Home  >  IR Information  >  Message for shareholders

IR Information

Message for shareholders (FY2026 2Q)

topmessage.jpg

During the interim consolidated accounting period (from January 1, 2026 to June 30, 2026), the global economy was affected by instability in the Middle East, which impacted raw material supplies and energy price trends. At the same time, demand continued to expand in AI-related fields, and the effects of these developments on the global economy remain highly complex and uncertain. In addition, although the Japanese economy continued on a moderate recovery trend, with signs of a pickup in personal consumption and capital investment, there are concerns about the impact that the situation in the Middle East and other factors may have on domestic economic conditions going forward.

Against this backdrop, under the corporate purpose of "Activate Your Life" and the management vision of "To be the most respected innovation company for customers all over the world," the Group formulated "INNOVATION30" (2026-2030), a medium-term business plan setting forth specific strategies through 2030, and established the following basic strategies: "Business expansion and growth investment," "Strengthening financial and capital strategies," and "Sustainability management." This plan is positioned as the first phase of the "Group Growth Path: A Medium- to Long-Term Perspective" announced in July 2024. For detailed information, please refer to the "Medium and Long-Term Business Plan" page on our IR website.

In the first half of the fiscal year ending December 31, 2026, the first year of the Medium-term Business Plan "INNOVATION30," consolidated results were as follows: net sales of 31,008 million yen (up 14.1% year on year), operating profit of 2,653 million yen (up 37.1%), ordinary profit of 2,708 million yen (up 54.6%), and interim profit attributable to owners of parent of 1,946 million yen (up 95.2%). Net sales and all profit items reached record highs for the first half.

In addition, the consolidated earnings forecast for the fiscal year ending December 31, 2026 has been revised upward from the earnings forecast announced on February 13, 2026, based on currently available information, forecasts, and other relevant factors. For details, please refer to the "Notice Regarding Revisions to Full-Year Consolidated Earnings Forecast" announced on July 31, 2026.

Going forward, as we aim to achieve persistent growth, we will keep turning the rapidly changing management environment into business opportunities and focus our efforts on operations that offer the values increasingly needed by society.

EMORI Yasumasa
President CEO