NTN Corporation FY2027 Q2 Earnings Presentation Materials

Key Points of the Results

In the first half, revenue was 402.3 hundred million yen and operating income was 17.4 hundred million yen, representing year-over-year profit growth. Results reflect foreign exchange effects and the impact of structural reforms, and are progressing steadily at levels consistent with first-half results and the full-year outlook. The DRIVE NTN100 structural reform reported progress of 2.4 hundred million yen in costs and 2.4 hundred million yen in benefits. Market trends for bearings and CVJ axles show growth driven by overseas demand and expansion into new fields underpinned by AI and data center demand.

Outlook and Impact for Shareholders

The full-year forecast assumes revenue of 825.0 hundred million yen and operating income of 33.0 hundred million yen, unchanged from the prior announcement. While considering continued foreign exchange effects and integration costs, the company will continue to promote structural reforms centered on DRIVE NTN100. An interim dividend of 6.5 yen and a year-end dividend of 6.5 yen are assumed, totaling an annual dividend of 13 yen per share. Recovery in demand for automotive and industrial machinery sectors and expansion in overseas markets are expected growth drivers.