Nagase & Co., Ltd.
FY2026 Q2 Earnings Presentation
Net sales and profit at each level reached record highs. All segments—Materials, Electronics, and Life Sciences—reported increased profits. Full-year outlook was revised upward; ROE is projected at 10.8% and EPS at 118.2 yen. Improvement in the Prinova Group and expanded demand related to AI semiconductors drove growth. For the second half, reduced operating days and increased expenses are expected to have an impact.
Key Figures
- Net sales: 5,725 hundred million yen (2Q cumulative, YoY increase of 119%)
- Operating income: 363 hundred million yen (2Q cumulative, YoY increase of 172%)
- Net income attributable to owners of parent: 327 hundred million yen (2Q cumulative, YoY increase of 217%)
AI要約
Performance Overview
For FY2026 Q2, net sales were 5,725 hundred million yen, operating income was 363 hundred million yen, and net income attributable to owners of parent was 327 hundred million yen, achieving substantial year-over-year profit growth. Profits expanded across all segments: Materials, Electronics, and Life Sciences. Comparative figures were adjusted due to reclassification between manufacturing and trading segments. Foreign exchange effects were generally positive.
Outlook and Shareholder Returns
The full-year outlook was revised upward to 585 hundred million yen. ROE is expected to be 10.8% and EPS 118.2 yen. Based on the expected achievement of the medium-term management plan's KGI, the KGI will be updated in May 2027. The company plans to continue increasing dividends, targeting a total dividend of 30 yen per share (interim and year-end). A share buyback on the order of 3,000 million yen is under consideration. The Prinova Group's return to profitability and capturing demand for AI semiconductors are driving growth.
Net Sales Trend
Operating Income Trend
Revenue by Segment
Operating Margin by Segment
Comparison of Full-Year Guidance and Results
Nagase & Co., Ltd.
Company overview · Stock price · Financial data · All IR
