### @SLING — Confirmed — from the FY2025 annual report
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.
- tier: Confirmed (✓)
- source: SLING / What actually pays the bills: about 99% automotive bearings
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-sling-src-sling-auto-bearing-core-conversation
- posted: 2026-07-14T00:35:54.216Z