Maruwa Co., Ltd. · TSE:5344
Maruwa — Q2 FY2026 Earnings Presentation
9 slides from Maruwa's earnings presentation, Oct 29, 2026
Slide 1: FY2026 Second Quarter Financial Results
FY2026 Second Quarter Financial Results October 29, 2026 Disclaimer This material is not aimed at recommending any investment. MARUWA Co., LTD.（5344） There are forward-looking statements based on current assumptions. Actual results may differ by changes of the environment.
Slide 2: Overview FY2026 2Q (Jul.~Sep.)
１．Overview QonQ YoY FY2026 2Q(Jul.~Sep.) (vs. FY2026 Q1) (vs. FY2025 Q2) Net sales 27,654 +43.5% +74.4% Operating profit 11,257 +77.3% +132.5% Ordinary profit 11,066 +68.3% +104.9% Net profit 7,653 +71.4% +116.5% （Unit: Million; Currency: YEN） 🄫🄫 2026 MARUWA CO., LTD.
Slide 3: Quarterly consolidated operating results
２．Quarterly consolidated operating results Achieved record-high quarterly results Demand for next-generation high-speed communications surged significantly. The automotive-related business and Semiconductor-related business improved. FY24 FY25 FY26 30,000 50% 25,000 40% 20,000 30% 15,000 20% 10,000
Slide 4: Sales breakdown by market
３．Sales breakdown by market ■Sales amount by market ■By market Tele-communication：Demand for next-generation high-speed communications surged significantly. FY2025 2Q 13.7% Automobile：Demand for new energy vehicles improved. Semiconductor：Demand for general-purpose memory recovered. 12.4% 43.5% 13.7
Slide 5: FY2026 year-end forecast
４．FY2026 year-end forecast FY total（Forecast） 1H（Results） 2H（Forecast） YoY YoY YoY Net sales 101,500 ＋36.3% 46,921 ＋41.7% 54,579 ＋32.0% Operating profit 38,300 ＋53.3% 17,605 ＋62.4% 20,695 ＋46.4% Operating profit % 37.7% ― 37.5% ― 37.9% ― As strong demand is expected to continue into the second half
Slide 6: Outlook for FY2026 (Market trends)
５．Outlook for FY2026（Market trends） Market Trends ・Robust demand is expected for a successor model to next-generation high-speed Tele- communications. communication ・From the second half of the fiscal year, we will increase production at the new building at (+64% YoY) the Seto Plant, while accelerat
Slide 7: Capital investment・Depreciation
６．Capital investment・Depreciation Plans a record-high level of investment following the previous fiscal year. We will actively invest in capacity expansion to meet growing demand, as well as in developing new technologies and exploring new markets. ■Capital investment ■Depreciation 【Capital investme
Slide 8: Dividend Payout
７．Dividend Payout We plan to pay an annual dividend of ¥110 per share (an increase of ¥8). This marks the 14th consecutive year of dividend increases. We aim to balance investments for growth and development with sustainable, continuous dividend increases. Full year 110 yen 102 94 55 86 51 78 47 70
Slide 9: 🄫🄫 2026 MARUWA CO., LTD.
🄫🄫 2026 MARUWA CO., LTD.