Nihon Dempa Kogyo Co., Ltd. · TSE:6779
Nihon Dempa Kogyo — Q1 FY2026 Earnings Presentation
16 slides from Nihon Dempa Kogyo's earnings presentation, Aug 7, 2026
Slide 1: The First Quarter Results for Fiscal 2026 (Ending March 31, 2027)
The First Quarter Results for Fiscal 2026 (Ending March 31, 2027) August 7th, 2026 Nihon Dempa Kogyo Co., Ltd. ©NIHON DEMPA KOGYO CO., LTD.
Slide 2: Contents
Contents 1. The First Quarter Results for FY2026 (Ending March 31, 2027) 2. Financial Forecast for FY2026 (Ending March 31, 2027) 3. Industrial Equipment Applications: Mid-Term Revenue Outlook and Our Vision for ¥100 Billion in Net Sales 1 ©NIHON DEMPA KOGYO CO., LTD.
Slide 3: Summary of Financial Results
Summary of Financial Results ◼ Sales and profit of 1Q (Apr.-Jun.) FY2026 increased YoY. ◼ Operating income increased QoQ, while income before income tax and below declined due to factors such as foreign exchange losses. ① ② ③ ③-① ③‐② (Million yen) FY2025 FY2025 FY2025 FY2025 FY2026 1Q 2Q 3Q 4Q 1Q Yo
Slide 4: Net Sales by Application (YoY)
Net Sales by Application (YoY) ◼ Net sales increased mainly driven by automotive and industrial equipment ■ (mainly AI data centers). (Billion yen) Net sales FY2025 FY2026 Factors of increase/decrease YoY 1Q 1Q Automotive 7.2 8.5 +1.3 Demand increased mainly for ADAS applications. electronics Mobile
Slide 5: Financial Results (Quarterly)
Financial Results (Quarterly) ◼ Net sales and profit continued to increase in 1Q FY2026, following 4Q FY2025. Net Sales Operating Income (Billion yen) (Billion yen/%) Operating Income 148 153 Operating Income Ratio 137 139 134 134 132 9.5% 126 127 9.6% 8.5% 7.9% 8.1% 7.3% 6.1% 5.8% 1.29 4.7% 1.20 1.
Slide 6: Net Sales (Automotive Electronics, Mobile Communications / IoT)
Net Sales (Automotive Electronics, Mobile Communications / IoT) ◼ Sales for automotive applications continued to increase in 1Q FY2026 and are presumed to have been boosted by pre-emptive inventory build-up demand from some customers. ◼ Sales for mobile/IoT applications also increased moderately. (B
Slide 7: Net Sales (Industrial equipment, Special equipment, Optical products)
Net Sales (Industrial equipment, Special equipment, Optical products) ◼ Sales for industrial equipment applications continued to rise steadily, driven by AI data center demand. ◼ Sales for special equipment applications declined in 1Q FY2026, in reaction to sales concentrated in 4Q FY2025. ◼ Sales f
Slide 8: Financial Position
Financial Position ◼ Shareholders’ equity ratio stood at 42.5% as of the end of June 2026. Refinanced ¥25 billion in interest-bearing debt in March 2025. (Billion yen) (*1) (*1) (*1) (*1) 26.1 24.8 Loans and (*1) (*1) 23.5 (*1) 26.6 borrowings 25.3 25.0 18.2 19.7 15.3 15.8 Other 15.9 15.1 liabilitie
Slide 9: Contents
Contents 1. The First Quarter Results for FY2026 (Ending March 31, 2027) 2. Financial Forecast for FY2026 (Ending March 31, 2027) 3. Industrial Equipment Applications: Mid-Term Revenue Outlook and Our Vision for ¥100 Billion in Net Sales 8 ©NIHON DEMPA KOGYO CO., LTD.
Slide 10: Consolidated Financial Forecast - Upward Revision to Initial Forecast
Consolidated Financial Forecast - Upward Revision to Initial Forecast ◼ Increased demand for optical transceivers for AI data centers and automotive electronics products, as well as the depreciation of the yen, are expected to drive first-half results above the initial forecast, leading to an upward
Slide 11: Financial Forecast (YoY)
Financial Forecast (YoY) ◼ Full-year net sales are expected to increase by ¥7.8 billion (+14.4%) YoY. ◼ Full-year operating income is expected to increase by ¥1.8 billion (+55.0%) YoY, while continuing upfront investments. １５．８ (Million yen) FY2025 FY2026 Full Year Full Year YoY Result 1H Forecast 2
Slide 12: Net Sales by Application (Full Year Forecast)
Net Sales by Application (Full Year Forecast) ◼ Sales of products for AI data centers to drive significant revenue growth (Billion yen) Net Sales FY2025 FY2026 Forecast Factors of increase/decrease YoY Full Year 1H 2H Full Year Automotive Underlying demand continues to grow (pre-emptive 30.1 16.8 15
Slide 13: Contents
Contents 1. The First Quarter Results for FY2026 (Ending March 31, 2027) 2. Financial Forecast for FY2026 (Ending March 31, 2027) 3. Industrial Equipment Applications: Mid-Term Revenue Outlook and Our Vision for ¥100 Billion in Net Sales 12 ©NIHON DEMPA KOGYO CO., LTD.
Slide 14: Industrial Equipment Market: Mid-Term Sales Outlook
Industrial Equipment Market: Mid-Term Sales Outlook ◼ AI data center: mid-term sales outlook revised upward ⇒ Expand capacity for 1.6T applications (312.5MHz differential-output SPXO) Industrial Equipment Market Sales Trend Industrial Equipment ◼ AI server image Market Sales Trend (Billion yen) As d
Slide 15: FY2030: Vision for ¥100 Billion in Net Sales
FY2030: Vision for ¥100 Billion in Net Sales ◼ Building on stable growth in automotive electronics, drive further growth through new product launches in mobile communications, expansion in industrial equipment centered on AI data centers, and capturing semiconductor-related demand in the special equ
Slide 16: Note: Forward-looking statements
Note: Statements made in this presentation with respect to our current plans, estimates, strategies and beliefs and other statements that are not historical facts are forward-looking statements about our future performance. These statements are based on management‘s assumptions and beliefs in light