Okamoto Glass Co., Ltd.

7746.T
Electronic Components
2026/09/25 10:48 Updated
Market Cap: $149.1M (¥23.5B)
Stock Price: $5.12 (¥807)
Exchange Rate: 1 USD = ¥157.48

Change in capital investment plan for expanding production capacity of glass polarizers

Change the glass polarizer manufacturing capital investment plan to increase and adopt a two-site system. The total investment will be carried out in phases 2 and 3 toward the fiscal years ending March 2027 and March 2028, including the Niigata site. Monthly production volume aims to be 16 times higher, with only a minor impact in the 2027 fiscal year. Aims to improve manufacturing automation and BCP resilience.

Importance:
Page Updated: September 25, 2026
IR Disclosure Date: September 25, 2026

Key Figures

  • Capital investment amount: Phase 2 200 million yen, Phase 3 400 million yen
  • Total investment increase: 300 million yen
  • Implementation timing: Fiscal years ending March 2027 and March 2028

AI要約

Details of the capital investment plan change

At today's board meeting, it was announced that the glass polarizer manufacturing capital investment plan was increased and changed to a two-site system. After change, Phase 2 is 200 million yen and Phase 3 is 400 million yen, with implementation timing in the fiscal years ending March 2027 and March 2028. Specifically, this includes expanding the glass elongation equipment and introducing automatic inspection machines.

Productivity and risk management

By expanding net operating time and improving yield with new processes, throughput is targeted to increase by 16 times compared with July 2026. From a BCP perspective, a two-site system at the head office plant and the Niigata site will be adopted. The impact on the 2027 fiscal year is expected to be minor.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Okamoto Glass Co., Ltd.

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