Yamaichi Electronics Co., Ltd. · TSE:6941
Yamaichi Electronics — Q1 FY2026 Earnings Presentation
15 slides from Yamaichi Electronics's earnings presentation, Aug 5, 2026
Slide 1: Financial Results for Q1 FY2026
Financial Results for Q1 FY2026 August 5, 2026 To k y o S t o c k E x c h a n g e P r i m e M a r k e t : 6 9 4 1 0/14
Slide 2: Contents
01 Financial Highlights 02 Q1 FY2026 Results Contents 03 FY2026 Forecast 04 Dividends Abbreviations Used in This Presentation Business segment Abbreviation Test Solution Business ：TS Business Connector Solution Business ：CS Business Optical-Related Business ：OPT Business 1/14
Slide 3: Key Points of Q1 Financial Results for FY2026
01 F i n a n c i a l H i g h l i g h t s Key Points of Q1 Financial Results for FY2026 1. On a consolidated basis, net sales, operating income, ordinary income, and net profit all reached record highs for Q1. Net sales increased 35.8% YoY and operating income rose 55.8%, with profit growth outpacing
Slide 4: Q1 FY2026 Results
02 Q 1 F Y 2 0 2 6 R e s u l t s Results On a quarterly consolidated basis, net sales and all profit categories reached record highs. (Billions of JPY) (Billions of JPY) 25.0 Sales Operating income Net profit 19.8 20.0 5.9 14.6 13.1 15.0 12.8 5.0 12.0 4.3 3.8 10.0 2.8 2.5 2.2 2.7 2.3 5.0 1.8 2.0 0.0
Slide 5: Results by Business Segment
02 Q 1 F Y 2 0 2 6 R e s u l t s Results by Business Segment (Billions of JPY) 4/14
Slide 6: TS Business Results
02 Q 1 F Y 2 0 2 6 R e s u l t s TS Business Results (Billions of JPY) Sales Operating income 8.0 11.2 12.0 • In the test socket field, smartphone-related shipments 10.0 exceeded plan, while shipments associated with wearable devices and automotive applications also contributed, lifting 8.3 both sal
Slide 7: CS Business Results
02 Q 1 F Y 2 0 2 6 R e s u l t s CS Business Results (Billions of JPY) Sales Operating income 10.0 3.5 9.0 8.2 3.0 • In the communications equipment category, shipments of data center- related products, including those associated with AI, came in well above 8.0 plan. Shipments of products for core n
Slide 8: Forex Impact on Results
02 Q 1 F Y 2 0 2 6 R e s u l t s Forex Impact on Results Forex rate Q1 FY2025 Q1 FY2026 YoY change USD (JPY) 144.59 159.49 ＋14.90 EUR (JPY) 163.80 185.39 ＋21.59 YoY forex impact Net sales JPY 1.84 billion Operating income JPY 1.09 billion Forex sensitivity Impact on operating Impact on net sales (JP
Slide 9: Capex and Depreciation
02 Q 1 F Y 2 0 2 6 R e s u l t s Capex and Depreciation (Billions of JPY) (Billions of JPY) Capital Investment Depreciation Full-year projection 4.7 Full-year 4.0 projection 3.7 3.4 3.2 3.2 0.9 1.1 0.8 0.7 0.7 0.7 0 0 FY2024 FY2025 FY2026 FY2024 FY2025 FY2026 result result Q1 result result result Q1
Slide 10: Forecast for 1H and Full-Year FY2026
03 F Y 2 0 2 6 F o r e c a s t F o r e c a s t f o r 1 H a n d F u l l - Ye a r F Y 2 0 2 6 We have revised our consolidated earnings forecasts for 1H and full-year FY2026. (Billions of JPY) 80.0 (Billions of JPY) Net sales Operating income 65.8 52.6 15.0 45.2 40.0 36.4 11.5 10.3 8.2 9.0 5.2 Exchang
Slide 11: Individual Segment Forecasts for 1H and Full-Year FY2026
03 F Y 2 0 2 6 F o r e c a s t I n d i v i d u a l S e g m e n t F o r e c a s t s f o r 1 H a n d F u l l - Ye a r F Y 2 0 2 6 We have revised our 1H sales and operating income forecasts for the TS Business, as well as our 1H and full-year sales and operating income projections for the CS Business.
Slide 12: Individual Segment Forecasts for 1H and Full-Year FY2026 (TS Business)
03 F Y 2 0 2 6 F o r e c a s t I n d i v i d u a l S e g m e n t F o r e c a s t s f o r 1 H a n d F u l l - Ye a r F Y 2 0 2 6 ( T S B u s i n e s s ) 40.0 (Billions of JPY) （単位：億円） 14.0 Sales Operating income 35.0 31.1 12.0 30.0 26.4 25.1 • In the test socket field, we anticipate solid performance
Slide 13: Individual Segment Forecasts for 1H and Full-Year FY2026 (CS Business)
03 F Y 2 0 2 6 F o r e c a s t I n d i v i d u a l S e g m e n t F o r e c a s t s f o r 1 H a n d F u l l - Ye a r F Y 2 0 2 6 ( C S B u s i n e s s ) 40.0 (Billions of JPY) （単位：億円） 14.0 Sales Operating income 35.0 33.2 12.0 30.0 24.7 10.0 • In the communications equipment category, we expect stron
Slide 14: Revision to FY2026 Dividend Forecast
04 D i v i d e n d s Revision to FY2026 Dividend Forecast Reference: Breakdown of Annual Dividend per Share • The Group’s basic policy on distribution of profits is to maintain stable dividends and Dividend per share provide shareholders with appropriate returns, Interim Fiscal Record date Total whi
Slide 15: Disclaimer
Disclaimer This material is intended to provide information on the Group’s business, management strategies, and performance as of August 5, 2026 and is not intended as a solicitation to invest in securities issued by the Company. https://www.yamaichi.co.jp The opinions and forecasts contained in thi
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