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稲畑産業株式会社 logo

Inabata&Co.,Ltd.

8098Prime MarketWholesale Trade

稲畑産業株式会社 logo
Inabata&Co.,Ltd.8098

Information & Electronics Business

Core segment of Inabata & Co. handling materials and equipment for the electronics industry

PeriodCurrentPreviousChange
Net Sales¥239,336 million¥264,056 million
Segment Profit (Operating Income)¥7,042 million¥8,477 million
Segment Profit Margin2.9%3.2%
Segment Assets¥115,764 million¥110,181 million
Depreciation¥668 million¥627 million

Business Details

Handles semiconductor and liquid crystal materials, machinery and equipment, dyes and pigments for copiers/printers, and materials for the electronics industry as core products. In addition to domestic direct sales, the company sells globally through overseas subsidiaries and affiliates in Shanghai, Taiwan, Singapore, the U.S., Europe, Hong Kong, the Philippines, Korea, and other regions. It handles a diverse range of product groups including FPD-related, semiconductor-related, inkjet-related, and solar cell & secondary battery-related products, positioning the expansion of AI and semiconductor demand as a growth driver.

Recent Overview

Both sales and profit declined by double digits due to the disappearance of large-scale equipment sales and the decrease in solar-related sales

In FY2026 (ending March 2026), the Information & Electronics Business recorded net sales of ¥239,336 million (down 9.4% year on year) and segment profit of ¥7,042 million (down 16.9% year on year). The main causes were the disappearance of large-scale equipment sales that existed in the prior period and the decline in sales of solar power generation-related materials. FPD became somewhat sluggish from the third quarter onward, with sales of materials for large panels declining. On the other hand, against the backdrop of the buoyant AI-related market, sales of materials for advanced semiconductors increased substantially, and demand for semiconductor materials in general destined for China also expanded. Sales for industrial inkjet applications also continued to increase.

Key Products

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FPD-related Materials

Materials for small/medium-sized panels, automotive applications, and OLED remained firm. On the other hand, materials for large panels became somewhat sluggish from the third quarter onward, with sales declining. Sales of LED encapsulants increased due to firm demand for outdoor displays.

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Semiconductor-related Materials & Equipment

Sales of large-scale equipment that existed in the prior period were absent in the current period, resulting in a significant decline in overall sales. On the other hand, demand for semiconductor materials in general destined for China grew, and against the backdrop of the buoyant AI-related market, sales of materials for advanced semiconductors increased substantially. Photomask-related sales increased for both semiconductor and FPD applications.

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Inkjet-related Materials

Sales for home & office applications declined due to production issues at some customers. The industrial segment, which the company is focusing on, continues to see market growth, and the company's sales also increased.

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Dyes & Pigments for Copiers/Printers

Sales of related materials increased due to the acquisition of new products, among other factors.

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Solar Cell & Secondary Battery-related Materials

Demand for solar power generation-related materials remained firm, but price competition continued due to the circulation of low-cost products, leading to a decline in sales. Efforts toward North America and India are being accelerated. For lithium-ion battery-related materials, global sales declined slightly due to the continued slowdown in EV sales and the effect of the end of U.S. subsidies.

Growth Drivers

  • Expanding demand for advanced semiconductor materials against the backdrop of the buoyant AI-related market
  • Increased demand for semiconductor materials in general destined for China
  • Firm demand for materials for automotive and OLED (organic EL) panel applications
  • Increased sales due to continued market growth in industrial inkjet-related materials
  • Increased sales of photomask-related materials (for semiconductor and FPD applications)
  • Acceleration of initiatives toward North America and India in solar power generation-related business

Risks

  • Sluggish global demand for secondary battery-related materials due to the continued slowdown in EV sales and the end of U.S. subsidies
  • Intensifying price competition due to the circulation of low-cost products in solar power generation-related business
  • Demand adjustment for large FPD panel materials (decline in utilization rate from the third quarter onward)
  • Rebound decline from large-scale equipment sales in the prior period (structural fluctuation in sales due to a temporary factor)
  • Risk of production issues at customers in home & office inkjet-related business
  • Uncertainty regarding the outlook due to trends in the Middle East situation and U.S. trade policy

Last updated: June 15, 2026