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MEC Company (4971) investor relations material
MEC Company Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
9M sales rose 31.6% YoY to ¥19,730 million; operating income increased 57.6% to ¥6,696 million.
Strong demand for chemicals used in advanced, AI-related semiconductor package substrates supported results; FY2026 forecasts were revised upward.
Financial highlights
9M gross profit rose 36.0% to ¥12,712 million; SG&A increased 17.9% to ¥6,016 million, mainly on personnel and shipping costs.
Operating income rose 57.6% to ¥6,696 million; ordinary income increased 55.8% to ¥6,796 million.
Net income attributable to owners of parent rose 44.9% to ¥4,823 million; EBITDA was ¥7,444 million, up 38.8%.
Foreign exchange contributed ¥1,182 million to sales growth and ¥740 million to operating income growth YoY.
Comprehensive income was ¥8,074 million versus ¥3,595 million a year earlier; higher sales and the absence of a prior-year temporary tax impact supported net income.
Outlook and guidance
FY2026 forecast: sales ¥26,500 million (+26.5%), operating income ¥8,600 million (+49.6%), ordinary income ¥8,700 million (+43.8%) and net income ¥6,100 million (+21.3%).
Forecast EPS is ¥334.05; FY2026 annual dividends are forecast at ¥110 per share, including ¥55 per share for the second quarter.
Forecasts reflect current information and assumptions; actual results may differ due to crude oil prices, price trends and financial-market volatility.
- FY2023 earnings fell as chemical demand weakened; FY2024 guidance points to recovery.4971
Q4 2023 - Record sales and profit growth driven by chemical and AI demand; outlook revised upward.4971
Q2 2026 - Sales and profits surged on chemical and semiconductor demand, with guidance revised upward.4971
Q1 2026 - Raising FY2027 targets, expanding globally, and advancing interface technologies for sustainable growth.4971
Investor presentation - Double-digit sales and profit growth driven by robust demand and strong overseas performance.4971
Q4 2025 - Sales and profits surged, prompting higher forecasts and increased investment plans.4971
Q3 2025 - Sales and profits rose on strong semiconductor demand, with robust global growth and stable outlook.4971
Q2 2025 - Record sales and profit growth, outlook and dividend maintained, with management streamlining.4971
Q3 2024 - Record sales and profit growth led to a major upgrade in full-year guidance.4971
Q2 2024
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