Sumida Corporation
FY2026 Third Quarter Financial Presentation
FY2026 3Q revenue was 43,700 million yen (YoY +18.5%), operating income was 2,100 million yen (+3.4%). Growth was driven by megatrend-related businesses, led by data center-related and xEV automotive segments. Despite headwinds from exchange rates and raw material costs, profit improvement drivers were pursued. Full-year outlook was revised to revenue of 163,800 million yen and operating income of 6,000 million yen.
Key Figures
- Revenue: 43,700 million yen (YoY +18.5%)
- Operating Income: 2,100 million yen (YoY +3.4%)
- FY26 Full-Year Forecast: Revenue 163,800 million yen, Operating Income 6,000 million yen (revised forecast)
AI要約
Performance Overview
In FY2026 3Q, quarterly revenue reached a record high driven by contributions from megatrend-related businesses. Demand was robust across Asia, North America and Europe, led by xEV automotive, data center-related, and Schmidbauer-related businesses. Although affected by exchange rates (USD and CNY) and raw material costs, utilization and productivity improvements advanced, resulting in a slight year-over-year increase in operating income. Integration following the Schmidbauer acquisition has moved from a stabilization phase into a growth phase.
Outlook and Key Factors
The FY2026 full-year forecast has been revised. Revenue is expected to be approximately 163,800 million yen and operating income approximately 6,000 million yen; however, there are downside factors such as exchange rate impacts and one-off product warranty provisions. While industry demand remains solid, raw material prices, currency movements, and the progress of mass-production ramp-ups will determine outcomes.
Revenue Trend
Operating Income Trend
Exchange Rate Sensitivity
Sumida Corporation
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