LINTEC (7966) Q2 2026 earnings summary

Executive summary

• Net sales for the first half of FY2026 were ¥154.8 billion, down 2.4% year-over-year; operating income was ¥12.8 billion, down 6.7% year-over-year.

• Profit attributable to owners of parent decreased 17.4% year-over-year to ¥8.9 billion.

• Comprehensive income dropped sharply to ¥2,265 million, an 89.5% decrease year-over-year.

• Segment performance varied, with declines in Printing, Industrial, and Optical Products, but some resilience in Advanced Materials and certain paper products.

Financial highlights

• Net sales decreased by ¥3.7 billion year-over-year; consolidated subsidiaries' sales fell 5.0%.

• Operating income declined by ¥919 million year-over-year, with consolidated subsidiaries' operating income down 27.7%.

• Gross profit for the quarter was ¥40,654 million, down from ¥41,169 million year-over-year.

• Net income per share was ¥135.48, compared to ¥158.07 in the same quarter last year.

• Total assets as of September 30, 2025, were ¥327,073 million, with net assets at ¥239,916 million.

Outlook and guidance

• FY2026 full-year net sales forecast at ¥317.0 billion, up 0.3% from FY2025.

• Operating income forecasted at ¥24.0 billion, down 2.3% from FY2025.

• Profit attributable to owners of parent expected to rise 24.3% year-over-year to ¥18.0 billion.

• Exchange rates for FY2026 assumed at JPY/USD 145.00 and JPY/EUR 161.57.

• Annual dividend forecast is ¥110.00 per share, up from ¥100.00 the previous year.