Murata Manufacturing Co. Ltd. Publishes Transcript of Q2 FY2026 Earnings Release Conference

Reuters
2025.11.06 10:05
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Murata Manufacturing Co. Ltd. has released the transcript of its Q2 FY2026 Earnings Release Conference, held on October 31, 2025. Key highlights include strong sales of capacitors for server applications, driving revenue to JPY902.8 billion and operating profit to JPY165.1 billion. The company revised its full-year earnings forecast upward to JPY280 billion, citing a weaker yen and increased operation rates as contributing factors. The full transcript is available online.

Murata Manufacturing Co. Ltd. has published the transcript of its Q2 Earnings Release Conference for the fiscal year ending March 2026. The webcast event, held on October 31, 2025, featured President and Representative Director Norio Nakajima, Executive Deputy President Masanori Minamide, and Executive Vice President Nagato Omori, Head of the Ceramic Capacitor Business Unit. The call was attended by analysts from leading financial institutions, including Goldman Sachs, Morgan Stanley MUFG, Nomura, UBS, and Mizuho Securities. During the call, management highlighted robust sales of capacitors for server applications, which helped drive revenue to JPY902.8 billion. President Nakajima stated, “Sales of capacitors for server applications have remained strong, and as a result, revenue came to JPY902.8 billion. In addition, the increase in production volume contributed positively to the operation rate, which in turn led to operating profit reaching JPY165.1 billion.” The company announced an upward revision to its full-year earnings forecast, citing a weaker yen and increased operation rates as key factors. “The increase in production volume, combined with the benefits of operation rate and foreign exchange effects, served as factors driving profit growth. As a result, operating profit is now projected to reach JPY280 billion, a JPY60 billion upward revision compared to the April forecast,” management explained. The full transcript can be accessed through the link below. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Murata Manufacturing Co. Ltd. published the original content used to generate this news brief on November 06, 2025, and is solely responsible for the information contained therein. © Copyright 2025 - Public Technologies (PUBT) Original Document: here