Jx Advanced Metals Corporation TSE:5016

JX Advanced Metals : Fiscal year ended March 31, 2026 Financial Results Presentation Materials

Published

Source: MarketScreener

FY2025 (Fiscal Year Ending March 31, 2026) Financial Results Presentation Materials

May 11, 2026



Table of Contents

1

Highlights

2

FY2025 (Fiscal year ending March 31, 2026) Results

3

FY2026 (Fiscal year ending March 31, 2027) Forecasts

4

Appendix

Highlights



Highlights - FY2025 Results and FY2026 Forecasts FY2025 Results Operating Profit Dividend

FY2024 Results

112.5 bil.yen

Exchange rate 153 JPY/USD Copper (LME) 425 ¢/lb

18 yen/share *

FY2025 Results

175.0 bil.yen

Exchange rate 151 JPY/USD Copper (LME) 491 ¢/lb

31 yen/share

Difference

+62.5 bil.yen

Exchange rate 2 JPY/USD

strong yen Copper(LME) +66 ¢/lb

+13 yen/share

OP increased due to increased sales of main products of Focus Businesses and contribution of higher copper prices

Plan to increase dividend in line with the increase in profit

FY2026 Forecasts Operating Profit

FY2025 Results

175.0 bil.yen

Exchange rate 151 JPY/USD Copper (LME) 491 ¢/lb

FY2026 Forecasts

190.0 bil.yen

Exchange rate 150 JPY/USD Copper (LME) 520 ¢/lb

Difference

+15.0 bil.yen

Exchange rate 1 JPY/USD

strong yen Copper(LME) +29 ¢/lb

OP will increase due to the continued growth of Focus Businesses driven by the expansion AI data center related demand and improved selling prices Impact from the Middle East situation (-7.0 bil. yen) is incorporated



  • Topics - Major releases from Feb. to May.

*Excludes the dividend paid in Nov. 2024 (85 bil. yen)

Focus Businesses

Semiconductor Materials

ICT Materials

Investment in Rapidus Corp.

Capital investment for expanding production of sputtering targets for Semi

Opening ceremony for the new Hitachinaka factory

Reinforcing high value-added product development and production

Base Businesses

Metals & Recycling

February

March

April May

Partial transfer of shares of SCM Minera Lumina Copper Chile, operator of the Caserones Copper Mine, and the transfer of interests in the copper

mine development project in the Frontera Area

Acquisition of shares in Fireweed Metals Corp,

Driving strategic portfolio transformation

Whole company

Conversion Toho Titanium Co., Ltd. into a wholly-owned subsidiary company

Share repurchase and tender offer for own shares, issuance of convertible bonds and change to shareholder return policy

Highlights - Sales volume FY2025 Results vs FY2024 Results
  • Sales volume of main products (indexed with FY2024 results as 100)

128

124

128

132



(FY2024 Results) (FY2025 Results) (FY2024 Results) (FY2025 Results)

Semiconductor

TaNb*

1 Sputtering

4 Tantalum

100

161

114

targets for SEMI

100

100

101 101 98

122 122 127

121

Powder for tantalum capacitor

98

97

119

86

219

146

181

Semiconductor Materials Thin Film Materials

2 Sputtering targets for magnetic

100

99

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q

Steady demand mainly in latest applications driven by AI data center demand

115

124

116

81

92

114

117

1 Rolled Annealed

100

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q

Significant increase in sales driven by the expansion of AI data center applications

*TaNb: Tantalum and Niobium

87

100

105

devices

114 114

Copper

ICT Materials

Functional Materials

Foil

104 96 100 118 102

114

3 InP

substrates

104

100

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q

Steady performance driven by rising HDD

demand for AI data center

128

2 Copper Titanium

100

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q

Steady performance driven by strong sales of new smartphone models

147

97

85

108 111

Alloys

101 97 99

148

166

132

142

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q

Strong sales driven by very strong demand

amid the rapid expansion of optical transceivers demand

1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q

Significant increase in sales driven by the

strong performance of AI data center applications