[Okamoto] Financial Results for the Fiscal Year Ending March 2026 | Revenue Unknown (YoY Unknown)

Summary of Financial Results

Okamoto explained during the fiscal year ending March 2026 earnings presentation about raw material procurement status, price pass-through, and details of capital investments. Despite increases in raw material prices, supply has been maintained, and efforts to pass costs onto customers are underway. Capital investments included increasing capacity by approximately 20% through investments in wrap manufacturing equipment. Demand remains robust for adhesive tapes and agricultural materials, though the North American automotive interior材料 business is affected by strengthened production management in China. To address the surge in antimony prices, the company is advancing price pass-through and switching to non-antimony materials. Although geopolitical tensions in the Middle East pose risks, supply of gloves remains broadly stable. The company is also engaging in femtech and environmentally friendly products, promoting recycling and joint projects.

Outlook and Impact on Shareholders

While expecting increased sales and profits in industrial products this term, concerns remain regarding geopolitical uncertainties in the Middle East. Improvements in material cost stabilization and countermeasures are expected to boost profits in the automotive interior材料 division. The company intends to continue strengthening price pass-through and production management to maintain a steady supply of high-demand products. Although specific details about dividends and capital policies are not provided, the company aims for stable business growth.