確認メモ（原文・英語）Summary of Financial Statements for the Three Months Ended June 30, 2026, 7 August 2026 with the Japanese, but 8 pages against the Japanese 13: the summary, balance sheet, income and comprehensive-income statements and supplementary segment tables, without the Japanese section 1 (qualitative review of results, financial position and forecasts) or the notes to the statements. The full-year release (FY2025, 14 May 2026, 20 pages) is complete. Quarterly English drops the parts a reader would need the Japanese for.
確認メモ（原文・英語）The latest English tanshin is 'Summary of Financial Statements for the Three Months Ended June 30, 2026' (7 Aug 2026). It has 8 pages against 13 for the Japanese 2027年3月期 第1四半期決算短信. The English has the two summary pages, the balance sheet, and the income and comprehensive-income statements. It then has a 'Supplementary Information' sheet (segment sales and OP, orders, backlog, overseas sales, capex). It drops the Japanese section 1, 経営成績等の概況 (the qualitative review and the forecast explanation), and the notes (going concern, equity, cash flow, セグメント情報等の注記). The Q2 (E251107, 8 pp) and Q3 (E250206 file, 6 Feb 2026, 8 pp) English tanshin have the same cut. The FY2025 year-end tanshin (14 May 2026) is complete at 20 pages against the Japanese 19. But every quarterly English release cuts the qualitative section and the notes, so 3.
確認メモ（原文・英語）The year-end English tanshin for FY2025 (14 May 2026, 20 pp) has the full consolidated statements and notes, with the table of contents running to '(5) Notes on consolidated financial statements', going concern and segment information. The latest-period English (Q1, 7 Aug 2026) has the balance sheet and the income and comprehensive-income statements but no notes, only the supplementary segment sheet. Full statements and notes at the year end only, so 4.
確認メモ（原文・英語）The English IR library carries results, the results presentation and Q&A, AGM notices and timely notices. No annual securities report in English under any name.
確認メモ（原文・英語）There are four reportable segments: Clean Transport System, Motion Equipment, Power Electronics Equipment, and Engineering & Service. Every English tanshin gives net sales and operating profit by segment, plus orders and backlog. In Q1 FY2026, for example, Clean Transport ¥8,116m sales and ¥1,838m OP, and Motion ¥9,133m and ¥680m, with the adjustment line. The year-end English tanshin has the segment note and states the basis: segments are 'classified based on the Company's business divisions by products and services'. The segment set is unchanged across FY2023-FY2026 tanshin and decks. The decks add segment forecasts and FY2027 MTP segment targets. Every period, with definitions stated, so 5.
確認メモ（原文・英語）There is no downloadable data file. The English 'Financial Highlights' page (/ir/performance-financial/performance-data-trends/) is an HTML table of five years (March 2022-2026) with net sales, ordinary profit, net profit, net assets, total assets, per-share data, equity ratio, ROE and PER. 'At a Glance in Numbers' is only a StockWeather share-price chart. A link filter for xls|csv|excel over the IR top, library, record list and performance pages found nothing.
確認メモ（原文・英語）The English FY2025 tanshin (14 May 2026), '(4) Future Outlook', gives the FY2026 forecast: sales ¥140.0bn, OP ¥21.0bn, ordinary ¥21.0bn, net ¥15.0bn. It also gives the market view (US tariffs, Middle East, defence demand, AI-led semiconductor recovery, with the Middle East excluded from the forecast) and the dividend forecast of ¥161. The English FY2025 deck (26 May 2026, 32 pp) adds the FX assumption ('1 dollar = 145 yen'), R&D and capex plans, and forecasts by segment for orders, sales, OP and margin, each with business environment and action plans (pp.14-18). p.11 sets FY2025 actuals against the 13 May and revised 27 Nov forecasts, with reasons. Q1 FY2026 states the forecast is unrevised. Forecast with FX, market view and segment forecasts, plus revisions explained, so 5.
確認メモの要点（当調査による日本語要約）中期経営計画「SINFONIA NEXT DREAM」の英文の発表が2025年5月13日に日本語と同日に公表され、2027年度の売上1,600億円、営業利益率14%、ROE 15%などの目標と資金配分を示すため5点です。
確認メモ（原文・英語）The current plan is the 'SINFONIA NEXT DREAM' mid-term plan (FY2025-FY2027). The English 'Announcement of New Mid-Term Management Plan' came out 13 May 2025, the same day as the Japanese 中期経営計画策定に関するお知らせ (both IR lists). It has the basic policy, the FY2027 targets (sales ¥160bn, OP margin 14%, ROE 15%), payout ratio 30% and cash allocation (¥62bn; ¥32bn expansion, ¥18bn renewal, ¥12bn returns). The English Mid-Term Plan page matches the Japanese 中期計画 page item for item (orders ¥170bn, sales ¥160bn, OP ¥22.5bn, 14%, ROE 15%). The English FY2024 deck (pp.28-33) adds segment targets for FY2027, ROIC around 13%, and a cross-shareholding ratio target. Complete and same day, so 5.
