Nihon Dempa Kogyo Co., Ltd. · TSE:6779
Nihon Dempa Kogyo — H1 FY2026 Earnings Presentation
13 slides from Nihon Dempa Kogyo's earnings presentation, Nov 9, 2026
Slide 1: First-Half Results for Fiscal 2026 (Ending March 31, 2027)
First-Half Results for Fiscal 2026 (Ending March 31, 2027) November 9th, 2026 Nihon Dempa Kogyo Co., Ltd. ©NIHON DEMPA KOGYO CO., LTD.
Slide 2: Contents
Contents 1. First-Half Results for FY2026 (Ending March 31, 2027) 2. Full-Year Outlook for FY2026 (Ending March 31, 2027) 1 ©NIHON DEMPA KOGYO CO., LTD.
Slide 3: Summary of Financial Results
Summary of Financial Results ■ Sales and profit of 1H (Apr.-Sep.) FY2026 increased YoY. ■ Operating income was ¥0.1 billion below the forecast due to higher material costs. ① ② ②-① ③ ②‐③ (Million yen) 1H FY2026 1H FY2025 1H FY2026 Change from YoY Forecast Results Results Forecast (as of 8/7) Net Sal
Slide 4: Net Sales by Application (YoY)
Net Sales by Application (YoY) ■ Net sales increased mainly in AI data centers and automotive electronics. (Billion yen) Net sales Factors of increase/decline FY2025 FY2026 YoY 1H 1H Automotive 14.6 17.0 +2.4 Sales increased due to expanding ADAS-related demand. electronics Mobile 6.6 6.4 -0.2 Sales
Slide 5: Financial Results (Quarterly)
Financial Results (Quarterly) ■ 2Q FY2026 net sales increased QoQ due to higher demand for AI data centers. ■ 2Q FY2026 operating income declined QoQ higher material and fixed costs. Net Sales Operating Income (Billion yen) (Billion yen/%) 15.9 Operating Income Operating Income Ratio 15.3 14.8 13.7
Slide 6: Net Sales (Automotive Electronics, Mobile Communications / IoT)
Net Sales (Automotive Electronics, Mobile Communications / IoT) ■ Sales for automotive applications remained high in 2Q FY2026, following 1Q FY2026. ■ Sales for mobile/IoT applications declined QoQ in 2Q FY2026 on Chinese smartphone manufacturers. (Billion yen) Automotive Electronics Mobile Communic
Slide 7: Net Sales (Industrial Equipment, Special Equipment, Optical Products)
Net Sales (Industrial Equipment, Special Equipment, Optical Products) ■ Industrial equipment sales expanded each quarter, driven mainly by sales for AI data centers. ■ Sales for special equipment increased QoQ on defense-related applications. ■ Sales for optical products declined QoQ on camera appli
Slide 8: Financial Position
Financial Position ■ Continued to maintain a sound financial position (shareholders’ equity ratio of 42.3% as of the end of September 2026). (Billion yen) (*1) (*1) (*1) (*1) 26.1 24.8 (*1) (*1) 23.5 26.6 Loans and 25.3 25.0 borrowings 18.2 20.8 15.3 15.8 Other 15.9 15.1 liabilities 27.3 29.1 31.9 3
Slide 9: Contents: Full-Year Outlook for FY2026
Contents 1. First-Half Results for FY2026 (Ending March 31, 2027) 2. Full-Year Outlook for FY2026 (Ending March 31, 2027) 8 ©NIHON DEMPA KOGYO CO., LTD.
Slide 10: Consolidated Forecast (Revised Upward)
Consolidated Forecast (Revised Upward) ◼ Net sales revised upward on increased demand for optical transceivers. ◼ Profit forecast unchanged, factoring in cost increases from rising material prices. (Million yen) FY2026 FY2026 Full Year Change from Forecast 1H 2H Full Year 8/7 Forecast (Announced Res
Slide 11: Consolidated Forecast (YoY)
Consolidated Forecast (YoY) ◼ Full-year net sales are expected to increase significantly by ¥8.9 billion (+16.2%) YoY. ◼ Full-year operating income is expected to increase by ¥1.8 billion (+55.0%) YoY while upfront investment continues. １５．８ (Million yen) FY2025 FY2026 Full Year Full Year YoY Result
Slide 12: Net Sales by Application (FY Forecast)
Net Sales by Application (FY Forecast) ◼ Rising demand for AI data center optical transceivers drives significant sales growth. (Billion yen) FY2025 FY2026 Forecast Full Year Factors of increase/decline Full Year 1H 2H Full Year YoY Demand for ADAS, etc. is expected to increase Automotive 30.1 17.0
Slide 13: Note: Forward-looking statements
Note: Statements made in this presentation with respect to our current plans, estimates, strategies and beliefs and other statements that are not historical facts are forward-looking statements about our future performance. These statements are based on management‘s assumptions and beliefs in light