JX Advanced Metals Corporation

5016.T
Semiconductor Equipment & Materials
2026/11/09 12:01 Updated
Market Cap: $14.6B (¥2.3T)
Stock Price: $16.32 (¥2,582)
Exchange Rate: 1 USD = ¥158.23

Financial Presentation for FY2026 (Fiscal Year Ending March 2027) Q2

First-half revenue was 531.5 hundred million yen, up 34% year-over-year, and operating income was 150.8 hundred million yen, up 115%. Full-year outlook was raised to revenue of 1,050.0 hundred million yen and operating income of 255.0 hundred million yen. This reflects growth in focus businesses, increased production investment for base materials, and expanding demand for AI data centers. Shareholder returns are basically targeted at around 25%, considering total shareholder return including share buybacks. Continued expansion plans include InP substrates, TaNb thin films, and ultra-fine Ni for MLCCs.

Importance:
Page Updated: November 9, 2026
IR Disclosure Date: November 9, 2026

Key Figures

  • Revenue: 5,315 hundred million yen (first half)
  • Operating Income: 1,508 hundred million yen (first half)
  • Net Income Attributable to Owners of Parent: 979 hundred million yen (first half)

AI要約

Performance Overview

Consolidated revenue for the first half of FY2026 was 531.5 hundred million yen, up 34% from FY2025, and first-half operating income rose 115% to 150.8 hundred million yen, achieving substantial profit growth. By segment, expansion in demand for focus businesses, improved selling prices, and increased shipments in base businesses contributed. The full-year outlook anticipates revenue of 1,050.0 hundred million yen and operating income of 255.0 hundred million yen, projecting growth above analyst estimates.

Shareholder Returns and Financial Policy

The dividend policy is based on a consolidated payout ratio of around 25%, maintaining a minimum dividend of 20 yen per share in the second half. The full-year total shareholder return ratio is assumed to be approximately 133%, combining increased interest-bearing debt through CB issuance and improved return on equity via share buybacks.

Revenue Trend

Operating Income Trend

Revenue by Segment

Operating Margin Analysis

Forecast vs Actual Comparison

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JX Advanced Metals Corporation

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