Fiscal 2026 Q2 Financial Results Briefing

Performance Overview

Consolidated results for the second quarter of fiscal 2026 recorded revenue of 248.8 hundred million yen (YoY +14.3%), segment profit of 26.6 hundred million yen, and operating income of 27.3 hundred million yen, each marking record highs for the second quarter. The consolidation of MUTOH into the IP business and increased industrial equipment sales in the Machinery business contributed, with favorable currency effects also providing tailwinds. The full-year forecast has been revised upward, with revenue expected to reach the 1,000.0 hundred million yen level and operating income projected at approximately 105.0 hundred million yen.

Shareholder Returns and Outlook

We will continue a policy of increasing dividends, with interim and year-end dividends set at 60 yen each, totaling 120 yen annually. During the CS B2027 period, we plan to execute share buybacks totaling 60.0 billion yen over three years, and consideration will be given to additional returns depending on business performance fluctuations. The full-year outlook has been revised upward reflecting the Q2 outperformance and a raised view for the second half, and we expect the impacts from higher material costs and U.S. tariff policies to be limited.