Investor Relations

Corporate Information At A Glance

Profile

Company Name: Oki Electric Industry Co., Ltd.
Founded: 1881
Net Sales: ¥452.5 billion (consolidated fiscal year end. Mar. 31, 2025)
Capital: ¥44.0 billion
CEO: Takahiro Mori
Employees: 13,906 (consolidated, as of Mar. 31, 2025)
Head Office: 1-7-12 Toranomon, Minato-ku, Tokyo, 105-8460, Japan
Tel: +81-3-3501-3111
Stock Exchange Listing: The Prime Market of the Tokyo Stock Exchange
Securities Code: 6703
Share Unit: 100 shares
Fiscal Year-end: March 31

Net Sales by Segment

OKI Group businesses consist of four segments including Public Solution, Enterprise Solutions, Component Products and EMS.

Net Sales ¥452.5 billion 2025/3, Public Solutions 28.8%, Enterprise Solutions 39.7%, Component Products 16.7%, EMS 14.6% Others 0.2%

Main Businesses

Public Solutions

Mission-critical solutions underpinning social infrastructure

Business Overview

We provide mission-critical solutions that support society to government agencies, municipalities, and infrastructure companies.
These include air traffic control systems, ETC, traffic probe data, firefighting command and radio systems, municipal disaster preparation radio systems, and other disaster preparation solutions. Additionally, we offer business solutions for central government agencies, defense-related systems, networks ranging from edge to backbone, and commercial aircraft displays.

Public Solutions Business Overview

Business Policy

Our business policy is to continually provide valuable solutions that meet the expectations of customers involved in "social infrastructure" and to grow and develop together with them. In the firefighting sector, where major system upgrades are planned, we aim to ensure stable profits by launching new products to expand our market share. Additionally, in the transportation sector, we are laying the groundwork for future growth with initiatives related to automated driving and V2X.
In the steadily growing defense business, we will increase production and strengthen our proposal capabilities to keep pace with the expanding domestic market. For production expansion, we plan to upgrade our barge for measurements in the ocean to enhance the efficiency of ocean measurements and invest in production line equipment. In the growing ocean market, we aim to expand our market presence by applying OKI's core technologies to our expertise in "sound" and to secure new markets. At the same time, we are beginning to participate in national ocean-related projects. To further our global expansion efforts, we have established a base in Singapore, targeting the expansion of overseas sales channels.

Understanding the Business Environment
Opportunities	Increase in domestic defense budgets and the formation of export markets Growing demand for ocean development and advancements in emerging technologies
Threats	Intensifying price competition due to a decline in product superiority Heightened interest from foreign manufacturers to enter the market as domestic defense budgets rise Increasing opportunities for the entry of new technologies and manufacturers, such as AI, that are not aligned with traditional business models

Business Strengths and Possible Issues/Challenges
Strengths	Long-standing customer base, extensive installed base*, as well as robust services, operations, and maintenance capabilities Expertise in network virtualization technology and optical transmission technology (wavelength and bandwidth control) Advanced technologies related to underwater acoustics (sensors, signal processing, maritime testing, etc.)
How to address possible issues/challenges	To address resource shortages for production expansion, we are reallocating resources across different businesses and factories, as well as making capital investments To overcome the lack of distinctive solutions and products, we are developing underwater acoustic communication solutions and products for both defense and commercial sectors

Enterprise Solutions

Solutions and services that help address labor shortages and improve operational efficiency

Business Overview

In addition to the design, development, and manufacturing of mechatronic products, we offer advanced solutions that include network integration. Furthermore, we have established a comprehensive value chain, from installation, construction, and maintenance to full outsourcing services for ATM operation and monitoring. This allows us to provide solutions that enhance the value of mechatronic products and offer more efficient, reliable monitoring, operation, and maintenance, delivering safe and convenient services to our customers.
Following the strong performance in fiscal year 2023, we also expect to see steady sales and operating income due to large, one-off projects in fiscal year 2024. Although it is anticipated to benefit from already secured projects and the rollout of new products in fiscal year 2025 too, we will transform our business structure in light of future shifts toward cashless and paperless environments.

Business Policy

Taking advantage of large projects, we aim to transition to a leaner, more resilient management structure for future growth and transform our business model from product-focused to service-centered, ensuring business stability. To achieve this transformation, we are advancing three key initiatives in tandem: "shift to recurring business," "shift to front-office processing," and "strengthen product competitiveness." These efforts aim to transition the business into a stable operation beyond fiscal year 2025. Based on OKI's strong product foundation, we will continue to develop and provide solutions and services that solve social issues.

