Hirose Electric (6806) investor relations material

Executive summary

• FY2025 revenue and profit increased year-over-year, surpassing projections despite margin pressures from higher material and labor costs.

• General industrial and automotive segments outperformed forecasts, while consumer electronics lagged.

• Acquisition of S.E.R. Corporation in July 2025 expanded the semiconductor test product business.

• Automotive and mobility-related demand remained robust, contributing to overall solid sales.

Financial highlights

• Revenue rose 11.5% YoY to ¥2,112.6 hundred million (JPY 211,264 million); operating profit increased 0.8% YoY to ¥429.9 hundred million (JPY 42,995 million).

• Net profit was ¥331.4 hundred million (JPY 33,142 million, +0.3% YoY); EPS increased to ¥991.91.

• Cumulative orders reached ¥2,249.8 hundred million, up 16.8% YoY.

• Total comprehensive income surged to JPY 44,518 million from JPY 21,450 million last year.

• Total assets increased to JPY 431,177 million; equity attributable to owners of parent at JPY 378,075 million.

Outlook and guidance

• FY2026 sales forecasted to grow 8.9% to ¥2,300 hundred million (JPY 230,000 million); operating profit expected to rise 7.0% to ¥460 hundred million (JPY 46,000 million).

• Net profit projected at ¥340 hundred million (JPY 34,000 million, +2.6% YoY); EPS forecasted at ¥1,039.08.

• Dividend per share to increase to ¥520; payout ratio targeted at 50%.

• General industrial and automotive segments expected to drive growth; probe business forecasted to expand significantly.

• Assumes no major disruptions to global economic activity or supply chain.