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NGK Insulators (5333) investor relations material
NGK Insulators Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for the nine months ended December 31, 2025, rose 7.1% year-over-year to ¥487,908 million, driven by strong demand in automotive, semiconductor, and energy sectors.
Operating income increased 17.0% year-over-year to ¥73,048 million, and ordinary income rose 20.0% to ¥73,721 million.
Net income attributable to owners of the parent grew 0.3% year-over-year to ¥41,126 million, impacted by ¥16,833 million in business restructuring expenses related to discontinuing NAS battery operations.
Financial highlights
Gross profit for the period was ¥145,776 million, up from ¥131,931 million year-over-year.
Comprehensive income surged 104.1% year-over-year to ¥97,088 million, reflecting significant gains in foreign currency translation and securities valuation.
Net income per share was ¥141.14, compared to ¥138.47 in the prior year.
Outlook and guidance
Full-year forecasts for FY ending March 31, 2026, remain unchanged: net sales ¥650,000 million (+4.9%), operating income ¥85,000 million (+4.6%), net income attributable to owners of the parent ¥55,000 million (+0.1%), and net income per share ¥189.44.
No revisions to forecasts announced on October 31, 2025; actual results may differ due to various factors.
- Record sales and operating income forecast, despite NAS battery exit losses.5333
Q2 20264 Nov 2025 - Strong profit growth driven by semiconductor and energy storage demand, with stable outlook.5333
Q1 202631 Jul 2025 - Net income surged 42% year-on-year, driven by strong digital and semiconductor demand.5333
Q2 202513 Jun 2025 - Net sales up 7.9% year-over-year, but operating income declined 4.9% on higher costs.5333
Q1 202513 Jun 2025 - Record sales and profit growth, but FY2025 income faces yen and tariff headwinds.5333
Q4 20256 Jun 2025 - Strong profit and sales growth driven by digital and energy segments; outlook steady.5333
Q3 20255 Jun 2025
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