Worth reading
64In focus
Scored from 4 of 6 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
21.9
Year-on-year change in revenue (%)Wording
Definitive
How definitive the wording is.Results for this period
Interim period (second quarter)1 April 2026 to 30 September 2026Non-consolidated (individual)Japanese GAAPNet Sales3,044,405¥ thousandYear on year +21.9%
Operating profit423,161¥ thousandYear on year +55.0%
Ordinary income403,805¥ thousandYear on year +54.2%
Net income attributable to owners of the parent305,162¥ thousandYear on year +33.8%
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.
Financial position at period-end
Total assets8,392,540¥ thousand
of which net assets 3,945,024 ¥ thousand
The shaded area represents net assets as a proportion of total assets. It is calculated from the two amounts reported by the company.
Cash inflows and outflows
Operating+414,142
Investment-334,857
Financials+713,114
Net change+792,399
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¥1,597,418 thousand
Segment revenueTantalum Capacitor Business ¥1,965,430 thousand (YoY +25.2%), Circuit Protection Device Business ¥1,016,922 thousand (YoY +22.2%), Other ¥62,051 thousand (YoY -35.2%)
Segment profitTantalum Capacitor Business ¥328,318 thousand (YoY +104.4%), Circuit Protection Device Business ¥370,997 thousand (YoY +19.3%), Other ¥-20,446 thousand (YoY -203.5%)
Outlook and shareholder returns
Revision to Earnings ForecastNet Sales No change / Operating profit No change / Ordinary income No change / Net income No change
Factors Behind Changes in Business Performance
Revenue from tantalum capacitors and circuit protection devices increased. Demand for automotive electronics, medical equipment, conductive polymer tantalum capacitors and lithium-ion batteries increased.
Disclosure regarding the going concern assumption
Not applicable.
Material subsequent eventsAt a meeting of the Board of Directors held on 14 October 2026, the company resolved to acquire production equipment for conductive polymer tantalum capacitors for approximately ¥831 million. Including the acquisition approved on 27 July 2026, the total planned acquisition amount is approximately ¥1,969 million, with the acquisitions scheduled for December 2026 and November 2027.
Breakdown of extraordinary income (loss)Extraordinary income Gain on sale of non-current assets ¥181 thousand / Extraordinary loss Loss on disposal of fixed assets ¥913 thousand, Loss on sale of noncurrent assets ¥1,457 thousand, Business structural reform expenses ¥58,839 thousand
Depreciation and amortization¥122,063 thousand
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Non-consolidated (individual) |
| Period Covered | 1 April 2026 to 30 September 2026 |
| Net Sales | ¥3,044,405 thousand (YoY +21.9%) |
| Operating profit | ¥423,161 thousand (YoY +55.0%) |
| Ordinary income | ¥403,805 thousand (YoY +54.2%) |
| Profit attributable to owners of the parent | ¥305,162 thousand (YoY +33.8%) |
| Total assets | ¥8,392,540 thousand |
| Net assets | ¥3,945,024 thousand |
| Cash flows from operating activities | ¥414,142 thousand |
| Cash flows from investing activities | ¥-334,857 thousand |
| Cash flows from financing activities | ¥713,114 thousand |
| Cash and cash equivalents at end of period | ¥1,597,418 thousand |
| Revision to Earnings Forecast | Net Sales No change / Operating profit No change / Ordinary income No change / Net income No change |
| Segment revenue | Tantalum Capacitor Business ¥1,965,430 thousand (YoY +25.2%), Circuit Protection Device Business ¥1,016,922 thousand (YoY +22.2%), Other ¥62,051 thousand (YoY -35.2%) |
| Segment profit | Tantalum Capacitor Business ¥328,318 thousand (YoY +104.4%), Circuit Protection Device Business ¥370,997 thousand (YoY +19.3%), Other ¥-20,446 thousand (YoY -203.5%) |
| Depreciation and amortization | ¥122,063 thousand |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sale of non-current assets ¥181 thousand / Extraordinary loss Loss on disposal of fixed assets ¥913 thousand, Loss on sale of noncurrent assets ¥1,457 thousand, Business structural reform expenses ¥58,839 thousand |
| Disclosure regarding the going concern assumption | Not applicable. |
| Material subsequent events | At a meeting of the Board of Directors held on 14 October 2026, the company resolved to acquire production equipment for conductive polymer tantalum capacitors for approximately ¥831 million. Including the acquisition approved on 27 July 2026, the total planned acquisition amount is approximately ¥1,969 million, with the acquisitions scheduled for December 2026 and November 2027. |
| Factors Behind Changes in Business Performance | Revenue from tantalum capacitors and circuit protection devices increased. Demand for automotive electronics, medical equipment, conductive polymer tantalum capacitors and lithium-ion batteries increased. |
Items this document does not state (16)
Net income per shareOperating MarginEquity ratioFull-year earnings forecastAnnual Dividend ForecastPayout ratioShareholder Return PolicyRegional salesOrders received and order backlogImpairment lossChange in accounting policyChanges in the scope of consolidationAvailability of Supplementary Financial Results MaterialsAvailability of Financial Results BriefingIssued Shares at Period-EndTreasury Shares at Period-End
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 from both tantalum capacitors and circuit protection devices increased year on year. The company cited increased demand for automotive electronics, medical equipment, conductive polymer tantalum capacitors and lithium-ion batteries.
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.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.