Yamaichi Electronics (6941) Q2 2027 earnings summary

Executive summary

• H1 FY2027 net sales rose 40.3% YoY to ¥37,505 million; operating profit rose 61.5% to ¥10,366 million and parent-attributable profit rose 56.5% to ¥7,278 million, all interim records.

• Semiconductor and data center demand supported results; both Test Solutions and Connector Solutions achieved interim record sales and operating profit.

Financial highlights

• H1 net sales were ¥37,505 million versus ¥26,739 million YoY; gross profit was ¥16,479 million versus ¥11,192 million.

• Operating profit was ¥10,366 million versus ¥6,419 million; ordinary profit was ¥10,128 million versus ¥6,493 million.

• Profit attributable to parent shareholders was ¥7,278 million versus ¥4,651 million; basic net profit per share was ¥394.30 versus ¥252.22.

• Comprehensive income was ¥7,100 million versus ¥4,919 million.

Outlook and guidance

• FY2027 forecast: net sales ¥67,500 million (+28.1% YoY), operating income ¥16,200 million (+40.2%), ordinary income ¥15,850 million (+30.7%), and parent-attributable profit ¥11,250 million (+24.0%).

• FY2027 forecast net profit per share is ¥609.35; the forecast was revised and reflects the impact of treasury-share cancellation and disposal.

• FY2027 dividend forecast is ¥203 per share, including a ¥138 year-end dividend: ¥118 ordinary and ¥20 commemorative for the 70th anniversary.