Yamaichi Electronics (6941) Q3 2026 earnings summary

Executive summary

• Net sales for the third quarter rose 9.6% year-over-year to ¥39,595 million, with operating profit up 29.1% and profit attributable to owners of parent up 55.6%.

• Strong demand in semiconductors and data centers offset sluggish automotive market and geopolitical uncertainties.

• The company is executing its Fourth Medium-Term Management Plan, focusing on production capacity expansion and cost reduction.

Financial highlights

• Operating profit reached ¥9,312 million, up 29.1% year-over-year; ordinary profit was ¥9,623 million, up 38.4%.

• Net profit per share increased to ¥378.61 from ¥221.01 year-over-year.

• Comprehensive income rose 64.2% to ¥8,125 million.

• Total assets increased to ¥58,306 million from ¥53,389 million at the previous fiscal year-end.

• Equity ratio improved to 75.5% from 74.0%.

Outlook and guidance

• Full-year net sales forecast revised to ¥52,000 million, up 14.8% year-over-year.

• Operating income forecast at ¥11,000 million (+33.7%), ordinary income at ¥11,150 million (+45.0%), and profit attributable to owners of parent at ¥8,050 million (+53.6%).

• Dividend forecast revised to ¥132.00 per share for the year ending March 2026.