確認メモ（原文・英語）Summary of Consolidated Financial Results for the Three Months Ended June 30, 2026, headed an 'excerpt translation': 6 pages against the Japanese 9 - the summary cover and the statements, without the Japanese section 1 (qualitative overview of results, financial position and forecasts) or the notes. The full-year release is 10 pages against 13, cut the same way. Every period is there, but going by PDF creation dates 1-17 days after the Japanese (Q1 created 27 August for a 10 August tanshin; FY 14 May for 11 May). Drops the qualitative section.
確認メモ（原文・英語）The latest English tanshin, Summary of Consolidated Financial Results for the Three Months Ended June 30, 2026, is headed an 'excerpt translation'. It runs 6 pages against the Japanese 9: the summary cover pages and the statements, without the attachment's section 1 (overview of results, financial position, forecast explanation) or the notes. The FY3/2026 English (10 pp) against the Japanese 13 pp also stops after the cash-flow statement. It has no qualitative review and none of the notes, including the segment note that states the company is single-segment. A section of the document's own substance is cut.
確認メモ（原文・英語）The English FY3/2026 tanshin (dated 11 May 2026, 10 pp) carries the full balance sheet, P&L, comprehensive income, changes in equity and cash flows. It has no notes: no going-concern, accounting-policy or segment notes. The Q1 English carries the statements only. The Annual Report 2026 has summary statements only, and there is no English yuho. Statements without notes.
確認メモ（原文・英語）The English IR section (News, Management Policy, Stock Information) carries tanshin excerpts and the Annual Report only. No securities report in English under any name; the Japanese IR library has the 有価証券報告書.
確認メモ（原文・英語）Enomoto is a single segment. The Japanese tanshin note says so (プレス加工品関連事業の単一セグメント), but the English tanshin omits the notes, so the English never states it. Sales by product group are in English only once a year: Annual Report 2026 'Business Composition by Segment' gives FY3/2026 net sales for power-semiconductor lead frames ¥10,152m, opto-electronic lead frames ¥5,190m, connector parts ¥14,411m and others ¥661m, with application mix. There is no profit by line and nothing in the quarterly English. Sales only, and only at the year end.
確認メモ（原文・英語）No Excel or CSV anywhere on the English site. We checked the IR news list (both pages), Management Policy, Stock Information and every linked PDF. The only multi-year data is the 5-year 'Summary of Selected Financial Data' table inside the Annual Report 2026 PDF. The Japanese library has PDFs only.
確認メモ（原文・英語）The English FY3/2026 tanshin gives the FY3/2027 forecast in the summary table: net sales ¥32,000m, OP ¥2,000m, ordinary ¥2,000m, net ¥1,400m, EPS ¥217.38. The Q1 English shows the revised table and dividend of ¥80 with no reason. The basis (Japanese section 1(3)) and the 10 Aug 2026 業績予想及び配当予想の修正 notice are not in English, and there is no English deck to carry FX or market assumptions. Numbers only.
確認メモ（原文・英語）English results for the three months to 30 June 2026 are up (news item dated 10 August 2026, PDF created 27 August), the same period as the latest Japanese tanshin. Same period, a fortnight late.
確認メモ（原文・英語）The current plan is Vision 2030 2nd STEP (FY3/2025-FY3/2027). The Japanese has a 20-page 中期経営計画 deck (28 May 2024) with targets, capex and R&D plans, product-group sales targets and initiatives. In English the plan exists only as one Annual Report page, 'Targets for 2nd STEP', giving net sales ¥30bn, OP ¥2.4bn and ROE 9%, plus the FY2030 OP aim of ¥3.5bn in the president's message and a list of initiatives. There is no English plan document. An English summary with only some of the targets.
確認メモ（原文・英語）The English IR news, management policy and stock information pages carry no presentation. The Japanese 決算説明資料 page has a results deck at the full year and half year, a 決算補足資料 every quarter and briefing videos; none in English.
確認メモ（原文・英語）There is no investor-framed 'why invest' page. The English WORKS page ('Enomoto's Strengths') and BUSINESS pages describe strengths for customers: integrated die-to-plating-to-molding production, 45 years of LED lead-frame experience, overseas factories in the Philippines and China, and molds with 20 times the durability. The Management Policy page is a president's message. These are company-overview pages doing the job, not framed for an investor.
