On 10 November, the company announced its interim results and revised its full-year forecasts. Revenue rose 66.3% year on year to ¥20.49 billion, while ordinary profit increased 151.0% to ¥6.146 billion. The full-year dividend forecast was raised to ¥120. In response, the share price rebounded sharply on 9 and 10 November, posting a substantial recovery over the latest 5 trading days.
日本電子材料 announced its interim results on 10 November 2026. Revenue rose 66.3% year on year to ¥20.49 billion, while ordinary profit increased 151.0% to ¥6.146 billion. The company also raised its full-year dividend forecast to ¥120. Strong data-center demand and increased production of probe cards drove the improvement in results.
In recent share-price movements, the stock fell to ¥4,840 on 5 November before rising 5.98% from the previous day on 9 November and 15.76% on 10 November, marking a substantial recovery over 5 trading days.
Against a backdrop of expanding data-center demand, the company is increasing sales volumes of probe cards for memory applications and expanding production capacity. High utilization at its domestic plants, plans to construct a new plant, and continued capital investment are expected to expand its supply capacity.
Future performance checkpoints include the expansion of demand for memory applications and the contribution from increased production, which are expected to support earnings growth. Attention is also warranted for risk factors including semiconductor market conditions and investment trends among major customers. Specific factors cited include intensifying price competition, development delays, supply-chain effects, and fluctuations in cash flow.