• Robust sales growth but delays coming at a cost – With the Semiconductor Business benefiting from high order visibility from AI and overseas demand, Q1-3 FY3/26 results continued to display firm volume-driven growth. While the Cybersecurity Business remained stable, sales of autonomous driving units in the CPS Solutions Business are experiencing delays. While pilot projects for autonomous buses are increasing, the longer-than-expected transition toward full-scale commercial operations is expected to result in lower unit sales than initially anticipated. As a result, FY3/26 guidance for OP and RP has been revised downward, while NI has been maintained.
