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Artience (4634) investor relations material
Artience Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales rose 7.5% year-over-year to ¥88,325 million for Q1 FY2026, with operating profit up 16.1% to ¥5,200 million and profit attributable to owners of parent up 123.0% to ¥6,572 million.
Growth was driven by front-loaded orders amid raw material supply concerns and effective price revisions, despite global economic uncertainty and rising raw material costs.
Financial highlights
Gross profit increased to ¥19,733 million from ¥17,655 million year-over-year.
Ordinary profit surged 45.4% year-over-year to ¥6,115 million.
Basic EPS rose to ¥139.89 from ¥58.50 year-over-year.
Comprehensive income improved to ¥4,196 million from a loss of ¥6,355 million in the prior year.
Extraordinary gains included ¥3,556 million from sales of investment securities.
Outlook and guidance
Full-year forecasts remain unchanged: net sales of ¥360,000 million (+2.9% YoY), operating profit of ¥23,000 million (+10.8% YoY), and profit attributable to owners of parent of ¥21,000 million (+103.1% YoY).
Dividend forecast raised to ¥120 per share for FY2026.
Management is monitoring Middle East instability and raw material price volatility, with readiness to revise forecasts if needed.
- Strong 1H FY2024 results and raised outlook, driven by overseas growth and cost controls.4634
Q2 202410 Mar 2026 - Global CNT dispersion capacity expands as next-gen battery demand and customer adoption rise.4634
Investor presentation10 Mar 2026 - Profits and sales rose sharply year-over-year, but EV and panel markets remain weak.4634
Q3 202410 Mar 2026 - Strong profit and sales growth in FY2024, with cautious FY2025 outlook on net income.4634
Q4 202410 Mar 2026 - Sales and operating profit rose, but net income fell on forex losses; China JV and share buyback announced.4634
Q1 202510 Mar 2026 - Profits and sales fell, leading to lower guidance and capital efficiency actions.4634
Q2 202510 Mar 2026 - Record profit despite battery asset impairments; strong rebound forecast for 2026.4634
Q4 202510 Mar 2026 - Q3 profit and sales rebounded year-on-year, but full-year guidance remains unchanged.4634
Q3 202510 Mar 2026
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