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Earnings presentation materials7875TAKEDA iP HOLDINGS CO.,LTD.Information and Communications, Services and Others

Supplementary Financial Results Materials for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027

Consolidated net sales for the six months ended 30 September 2026 increased 7.2% year on year to ¥17,041 million. Semiconductor-related masks grew, while Solution Sales and real estate leasing reported lower revenue.

Worth reading
76Important
Scored from 2 of 6 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
1137
Millions of yen
Wording
Definitive
How definitive the wording is.

Contents of this document

Supplementary materials to the earnings summarySecond quarter (interim period) of the fiscal year ending March 20273 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales17,041 Millions of yen+7.2%
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
  • Increase in semiconductor-related mask salesNot disclosed
  • Contribution from the newly consolidated 大英エレクトロニクス株式会社223 Millions of yen
  • Decrease in Solution Sales-385 Millions of yen
  • Decrease in real estate leasing-34 Millions of yen
  • Decrease in the elimination of intersegment transactions738 Millions of yen
New initiatives
  • New consolidation of 大英エレクトロニクス株式会社 (July-September 2026)
Segment results
Information and Communications
Net Sales
7,528 Millions of yen+1.0%
Solutions Sales
Net Sales
5,971 Millions of yen-6.1%
Semiconductor-related masks
Net Sales
3,725 Millions of yen+25.0%
Real Estate Leasing
Net Sales
356 Millions of yen-8.8%
Contents of this document
ItemDetails
Document typeSupplementary materials to the earnings summary
Fiscal Period CoveredSecond quarter (interim period) of the fiscal year ending March 2027
Net Sales17,041 Millions of yen (YoY +7.2%)
Segment resultsInformation and Communications Net Sales 7,528 Millions of yen (YoY +1.0%) / Profit Not disclosed / Solutions Sales Net Sales 5,971 Millions of yen (YoY -6.1%) / Profit Not disclosed / Semiconductor-related masks Net Sales 3,725 Millions of yen (YoY +25.0%) / Profit Not disclosed / Real Estate Leasing Net Sales 356 Millions of yen (YoY -8.8%) / Profit Not disclosed
Breakdown of Factors Affecting the ChangeFactors Increase in semiconductor-related mask sales / Amount Not disclosed, Factors Contribution from the newly consolidated 大英エレクトロニクス株式会社 / Amount 223 Millions of yen, Factors Decrease in Solution Sales / Amount -385 Millions of yen, Factors Decrease in real estate leasing / Amount -34 Millions of yen, Factors Decrease in the elimination of intersegment transactions / Amount 738 Millions of yen
New initiativesNew consolidation of 大英エレクトロニクス株式会社 (July-September 2026)
Items this document does not state (25)
Operating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders received and order backlogMarket Size / ShareKey points of the Q&A

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.

In semiconductor-related masks, sales of plating masks and other products for semiconductors grew, and the newly consolidated 大英エレクトロニクス株式会社 also contributed. Solution Sales reported lower revenue despite growth in materials sales, owing to the reaction to large machinery sales to group companies in the same period of the previous year. In information and communications, domestic packaging orders increased, while orders for commercial printing remained sluggish.

How to read this page

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Supplementary Financial Results Materials for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 | TAKEDA iP HOLDINGS CO.,LTD. (7875) timely disclosure | Komori