Enterprise Solutions Business Policy

Understanding the Business Environment
Opportunities	Advancement in automation trends, such as self-checkout systems, driven by the labor shortage resulting from declining birthrates and an aging population Increased outsourcing opportunities due to labor shortages and the shift of resources toward core business activities
Threats	Decreased handling of cash, bankbooks, cash cards, slips, and other paper documents Reduction in physical handling tasks in the back offices of stores

Business Strengths and Possible Issues/Challenges
Strengths	Provision of one-stop solutions for ATM deployment, from planning and support to installation, monitoring, operation, maintenance, and services A nationwide service network with service centers covering all of Japan Provision of solutions that add value to mechatronic products
How to address possible issues/challenges	Provide BPO services for customer operations Leverage the nationwide service centers and maintenance network to enter the maintenance service sector for new social infrastructure

Component Products

Components for sensing, AI, communications and output that contribute to society

Business Overview

The printer and business communication markets are generally considered mature and are expected to see a slight decline in the future. However, in the printer market, efforts to reduce the burden of development costs across companies are progressing, leading to an increase in opportunities for OKI to leverage its strengths by offering OEM printer engines and engage in joint development. In the area of Edge devices, the global market for carbon neutrality and infrastructure monitoring is expected to expand. Given OKI's strengths in energy-saving, wireless technology, and environmental durability, we anticipate growth in sales moving forward.

Component Products Business Overview

Business Policy

Under the Medium-Term Business Plan 2025, we aim to stabilize profits by promoting structural reforms in our two core business areas (as shown in the diagram on the right: OKI-branded printers and business communications). This includes reviewing product lineups, reallocating personnel, and optimizing development investments.
Additionally, we will make proactive investments in key focus areas, fostering growth in the Edge device and printer OEM businesses, with the goal of achieving 100 billion yen in sales and a 7% operating profit margin by fiscal year 2031.

Component Products Business Policy

Understanding the Business Environment
Opportunities	In a mature market expected to shrink (with declining sales), as development investments become burdensome for many companies, there are increasing opportunities in the printer engine OEM business, one of OKI's strengths Expanding demand for products that contribute to solving social issues such as infrastructure monitoring for aging infrastructure, increasing severity of natural disasters, and environmental conservation, including carbon-neutral solutions
Threats	Continued market contraction due to the maturation of the printer and business communication markets Rising costs associated with compliance due to stricter regulations in such areas as the environment, security, and human rights

Understanding the Business Environment

Opportunities

In a mature market expected to shrink (with declining sales), as development investments become burdensome for many companies, there are increasing opportunities in the printer engine OEM business, one of OKI's strengths
Expanding demand for products that contribute to solving social issues such as infrastructure monitoring for aging infrastructure, increasing severity of natural disasters, and environmental conservation, including carbon-neutral solutions

Threats

Continued market contraction due to the maturation of the printer and business communication markets
Rising costs associated with compliance due to stricter regulations in such areas as the environment, security, and human rights

Business Strengths and Possible Issues/Challenges
Strengths	Track record of collaboration with major partner companies in expanding the printer OEM business Assets from a global sales network developed through the printer business Technical expertise in LED, durability, and space-saving solutions cultivated through printer development Communication technology developed through business phone and wireless terminal development, along with sensor technology utilizing frequency analysis
How to address possible issues/challenges	Enhancing profitability by continuing structural reforms in the printer and business communication businesses Securing new OEM business partners Entering new markets, such as environmental conservation and disaster prevention, by developing unique products that leverage strong existing technologies

Business Strengths and Possible Issues/Challenges

Strengths

Track record of collaboration with major partner companies in expanding the printer OEM business
Assets from a global sales network developed through the printer business
Technical expertise in LED, durability, and space-saving solutions cultivated through printer development
Communication technology developed through business phone and wireless terminal development, along with sensor technology utilizing frequency analysis

How to address possible issues/challenges

Enhancing profitability by continuing structural reforms in the printer and business communication businesses
Securing new OEM business partners
Entering new markets, such as environmental conservation and disaster prevention, by developing unique products that leverage strong existing technologies

EMS

One-stop comprehensive manufacturing services from design to manufacturing and reliability testing

Business Overview

We provide one-stop solutions for Mono-zukuri (manufacturing) that accommodate variable-mix variable-volume, high quality, and high added value. Our business is primarily composed of "EMS/DMS business," "components business," and "engineering business." Through collaboration within the EMS Group, we provide a wide range of services covering every process from upstream to downstream manufacturing, leveraging the technology and expertise OKI has developed over many years of production.

EMS Business Overview

Business Policy

We aim to become a manufacturing platform provider that supports customers in addressing their challenges from a production perspective. By offering design and manufacturing processes filled with accumulated know-how and standardized products as components or modules as platform-based products and services, we will contribute to solving our customers' social challenges through OKI's manufacturing expertise.

EMS Business Policy

Understanding the Business Environment
Opportunities	Return to domestic production due to increasing country risk Expansion of domestic EMS utilization due to labor shortages Increased customer demand driven by market trends, such as the recovery of the semiconductor market
Threats	Stagnant customer demand related to the uncertainty of the Chinese market Rising material costs due to currency fluctuations and increased labor costs

Business Strengths and Possible Issues/Challenges
Strengths	Provision of high-quality products and services in fields requiring high reliability, such as medical devices, aerospace, and industrial infrastructure Provision of a wide range of one-stop solutions by combining advanced technologies within the EMS Group
How to address possible issues/challenges	Mitigating production capacity shortages due to labor shortages Enhancing cost competitiveness