November 10, 2005

 

Name of company:

KAGA ELECTRONICS CO., LTD

Stock code:

8154

Stock exchange listing:

Tokyo, Stock Exchange, First Section

Headquarters:

2-2-9, Hongo, Bunkyo-ku, Tokyo

Representative

 

Title:

Founder & CEO

Name:

Isao Tsukamoto

Contact person

 

Title:

Senior Managing Director, Finance & Administration Headquarters

Name:

Waichiro Shimoyama

Tel:

+81-(0)3-4455-3111

 

 

Review of First-Half Financial Results Compared with

Forecast in Fiscal Year Ending March 2006

 

[I] Outline of Results versus forecasts

The Company's operating results in the first half ended September 2005 (from April 1, 2005 to

September 30, 2005) compare with their forecasts issued on August 10, 2005 along with first-quarter

results, and on August 15, 2005 as tabulated below.

 

1. Non-consolidated operating results (April 1, 2005 – September 30, 2005)

 

Unit

Net sales

Ordinary income

Net income

Previous forecast (A)

Million yen

79,000

2,290

1,760

Actual result (B)

Million yen

87,367

2,927

2,106

(B) – (A)

Million yen

8,367

637

346

Percentage difference

%

10.6

27.8

19.7

Prior-period result

Million yen

83,834

2,387

1,457

 

2. Consolidated operating results (April 1,2005- September 30, 2005)

 

Unit

Net sales

Ordinary income

Net income

Previous forecast (A)

Million yen

115,500

4,000

2,750

Actual result (B)

Million yen

122,385

4,947

3,340

(B) – (A)

Million yen

6,885

947

590

Percentage difference

%

6.0

23.7

21.5

Prior-period result

Million yen

112,481

3,748

2,404


[II] Breakdown of Results versus Projections

1. Non-consolidated operating results

During the first half period, sector-wide inventory level adjustments ran their course and demand

headed for recovery in the field of digital home electronics and related products. In this environment,

the Company kept close track of market needs and sought to expand sales to established customers and

develop new customers. The Company posted net sales of 87,367 million yen (10.6% higher than last

projected). In addition to a slower than initially anticipated decline in sales of semiconductor products,

the key factors included greater demand for applications in PC related products and portable music

players, and stronger sales of components to supply manufacturers of office equipment.

 

Reflecting the increase in net sales, the Company posted ordinary income of 2,927 million yen and net

income of 2,106 million yen (27.8% and 19.7% higher than last projected, respectively).

 

2. Consolidated operating results

During the first half period, the Company stepped up its marketing drive that brought the combined

strength of Group companies in Japan and overseas to bear on expanding sales to customers, as well as

enhancing technological capabilities and augmenting the production function. As was the case at the

non-consolidated level, the Company benefited from stronger sales of PC related applications and

components to supply for manufacturers of office equipment, and posted consolidated sales of 122,385

million yen (6.0% higher than last projected).

 

Reflecting the increase in sales and an improved gross profit to net sales ratio, the Company posted

consolidated ordinary income of 4,947 million yen and consolidated net income of 3,340 million yen

(23.7% and 21.5% higher than last projected, respectively).

 

[III] Forecast of Full-Year operating Results

1. Non-consolidated operating results (April 1, 2005 – March 31, 2006)

 

Unit

Net sales

Ordinary income

Net income

Previous forecast (A)

Million yen

163,000

5,170

3,270

Current updated projection (B)

Million yen

163,000

5,170

3,270

Difference (B)-(A)

Million yen

-

-

-

Percentage difference

%

-

-

-

Prior-year result

Million yen

186,878

4,980

2,985

 

2. Consolidated operating results (April 1,2005- March 31,2006)

 

Unit

Net sales

Ordinary income

Net income

Previous forecast (A)

Million yen

259,000

9,470

5,960

Current updated projection (B)

Million yen

259,000

9,470

5,960

Difference (B)-(A)

Million yen

-

-

-

Percentage difference

%

-

-

-

Prior-year result

Million yen

250,244

8,644

4,731