MonotaRO's September monthly results for the fiscal year ending December 2026 show improving sales, driven by growing demand for generative AI, expanding NAND demand from data centers, and growth in the smartphone and PC markets. However, higher depreciation and personnel expenses are expected to affect performance.
MonotaRO announced its September monthly results for the fiscal year ending December 2026. The results showed that growing demand for generative AI is supporting the business environment, while NAND demand from data centers has reached levels above expectations. Demand for smartphones and PCs also continues to grow.
Selling prices are expected to improve against a backdrop of tight supply and demand, pointing to improved profitability. However, higher depreciation and personnel expenses could offset these positive effects.
Overall, demand related to AI and expanding data center demand are expected to contribute to performance, while continued cost increases are likely to remain an ongoing challenge.