CMK Corporation · TSE:6958
CMK — H1 FY2026 Earnings Presentation
12 slides from CMK's earnings presentation, Nov 9, 2026
Slide 1: 1H FY2026 Financial Results (Presentation Material)
1H FY2026 Financial Results (Presentation Material) Nov 9, 2026 CMK CORPORATION（Stock Code：6958） 1
Slide 2: Highlights
1. Highlights 【Unit : Million JPY】 【Unit : Million JPY】 ■ 1H FY2026 Consolidated Financial Results ■ FY2026 Consolidated Financial Forecast Sales to Major Japanese customers remained strong Full-Year Forecast of Dividends JPY 28 ・Sales 110,000 （ ＋9.8%） ・Sales 56,045 （＋ 18.7%） ・Operating Income 5,000
Slide 3: 1H FY2026 Consolidated Financial Results
2. 1H FY2026 Consolidated Financial Results 【Unit : Million JPY】 1H FY2025 Results 1H FY2026 Results YoY YoY(%) Net Sales 47,212 56,045 ＋8,833 ＋18.7% Operating Income 448 1,920 ＋1,472 ＋328.5% （Operating margin） (0.9%) (3.4%) (＋2.5%) Ordinary Income 1,092 1,020 - 72 - 6.6% Profit attributable to 1,49
Slide 4: 1H FY2026 Results
2. 1H FY2026 Results ■ Background behind 1Q Upward Revision Thailand Plant: Rising Utilization Rate and Improving the Sales Top-Line Improved Yields & Productivity Productivity ADAS Product Integrated ECU Rising Utilization Rate Yield Improvement Improvement Demand remained strong, Growing demand fo
Slide 5: 1H FY2026 Financial Results: Operating Income Analysis
2. 1H FY2026 Financial Results ■ Operating Income Analysis (YoY) 【Unit：100 Million JPY】 5
Slide 6: Full-Year Financial Forecasts for FY2026
2. Full-Year Financial Forecasts for FY2026 【Unit : Million JPY】 FY2026 Results FY2027 Forecasts YoY YoY(%) Net Sales 100,202 110,000 ＋9,798 ＋9.8% Operating Income 2,788 5,000 ＋2,212 ＋79.3 （Operating margin） (2.8%) (4.5%) Ordinary Income 4,136 4,700 ＋564 ＋13.6 Profit attributable to owners of parent
Slide 7: Full-Year Forecasts: Operating Income Analysis
2. Full-Year Financial Forecasts for FY2026 ■ Operating Income Analysis (YoY) 【Unit：100 Million JPY】 7
Slide 8: Sales ratio by automotive application and board type
2. Full-Year Financial Forecasts for FY2026 ■ Full-Year Financial Forecasts for FY2026 : Sales ratio by automotive application and automotive board type ・With the spread of in-vehicle autonomous driving functions, sales of "Powertrain and Driving Control and Safety" are steadily progressing. (Unit:
Slide 9: Sales and Order Trends – Mobility Sector
3. Sales and Order Trends – Mobility Sector – ■ Initiatives for PCBs for Automotive Applications Unit: 100 million JPY Integrated ECU Products for ADAS Unit: 100 million JPY 280 170 180 Integrated ECU 70 Integrated ECU 110 Initial Forecast for the 110 First Half of the Period Integrated ECU Integrat
Slide 10: Sales and Order Trends – New Business Areas
3. Sales and Order Trends – New Business Areas – 『Leveraging the quality and technology cultivated in the automotive field, we aim to expand to customers and applications related to growth investment sectors.』 ■ New Business Areas and Growth Outlook Growth Expected Markets CMK's Strengths Outlook fo
Slide 11: Initiatives at the Thailand Plant
4. Initiatives at the Thailand Plant ■ CMK CORPORATION (THAILAND) Acceleration of Enhancing Profit Contribution ■ Increased Utilization Rate ■ Quality Improvement ■ Improved production efficiency The new Plant maintains its 「automation」 Improving productivity by operating rate with agile strengtheni
Slide 12: END
This presentation contains forward-looking statements. These statements are based on information currently available and assumptions deemed reasonable; however, actual performance and results may differ significantly due to changes in economic conditions, market trends, exchange rate fluctuations, c