Dkk Co.,ltd. · TSE:6706
Dkk Co.,ltd — Q3 FY2026/3 Earnings Presentation
19 slides from Dkk Co.,ltd's earnings presentation, Feb 13, 2026
Slide 1: Supplementary Briefing Materials on Annual Financial Results for the Third Quarter Fiscal Year Ending March 31, 2026
Supplementary Briefing Materials on Annual Financial Results for the Third Quarter Fiscal Year Ending March 31, 2026 February 13, 2026 Securities code：6706 Tokyo Stock Exchange, Prime © 2026 DKK Co., Ltd. All Rights Reserved.
Slide 2: Overview of Financial Results FY2026/3 Q3
Overview of Financial Results FY2026/3 Q3 Q3 Earnings Comment Net sales Year on year ◼ Drivers of net sales growth • In the Telecommunications segment, construction projects +2,767 25,078 Million yen progressed steadily, alongside an increase in delivery-related projects. Million yen (+12.4％) ◼ Driv
Slide 3: Table of Contents
Table of Contents 1 FY2026/3 Q3 Consolidated Results 2 FY2026/3 Forecasts for Consolidated Results Appendix © 2026 DKK Co., Ltd. All Rights Reserved. 2
Slide 4: 1. FY2026/3 Q3 Consolidated Results
1. FY2026/3 Q3 Consolidated Results © 2026 DKK Co., Ltd. All Rights Reserved. 3
Slide 5: 1-1. Q3 Consolidated Result Highlights
1-1. Q3 Consolidated Result Highlights • In the third quarter of FY2026/3, both net sales and profits increased year on year. • Net income rose significantly, mainly due to the absence of the extraordinary losses recorded in the previous fiscal year. FY2025/3 FY2026/3 Increase/ YoY （Millions of yen）
Slide 6: 1-2. Net Sales and Operating Income
1-2. Net Sales and Operating Income • In the Telecommunications segment, net sales and profits increased year on year, driven by steady defense-related demand and a recovery in demand for Mobile Communications. • In the Radio Frequency segment, net sales and profits decreased year on year, as sluggi
Slide 7: 1-3. Results by Segment
1-3. Results by Segment FY2025/3 Q3 results FY2026/3 Q3 results Increase/ Increase/ （Millions of yen） Amount Composition Amount Composition decrease decrease rate Net sales 22,310 100.0% 25,078 100.0% 2,767 12.4% Telecommunication 14,617 65.5% 17,545 70.0% 2,927 20.0% Mobile Communications 3,610 16.
Slide 8: 1-4. Factors of YoY Change in Net Sales
1-4. Factors of YoY Change in Net Sales (Millions of yen) 532 44 79 13 25,078 375 -96 Others -252 444 Broadcasting Induction 1,626 Defense Solutions Heating Equipment Fixed Wireless FY2026/3 Contract Heat Q3 results Treating Service 22,310 New Radio FY2025/3 Mobile Frequency Areas Q3 Communications
Slide 9: 1-5. Quarterly Sales Trends
1-5. Quarterly Sales Trends • In the third quarter as well, we maintained a level above that of the same period in the previous fiscal year. • In addition to deliveries in the Telecommunications segment, construction projects progressed steadily. A robust execution structure for processing orders wi
Slide 10: 1-6. Factors of YoY Change in Operating Income
1-6. Factors of YoY Change in Operating Income • Operating income increased significantly on the back of higher revenue in the Telecommunications segment. Despite the impact of strengthening our execution structure, the marginal profit ratio remained high. • We absorbed higher fixed costs, including
Slide 11: 2. FY2026/3 Forecasts for Consolidated Results
2. FY2026/3 Forecasts for Consolidated Results © 2026 DKK Co., Ltd. All Rights Reserved. 10
Slide 12: 2-1. Revised Company Forecasts for FY2026/3
2-1. Revised Company Forecasts for FY2026/3 • Based on the Q3 results and the outlook, we have revised the earnings forecast announced on May 15, 2025. Factors ◼ In addition to a recovery in capital investment demand in the mobile communications market, various construction projects in the Telecommu
Slide 13: 2-2. Forecasts for Consolidated Results
2-2. Forecasts for Consolidated Results • In the Telecommunications segment, in addition to Fixed Wireless and Defense, Mobile Communications remained solid, and we expect net sales and profit to increase compared with the previous fiscal year. • In the Radio Frequency segment, the impact of restrai
Slide 14: 2-3. Forecasts by Segment
2-3. Forecasts by Segment FY2025/3 FY2026/3 FY2026/3 FY2026/3 Percentage of Full-year Full-year Full-year YoY change November 14 forecast Full-year results forecasts forecasts forecasts Increase/ Increase/ Increase/ Increase/ （Millions of yen） (May 15, 2025) (November 14, 2025) (February 13, 2026) d
Slide 15: 2-4. Order Status
2-4. Order Status • In the Telecommunications segment, we steadily accumulated orders mainly for Defense and Fixed Wireless, resulting in a significant increase in order backlog. • In the Radio Frequency segment, the order backlog decreased compared to the end of the same period last year due to sta
Slide 16: 2-5. Policy on Shareholder Returns
2-5. Policy on Shareholder Returns Changes in shareholder return policy ⚫ Review of dividend policy • The target consolidated payout ratio is set at 40%, with a minimum DOE of approximately 2.5% The minimum DOE (consolidated dividend on equity) has been raised to 2.5% from the previous ratio of 2.0%
Slide 17: Appendix
Appendix © 2026 DKK Co., Ltd. All Rights Reserved. 16
Slide 18: For Reference: Disclosure Information
For Reference: Disclosure Information Adoption of new products and new services ◼ 2025/11/21 Started providing portable service for AI pedestrian flow and traffic analysis system ◼ 2025/12/26 Started Delivery of 700MHz Band 5G Wireless Equipment for NTT DOCOMO R&D ◼ 2025/12/25 Report on WPT Demonstr
Slide 19: Notes on Forecasts
Notes on Forecasts Figures included in this document that are related to descriptions, including plans and policies and not past facts, are forecasts regarding future earnings. They are all calculated based on management assumptions and views based on information grasped by the company at the time o