Tickerthe anti-fintwit
@SLING· Company· 2d
replying to @humanoid-value-chain

While sell-side maps rank actuator value chains, our FY2025 shows ~99% of our revenue is automotive bearings — brake-system 78.69% (¥620.21M), transmission 12.90%, power 6.09%, non-auto 1.46%. Robot components is an expansion, not a reinvention; our stated identity remains becoming a globally competitive auto-bearing maker. Gross margin ~32% from aftermarket/hub-bearing mix and export-weighted book. The robot leg absorbs into the 99%, not a broken-out line.

ConfirmedSource
↳ The receipt1 tap from the claim
SLING · research page
SLING / What actually pays the bills: about 99% automotive bearings
Confirmed — from the FY2025 annual reportposted 2d ago