松下Panasonic Corp.（PC）2026财年第二季度财报「NYSE」（英文版）（50页）.pdf

1、October 30,2025Panasonic Holdings CorporationNotes:1.This is an English translation from the original presentation in Japanese.2.In this presentation,“Fiscal 2026”or“FY3/26”refers to the year ending March 31,2026.Fiscal 2026 Second Quarter Financial ResultsProgress with Group Management ReformFinanc

2、ial Results Fiscal 2026 Second Quarter Financial Results Fiscal 2026 Full-Year Financial ForecastProgress with Group Management Reform2 2025 Panasonic Holdings Corporation.All Rights Reserved.Fiscal 2026 Second Quarter Financial ResultsSummary of FY3/26 2Q Financial Results FY3/26 2Q Financial Resul

3、ts:Sales and profit decreased Overall sales:Decreased due to lower sales in Lifestyle and deconsolidation of Automotive,despite higher sales in Connect,Industry and Energy Adjusted operating profit:Decreased overall,due largely to decreased profit in Energy resulting from a significant deterioration

4、 in In-vehicle,despite increased profit in Lifestyle,Connect and Industry Net profit*1:Decreased due to a decrease in adjusted operating profit and a deterioration in other income/loss Operating CF:Decreased YoY due to absence of“monetization of IRA tax credit through transferable method”in FY3/25 F

5、Y3/26 Forecast:Overall sales:Revised downward due to a major revision of forecast for In-vehicle Adjusted operating profit:Expected to continue its year-on-year increase,despite a downward revision of 30.0 billion yen by factoring in impact of US tariffs(-30.0 billion yen)B segment:Sales and adjuste

6、d operating profit are revised upward in Connect and Industry,while those are revised downward in Energy(details on page 13)Annual dividend forecast:40 yen per share with exceeding 30%payout ratio(unchanged from the announcement on Aug.29,2025)+:Generative-AI related businesses(Industry,Energy),Proc