Janome Corporation · TSE:6445
Janome — Q2 FYE March 2026 Earnings Presentation
17 slides from Janome's earnings presentation, November 2025
Slide 1: FYE March 2026 2Q Consolidated Results Highlights
FYE March 2026 2Q Consolidated Results Highlights JANOME Corporation Securities code: 6445 November 2025
Slide 2: Contents
Contents （1） FYE March 2026 2Q Results ・・・・・・・・・・・・・・・・・ P.3 （2） FYE March 2026 Forecasts ・・・・・・・・・・・・・・・・・・ P.9 （3） FYE March 2026 Return to Shareholders・・・・・・・ P.11 （4） Appendix・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・・ P.12 2
Slide 3: FYE March 2026 2Q Key Points
FYE March 2026 2Q Key Points Decreased FYE March 2026 2Q Consolidated Results: Net Sales JPY 17,487 Million / Operating Profit JPY 406 Million Robots & Servo Presses / IT Segment : Steady Household Equip. Segment / Die-Casting : Still Challenging 3
Slide 4: FYE March 2026 2Q Overview
FYE March 2026 2Q Overview FYE Mar. 2025 FYE Mar. 2026 Change [ Million Yen ] 2Q 2Q Amounts （%） Net Sales 17,981 17,487 －493 （－2.7％） 7,341 6,862 －478 （－6.5％） Gross Profit 40.8％ 39.2％ －1.6P ― 910 406 －504 （－55.4％） Operating Profit 5.1％ 2.3％ －2.7P ― Ordinary Profit 745 330 －414 （－55.7％） Profit Attribu
Slide 5: Operating Profit: Year on Year Change
FYE March 2026 2Q Operating Profit : Year on Year Change （Million Yen） － 504 Million Yen 910 406 Sales Profit Operating Foreign Decrease Margin Expenses Exchange Changes Increase Loss －102 +208 －99 －511 (JPY / USD) 【Household Equip.】 (JPY / USD) Major Factor: Major Factor: 【Breakdown】 152.61 Profita
Slide 6: Segment Information
FYE March 2026 2Q Segment Information [ Million Yen ] FYE Mar. 2025 2Q FYE Mar. 2026 2Q Change Net Sales 14,224 12,996 －1,227 Household (Sales Composition) (79.1%) （74.3％） －4.8P Equip. Operating Profit 931 574 －357 Net Sales 2,398 3,001 602 Industrial (Sales Composition) (13.3%) （17.2%） ＋3.8P Equip.
Slide 7: Sewing Machine: Regional Unit Sales
FYE March 2026 2Q Sewing Machine : Regional Unit Sales （thousand units） 504 465 －129 335 North America －2 292 Europe －66 293 North America, Oceania ―0 Europe, Oceania －68 224 Latin America, Latin +5 America Asia, Middle East, －70 148 Asia －74 Africa 140 Middle －1 70 East Japan ＋8 63 33 41 FYE Mar. 2
Slide 8: Industrial Equipment: Sales Results
FYE March 2026 2Q Industrial Equipment : Sales Results [ Million Yen ] FYE Mar. 2025 2Q FYE Mar. 2026 2Q Changes Robots & Net Sales 1,347 1,863 516 Servo Presses Operating Profit －78 6 85 Net Sales 1,051 1,137 86 Die-casting Operating Profit －192 －465 －272 Net Sales 2,398 3,001 602 Total Operating P
Slide 9: Consolidated Forecasts
FYE March 2026 Consolidated Forecasts Previous New Change (B-A) FYE Mar. 2025 [ Million Yen ] Forecast Forecast Results （A） （B） Amount % Net Sales 40,000 35,000 －5,000 －12.5％ 36,340 Operating Profit 2,500 1,300 －1,200 －48.0％ 2,224 Ordinary Profit 2,400 1,200 －1,200 －50.0％ 2,261 Profit Attributable t
Slide 10: Key Initiatives for the Second Half
Key Initiatives for the Second Half Driving these initiatives to ensure the achievement of full-year targets. Effects of U.S. Reciprocal Tariff • Pre-tariff inventory is being sold locally, and prices for products subject to the tariff will be adjusted, along with cost-reduction efforts, to support
Slide 11: Return to Shareholders
FYE March 2026 Return to Shareholders Annual dividend is planned at JPY 55 per share, up JPY 15 year on year, in line with the dividend policy. Interim dividend is JPY 20. Planned acquisition of shares totaling JPY 1.5 billion (from November 17, 2025 to November 16, 2026). 68.4 Dividend per Share Di
Slide 12: Appendix
Appendix JANOME
Slide 13: Company Overview
Company Overview Company name JANOME Corporation Representative Makoto Saito, President Founded October 1921 Incorporated June 1950 1463 Hazama-machi, Hachioji, Tokyo Head office 193-0941, Japan Paid-in Capital* 11,373 Million Yen Domestic 4 Major Subsidiaries* Overseas 21 Consolidated 36,340(FYE Ma
Slide 14: Business Portfolio
Business Portfolio Industrial Equipment Business Net sales: 4,841 Million Yen Our industrial equipment business began with the development of in-house production Household Equipment Business machinery for the manufacture of sewing machine components. Since the launch of the Net sales: 28,773 Million
Slide 15: Financial Highlights
Financial Highlights Sales History （Million Yen） 43,839 42,916 38,571 36,476 36,340 35,521 Total（Bold） Others IT Industrial Equip. Household Equip. FYE FYE FYE FYE FYE FYE （Million Yen） Mar.’20 Mar. ’21 Mar. ’22 Mar. ’23 Mar. ’24 Mar. ’25 Total 35,521 43,839 42,916 38,571 36,476 36,340 Household Equ
Slide 16: Forward-looking statements and contact
The forward-looking statements in this report include expectations based on assumption, forecast and projection by our management available as of the date of their announcement. It is possible that actual results may differ materially from these expectations due to various factors. This document has
Slide 17: Mid-term Business Plan "Move! 2027"
Mid-term Business Plan ”Move! 2027” JANOME Corporation