確認メモ（原文・英語）The Japanese side holds results briefings at the half year and the full year, each with a deck and a Q&A. The English library matches both: Financial Results Presentation for First-Half FY2025 (27 Nov 2025, 27 pages, listed 2 Dec) with its Q&A summary, and the FY2025 presentation (26 May 2026, 32 pages) with its Q&A session. A deck and the Q&A for every briefing the Japanese gives: 5 (timing is R1's). (Was 3 on 12 Oct, which missed the half-year set; re-checked 16 Oct 2026.)
確認メモの要点（当調査による日本語要約）英語のIRセクションに「Quick Overview of SINFONIA」の専用ページ群がありますが、「At a Glance in Numbers」は株価チャートのみで、数値化された強みは資料のみです。専用で具体的ですが大半が定性的なため4点です。
確認メモ（原文・英語）The English IR section has a 'Quick Overview of SINFONIA' group: A Quick Overview, Business Activities, Growth Strategy: Semiconductor Industry, Growth Strategy: Aerospace Industry, History, Products, At a Glance in Numbers. The overview positions the company as 'a leading niche manufacturer' with an FY2024 OP-by-segment chart. The semiconductor page claims the number-one global share in load ports and sets a ¥80.0bn semiconductor sales goal. But 'At a Glance in Numbers' holds only a share-price chart, not figures. Quantified strengths ('Commanding a Global Market Share of Over 50% (LP)', 'Supplying LPs to 11 of the Top 15 Global SPE') appear only in the deck. A dedicated investor overview, specific but mostly qualitative, so 4.
確認メモ（原文・英語）The drivers are named and quantified in the English FY2025 deck (pp.24-29). The table 'Progress of the Mid-term Management Plan and Long-term Vision' gives sales by business for FY2025 actual, FY2027 plan and FY2030. Semiconductor-related: ¥36bn (30%), ¥55bn (35%), ¥80bn (40%), about 2.2x. Aerospace: ¥25bn, ¥30bn, ¥40bn. Engineering & Services: ¥67bn, ¥75bn, ¥80bn. The deck attributes +¥30bn or more to load ports and EFEMs and +¥15bn to DD motor units and back-end automation. Other figures: LP global share over 50%, LP capacity secured up to ¥60bn, aerospace orders tripling in the current five-year plan, and a new aerospace plant from Jan 2027. The FY2024 deck adds segment targets and investment amounts. So 5.
確認メモ（原文・英語）The Japanese side publishes a 質疑応答（要旨） for both briefings in the last year: the H1 FY2025 briefing of 27 Nov 2025 (1 p, PDF created 27 Nov) and the FY2025 briefing of 26 May 2026 (2 pp, created 27 May). The English has both. 'Q&A Session' for the H1 briefing (1 p, listed 2 Dec 2025, created 1 Dec). 'FY2025 Financial Results Briefing Q&A (Summary)' (3 pp, PDF created 29 May 2026), with the same questions for President Yamakuni. Every Japanese Q&A has an English counterpart, 2 to 5 days later. (The FY2024 and H1 FY2024 Japanese Q&As have no English version.) Late, so 4 under the ruling.
確認メモ（原文・英語）No integrated, annual or business report in English. The English IR site's overview pages (Quick Overview, At a Glance in Numbers) are web pages, not a report.
確認メモ（原文・英語）The English FY2024 deck (29 May 2025 briefing, English listed 6 Jun 2025), p.19 'Previous Mid-Term Management Plan Review', sets the previous plan 'SINFONIA NEW STAGE 2024' against actuals. The FY24 targets against FY24 results: orders 1,250 vs 1,435.8 (114.9%), sales 1,100 vs 1,191.5 (108.3%), OP 100 vs 157.3 (157.3%), OP margin 9% or more vs 13.2%, ROE 10% or more vs 15.7%. FY21-FY23 actuals are shown too. The explanation is one line ('Achieved all numerical targets and successfully strengthened profitability') plus the qualitative measures. Its investment (about ¥26bn) is compared with the new plan on p.20. The current plan's progress is in the FY2025 deck (p.29). Target against actual, but the variances are not explained, so 4.
確認メモ（原文・英語）No Corporate Governance Report in English. The English Sustainability > Corporate Governance page gives basic principles, the governance structure, the board with independence marked, and the Nomination and Remuneration Committee - a narrative written for the site in place of the filing.
