ヒロセ電機 (6806) 決算説明会：産機・AI・自動車コネクタ、SERなどで原材料高騰を打ち返す力強さを確認。

Research evidence excerpt

ヒロセ電機 (6806) 決算説明会：産機・AI・自動車コネクタ、SERなどで原材料高騰を打ち返す力強さを確認。

0 245 11,900 7,500 7,100

FY3/26 1H 102,025 7.9% 20,461 -7.9% 20.1% 22,101 -7.3% 15,523 -11.5% 481 11,685 245 10,300 7,900 6,600

2HE JPM 105,950 11.6% 21,525 5.2% 20.3% 22,876 2.3% 16,067 3.6% 498 - - 12,700 8,600 7,000

FY3/27 1HE JPM 112,082 9.9% 24,381 19.2% 21.8% 26,181 18.5% 18,327 18.1% 579 - - 12,000 8,800 7,200

2HE JPM 115,694 9.2% 24,487 13.8% 21.2% 26,287 14.9% 18,401 14.5% 582 - - 12,000 9,600 7,200

FY3/28 1HE JPM 123,530 10.2% 28,305 16.1% 22.9% 30,105 15.0% 21,074 15.0% 680 - - 12,000 9,600 7,600

2HE JPM 126,747 9.6% 28,213 15.2% 22.3% 30,013 14.2% 21,009 14.2% 678 - - 12,000 10,400 7,600

FY3/26 1H 102,025 7.94% 20,461 -7.90% 20.05% 22,101 -7.32% 15,523 -11.45% 459 11,153 245 10,300 7,900 6,600

2H Actual 109,239 15.11% 22,534 10.16% 20.63% 24,117 7.80% 17,619 13.66% 546 11,707 260 9,600 8,200 6,900

2HE CoE 25/10 97,975 3.24% 19,539 -4.48% 19.94% 20,899 -6.58% 14,477 -6.61% 428 - - 12,700 8,600 7,400

FY3/26 2HE CoE 26/2 102,975 8.51% 20,539 0.41% 19.95% 21,899 -2.11% 14,977 -3.39% 452 - 245 12,700 8,600 7,400

FY3/27E 1HE CoE 26/5 115,000 12.72% 23,000 12.41% 20.00% 24,000 8.59% 17,000 9.51% 526 - - - - -

2HE CoE 26/5 115,000 5.27% 23,000 2.07% 20.00% 24,000 -0.49% 17,000 -3.51% 526 - - - - -

FY3/25 1Q 44,871 10.9% 10,261 13.3% 22.9% 11,842 11.2% 8,404 39.6% 248 10,995 - 5,500 3,700 3,200

2Q 49,648 16.9% 11,955 47.0% 24.1% 12,004 33.0% 9,127 38.8% 270 10,939 - 3,800 3,700 3,200

3Q 49,903 18.1% 11,999 19.5% 24.0% 13,622 24.4% 10,052 23.9% 297 11,109 - 6,900 3,700 3,400

4Q 44,998 11.5% 8,457 24.6% 18.8% 8,750 7.7% 5,450 -5.5% 161 10,940 - 5,000 3,800 3,700

FY3/26 1Q 48,972 9.1% 9,833 -4.2% 20.1% 10,238 -13.5% 7,227 -14.0% 224 11,585 - 5,000 3,800 3,300