Panasonic Holdings Corporation (PCRFF) Q1 2026 Earnings Call Transcript

2025-07-30 13:35:46 ET

Panasonic Holdings Corporation (PCRFF)

Q1 2026 Earnings Conference Call

July 30, 2025, 02:30 AM ET

Company Participants

Akira Waniko - Group Chief Financial Officer

Conference Call Participants

Furukawa - Bloomberg

Umegaki - Toyo Keizai

Tabata - Yomiuri Shimbun

Harada - Goldman Sachs

Katsura - SMBC Nikko

Nakane - Mizuho

Ezawa - Citigroup Global Markets

Presentation

Akira Waniko

Hello. This is Waniko. Thank you very much for joining us. I will now give the overview of the FY2026 Q1 financial results.

First, the summary.

Sales increased in all segments, but overall sales decreased with the deconsolidation of automotive.

By business, sales of generative AI-related businesses in industry and energy increased, in addition to increased sales of process automation and Connect. Adjusted operating profit increased overall due to increased profit in all segments, offsetting the impact of US tariffs and the automotive deconsolidation....

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