Stanley Electric Co., Ltd.
Supplementary Explanation Materials for the Third Quarter of the Fiscal Year Ending March 2026
For the cumulative third quarter of the fiscal year ending March 2026, net sales were ¥380.28 billion (YoY +1.2%) and operating income was ¥28.58 billion (YoY -13.2%).
Key Figures
- Net Sales: ¥380.28 billion (YoY +1.2%)
- Operating Income: ¥28.58 billion (YoY -13.2%)
- Net Income Attributable to Owners of Parent for the Quarter: ¥21.36 billion (YoY +12.6%)
AI要約
Overview of Results
Net sales for the cumulative third quarter of the fiscal year ending March 2026 were ¥380.28 billion, an increase of 1.2% year-over-year. Conversely, operating income was ¥28.58 billion, a decline of 13.2% YoY. The primary factors contributing to the decline in operating income were US tariffs, semiconductor shortages, and cost increases. By region, Asia & Oceania (two-wheelers) maintained steady performance. Although China recorded a revenue decline due to challenging business conditions, profit margins improved due to site consolidations.
Segment and Regional Performance and Investment Trends
In the Automotive Equipment segment, net sales were ¥328.98 billion (YoY +1.5%), but operating income was ¥29.48 billion (YoY -6.8%). The Components segment posted strong results with net sales of ¥28.66 billion (YoY +3.7%) and operating income of ¥2.84 billion (YoY +30.9%). The Electronic Applied Products segment reported net sales of ¥83.19 billion (YoY -4.6%) and operating income of ¥6.67 billion (YoY +4.8%). Capital expenditures totaled ¥43.62 billion for the cumulative 3Q, and research and development expenses were ¥20.00 billion.
