確認メモ（原文・英語）The English site (adtec-rf.co.jp/en/) has no IR section (/en/ir/ is 404). The Japanese 決算情報 page lists only Japanese tanshin: FY Aug-2026 (9 Oct 2026, 21 pages) and every quarter back to FY2020. No English results summary anywhere on the site.
確認メモ（原文・英語）The Japanese 決算情報 page lists only Japanese tanshin (latest: 2026年8月期決算短信, 9 Oct 2026, and Q1-Q3 FY Aug-2026). No English results summary exists to compare. not_found.
確認メモ（原文・英語）No English financial statements in any form: no English tanshin, annual report or securities report (the Japanese IR top points to EDINET E02092 for the yuho, Japanese only). not_found.
確認メモ（原文・英語）No English IR section. The Japanese IR top only points to EDINET for the 有価証券報告書 (code E02092). No English securities report under any name.
確認メモ（原文・英語）No English segment disclosure anywhere: no English tanshin, deck or report. Segment information exists only in the Japanese tanshin. not_found.
確認メモ（原文・英語）No English financial data page or downloadable file; the only data page is the Japanese 財務ハイライト (/ir/highlight/), with no .xls/.csv link found. not_found.
確認メモ（原文・英語）No English disclosure of any period. The latest Japanese filing is the FY Aug-2026 tanshin of 9 October 2026; it has no English counterpart.
確認メモ（原文・英語）No medium-term plan in English; the English site has no IR or strategy material beyond a generic President's Message with no targets. not_found.
確認メモ（原文・英語）The tanshin says supplementary material exists and a briefing was held for institutional investors and analysts, but neither the English site nor the Japanese IR pages carry any presentation in English.
確認メモ（原文・英語）The English site has no IR section. Its 'Advantages of ADTEC Plasma Technology' page sets out five strengths: advanced plasma technology, an integrated production system within the group, technology for a wide range of needs, technical solution proposals and worldwide support. They are framed for customers, with no figures. Re-checked 21 Oct 2026 under v1.1.1: English material counts wherever it sits on the company's site, so the English corporate pages are scored here even though there is no English IR section. A company-overview page doing the job, so 3.
確認メモ（原文・英語）The English President's Message says the company will add high-value-added products, strengthen its sales and service bases in Europe, the US and Asia, and expand into medical and environmental fields, with no specifics or numbers. These read as directions rather than identified drivers; the lower of 2 and 3 is recorded. Re-checked 21 Oct 2026 under v1.1.1: English material counts wherever it sits on the company's site, so the English corporate pages are scored here even though there is no English IR section. So 2.
確認メモ（原文・英語）No English transcript or Q&A. The Japanese side posted only a 決算説明会 deck item for FY Aug-2026 (IR news 15 Oct 2026, https://www.adtec-rf.co.jp/ir-news/3684/); no Japanese transcript or Q&A was found either. not_found.
確認メモ（原文・英語）No integrated, annual or business report in English. The English site covers only products, the company profile, the president's message, history, patents and offices.
確認メモ（原文・英語）The Japanese コーポレートガバナンスコード page links a Japanese Corporate Governance Report (10 Dec 2025). The English site has no governance page and no English report.
確認メモ（原文・英語）No English director biographies: the AGM notices (34th-41st) on the Japanese 株主総会 page are Japanese only, and the English company profile carries no board information. not_found.
確認メモ（原文・英語）The Japanese 株主総会 page carries the 34th to 41st convocation notices, materials and resolution notices in Japanese only (the 42nd AGM is set for 27 Nov 2026). No English notice.
確認メモ（原文・英語）No English cross-shareholding disclosure; principle 1-4 text exists only in the Japanese Corporate Governance Report (10 Dec 2025). not_found.
確認メモ（原文・英語）There is no English IR to reach from the English homepage: its menu has Contact, Products, About ADTEC and Advantages only, and /en/ir/ returns 404. not_found.
確認メモ（原文・英語）No English IR presence. The English Contact page offers product inquiry forms and an 'Other Inquiries' form whose text says it is for product inquiries, with no IR category. The Japanese tanshin names 坂谷和宏, 取締役総務・経理部長, 084-945-1359, in Japanese only.
確認メモ（原文・英語）None of the five documents is in English: tanshin FY Aug-2026 (9 Oct 2026) and Q3 (10 Jul 2026), AGM notice (41st), Corporate Governance Report (10 Dec 2025) and the yuho (EDINET E02092) are Japanese only. not_found.
確認メモ（原文・英語）The Japanese IR news list carries timely disclosures in the last 12 months (e.g. 業績予想及び配当予想の修正 10 Jul 2026, results notices) with no English counterparts; the English site has no news list. not_found.
Semiconductor power-supply outlook and forecast revision
July 2026 results revised the original annual outlook; the fiscal year has ended but final results are not verified in the selected sources.
時系列と出典（1件・内容は原文）
2025-10-10Plan or update announced July 2026 results revised the original annual outlook; the fiscal year has ended but final results are not verified in the selected sources.出典資料1
経営陣が表明したこと
The original forecast was ¥11.6bn sales and ¥1.58bn operating profit for FY2026/8.
Investor question: What working capital and incremental investment support the recovery? IR preparation: reconcile original and revised forecasts, final actuals, inventory, orders and investment 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4／5Annual forecasts are quantified and dated, but investment and return commitments are limited.
実行の経過を追えるか3／5Original and revised forecasts and interim actuals can be traced; final outcome is unverified.
経済性を説明しているか2／5Demand and product rationale is described; quantified project capital and return thresholds are not verified in these sources.
目標に対する結果を報告しているか時期未到来August 2026 year-end has passed; final annual result remains unverified, so this check is pending.
The July update increases the annual sales, profit and dividend outlook as semiconductor equipment orders improve. Selected results do not establish project-level return on incremental development or capacity.
資本構成
May 2026 cash and deposits were ¥8.767bn and equity ratio 52.1%; these are reported balances, not evidence of excess cash or a target leverage policy.
資本政策の意思決定
The October original and July revised forecasts make changes observable; quantified investment hurdles and allocation decision gates are not verified in these selected results.