松下Panasonic Corp.（PC）2025财年第一季度财报「NYSE」（中译版）（37页）.pdf

1、July 31,2024Panasonic Holdings CorporationNotes:1.This is an English translation from the original presentation in Japanese.2.In this presentation,“Fiscal 2025”or“FY3/25”refers to the year ending March 31,2025.Fiscal 2025 First Quarter Financial Results1Fiscal 2025 First Quarter Financial Results 20

2、24 Panasonic Holdings Corporation.All Rights Reserved.Summary of FY3/25 1Q Financial Results FY3/25 1Q Financial Results Overall sales:Increasedwith increased sales(Connect,Industry)and currency translation,despite decreased sales(Lifestyle,Automotive,Energy)Adjusted operating profit:Decreasedwith d

3、ecreased profit(Lifestyle,Connect,Energy)despite increased profit(Automotive,Industry)Net Profit*:Decreaseddue mainly to impact of recording of“one-time gains with the liquidation of Panasonic Liquid Crystal Display”in FY3/24 Operating CF:Slightly increased year-on-year;continue to generate further

4、operating CF IRA:Decided to elect“Transferable”for most of the tax credit applicable to FY3/24 -Cost of transfer/monetization recorded in FY3/25 1Q(details on page 2)-Timing of monetization brought forward approx.2 years ahead of initial assumption(Monetization scheduled during/after FY3/25 2Q)+:Fav

5、orable sales of generative AI-related products(Industry,Energy)-:Decreased sales of A2W in Europe,consumer electronics in China(Lifestyle);Demand at Japan factory continued to decrease for In-vehicle(Energy)*Net profit attributable to Panasonic Holdings Corporation stockholders 2Fiscal 2025 First Qu

6、arter Financial Results 2024 Panasonic Holdings Corporation.All Rights Reserved.Impact of US IRA Tax Credit on Financial ResultsAmong monetization methods of“Deductible tax credit,”“Refundable tax credit(direct pay)”and“Transferable tax credit,”assuming to elect“Refundable”for FY3/25 1Q(same account