Japan · Delayed Price · Currency is JPY TDK Corporation Earnings Call Transcripts
Fiscal Year 2026
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Record sales and profits were achieved, driven by strong AI data center and industrial demand, with robust growth in all major segments. FY March 2027 guidance anticipates continued revenue and profit growth despite headwinds, supported by strategic investments in AI and capacity expansion.
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Net sales and operating profit reached record highs for the nine-month period, driven by strong ICT and industrial equipment demand, while automotive and battery EV markets remained weak. Full-year forecasts for sales, profit, and dividends were revised upward.
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First-half net sales and profits reached record highs, driven by strong ICT and industrial equipment demand, while automotive market weakness persisted. Full-year guidance was raised, with robust performance in batteries, sensors, and HDD products offsetting restructuring costs and price pressures.
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Net sales rose 3.3% year-on-year, led by ICT and HDD demand, but operating profit fell 2.5% due to yen appreciation and weak automotive sales. Full-year guidance and capital plans remain unchanged amid ongoing tariff and demand uncertainties.
Fiscal Year 2025
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Q3 delivered record-high profits, driven by strong ICT and HDD demand, while auto and industrial markets lagged. Full-year sales guidance was raised, but Q4 is expected to soften due to seasonality and delayed recovery in key sectors.
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First-half results showed strong profit growth and record highs, driven by ICT and HDD demand, while industrial and automotive markets lagged. Full-year guidance was raised for sales, profit, and free cash flow, with continued focus on cash flow and sustainability initiatives.