Results for this period
First quarter1 April 2026 to 30 June 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.
Revenue increased as demand remained firm for AI servers and data centers, automotive electrification, and industrial equipment. Operating profit in the electronic chemicals and mounting-related business declined because there was a time lag before the sharp rise in raw material prices could be reflected in selling prices under the formula-based pricing system. Net income increased due to the recognition of gains on sales of investment securities and gains on the transfer of equity interests in a consolidated subsidiary in China.
No applicable matters
| Item | Details |
|---|---|
| Fiscal Period Classification | First quarter |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 April 2026 to 30 June 2026 |
| Net Sales | ¥32,784 million (YoY +13.5%) |
| Operating profit | ¥1,135 million (YoY -3.7%) |
| Ordinary income | ¥1,103 million (YoY +19.4%) |
| Profit attributable to owners of the parent | ¥3,044 million |
| Net income per share | ¥38.25 |
| Equity ratio | End of the current fiscal period 49.6 / End of previous period 47.4 |
| Total assets | ¥131,136 million |
| Net assets | ¥65,175 million |
| Full-year earnings forecast | Net Sales ¥130,000 million (YoY +5.2%) / Operating profit ¥5,600 million (YoY +5.9%) / Ordinary income ¥4,900 million (YoY +0.4%) / Net income ¥4,500 million |
| Annual Dividend Forecast | ¥13 → ¥16 |
| Segment revenue | Electronic Components Business ¥21,146 million (YoY +6.9%), Electronic Chemicals and Mounting Equipment Business ¥11,565 million (YoY +31.6%), Information Equipment Business ¥90 million (YoY -71.1%) |
| Segment profit | Electronic Components Business ¥1,041 million (YoY +19.9%), Electronic Chemicals and Mounting Equipment Business ¥610 million (YoY -19.8%), Information Equipment Business ¥-267 million |
| Depreciation and amortization | ¥1,169 million |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sale of non-current assets ¥1 million, Gain on sale of investment securities ¥1,522 million, Gain on sale of shares in an affiliated company ¥669 million / Extraordinary loss Loss on disposal and sale of non-current assets ¥10 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 1 / Company name 田村汽車電子(佛山)有限公司 |
| Material subsequent events | On 17 July 2026, the company entered into an agreement to acquire shares in EMG Power Electric S.r.l. through TAMURA-EUROPE LIMITED and decided to make the company a consolidated subsidiary. The business combination date is scheduled for 1 October 2026, the percentage of voting rights to be acquired is 80%, and the acquisition cost is approximately ¥9.5 billion. |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | None (対象者:Not disclosed) |
| Issued Shares at Period-End | 82,771,473 Shares |
| Treasury Shares at Period-End | 3,190,042 Shares |
| Factors Behind Changes in Business Performance | Revenue increased as demand remained firm for AI servers and data centers, automotive electrification, and industrial equipment. Operating profit in the electronic chemicals and mounting-related business declined because there was a time lag before the sharp rise in raw material prices could be reflected in selling prices under the formula-based pricing system. Net income increased due to the recognition of gains on sales of investment securities and gains on the transfer of equity interests in a consolidated subsidiary in China. |
Items this document does not state (11)
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.Revenue increased as demand remained firm for AI servers and data centers, automotive electrification, and industrial equipment, among other areas. Operating profit declined because, in the electronic chemicals and mounting-related business, there was a time lag before the sharp rise in raw material prices could be reflected in selling prices. Net income increased due to the recognition of gains on sales of investment securities and gains on the transfer of equity interests in a consolidated subsidiary in China.