%

78.40%

72.91%

76.06%

80.61%

SG&A Expense/Revenue (?)

10.91%

11.09%

11.23%

10.53%

11.36%

 

 

 

 

 

 

Management Effectiveness

Return on Assets (?)

0.55%

2.65%

5.25%

3.19%

-2.16%

Return on Equity (?)

0.81%

3.95%

7.41%

4.56%

-3.15%

 

 

 

 

 

 

Valuation

Free Cash Flow/Share2 (?)

-0.20

-1.89

2.02

2.57

-0.16

Operating Cash Flow/Share 2 (?)

3.47

3.17

5.92

4.67

3.62

1-ExchangeRate: JPY to USD Period End Date

94.088557

82.385362

82.88

93.44

98.77

2-ExchangeRate: JPY to USD Average for Period

94.088557

82.385362

82.88

93.44

98.77

 

Current Market Multiples

Market Cap/Earnings (TTM) (?)

42.39

Market Cap/Equity (MRQ) (?)

0.82

Market Cap/Revenue (TTM) (?)

0.83

Market Cap/EBIT (TTM) (?)

86.04

Market Cap/EBITDA (TTM) (?)

5.29

Enterprise Value/Earnings (TTM) (?)

40.27

Enterprise Value/Equity (MRQ) (?)

0.78

Enterprise Value/Revenue (TTM) (?)

0.79

Enterprise Value/EBIT (TTM) (?)

81.73

Enterprise Value/EBITDA (TTM) (?)

5.02

 

 

 

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.61.41

UK Pound

1

Rs.99.53

Euro

1

Rs.84.82

 

 

INFORMATION DETAILS

 

Report Prepared by :

NIS

 

 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

--

NB

New Business

 

--

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                  Payment record (10%)

Credit history (10%)                   Market trend (10%)                                Operational size (10%)

 

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.