Results for this period
First quarter1 January 2026–31 March 2026ConsolidatedJapanese GAAPThe width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Strong activity in the AI server and data center markets, an increase in new submarine cable projects, higher sales of Faraday rotators, and more inquiries for high-purity fused quartz glass products. In addition, inventory adjustments by certain customers were less than expected, and the yen remained weaker against foreign currencies than assumed in the plan.
No applicable matters
| Item | Details |
|---|---|
| Fiscal Period Classification | First quarter |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 January 2026–31 March 2026 |
| Net Sales | ¥4,544 million (YoY +27.7%) |
| Operating profit | ¥1,217 million (YoY +81.5%) |
| Ordinary income | ¥1,327 million (YoY +340.5%) |
| Profit attributable to owners of the parent | ¥897 million (YoY +294.0%) |
| Net income per share | ¥34.66 |
| Equity ratio | End of the current fiscal period 81.9 / End of previous period 82.8 |
| Total assets | ¥28,972 million |
| Net assets | ¥23,733 million |
| Full-year earnings forecast | Net Sales ¥19,613 million (YoY +12.4%) / Operating profit ¥5,404 million (YoY +16.9%) / Ordinary income ¥5,247 million (YoY +15.4%) / Profit attributable to owners of the parent ¥3,536 million (YoY +18.2%) |
| Annual Dividend Forecast | ¥33 → ¥40（+21.2%） |
| Segment revenue | Lead terminal business ¥2,516 million (YoY +27.2%) / Optical components and devices business ¥2,028 million (YoY +28.3%) |
| Segment profit | Lead terminal business ¥209 million (YoY +82.4%) / Optical components and devices business ¥1,008 million (YoY +81.4%) |
| Regional sales | Current fiscal year Japan 1,658 / China 804 / Asia 714 / United Kingdom 460 / Americas 875 / Other 31 / Prior-year period Japan 1,099 / China 596 / Asia 565 / United Kingdom 725 / Americas 505 / Other 65 |
| Depreciation and amortization | ¥244 million |
| Disclosure regarding the going concern assumption | No applicable matters |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement No |
| Changes in the scope of consolidation | New Number of companies 0 / Company name Not disclosed / Excluded Number of companies 0 / Company name Not disclosed |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Whether applicable No / Subject person Not disclosed |
| Issued Shares at Period-End | 26,000,000 Shares |
| Treasury Shares at Period-End | 94,498 Shares |
| Factors Behind Changes in Business Performance | Strong activity in the AI server and data center markets, an increase in new submarine cable projects, higher sales of Faraday rotators, and more inquiries for high-purity fused quartz glass products. In addition, inventory adjustments by certain customers were less than expected, and the yen remained weaker against foreign currencies than assumed in the plan. |
Items this document does not state (12)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.The company cited strong demand in the AI server and data center markets, an increase in new submarine cable projects, higher sales of Faraday rotators and other products, and more inquiries for high-purity fused quartz glass products. In the optical components and devices business, the reasons also included less-than-expected inventory adjustments by certain customers and the yen remaining weaker against foreign currencies than assumed in the plan.