TOELF - Tokyo Electron Limited (TOELY) Q4 2024 Earnings Call Transcript

2024-05-13 21:06:13 ET

Tokyo Electron Limited (TOELY)

Q4 2024 Earnings Conference Call

May 10, 2024, 2:30 AM ET

Company Participants

Koichi Yatsuda - Investor Relations Department

Toshiki Kawai - Representative Director, President and CEO

Hiroshi Kawamoto - Senior Vice President and General Manager, Finance Unit

Conference Call Participants

Yu Yoshida - CLSA Securities Japan

Shuhei Nakamura - Goldman Sachs Japan

Takashi Shimamoto - Okasan Securities

Kenji Yasui - UBS Securities

Atsushi Yoshioka - Nomura Securities

Mikio Hirakawa - BofA Securities

Varun Rajwanshi - Lazard Asset Management

Takeru Hanaya - SMBC Nikko Securities

Presentation

Koichi Yatsuda

Now it’s time for us to start Tokyo Electron Financial Announcement for the Fiscal Year Ended in March 2024. Thank you very much for joining us today despite your busy schedule. I am Yatsuda of IR Department acting as a moderator of today’s session.

Now I’d like to introduce today’s attendee, Mr. Toshiki Kawai, Representative Director, President and CEO.

Toshiki Kawai

I am Kawai. Nice to meet you.

Koichi Yatsuda

Next, Mr. Hiroshi Kawamoto, Senior Vice President and General Manager in Charge of Finance Unit.

Hiroshi Kawamoto

I am Kawamoto. Thank you for joining us.

Koichi Yatsuda

Prior to the presentations, let me explain the flow of today’s conference. First of all, Mr. Kawamoto and Mr. Kawai will make presentations. After that, until 6.15 Japan Time, we will have a question-and-answer session where we take questions from the audience.

This meeting uses two channels of Webex for simultaneous interpretation between Japanese and English. As we explained in our email, you are kindly requested to use apps on PCs or mobile terminals if you plan to ask questions. But if you are not going to ask questions, you can use telephones.

Since this conference is intended for institutional investors and analysts, we appreciate your understanding that we receive questions only from institutional investors and analysts as usual. We will post the audio contents of this conference in Japanese and English on our website within a couple of days. It would be appreciated if you could also visit our website....

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