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.
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.
Expanded capital investment in generative AI servers and data centers, stronger demand for information and communications equipment and automotive-related equipment, a recovery in demand for existing film capacitor projects for xEVs and the start of mass production for new projects, and synergies between a new model of residential energy storage system and subsidy programs. Switching power supplies continued to be affected by the U.S. tariff issue and stagnant demand in the Chinese market.
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 | ¥44,714 million (YoY +12.9%) |
| Operating profit | ¥2,841 million (YoY +292.1%) |
| Ordinary income | ¥3,497 million (YoY +233.0%) |
| Profit attributable to owners of the parent | ¥2,471 million (YoY +108.1%) |
| Net income per share | ¥36.79 |
| Equity ratio | End of the current fiscal period 60.9 / End of previous period 61.2 |
| Total assets | ¥205,267 million |
| Net assets | ¥128,788 million |
| Cash flows from operating activities | ¥5,882 million |
| Cash flows from investing activities | ¥-1,049 million |
| Cash flows from financing activities | ¥-2,011 million |
| Cash and cash equivalents at end of period | ¥27,648 million |
| Full-year earnings forecast | Net Sales ¥185,000 million (YoY +9.0%) / Operating profit ¥8,700 million (YoY +34.8%) / Ordinary income ¥9,000 million (YoY +8.1%) / Net income ¥6,700 million (YoY +6.2%) |
| Revision to Earnings Forecast | No |
| Annual Dividend Forecast | ¥37 → ¥39（+5.4%） |
| Segment revenue | Capacitor Business ¥27,580 million / NECST Business ¥17,134 million |
| Segment profit | Capacitor Business ¥1,522 million / NECST Business ¥1,318 million |
| Depreciation and amortization | ¥2,044 million |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sale of non-current assets ¥6 million, Gain on sale of investment securities ¥203 million / Extraordinary loss Losses on disposal of fixed assets ¥8 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 — companies (Company name: —) / Excluded — companies (Company name: —) |
| Availability of Supplementary Financial Results Materials | No |
| Availability of Financial Results Briefing | Whether applicable No / Subject person Not disclosed |
| Issued Shares at Period-End | 70,000,000 Shares |
| Treasury Shares at Period-End | 2,841,614 Shares |
| Factors Behind Changes in Business Performance | Expanded capital investment in generative AI servers and data centers, stronger demand for information and communications equipment and automotive-related equipment, a recovery in demand for existing film capacitor projects for xEVs and the start of mass production for new projects, and synergies between a new model of residential energy storage system and subsidy programs. Switching power supplies continued to be affected by the U.S. tariff issue and stagnant demand in the Chinese market. |
Items this document does not state (7)
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 and earnings increased due to expanded capital investment in generative AI servers and data centers, stronger demand for automotive-related equipment, a recovery in demand for film capacitors for xEVs and the start of mass production for new projects, and synergies between a new model of residential energy storage system and subsidy programs.