確認メモ（原文・英語）The Annual Report 2026 names the drivers: investment in EV and autonomous-driving fields, ICT and wearables, more orders at the Philippine factory, Tsugaru capacity, automation and die digitalisation, high-end LED lead frames and connectors for smartphones and airbags. Product-group sales growth is given (opto-electronic +53.9%, connectors +19.2%), but the drivers themselves carry no market size, share, capacity or contribution to targets. The Tata Electronics MOU (24 Sep 2026) is Japanese-only. Named, essentially qualitative.
確認メモ（原文・英語）Neither language publishes a transcript or Q&A. The English site has no briefing materials at all. The Japanese 決算説明資料 page has decks, 決算補足資料 and irmovie.jp briefing videos (for example May 2026), but no transcript or Q&A.
確認メモ（原文・英語）Annual Report 2026 in English (posted 13 October 2026, 10 PDF pages of spreads) covering the year ended 31 March 2026: president's message, the plan page, an Officer Matrix (roles, skills, independence), financial review and statements. The Japanese integrated report (統合報告書2025, 30 pages) carries much more - the value-creation process, business and production pages, human-capital strategy, sustainability interview and governance structure - and its 2026 edition is not yet out. An abridged English cut: 3. (Re-cited 17 Oct 2026 to the 2026 edition; an earlier version said the directors and skills matrix appear only in the Japanese, but the English reports carry an Officer Matrix.)
確認メモ（原文・英語）The previous plan's reconciliation is Japanese-only. Vision 2030 1st STEP targets were set against FY3/2024 actuals, with the shortfall explained, in the 2024 中計 deck p5 and the FY3/2026 決算説明資料. In English, the Annual Report 2026 'Targets for 2nd STEP' page charts sales and OP actuals (FY3/2025 26.8/0.6, FY3/2026 30.4/1.6) and a final-year forecast (¥34.0bn sales, ¥2.4bn OP, ROE 7.3%) beside the targets (¥30bn, ¥2.4bn, 9%), with no explanation of variances. Progress with numbers, not a target-versus-actual reconciliation of the previous plan. Floor 3; on the previous-plan ruling it could be 0.
確認メモ（原文・英語）The English site has no governance page or document; its IR menu is News, Management Policy and Stock Information. No Corporate Governance Report in English.
確認メモ（原文・英語）The only English director information is the Annual Report 2026 'Officer Matrix'. It covers six directors (Takei, Ogawa, Shiratori inside; Ujiie, Yamaki, Kitta outside) with roles (for example CPA, attorney, full-time Audit and Supervisory Committee member), skills, gender and an independent-officer mark. There are no years on the board or career histories, and no English AGM notice or governance page. Two of the three elements (expertise, independence), no tenure.
確認メモ（原文・英語）Annual Report 2026 (posted 13 Oct 2026) has an English Officer Matrix for the current six-member board after the June 2026 AGM. It marks nine skills (management strategy, technology and quality, marketing and sales, global business, HR development, environment and society, finance and accounting, legal and governance, IT/DX) for every director, plus gender and independence. The current matrix in English.
確認メモ（原文・英語）There is no English CG report, yuho or AGM notice. The Annual Report 2026 and the English IR pages say nothing on remuneration, beyond provision line items in the tanshin balance sheet. The remuneration policy and amounts are in the Japanese 有価証券報告書 (22 Jun 2026) only.
確認メモ（原文・英語）No AGM notice in English: the English IR news lists results and annual reports only and the Stock Information page just says the meeting is in late June. The Japanese 株主総会 page has the 第60回 notice (27 May 2026).
確認メモ（原文・英語）There is no English disclosure on cross-shareholdings. There is no English CG report or yuho, and the Annual Report and IR pages are silent. Investment securities appear only as a balance-sheet line (¥544m).
確認メモの要点（当調査による日本語要約）英文トップページのヘッダーの「Shareholders and investors」から、1クリックで英文IRニュースに進めます。
確認メモ（原文・英語）The English homepage header has a 'Shareholders and investors' button that goes straight to the English IR News page (/en/ir-news/). One click.
確認メモ（原文・英語）We sampled 22 English document links: the 15 tanshin excerpts from May 2022 to Aug 2026 and the Annual Reports 2022-2026, plus the 2022 Summary Report. All are English PDFs. But the Stock Information page's 'Documents on the General Meeting of Shareholders' button leads, unlabelled, to the Japanese 株主総会 page (https://www.enomoto.co.jp/ir-meeting/). It is the only route offered to AGM documents. One unlabelled Japanese destination.
確認メモ（原文・英語）All 22 sampled English PDFs opened (Q1 FY3/2027 6 pp, FY3/2026 10 pp, Annual Reports 2022-2026 at 10 pp each, tanshin back to 2022), and so did every news item page on both pages of the list. No dead links.
