Komori
Earnings presentation materials6707Sanken Electric Co.,Ltd.Electric Appliances & Precision Instruments

Presentation Materials for the Second Quarter Financial Results Briefing for the Fiscal Year Ending March 2027

In the first half of the fiscal year ending March 2027, revenue fell by ¥3.7 billion year on year to ¥[not stated], due in part to the sluggish white-goods market, while operating loss was ¥2.6 billion. The full-year revenue forecast was revised downward from ¥86.5 billion to ¥82.0 billion, while the forecasts for operating profit of ¥1.4 billion, ordinary profit of ¥100 million, and net income of ¥1.0 billion were unchanged.

Worth reading
65In focus
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Direction
Mixed performance
Direction inferred from the company’s description.
Scale
-37
¥100 million
Wording
Conditional
How definitive the wording is.

Contents of this document

Earnings presentation materialsSecond quarter of the fiscal year ending March 20278 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥373 100 million-9.1%
Operating profit¥-26 100 million
Ordinary income¥-30 100 million
Net income¥-25 100 million
Results for the three months of the current quarter
Net Sales
¥186 100 million
Operating profit
¥-5 100 million
Ordinary income
¥-12 100 million
Net income for the current fiscal year
¥-7 100 million
Full-year earnings forecast
Net Sales
¥820 100 million
Operating profit
¥14 100 million
Ordinary income
¥1 100 million
Net income for the current fiscal year
¥10 100 million
Earnings per share
¥48.26
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
First-half operating income year on year
Lower sales¥-10 100 million
Raw material price inflation-16
Production Decline-21
Measures to Address Metal Prices5
Fixed-Cost Reduction13
Foreign Exchange10
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
Assumed USD Exchange Rate
155 JPY/USD second half
Sensitivity to the US dollar exchange rate
Net SalesApproximately ¥300 million per ¥1 movement per year
Operating profitApproximately ¥150 million per ¥1 movement per year
CY26 OEM production forecast
92 million vehicles
New initiatives
  • Position high-power modules at the core of the business portfolio
  • Expand products equipped with vertical GaN and lateral GaN
  • Strategic partnership with India's Kaynes Semicon for LED and power-device production
  • Expand into key industrial markets, including AI data centers, green energy, and industrial equipment
Key KPIsA metric the company considers important as a management benchmark.
Equity ratio
  • 51.1 %
Debt-to-equity ratio
  • 0.72 Times
IPM Global Market Ranking
  • 5 rank
IPM Domestic Market Ranking
  • 3 rank
IPM market share
  • 10 %
Segment results
Sanken Core
Net Sales
¥373 100 million
Year on year against the same period last year-5.6%
Operating profit
¥-26 100 million
Medium-term management plan targets
Fiscal year ending March 2028
Net Sales
¥830 100 million
Operating profit margin4% or higher
Next medium-term management plan targets
Net Sales
¥1,000 100 million or more
Operating profit marginAt least 10%
Financial targets
Equity ratio
51.1 %
As ofEnd of September 2026
Debt-to-equity ratio
0.72 Times
As ofEnd of September 2026
Market Size / Share
IPM market share
サンケン電気10 %
IPM Market Ranking
Global context5 rank
Domestic3 rank
Contents of this document
ItemDetails
Document typeEarnings presentation materials
Fiscal Period CoveredSecond quarter of the fiscal year ending March 2027
Net Sales¥373 100 million (YoY -9.1%)
Operating profit¥-26 100 million
Ordinary income¥-30 100 million
Net income¥-25 100 million
Results for the three months of the current quarterNet Sales ¥186 100 million / Operating profit ¥-5 100 million / Ordinary income ¥-12 100 million / Net income for the current fiscal year ¥-7 100 million
Full-year earnings forecastNet Sales ¥820 100 million / Operating profit ¥14 100 million / Ordinary income ¥1 100 million / Net income for the current fiscal year ¥10 100 million / Earnings per share ¥48.26
Segment resultsSanken Core Net Sales ¥373 100 million / Year on year against the same period last year -5.6 / Operating profit ¥-26 100 million / Other Not disclosed
Breakdown of Factors Affecting the ChangeFirst-half operating income year on year Lower sales ¥-10 100 million / Raw material price inflation -16 / Production Decline -21 / Measures to Address Metal Prices 5 / Fixed-Cost Reduction 13 / Foreign Exchange 10
Key KPIsEquity ratio 51.1 % / Debt-to-equity ratio 0.72 Times / IPM Global Market Ranking 5 rank / IPM Domestic Market Ranking 3 rank / IPM market share 10 %
Assumptions Underlying the Business OutlookAssumed USD Exchange Rate 155 JPY/USD (second half) / Sensitivity to the US dollar exchange rate Net Sales Approximately ¥300 million per ¥1 movement per year / Operating profit Approximately ¥150 million per ¥1 movement per year / CY26 OEM production forecast 92 million vehicles
Medium-term management plan targetsFiscal year ending March 2028 Net Sales ¥830 100 million / Operating profit margin 4% or higher / Next medium-term management plan targets Net Sales ¥1,000 100 million or more / Operating profit margin At least 10%
Financial targetsEquity ratio 51.1 % / Debt-to-equity ratio 0.72 Times
Market Size / ShareIPM market share サンケン電気 10 % / IPM Market Ranking Global context 5 rank / Domestic 3 rank
New initiativesPosition high-power modules at the core of the business portfolio, Expand products equipped with vertical GaN and lateral GaN, Strategic partnership with India's Kaynes Semicon for LED and power-device production, Expand into key industrial markets, including AI data centers, green energy, and industrial equipment
Items this document does not state (15)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesProgress against full-year forecastSelf-assessment against the planUnit price and quantity metricsNumber of stores and locationsNumber of employeesRisk amount incorporated into the outlookAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogKey points of the Q&A

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 decline in first-half revenue was due to lower sales, mainly in the white-goods market. Factors cited for the deterioration in operating profit were lower sales, reduced production, and higher material costs, while measures addressing metal price quotations, fixed-cost reductions, and foreign exchange movements supported profit. The full-year revenue forecast was revised based on the outlook for demand and sales trends in the white-goods market.

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