確認メモ（原文・英語）English Notice of the 102nd AGM (5 Jun 2026, 18 pp), Proposal 3, the election of all nine directors. Each candidate has birth date, shares held, board attendance, and a dated career with the year he or she became a director (e.g. Buto 'June 2003 Director', Yamakuni 'June 2022 Director'). Each also has reasons for nomination. The outside directors' tenure is stated outright (four, three and two years), and Sako, J. Fujioka and A. Fujioka are flagged 'Independent Outside' with the TSE designation note. p.11 adds a skills matrix for expertise. The English governance page lists the board with independence ticks. Every director, with tenure, expertise and independence, so 5.
確認メモ（原文・英語）The English 102nd AGM notice, p.11, has '(Reference) Skills matrix of Directors and Corporate Auditors after appointment'. It covers all nine directors and four corporate auditors, with independence, against seven areas: corporate management, business strategy, technology and R&D, sales and marketing, global, finance and accounting, and legal and risk management. It is current as of the June 2026 meeting, so 5.
確認メモ（原文・英語）The English Corporate Governance page, 'Director Compensation System', sets out the structure: fixed, performance-linked and performance-linked stock compensation, with performance-linked pay about 40% of the total (about 20% in stock). The cap is ¥700m (¥80m for outside directors), plus ¥100m for auditors. Four KPIs drive the bonus: consolidated revenue target achievement, consolidated OP margin, consolidated ordinary profit and ROE target achievement. Consolidated net profit drives the stock plan. FY2023 KPI outcomes are given. The English AGM notice, Proposal 5, details the revised BBT-RS stock plan. No English source gives the amounts actually paid or the KPI weights. The notice refers to the Business Report 'in Japanese only', and there is no English yuho or CG report. Structure and KPIs without amounts or weights, so 4.
確認メモ（原文・英語）Notice of the 102nd Ordinary General Meeting in English, listed in IR News on 28 May 2026 and dated 5 June for a meeting on 26 June - at least 21 days - 18 pages with the reference documents for all five proposals, every director candidate with reasons for nomination. Voting via soukai-portal.net carries no Japanese-only label; the '(in Japanese)' tags attach to the materials-posting websites. Re-checked 23 Oct 2026 (G5 voting-site sweep, after the independent audit): the voting website named in the English notice, www.soukai-portal.net (Sumitomo Mitsui Trust Bank), is in Japanese only, with no English option, as for ESPEC (6859) and Nitto Boseki (3110). Every proposal in English, but a Japanese-only voting route, so 4.
確認メモ（原文・英語）The English General Meeting of Shareholders page carries the 101st and 102nd notices only. No notice of resolutions and no voting results in English.
確認メモ（原文・英語）The English 102nd AGM notice, p.18, '(Reference) Reduction of cross-shareholdings', has the full set. The rationale: strategic business relationships, with an annual review of economic rationality by the Management Committee and the Board. The target: below 20% of consolidated net assets, including deemed holdings, by the end of March 2028. The holdings: 61, 60, 59 and 55 issues, and ¥20.5bn, 26.4bn, 20.1bn and 26.6bn on the balance sheet, March 2023-2026. Progress: the ratio went from 32.8% to 35.6% to 25.2% to 26.9%, and the notice explains the rise as share-price-driven despite sales. The FY2024 English deck p.33 and the MTP cash allocation repeat the target. Count, amount, dated target, progress and rationale, so 5.
確認メモ（原文・英語）'Investor Relations' in the English homepage's global navigation (www.sinfo-t.com) is a direct link to https://www.sinfo-t.com/ir/. The homepage also shows an IR News block linking to the record list. One click, so 5.
確認メモ（原文・英語）We sampled 20 English document links across types and years. Tanshin: E260807 (Q1 FY26), e20260514 (FY25), E250206-file (Q3 FY25), E251107 (Q2 FY25), E20250618 ([Updated] FY24, 21 pp), the 13 May 2025 FY24 summary, E230620 (FY22) and E230822 (Q1 FY23). Decks: FY2025, H1 FY2025 and FY2024. Q&A: FY2025 and H1 FY2025. AGM notices: 102nd and 94th (2018). Notices: investment unit 19 Jun 2026, dividend 14 May 2026, takeover-defence abolition, representative directors 19 Feb 2026, and the MTP announcement. Every one opened as an English document. The only blemish is a few leftover Japanese labels on p.24 of the FY2025 deck. All English, so 5.
確認メモ（原文・英語）The same 20-link sample, 2018-2026, all resolved to live PDFs (1 to 34 pp). The record list's five pages and the AGM page's two notices also loaded. No dead links, so 5.
確認メモ（原文・英語）We rendered the English IR top, Record (all five pages), IR Library, General Meeting, Mid-Term Plan, Quick Overview, Semiconductor growth page, Financial Highlights, Governance and Disclaimer in Chrome. Every list and table rendered. The StockWeather share-price iframe on 'At a Glance in Numbers' rendered with quotes and chart. The only overlay is a cookie-consent box. So 5.