確認メモ（原文・英語）IR News (pages 1 and 2), Management Policy and Stock Information all render fully in Chromium: the shareholder pie charts, major-shareholder table and procedure tables. The 'Stock price information' button links out to a third-party quote. No blank sections.
確認メモ（原文・英語）The English IR News page is the single dated list of every English document: tanshin excerpts and annual reports, 20 items over two pages from 2022.05.10 to 2026.10.13. It has no type labels or filters, and each item opens a post page that links the PDF. One dated page, untyped.
確認メモ（原文・英語）The archive runs from May 2022 to Oct 2026, over four years. It holds every quarterly tanshin excerpt since FY3/2023 and annual reports 2022-2026 (the 2025 edition is not on page 2 but is on page 1). Several years across the types published, though only two types exist.
確認メモ（原文・英語）The English IR pages offer no IR contact of their own; the site-wide CONTACT form has an 'Investor relations inquiries' category - a shared form with an IR category. The tanshin names Tsutomu Takei, Director, Senior Operating Officer of Administration Group, 0554-62-5111.
確認メモ（原文・英語）The English tanshin is never same-day. Japanese/English listing dates: Q1 FY3/2026 6 Aug / 7 Aug 2025; H1 10 Nov / 11 Nov 2025; Q3 6 Feb / 9 Feb 2026; FY 11 May / 12 May 2026 (PDF created 14 May); Q1 FY3/2027 10 Aug / listed 10 Aug 2026, but the PDF was created 27 Aug 2026, 17 days later. The Japanese side has a 決算補足資料 every quarter and a 決算説明資料 at the half and full year; there is no English deck at all. One to seventeen days late, no deck.
確認メモ（原文・英語）Japanese against English lags. Q1 FY3/2027 tanshin: 10 Aug 2026 against an English PDF created 27 Aug (17 days; 0 by listing date). FY3/2026 tanshin: 11 May against listing 12 May, PDF created 14 May (1-3 days). AGM notice (第60回, 27 May 2026): no English, >90. CG report: no English, >90. Yuho (22 Jun 2026): no English, >90. The median is over 90 days.
確認メモ（原文・英語）From Oct 2025 to Oct 2026 the Japanese timely-disclosure list has about 22 items: four tanshin, two forecast/dividend revisions (6 Feb, 10 Aug 2026), a buyback resolution (10 Aug) and two progress reports (3 Sep, 5 Oct), a capital/business alliance and treasury-share disposal to a third party (19 Dec 2025) and its completion (7 Jan 2026), major-shareholder changes (5 Dec 2025, 29 Jul 2026), the market-segment change (21 Nov 2025), officer changes (27 Feb, 24 Apr, 28 Sep 2026), two earthquake notices and the Tata Electronics MOU (24 Sep 2026). The English list has only the four tanshin excerpts, each one to seventeen days late. None of the revisions, buybacks, alliance or management changes is in English. A few.
確認メモ（原文・英語）None of the rendered English pages (home, IR news, management policy, stock information, works, business, contact) or the English PDFs presents itself as machine-translated, and there is no translation widget. The tanshin's 'excerpt translation ... the latter shall prevail' notice is human-translation precedence (R5).
確認メモ（原文・英語）Each English tanshin says it is an excerpt translation 'only for reference purposes' and that the Japanese 'shall prevail'. The Annual Report 2025 carries no such statement. No deck or AGM notice exists in English to check. Disclaimed on some documents.
Power-semiconductor leadframe, plating and smart-factory plan
Enomoto set FY2027 growth and ROE targets and a capital program for automotive power-semiconductor leadframes and manufacturing productivity.
時系列と出典（1件・内容は原文）
2024-05-28Plan announced Enomoto set FY2027 growth and ROE targets and a capital program for automotive power-semiconductor leadframes and manufacturing productivity.出典資料1
経営陣が表明したこと
Management targets ¥30bn sales, ¥2.4bn operating profit and 9% ROE by FY2027.
Investor question: How much margin and asset turnover comes from plating integration and automation? IR preparation: bridge capex, utilization, yield, margin and ROE.
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5／5Sales, profit, ROE and equipment-investment targets are quantified.
実行の経過を追えるか4／5The plan is in its final year and recent sales exceed the original target, but final ROE and capital-return reconciliation are pending.
経済性を説明しているか4／5The plan links growth investment and operating improvement to ROE, but hurdle rates and balance-sheet guardrails are less complete.
目標に対する結果を報告しているか時期未到来The FY2027 endpoint is not due.