Results for this period
Interim period (second quarter)1 April 2026–30 September 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.
Stacked from zero: upward is an increase in cash, downward a decrease (in ¥ million).The net change represented by the dotted line is the total of three items, calculated from figures provided by the company.
Expanding demand for AI servers and data center-related products, increased EV orders in North America and China, increased production by customers in the satellite communications market, growth in SSD boards and circuit boards for AI servers, expanded sales of contract development projects, increased sales of build-up circuit boards, higher factory operating rates, productivity improvements, and revisions to selling prices.
No applicable matters
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 April 2026–30 September 2026 |
| Net Sales | ¥165,751 million (YoY +48.7%) |
| Operating profit | ¥17,494 million (YoY +53.2%) |
| Ordinary income | ¥14,267 million (YoY +25.6%) |
| Profit attributable to owners of the parent | ¥10,962 million (YoY +16.7%) |
| Net income per share | ¥213.54 |
| Equity ratio | End of the current fiscal period 32.2 / End of previous period 40.6 |
| Total assets | ¥426,093 million |
| Net assets | ¥144,904 million |
| Cash flows from operating activities | ¥-2,017 million |
| Cash flows from investing activities | ¥-48,245 million |
| Cash flows from financing activities | ¥58,261 million |
| Cash and cash equivalents at end of period | ¥34,669 million |
| Full-year earnings forecast | Net Sales ¥380,000 million (YoY +58.0%) / Operating profit ¥48,000 million (YoY +95.3%) / Ordinary income ¥45,000 million (YoY +69.9%) / Net income ¥34,000 million (YoY +71.9%) |
| Revision to Earnings Forecast | Net Sales Not disclosed → ¥380,000 million / Operating profit Not disclosed → ¥48,000 million / Ordinary income Not disclosed → ¥45,000 million / Net income Not disclosed → ¥34,000 million |
| Annual Dividend Forecast | 115 Yen per share (before taking the stock split into account) → 180 Yen per share (before taking the stock split into account)（+56.5%） |
| Depreciation and amortization | ¥8,354 million |
| Breakdown of extraordinary income (loss) | Extraordinary income Item Gain on sale of fixed assets / Amount ¥8 million, Item Gain on sale of investment securities / Amount ¥197 million, Item Government subsidies / Amount ¥737 million / Extraordinary loss Item Loss on disposal and sale of fixed assets / Amount ¥206 million, Item Loss on reduction of fixed assets / Amount ¥618 million, Item Loss on sale of investment securities / Amount ¥1 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 3 / Name of newly included entity Meiko Electronics Quang Minh Co., Ltd., Meiko Electronics Yen Quang Co., Ltd., メイコーエレクコンポーネント株式会社 / Excluded 0 / Excluded Company Name Not disclosed |
| Material subsequent events | A stock split of 1 share into 2 shares effective 2 November 2026, and the execution of a basic agreement toward the acquisition of all shares of ユニマイクロンジャパン株式会社. The share transfer agreement is scheduled to be signed in December 2026, and the share transfer is scheduled to be completed in April 2027. |
| Availability of Supplementary Financial Results Materials | Available |
| Availability of Financial Results Briefing | Yes (for institutional investors) |
| Issued Shares at Period-End | 53,606,640 |
| Treasury Shares at Period-End | 2,270,016 |
| Factors Behind Changes in Business Performance | Expanding demand for AI servers and data center-related products, increased EV orders in North America and China, increased production by customers in the satellite communications market, growth in SSD boards and circuit boards for AI servers, expanded sales of contract development projects, increased sales of build-up circuit boards, higher factory operating rates, productivity improvements, and revisions to selling prices. |
Items this document does not state (8)
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.Net sales increased due to expanding demand for data center-related products, including AI servers, higher orders for EVs in North America and China, increased production by customers in the satellite communications market, growth in SSD boards for servers and circuit boards for AI servers, and expanded sales of highly profitable contract development projects. Profitability improved as a result of increased sales of high-value-added build-up circuit boards, higher factory operating rates, productivity improvements, and revisions to selling prices.