Komori
Earnings9824SENSHU ELECTRIC CO.,LTD.Trading & Wholesale

Summary of Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending October 2026 (Japanese GAAP) (Consolidated)

In the interim period of the fiscal year ending October 2026, net sales, operating profit, ordinary profit, and net income attributable to owners of the parent exceeded the same period of the previous year, owing mainly to the recovery in demand for semiconductor manufacturing equipment and machine tools. The full-year consolidated earnings forecast is net sales of ¥154,000 million and operating profit of ¥11,200 million, and the annual dividend forecast has been revised to ¥160.

Worth reading
61In focus
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
16.6
% (year-on-year change in operating profit)
Wording
Conditional
How definitive the wording is.

Results for this period

Interim period (second quarter)1 November 2025 to 30 April 2026ConsolidatedJapanese GAAP
Net income per share¥245.37
Financial position at period-end
Total assets—
Equity ratioEquity ratio 49.6%vs. prior year-end -3.1pt

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.

Outlook and shareholder returns
Full-year earnings forecast
Net SalesFigures ¥154,000 million / Year-on-year change ¥13.6 million
Operating profitFigures ¥11,200 million / Year-on-year change ¥25.1 million
Ordinary incomeFigures ¥11,700 million / Year-on-year change ¥26.2 million
Net incomeFigures ¥8,500 million / Year-on-year change ¥26.5 million
Revision to Earnings ForecastNet Sales Pre-revision forecast Not disclosed / Revised forecast ¥154,000 million / Amount of change Not disclosed / Change rate Not disclosed / Operating profit Pre-revision forecast Not disclosed / Revised forecast ¥11,200 million / Amount of change Not disclosed / Change rate Not disclosed / Ordinary income Pre-revision forecast Not disclosed / Revised forecast ¥11,700 million / Amount of change Not disclosed / Change rate Not disclosed / Net income Pre-revision forecast Not disclosed / Revised forecast ¥8,500 million / Amount of change Not disclosed / Change rate Not disclosed
Annual Dividend ForecastPrevious-period results ¥150 / Current fiscal year forecast ¥160 / Amount of change ¥10 / Change rate ¥6.7
Factors Behind Changes in Business Performance

Demand for semiconductor manufacturing equipment and machine tools recovered. Construction and electrical equipment sales were affected by delays in project schedules caused by higher material costs and labor shortages.

Disclosure regarding the going concern assumption

No applicable matters

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 No
Changes in the scope of consolidationNone (0 additions, 0 exclusions)
Material subsequent eventsThe Company conducted a share repurchase based on a resolution of the Board of Directors meeting held on 24 April 2026. By 31 May 2026, 15,900 shares had been acquired for ¥99,176,000.
Impairment lossFigures ¥88 million / Subject assets Operating assets in Michigan, United States (buildings, machinery and equipment, vehicles, tools, fixtures and equipment, leased assets, and software)
Breakdown of extraordinary income (loss)Extraordinary income Item Gain on sale of investment securities / Figures ¥555 million / Extraordinary loss Item Impairment Losses / Figures ¥88 million
Depreciation and amortizationFigures 338 (selling, general and administrative expenses), 23 (non-operating expenses)
Availability of Supplementary Financial Results MaterialsNo
Availability of Financial Results BriefingYes (for analysts)
Issued Shares at Period-EndFigures 18,000,000 Shares
Treasury Shares at Period-EndFigures 893,983 Shares
Results for this period
ItemDetails
Fiscal Period ClassificationInterim period (second quarter)
Accounting standardsJapanese GAAP
Consolidated / non-consolidatedConsolidated
Period Covered1 November 2025 to 30 April 2026
Net SalesFigures ¥76,779 million / Year on year against the same period last year ¥11.3 million
Operating profitFigures ¥5,594 million / Year on year against the same period last year ¥16.6 million
Ordinary incomeFigures ¥5,845 million / Year on year against the same period last year ¥16.3 million
Profit attributable to owners of the parentFigures ¥4,199 million / Year on year against the same period last year ¥23.3 million
Net income per share¥245.37
Equity ratioEnd of the current fiscal period 49.6 % / End of previous period 52.7 %
Total assetsFigures ¥124,475 million
Net assetsFigures ¥62,312 million
Full-year earnings forecastNet Sales Figures ¥154,000 million / Year-on-year change ¥13.6 million / Operating profit Figures ¥11,200 million / Year-on-year change ¥25.1 million / Ordinary income Figures ¥11,700 million / Year-on-year change ¥26.2 million / Net income Figures ¥8,500 million / Year-on-year change ¥26.5 million
Revision to Earnings ForecastNet Sales Pre-revision forecast Not disclosed / Revised forecast ¥154,000 million / Amount of change Not disclosed / Change rate Not disclosed / Operating profit Pre-revision forecast Not disclosed / Revised forecast ¥11,200 million / Amount of change Not disclosed / Change rate Not disclosed / Ordinary income Pre-revision forecast Not disclosed / Revised forecast ¥11,700 million / Amount of change Not disclosed / Change rate Not disclosed / Net income Pre-revision forecast Not disclosed / Revised forecast ¥8,500 million / Amount of change Not disclosed / Change rate Not disclosed
Annual Dividend ForecastPrevious-period results ¥150 / Current fiscal year forecast ¥160 / Amount of change ¥10 / Change rate ¥6.7
Depreciation and amortizationFigures 338 (selling, general and administrative expenses), 23 (non-operating expenses)
Impairment lossFigures ¥88 million / Subject assets Operating assets in Michigan, United States (buildings, machinery and equipment, vehicles, tools, fixtures and equipment, leased assets, and software)
Breakdown of extraordinary income (loss)Extraordinary income Item Gain on sale of investment securities / Figures ¥555 million / Extraordinary loss Item Impairment Losses / Figures ¥88 million
Disclosure regarding the going concern assumptionNo applicable matters
Change in accounting policyChanges due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement No
Changes in the scope of consolidationNone (0 additions, 0 exclusions)
Material subsequent eventsThe Company conducted a share repurchase based on a resolution of the Board of Directors meeting held on 24 April 2026. By 31 May 2026, 15,900 shares had been acquired for ¥99,176,000.
Availability of Supplementary Financial Results MaterialsNo
Availability of Financial Results BriefingYes (for analysts)
Issued Shares at Period-EndFigures 18,000,000 Shares
Treasury Shares at Period-EndFigures 893,983 Shares
Factors Behind Changes in Business PerformanceDemand for semiconductor manufacturing equipment and machine tools recovered. Construction and electrical equipment sales were affected by delays in project schedules caused by higher material costs and labor shortages.
Items this document does not state (11)
Operating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodPayout ratioShareholder Return PolicySegment revenueSegment profitRegional salesOrders received and order backlog

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 for semiconductor manufacturing equipment and machine tools recovered. The Company also promoted solution-based sales, strengthened its delivery system, developed new customers and deepened relationships with existing customers, and expanded sales of new products. Meanwhile, construction and electrical equipment sales were affected by delays in project schedules caused by higher material costs and labor shortages.

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.
Summary of Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending October 2026 (Japanese GAAP) (Consolidated) | SENSHU ELECTRIC CO.,LTD. (9824) timely disclosure | Komori