Q1 2026 Resonac Holdings Corp Earnings Net Conference Transcript
Good evening, everyone. I'm Hideki Somemiya, CFO of Resonac Holdings. I'd like to express my sincere gratitude for your continued understanding and support for the company. Today, I will explain the overview of the financial results for the first quarter FY 2026 ending December.
First, please turn to page 2 for key takeaways. There are three main points I'd like to share with you today. First, semiconductor and electronic material segment continue to perform strongly. Although the January-March quarter is usually affected by seasonal factors Chinese New Year, revenue at the back-end semiconductor materials reached a record high on a quarterly basis due to the continued robustness of products for advanced semiconductors such as AI.
Second, core operating profit increased year-on-year. In addition to the stronger performance of the semiconductor and electronic material segment year-on-year, defects of the structural reform implemented in the graphite electro business in FY 2025 materialized,
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