#semiconductors

Approximately ¥18 billion in wafer handling systems ordered from two major overseas semiconductor manufacturers. Revenue recognition expected in the fiscal year ending June 2027 and the fiscal year ending June 2028. The current-year revenue is expected to be incorporated into the consolidated earnings forecast to be announced on August 7, 2026. No foreign exchange impact.

At IR Day 2026, Mitsubishi Electric announced its mid- to long-term strategy and growth plans for the semiconductor and device business, providing detailed forecasts of sales and profits, along with key initiatives.

For FY2026, sales are projected to be 288.9 billion yen, operating profit 27.6 billion yen, and net income 14.9 billion yen. As part of the mid-term management plan, the company aims to expand production capacity in response to increased semiconductor-related demand and to boost sales of high-value-added products.

Japan Electronics Materials is promoting its 2024-2026 mid-term management plan, focusing on strengthening technologies in semiconductor and MEMS fields and constructing new factories. The company is making aggressive investments to expand markets and meet customer needs.

For fiscal year 2025, net sales were ¥481.1 billion, a 7.3% increase YoY; operating income was ¥10.8 billion, up 2.3%; net income was a loss of ¥158.4 billion, a decrease of 32.9%. For 2026, the company expects net sales of ¥510.0 billion, operating income of ¥30.0 billion, and net income of ¥29.0 billion.

Net sales of 101,402 million yen (Decreased by 1.0% YoY), Operating loss of 5,273 million yen, Net loss attributable to owners of the parent of 8,469 million yen, and disclosure of consolidated earnings guidance for the second quarter of the fiscal year ending December 2026.

Full-year FY2025 sales of 510.0 billion yen (+13.8% YoY), operating profit of 30.0 billion yen (+175.1% YoY), indicating a recovery trend. Revenue and profit are expected to increase in FY2026.