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Results6941YAMAICHI ELECTRONICS CO.,LTD.Electrical and Precision Instruments

Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 (Japanese GAAP) (Consolidated)

In the first half of the fiscal year ending March 2027, revenue and all profit measures significantly exceeded the year-earlier period, driven by demand for AI- and data center-related products and higher shipments. The full-year earnings forecast and year-end dividend forecast were also revised, raising the annual dividend forecast to ¥203.

Worth reading
62In focus
Scored from 5 of 6 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
40.3
Year-on-year change in revenue (%)
Wording
Conditional
How definitive the wording is.

Results for this period

Interim period (second quarter)1 April 2026 to 30 September 2026ConsolidatedJapanese GAAP
Net Sales37,505¥ millionYear on year +40.3%Progress 55.6%
Operating profit10,366¥ millionYear on year +61.5%Progress 64.0%
Ordinary income10,128¥ millionYear on year +56.0%Progress 63.9%
Net income attributable to owners of the parent7,278¥ millionYear on year +56.5%

The 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.

Net income per share¥394.30
Financial position at period-end
Total assets68,836¥ million
of which net assets 52,010 ¥ millionEquity ratio 75.2%vs. prior year-end +1.6pt

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.

Cash inflows and outflows
Operating+8,584,926
Investment-1,611,049
Financials-2,642,987
Net change+4,330,890

Stacked from zero: upward is an increase in cash, downward a decrease (in ¥ thousand).The net change represented by the dotted line is the total of three items, calculated from figures provided by the company.

Cash and cash equivalents at end of period¥22,389,294 thousand
Segment revenueTest Solutions Business ¥19,513,892 thousand (YoY +37.7%), Connector Solutions Business ¥17,265,696 thousand (YoY +46.9%), Optical-related Business ¥726,394 thousand (YoY -11.2%)
Segment profitTest Solutions Business ¥6,900,977 thousand (YoY +57.9%), Connector Solutions Business ¥3,471,918 thousand (YoY +85.8%), Optical-related Business ¥94,338 thousand (YoY -20.2%)
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥67,500 million (YoY +28.1%)
Operating profit¥16,200 million (YoY +40.2%)
Ordinary income¥15,850 million (YoY +30.7%)
Profit attributable to owners of the parent¥11,250 million (YoY +24.0%)
Revision to Earnings ForecastNet Sales Not disclosed → ¥67,500 million / Operating profit Not disclosed → ¥16,200 million / Ordinary income Not disclosed → ¥15,850 million / Profit attributable to owners of the parent Not disclosed → ¥11,250 million
Annual Dividend Forecast¥148 → ¥203
Factors Behind Changes in Business Performance

Expanded AI-related investment, strong semiconductor and data center-related markets, a recovery in the industrial equipment market, higher shipments of test sockets, burn-in sockets and products for communications equipment, and the weaker yen contributed to higher revenue and profits. In the optical-related business, revenue and profits declined due to a market adjustment for consumer equipment.

Disclosure regarding the going concern assumption

None

Change in accounting policy
基準改正に伴う変更 Noneそれ以外の変更 None見積りの変更 None修正再表示 None
Changes in the scope of consolidationNew Number of companies 0 / Company name Not disclosed / Excluded Number of companies 0 / Company name Not disclosed
Breakdown of extraordinary income (loss)Extraordinary income Gain on sale of property, plant and equipment ¥731 thousand / Extraordinary loss Directors' retirement benefits ¥136,994 thousand
Depreciation and amortization¥1,591,560 thousand
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingWhether applicable Yes / Subject person Securities analysts and institutional investors
Issued Shares at Period-End20,529,775
Treasury Shares at Period-End2,064,943
Results for this period
ItemDetails
Fiscal Period ClassificationInterim period (second quarter)
Accounting standardsJapanese GAAP
Consolidated / non-consolidatedConsolidated
Period Covered1 April 2026 to 30 September 2026
Net Sales¥37,505 million (YoY +40.3%)
Operating profit¥10,366 million (YoY +61.5%)
Ordinary income¥10,128 million (YoY +56.0%)
Profit attributable to owners of the parent¥7,278 million (YoY +56.5%)
Net income per share¥394.30
Equity ratioEnd of the current fiscal period 75.2 / End of previous period 73.6
Total assets¥68,836 million
Net assets¥52,010 million
Cash flows from operating activities¥8,584,926 thousand
Cash flows from investing activities¥-1,611,049 thousand
Cash flows from financing activities¥-2,642,987 thousand
Cash and cash equivalents at end of period¥22,389,294 thousand
Full-year earnings forecastNet Sales ¥67,500 million (YoY +28.1%) / Operating profit ¥16,200 million (YoY +40.2%) / Ordinary income ¥15,850 million (YoY +30.7%) / Profit attributable to owners of the parent ¥11,250 million (YoY +24.0%)
Revision to Earnings ForecastNet Sales Not disclosed → ¥67,500 million / Operating profit Not disclosed → ¥16,200 million / Ordinary income Not disclosed → ¥15,850 million / Profit attributable to owners of the parent Not disclosed → ¥11,250 million
Annual Dividend Forecast¥148 → ¥203
Segment revenueTest Solutions Business ¥19,513,892 thousand (YoY +37.7%), Connector Solutions Business ¥17,265,696 thousand (YoY +46.9%), Optical-related Business ¥726,394 thousand (YoY -11.2%)
Segment profitTest Solutions Business ¥6,900,977 thousand (YoY +57.9%), Connector Solutions Business ¥3,471,918 thousand (YoY +85.8%), Optical-related Business ¥94,338 thousand (YoY -20.2%)
Depreciation and amortization¥1,591,560 thousand
Breakdown of extraordinary income (loss)Extraordinary income Gain on sale of property, plant and equipment ¥731 thousand / Extraordinary loss Directors' retirement benefits ¥136,994 thousand
Disclosure regarding the going concern assumptionNone
Change in accounting policyChanges due to revisions to standards None / Other changes None / Change in accounting estimate None / Restatement None
Changes in the scope of consolidationNew Number of companies 0 / Company name Not disclosed / Excluded Number of companies 0 / Company name Not disclosed
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingWhether applicable Yes / Subject person Securities analysts and institutional investors
Issued Shares at Period-End20,529,775
Treasury Shares at Period-End2,064,943
Factors Behind Changes in Business PerformanceExpanded AI-related investment, strong semiconductor and data center-related markets, a recovery in the industrial equipment market, higher shipments of test sockets, burn-in sockets and products for communications equipment, and the weaker yen contributed to higher revenue and profits. In the optical-related business, revenue and profits declined due to a market adjustment for consumer equipment.
Items this document does not state (7)
Operating MarginPayout ratioShareholder Return PolicyRegional salesOrders received and order backlogImpairment lossMaterial subsequent events

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.

Expanded AI-related investment, strong semiconductor and data center-related markets, a recovery in demand for industrial equipment, higher shipments across the businesses, and the weaker yen year on year contributed to higher revenue and profits. This was partly offset by surging raw material prices, including gold and copper, and the impact of a market adjustment for consumer equipment in the optical-related business.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 (Japanese GAAP) (Consolidated) | YAMAICHI ELECTRONICS CO.,LTD. (6941) timely disclosure | Komori