🇯🇵 日本語 🇺🇸 English
3,803 companies 7,534 AI summaries 6,131 risk analyses 2,986 growth scores Register free — watchlist & alerts →
EDINET 6444 Positive Risk Analyzed 📈 Growth 6/10

SANDEN CORPORATION

Semi-Annual Report - 101st Term(2026/01/01 - 2026/12/31) ／ 2026-08-07 16:15

Covers EDINET statutory filings (TDNET timely disclosures / earnings flashes are not included).

EarningsVolumeNew MarketNew ProductDemand
AI Summary 2026-08-07 16:20

H1 2026 revenue ¥108,512M (+15.8% YoY) with operating loss improved to ¥21M. Net income attributable to parent ¥1,349M. Recovery driven by India volume growth and yen weakness amid NEV market shift.

KEY POINTS
  • Revenue +15.8% (¥93,694M → ¥108,512M); operating loss dramatically improved to ¥21M (vs. ¥1,493M loss prior year)
  • Net income swing to positive ¥1,349M (vs. ¥3,275M loss); EPS recovered to ¥12.07
  • FY2026 guidance: Revenue +4.8%, Net income +82.4%, supported by India production growth and yen depreciation
📊 Revenue
Revenue +15.8% (¥93,694M → ¥108,512M)
💰 Operating profit
Operating loss ¥21M (vs. prior year loss ¥1,493M); Operating income ¥1,738M (vs. loss ¥618M)
🔮 Outlook
FY2026 outlook: Revenue +4.8%, Net income +82.4%. Monitoring impact from US tariff policy and Middle East situation on raw materials and logistics costs.
📈 Growth outlook 📈 Growth 6/10
Moderate growth expected from India volume expansion and NEV-focused strategy with integrated thermal management system solutions. However, weak Europe/China economy and geopolitical risks constrain upside.
Growth drivers
  • India automotive production volume growth
  • Resource concentration on NEV (New Energy Vehicle) market
  • Expansion of Integrated Thermal Management System (ITMS) solutions
  • Export competitiveness boost from yen depreciation
Risk and growth scores and tags are AI-generated estimates from analyzing the disclosure. They are not guarantees of fact, nor investment advice or recommendations. Make investment decisions at your own discretion.
⚠️ Extracted Risk Factors
CategoryDescriptionScoreNew
Geopolitical Risk Middle East tensions, prolonged Ukraine conflict, and US tariff policy create ongoing pressure on raw material prices and logistics costs. 6/10
Market Risk Continued weakness in Europe and China economies, declining global auto production. Partially offset by India market growth. 5/10
Foreign Exchange Risk USD/JPY exchange rate dependency. Current yen weakness beneficial, but yen strengthening would erode competitiveness. 5/10
Intensifying Competition Risk NEV market shift driving accelerated product development by new entrants and incumbents, intensifying competition in automotive AC and compressor segments. 5/10
Credit Risk Significant collection delays on Iran market receivables. Ongoing recovery difficulties due to financial sanctions. 4/10
Raw Materials Risk Raw material price and procurement cost increases from US tariffs and supply chain disruptions. 4/10
6/10 Geopolitical Risk
Middle East tensions, prolonged Ukraine conflict, and US tariff policy create ongoing pressure on raw material prices and logistics costs.
5/10 Market Risk
Continued weakness in Europe and China economies, declining global auto production. Partially offset by India market growth.
5/10 Foreign Exchange Risk
USD/JPY exchange rate dependency. Current yen weakness beneficial, but yen strengthening would erode competitiveness.
5/10 Intensifying Competition Risk
NEV market shift driving accelerated product development by new entrants and incumbents, intensifying competition in automotive AC and compressor segments.
4/10 Credit Risk
Significant collection delays on Iran market receivables. Ongoing recovery difficulties due to financial sanctions.
4/10 Raw Materials Risk
Raw material price and procurement cost increases from US tariffs and supply chain disruptions.
X LinkedIn Threads Bluesky Facebook
Track Japanese disclosures with JSIGNAL

AI summaries, risk & growth analysis, watchlist alerts and a screener for every Japanese listed company.

Start free — 30-day trial Login