Yamaichi Electronics (6941) Q2 2026 earnings summary

Executive summary

• Net sales for the second quarter ended September 30, 2025, were ¥26,739 million, down 3.0% year-over-year, with operating profit at ¥6,418 million, down 6.1% year-over-year.

• Ordinary profit rose 5.4% year-over-year to ¥6,493 million, and profit attributable to owners of parent increased 13.7% to ¥4,651 million.

• Comprehensive income for the period was ¥4,919 million, up 47.4% year-over-year.

Financial highlights

• Gross profit for the quarter was ¥11,191 million, with a gross margin of 41.8%.

• Net profit per share was ¥252.22, up from ¥200.77 in the prior year.

• Total assets increased to ¥55,757 million from ¥53,389 million at the previous fiscal year-end.

• Equity ratio improved to 74.4% from 74.0% at the previous fiscal year-end.

Outlook and guidance

• Full-year net sales forecast revised to ¥47,700 million, up 5.3% year-over-year.

• Operating income forecast at ¥9,300 million (up 13.1%), ordinary income at ¥9,100 million (up 18.3%), and profit attributable to owners of parent at ¥6,400 million (up 22.1%).

• Net profit per share forecast at ¥347.44, reflecting treasury share buybacks.

• Dividend forecast revised to ¥105.00 per share for the year ending March 31, 2026.