確認メモ（原文・英語）The English 'Record' page (/ir/info/) is one dated list, newest first, paginated over five pages. It carries tanshin, decks, the H1 Q&A, AGM notices and timely notices, but has no type labels or filters. The current FY2025 deck and Q&A are not on it; they appear only on the IR Library page, which shows the current year only. AGM notices are also on the General Meeting page. One dated list, untyped and missing items, so 4.
確認メモ（原文・英語）The English record list runs from the 94th AGM notice (2018 PDF; the 95th is listed 29 May 2019) through to Aug 2026. It has tanshin for every quarter since Q1 FY2022 (Aug 2022), AGM notices 94th-102nd, decks and Q&A since FY2024, the MTP announcement, and timely notices from 2025-2026. Several years across types, so 5.
確認メモ（原文・英語）The English site's only contact is the site-wide Contact Us form, whose required 'Which business fields' list is all product lines plus 'Others' - no IR category - and the IR section links to it only through the shared footer. The English tanshin names no contact; the Japanese one names 谷本泰弘, 総務秘書グループ長, 03-5473-1800. No IR route for an English reader; scored with the document-header band, the floor.
確認メモ（原文・英語）The tanshin is same-day in every period read: TDnet (rendered on kabutan) lists the Japanese and English at the same minute for Q1 FY26 (7 Aug 2026 13:40), FY25 (14 May 2026 13:40), Q3 FY25 (6 Feb 2026 13:40), Q2 FY25 (7 Nov 2025 13:40) and Q1 FY25 (8 Aug 2025 13:40). The exception is FY24: the 13 May 2025 English was an 11-page short version, and the full 21-page English was posted 18 Jun 2025. The decks are not shown to be same-day. The H1 FY2025 English deck was listed 2 Dec 2025; the Japanese PDF was created 1 Dec after a 27 Nov briefing. The FY2024 English deck was listed 6 Jun 2025 for a 29 May briefing. For FY2025, both PDFs were created 27 May 2026 and the English listing date isn't shown. Tanshin same day, decks later or unproven, so 4.
確認メモ（原文・英語）Lags, English against Japanese (TDnet via kabutan and the IR lists). Q1 FY26 tanshin: 7 Aug / 7 Aug = 0. FY25 tanshin: 14 May / 14 May = 0. 102nd AGM notice: 28 May / 28 May 08:00 = 0. Corporate Governance Report: Japanese filed 26 Jun 2026 (also 23 Apr 2026), no English, so more than 90. Yuho: Japanese filed June 2026, no English, so more than 90. Sorted 0, 0, 0, >90, >90: median 0, so 5.
確認メモ（原文・英語）The Japanese IR news and TDnet list for 16 Oct 2025 to 15 Oct 2026, results aside, show six disclosures. Treasury-share disposal for the stock plan, 6 Feb 2026. Changes of representative directors and officers, 19 Feb 2026. Abolition of the takeover defence, 23 Apr 2026. Dividend increase, revision of the share-based pay plan and amendment of the Articles, all 14 May 2026. Investment-unit policy, 19 Jun 2026. Each has an English version on TDnet at the same minute and on the English record list. The site lists the takeover-defence notice under 19 Feb but labels it 23 Apr; the PDF was created 17 Apr. Every one same day, so 5.
確認メモ（原文・英語）We rendered the English homepage, IR top, Record, Disclaimer, Site Policy, governance and plan pages. There is no machine- or AI-translation notice or pop-up. The IR disclaimer covers investment solicitation and errors only. The documents carry only the human-translation precedence line ('the original shall prevail'), which is R5's matter. So 5.
確認メモ（原文・英語）The tanshin, the AGM notice, the timely notices and the FY2025 results presentation (p.31: 'In the event of any discrepancy between this document and the Japanese original, the original shall prevail') all carry the prevailing-language line: disclaimed on every document checked, 1 (was 2 on 12 Oct, which missed the deck's last page; re-checked 16 Oct 2026).
Semiconductor-fab transport, growth investment and return plan
Sinfonia launched a three-year plan with operating and ROE goals and a quantified allocation to expansion, renewal and shareholder returns.
時系列と出典（1件・内容は原文）
2025-05-13Plan or update announced Sinfonia launched a three-year plan with operating and ROE goals and a quantified allocation to expansion, renewal and shareholder returns.出典資料1
経営陣が表明したこと
Management targets ¥160bn sales, ¥22.5bn operating profit, at least a 14% margin and 15% ROE by FY2027.
Investor question: Which semiconductor-fab transport investments drive the margin step-up? IR preparation: publish spend, orders, capacity, margins and returns.
当調査の分析（会社の説明ではありません）
約束は具体的か5／5Operating, ROE, investment and shareholder-return targets are quantified.
実行の経過を追えるか4／5The plan is underway, but project deployment and realized-return reconciliation are incomplete.