Anritsu Corporation · TSE:6754
Anritsu — Q1 FY2026 Earnings Presentation
20 slides from Anritsu's earnings presentation, Jul 30, 2026
Slide 1: Financial Results for the 1st Quarter of the Fiscal Year ending March 31, 2027
Financial Results for the 1st quarter of the Fiscal Year ending March 31, 2027 Shunichi Sugita Director, Executive Vice President, CFO ANRITSU CORPORATION July 30th, 2026 TSE Prime Market TSE code：6754 https://www.anritsu.com
Slide 2: Cautionary Statement
Cautionary Statement All information contained in this release which pertains to the current plans, estimates, strategies and beliefs of ANRITSU CORPORATION (hereafter "Anritsu") that is not historical fact shall be considered forward-looking statements of future business results or other forward-lo
Slide 3: Agenda
Agenda 1. Outline of our business segments 2. Consolidated performance review of the 1st quarter of the Fiscal Year ending March 31, 2027 3. Outlook for full year of the Fiscal Year ending March 31, 2027 (Consolidated) 4. Anritsu Initiatives ANRITSU CORPORATION Financial Results FY2026 1Q 3
Slide 4: Outline of our business segments
1. Outline of our business segments T&M PQA EM Others Evolution and advances of Safety & security of food & Toward a decarbonized networked society pharmaceuticals society ◆ Network Infrastructure : Data center, Optical/Wireless NW ◆ Food inspection market ◆ EVs and batteries ◆ Sensing & market ◆ Mo
Slide 5: Consolidated performance - Financial results
2-1. Consolidated performance - Financial results - YoY increased revenue and profit Unit: Billion Yen International Financial FY2025 FY2026 Reporting Standards (IFRS) YoY YoY (%) (Apr to Jun) (Apr to Jun) Orders 25.2 49.1 23.9 95% Revenue 23.6 32.6 9.0 38% Operating profit (loss) 1.3 4.3 3.0 219% P
Slide 6: Consolidated performance - Results by business segment
2-2. Consolidated performance - Results by business segment - T&M ,PQA, Environmental Measurement increase revenue and profit YoY Unit: Billion Yen International Financial FY2025 FY2026 Reporting Standards (IFRS) YoY YoY (%) (Apr to Jun) (Apr to Jun) Revenue 14.5 19.4 4.9 34% T&M Op. profit (loss) 1
Slide 7: Consolidated performance - Revenue and Op. profit by quarters
2-3. Consolidatedperformance - RevenueandOp.profitbyquarters 1Q(Apr-Jun) Operating margin：T&M 16.3％, PQA 9.8%, Environmental Measurement 5.5% Bn. Yen Bn. Yen FY2025 FY2026 FY2025 FY2026 Revenue Op. profit Note: Numbers are rounded to the first decimal place. ANRITSU CORPORATION Financial Results FY2
Slide 8: Overview of operations by business segment
2-4. Overview of operations by business segment Segment FY2026 (Apr to Jun) T&M：Demand is strong, mainly related to data centers. The build-out and speeding-up of data centers for generative AI is accelerating. Network Infrastructure Installation of optical submarine cables is in increasing trend. I
Slide 9: Transition of Orders
2-5. Transition of Orders T&M : increased 142％ YoY, PQA : increased 24% YoY, Environmental Measurement : increased 118% YoY Bn. Yen FY2024 FY2025 FY2026 Note: Numbers are rounded to the first decimal place. ANRITSU CORPORATION Financial Results FY2026 1Q 9
Slide 10: Transition of Revenue by Region
2-6. Transition of Revenue by Region Revenue increased in all regions Bn. Yen FY2024 FY2025 FY2026 Note: Numbers are rounded to the first decimal place. ANRITSU CORPORATION Financial Results FY2026 1Q 10
Slide 11: Cash Flow
2-7. Cash Flow Operating cash flow margin ratio was Details Unit : Billion Yen 20.0% FY2026 (Apr to Jun) Operating CF : 6.5 Bn. Yen Investing CF : (1.4) Bn. Yen Financing CF : (4.2) Bn. Yen Free Cash Flow Op.CF＋Inv. CF : 5.1 Bn. Yen Cash at the end of period 50.9 Bn. Yen Interest-bearing debt 7.3 Bn
Slide 12: Forecast for full year of FY2026 (Consolidated)
3. Forecast for full year of FY2026 (Consolidated) Remains unchanged from that announced on April 27, 2026. Unit: Billion Yen FY2025 FY2026 International Financial Reporting Standards (IFRS) Actual Forecast YoY YoY(%) Revenue 117.5 140.0 22.5 19% Operating profit (loss) 14.8 20.0 5.2 35% Profit (los
Slide 13: Anritsu Initiatives
4. Anritsu Initiatives Hirokazu Hamada Representative Director, President ANRITSU CORPORATION ANRITSU CORPORATION Financial Results FY2026 1Q 13
Slide 14: Upcoming Initiatives: Mobile market trends and Business opportunity
4-1. Upcoming Initiatives : Mobile market trends and Business opportunity Market size ・3.2TE development ・CPO mass production ・1.6TE mass production ・Investment in PCIe 8.0 development ・Investment in PCIe 7.0 development ・1.6TE development ・800GE mass production ・PCIe 7.0 standardization ・Investment
Slide 15: Product Introduction: Next-Generation VNA (Tensor Vector Network Analyzer)
4-2. Product Introduction: Next-Generation VNA (Tensor Vector Network Analyzer) AI-Enabled Next-Generation VNA Addressing Measurement Complexity, Speed, and Accuracy Challenges with High Performance and AI Introduced at IMS2026* held in the U.S. in June 2026 Scheduled for Release ※IMS2026: IEEE MTT-
Slide 16: Product Introduction: Development Solutions for High-Speed Intra-Server Communications
４-3. Product Introduction: Development Solutions for High-Speed Intra-Server Communications Support for PCIe Gen7 (PCIe 7.0) for High-Speed Intra-Server Communications 800GE is evolving toward 1.6TE, accelerating the speed of optical networks between servers. In conjunction with this trend, implemen
Slide 17: Product Introduction: AI-Enhanced Option for X-Ray Inspection Systems
4‐4. Product Introduction: AI-Enhanced Option for X-Ray Inspection Systems Combining Conventional X-Ray Inspection Technology with AI to Improve Inspection Accuracy AI option that learns on-site at customers’ production facilities. By learning defect patterns that are unique to each production envir
Slide 18: Product Introduction: Data Acquisition System for Multiple Signals
4-5. Product Introduction: Data Acquisition System for Simultaneous Measurement and Analysis of Multiple Signals Simultaneously Measures and Analyzes Diverse Signals Including Voltage, Current, Temperature, Vibration, and Strain Examples of Supported Signals V Ⅰ P Voltage Current Power Torque Voltag
Slide 19: Progress on Sustainability Targets
4-6. Progress on Sustainability Targets KPI GLP2026 Target FY2025 Results Progress ⚫ Reduce greenhouse gases (Scope 1+2) 23% or more reduction compared to FY2021 FY2030 Target: 42% or more reduction compared to FY2021 31.0% reduction ◎ E ⚫ Reduce greenhouse gases (Scope 3) 17.5% or more reduction co
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