FY2026 Q3 Financial Results Presentation

Performance Overview

In the cumulative third quarter of FY2026, net sales reached JPY 103,742 million (14% YoY increase), operating income was JPY 24,571 million (36% YoY increase), and net income attributable to owners of parent amounted to JPY 17,447 million (35% YoY increase). Both the core Electronics and Pharmaceutical segments achieved 14% sales growth. Although the stronger yen negatively impacted performance, the increase in sales volume more than offset this effect.

Segment Performance and Full-Year Earnings Forecast Revision

The Electronics segment posted net sales of JPY 71,169 million (14% YoY increase) and operating income of JPY 21,774 million (28% YoY increase), showing strong performance. The Pharmaceutical segment recorded net sales of JPY 28,061 million (14% YoY increase) and operating income of JPY 4,045 million (98% YoY increase), demonstrating substantial profit growth. The ICT&S segment posted net sales of JPY 4,511 million (31% YoY increase) but saw a decrease in operating income. Based on the Electronics segment's strong results, the full-year earnings forecast was revised upward to net sales of JPY 133,000 million (+3% from previous), operating income of JPY 29,600 million (+10%), and net income of JPY 20,100 million (+9%).