Presentation Q&A
Last Updated: Nov. 6, 2026
FY2026, ending March 31, 2027 Presentation of Financial Results for 2Q
About the HPP Company
(Asano) The principal factor was that component shipments coinciding with the launch of new smartphone models exceeded expectations. Sales grew significantly in the non-LCD field, especially in areas other than semiconductors and electronic components. Sales are projected to decline in the 2H compared with the 2Q as production volumes begin to level off.
- *HPP Company: High Performance Plastics Company
(Asano) Both SELFA and binder resins for MLCCs sales are exhibiting substantial YoY growth. Sales in the 2H are expected to remain on par or exceed that of the 1H.
(Asano) While sales volumes currently remain modest, shipments are anticipated to expand from FY2027 in line with the upswing in overall demand. In the 2H, fixed costs are expected to climb in line with efforts to ramp up development and production to help drive sales growth.
(Asano) In addition to the decline in automobile sales volumes, sales of colored and designed films widely used in EVs struggled in the 1H. We anticipate a positive turnaround in the 2H buoyed by increased use in new models. Sales of films for HUD use are also expected to expand, carrying over the momentum from the 1H.
(Asano) Price competition continues to intensify owing to improvements in the quality of products manufactured by Chinese companies and a slowdown in the number of automobiles manufactured. Moving forward, we will work to promote the increased use of highly competitive products that only this Company can provide.
(Asano) We adopted a somewhat conservative approach toward aeronautical components in our April plans. As such, trends exceeded expectations. Sales of components in the air mobility field are also exceeding expectations with results exhibiting even stronger growth.
(Asano) Continued improvements in selling prices in the Industrial field, which handles a large volume of commodities, were a major factor.
About the Housing Company
(Yoshida) Formal closing is scheduled for January 2027. We are unable to provide exact figures at this time. Looking ahead, we will disclose details at the appropriate time. As far as results for the fiscal year under review are concerned, the majority of the ¥3.1 billion increase in operating profit outlined in the presentation materials is attributable to Ausbuild.
(Yoshida) Taking into account Ausbuild’s current ROIC, we do not anticipate that its consolidation will lower the Company’s ROIC. In the future, we intend to manage within a certain range, similar to the Group’s domestic operations.
