Q3 Financial Summary for the Fiscal Year Ending October 2026 (Japanese GAAP) (Consolidated)

Business performance overview

For the third quarter to date, net sales reached 24,230 million yen, up sharply from the prior year. Optical business improved profitability driven by increased sales of downstream digital camera-related products, while the Electronics business saw revenue growth on recovering demand for semiconductor exposure equipment and expanded data center investment, but profits were pressured due to inventory adjustments. Net income attributable to owners of the parent for the quarter increased slightly to 1,149 million yen. Exchange rates were around 158.23 yen per USD and 183.93 yen per EUR, with a trend of yen depreciation.

Outlook and impact on shareholders

Full-year guidance was revised upward to net sales of 33,700 million yen, operating income of 2,100 million yen, ordinary income of 2,500 million yen, and net income attributable to owners of the parent of 1,600 million yen. The upward potential comes from high-value downstream Optical products and improved mix in Electronics. For the fourth quarter, one-time costs are expected due to inventory adjustments. At the beginning of the period, treasury stock of 630 thousand shares was acquired, and as of the end of the 3Q, treasury stock amounted to 2,147 million yen.