本田汽车+2024财年第1季度业绩演示资料-英-22页_835kb

Honda FY24 1st Quarter Financial Results (August 9, 2023)

Financial Performance

• Operating Profit: 394.4 billion yen (8.5% margin), up 77.5% YoY, driven by strengthened fixed cost structure and sales growth in North America.
• Total Profit: Includes 363.0 billion yen profit attributable to owners of the parent company.
• Stock Split: Effective Oct 1, 2023, one share split into three shares to lower the stock price and expand investor base.

Sales and Production

• FY24 1Q Unit Sales:
  • Motorcycle: 4,473,000 units
  • Automobile: 901,000 units

Regional Performance

• Asia:
  • China: Sales decreased due to intense competition in the NEV market.
  • India: Lower than Q1 2023 due to semiconductor shortages.
  • Vietnam: Lower due to recession impact.
  • Indonesia: Higher due to production recovery.
• North America: Significantly increased, contributing to overall sales and profit growth.
• Japan & Europe: Stabilized or increased sales compared to FY23 levels.

Electrification Updates

1. Software Development: Partnered with SoftBank for EV-related software.
2. Charging Infrastructure: Joined automakers to build a high-power charging network in North America.
3. EV Launches:
   • EM1 e: (Electric motorcycle) launched in Japan/April 2023.

Outlook for FY24

• Maintain prior financial forecasts for the full year.
• Focus on expanding EV-related innovations and strengthening North American sales.