Worth reading
47Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
8.7
% (year-on-year change in revenue)Wording
Conditional
How definitive the wording is.Results for this period
Interim period (second quarter)1 April 2026–30 September 2026ConsolidatedIFRSNet Sales558,363¥ millionYear on year +8.7%Progress 50.3%
Operating profit105,841¥ millionYear on year +12.0%Progress 52.9%
Ordinary income106,430¥ millionYear on year +11.8%Progress 53.2%
Net income attributable to owners of the parent76,502¥ millionYear on year +11.0%Progress 53.9%
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¥115.32
Financial position at period-end
Total assets1,459,122¥ million
of which net assets 1,151,713 ¥ millionEquity ratio 78.9%vs. prior year-end -0.7pt
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+108,847
Investment-62,589
Financials-74,255
Net change-27,997
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.
Cash and cash equivalents at end of period¥332,359 million
Segment revenueIndustrial Tape ¥208,112 million (YoY +16.1%), Optoronics ¥270,715 million (YoY +0.3%), Human Life ¥84,271 million (YoY +21.0%)
Segment profitIndustrial Tape ¥35,832 million (YoY +51.3%), Optoronics ¥73,950 million (YoY -4.1%), Human Life ¥1,020 million
Regional sales¥97,557 million, ¥57,896 million, ¥54,237 million, ¥348,671 million
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥1,110,000 million (YoY +8.0%)
Operating profit¥200,000 million (YoY +8.9%)
Ordinary income¥200,000 million (YoY +8.1%)
Net income¥142,000 million (YoY +6.3%)
Profit attributable to owners of the parent¥142,000 million (YoY +6.4%)
Revision to Earnings ForecastNo revision → No revision（No）
Annual Dividend Forecast¥60 → ¥72（+20.0%）
Factors Behind Changes in Business Performance
Demand increased for materials for AI data centers and semiconductors and for high-end smartphones. The Company proceeded with appropriate price adjustments in response to surging raw material prices, and the weaker yen contributed to the increase in operating profit.
Disclosure regarding the going concern assumption
None.
Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 Not disclosed
Changes in the scope of consolidationNew 0 / Excluded 0 / Company name Not disclosed
Material subsequent eventsAt a meeting of the Board of Directors held on 27 October 2026, the Company resolved to repurchase up to 17,000,000 common shares, capped at ¥50 billion, during the period from 4 November 2026 to 24 March 2027.
Impairment loss¥1,056 million
Depreciation and amortization¥39,493 million
Availability of Supplementary Financial Results MaterialsAvailable
Availability of Financial Results BriefingAvailable (for securities analysts and institutional investors)
Issued Shares at Period-End678,659,700
Treasury Shares at Period-End20,472,050
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | IFRS |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 April 2026–30 September 2026 |
| Net Sales | ¥558,363 million (YoY +8.7%) |
| Operating profit | ¥105,841 million (YoY +12.0%) |
| Ordinary income | ¥106,430 million (YoY +11.8%) |
| Profit attributable to owners of the parent | ¥76,502 million (YoY +11.0%) |
| Net income per share | ¥115.32 |
| Equity ratio | End of the current fiscal period 78.9 / End of previous period 79.6 |
| Total assets | ¥1,459,122 million |
| Net assets | ¥1,151,713 million |
| Cash flows from operating activities | ¥108,847 million |
| Cash flows from investing activities | ¥-62,589 million |
| Cash flows from financing activities | ¥-74,255 million |
| Cash and cash equivalents at end of period | ¥332,359 million |
| Full-year earnings forecast | Net Sales ¥1,110,000 million (YoY +8.0%) / Operating profit ¥200,000 million (YoY +8.9%) / Ordinary income ¥200,000 million (YoY +8.1%) / Net income ¥142,000 million (YoY +6.3%) / Profit attributable to owners of the parent ¥142,000 million (YoY +6.4%) |
| Revision to Earnings Forecast | No revision → No revision（No） |
| Annual Dividend Forecast | ¥60 → ¥72（+20.0%） |
| Segment revenue | Industrial Tape ¥208,112 million (YoY +16.1%), Optoronics ¥270,715 million (YoY +0.3%), Human Life ¥84,271 million (YoY +21.0%) |
| Segment profit | Industrial Tape ¥35,832 million (YoY +51.3%), Optoronics ¥73,950 million (YoY -4.1%), Human Life ¥1,020 million |
| Regional sales | ¥97,557 million, ¥57,896 million, ¥54,237 million, ¥348,671 million |
| Depreciation and amortization | ¥39,493 million |
| Impairment loss | ¥1,056 million |
| Disclosure regarding the going concern assumption | None. |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement Not disclosed |
| Changes in the scope of consolidation | New 0 / Excluded 0 / Company name Not disclosed |
| Material subsequent events | At a meeting of the Board of Directors held on 27 October 2026, the Company resolved to repurchase up to 17,000,000 common shares, capped at ¥50 billion, during the period from 4 November 2026 to 24 March 2027. |
| Availability of Supplementary Financial Results Materials | Available |
| Availability of Financial Results Briefing | Available (for securities analysts and institutional investors) |
| Issued Shares at Period-End | 678,659,700 |
| Treasury Shares at Period-End | 20,472,050 |
| Factors Behind Changes in Business Performance | Demand increased for materials for AI data centers and semiconductors and for high-end smartphones. The Company proceeded with appropriate price adjustments in response to surging raw material prices, and the weaker yen contributed to the increase in operating profit. |
Items this document does not state (5)
Operating MarginPayout ratioShareholder Return PolicyOrders received and order backlogBreakdown of extraordinary income (loss)
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.Demand increased for materials for AI data centers and semiconductors and for high-end smartphones, sales prices were appropriately adjusted in response to surging raw material prices, and the weaker yen lifted operating profit by ¥19.6 billion.
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.