確認メモ（原文・英語）Consolidated Financial Results for the Three Months Ended June 30, 2026, 29 July 2026 with the Japanese, but 8 pages against the Japanese 11: the summary, the segment-by-segment business results, balance sheet, income and comprehensive-income statements and the segment note, without the Japanese general overview of results, the review of financial position, the forecast explanation, or the notes on equity, going concern and cash flows. The full-year release (30 April 2026) is 13 pages to 16 and drops the financial-position and cash-flow reviews and the Future Outlook that its own cover page refers the reader to. Every quarter is in the English library, same day, but each is cut down against the Japanese.
確認メモ（原文・英語）The latest English tanshin, Consolidated Financial Results for the Three Months Ended June 30, 2026 (29 Jul 2026), is 8 pages against the Japanese 11. It has the summary pages, a per-segment 'Business Results' page, the balance sheet, the income and comprehensive-income statements, and the segment note. It drops the Japanese 1(1) overview of results (the macro and group narrative), 1(2) financial position, 1(3) the forecast explanation (which the English p2 still cross-refers the reader to as 'Appendix P.3'), and the notes on shareholders' equity, going concern, cash flows (depreciation) and subsequent events. The FY2026 tanshin (30 Apr 2026) is 13 pages against 16. It drops 1(2)-(4), covering financial position, cash flows and the 今後の見通し outlook, plus the per-share and subsequent-events notes, but keeps all statements including cash flows and changes in equity. The qualitative section is cut every period.
確認メモ（原文・英語）The FY2026 English tanshin (30 Apr 2026) carries the full statements: balance sheet, income, comprehensive income, changes in equity and cash flows. Q1 FY2027 (29 Jul 2026) carries the balance sheet and income/comprehensive-income statements. In both, the only note translated is segment information. The Japanese notes on going concern, per-share information, subsequent events, and, at Q1, changes in shareholders' equity and the cash-flow (depreciation) note are left out. There is no English yuho or annual report with notes (F4 not_found). Statements with only the segment note. This is the floor between 3 and 4.
確認メモ（原文・英語）The English Financial information section has Financial Statements (tanshin), Business Reports and Presentation Materials only. The Japanese library carries the 有価証券報告書 (year to March 2026, 26 June 2026) and internal control report; no English counterpart under any name.
確認メモ（原文・英語）All four reportable segments (Semiconductor, Life Science, Digital Communication, Energy Saving Solution) have sales and segment profit in every English tanshin segment note. For example, Q1 FY2027 Semiconductor sales are ¥7,878m with profit ¥2,012m, alongside the prior-year quarter. The FY2026 note states the basis: segments by market and application, reviewed by the Corporate Strategy Committee, with the products in each segment listed and segment profit equal to operating income. The deck adds quarterly segment sales, COGS ratio and operating income, and a six-year segment history. Definitions are stated and held constant.
確認メモ（原文・英語）There is no Excel or CSV file on the English IR site. We checked Financial Highlights, Financial information (Financial Statements, Business Reports, Presentation Materials), Stock Information, Mid-term Management Plan and IR News for xls/csv/excel/data links. Financial Highlights has six chart images (FY2021-FY2025 sales by segment, profits, per-share, assets, cash flow, capex/depreciation/R&D) and no download. The decks carry six-year segment and cash-flow charts as PDF.
確認メモ（原文・英語）The FY2026 English tanshin (30 Apr 2026) gives the FY2027 forecast with a half-year split: sales ¥48,000m, OP ¥6,400m, net ¥5,000m, EPS ¥553.60, DPS ¥90. The English FY deck adds 'Assumptions for 2027.3 Financial Forecast' (p38). These cover the FX rate (US$ = ¥150), the SG&A build-up with its components, the market view by segment, and a note that Middle East risks are not factored in. p40 gives sales forecasts by segment with H1/FY, p41 capex, depreciation and R&D, and p5 FX sensitivity. Revisions get English notices with reasons the same day. For example, the 30 Jan 2026 'Revision of Earnings Forecast' explains AI-server socket demand from GPU makers and ASIC hyperscalers, plus automotive share gains. The tanshin's own outlook section is not translated (see F2), but the deck carries more than it does. All three assumption types, plus explained revisions.
確認メモ（原文・英語）English results for the three months to 30 June 2026 posted 29 July 2026, the same period and day as the Japanese first-quarter tanshin. The half-year is due 30 October 2026.
確認メモ（原文・英語）Mid-term Management Plan -2nd roll- (FY2027.3-2029.3) is in the English FY2026 deck (30 Apr 2026, 42 pages against the Japanese 42, both created 30 Apr). The quantified targets cover: 2029.3 sales ¥55,000m, OP ¥10,000m, ROE 10% or more; Semiconductor sales CAGR 12% or more and Digital Communication 30% or more; segment sales target levels; the cash allocation (¥27.5bn growth investment, ¥6bn regular, ¥3.5bn returns); a 20% payout; and non-financial targets such as SLT socket share 25%. The English Mid-term Management Plan page summarises it and links both rolls. Current, complete and same day.
確認メモ（原文・英語）FY2027 First-Quarter Result deck in English, 29 July 2026, 26 pages against the Japanese 26, and an English deck for every quarterly briefing back to 2019, posted with the Japanese. The Japanese 決算説明会資料 page carries decks only - no Q&A, script or transcript - so there is no supplement for the English to lack.
確認メモ（原文・英語）There is no 'why invest' or investment-highlights page. The English 'Highlights > Enplas' page ('Enplas is everywhere') describes each business and its position, such as test sockets trusted by semiconductor makers worldwide and first-to-market polyacetal gears. Its strengths are described, not framed for investors. The deck has qualitative strengths slides ('Our Technologies (Strengths)' p20, the 'Three Pillars' of black-box technology and niche top p27). A company overview doing the job.
確認メモ（原文・英語）The English FY2026 deck's business strategy slides (pp29, 33-36) name each driver with numbers. Semiconductor: AI servers, ASICs for hyperscalers and automotive SoCs, a market CAGR of 9.6% (2026-30), a 2029.3 sales target level of ¥29,000m, a burn-in growth-market ratio of 75% to 85%, and SLT test-socket share of 25% by 2031.3. Digital Communication: 1.6T transceiver lenses and CPO components, a data-centre market CAGR of 10.6%, and sales CAGR of 30% or more to ¥3,000m. Energy Saving Solution: gear solutions at 70% of sales, a market CAGR of 3.5%, ¥15,000m. Life Science: ¥1,000m. Growth investment is ¥27.5bn, and the deck also sizes data-traffic growth. Named drivers with market size, share and contribution.
確認メモ（原文・英語）No transcript or Q&A in English. The English Presentation Materials page lists decks only. The Japanese side has none either: its 決算説明会資料 page lists one deck per briefing back to 2022 and earlier, with no 質疑応答, transcript, script or video.
確認メモ（原文・英語）No integrated or annual report in either language. The English library's Business Report 2026 (22 July 2026, 12 pages, year to March 2026; Japanese 報告書 1 July) is the shareholder newsletter: president's Q&A, consolidated highlights, one page per segment, ESG and mid-term plan features, stock information. Current, but a highlights edition.
確認メモ（原文・英語）The English FY2026 deck has a 'Review -1st roll-' section (pp14-16). It sets the April 2025 plan's 2026.3 initial targets against results: sales ¥40,000m vs ¥42,540m, OP ¥4,700m vs ¥6,164m, ROE 5.8% vs 8.9%, with the 2028.3 targets alongside. It also gives the non-financial KPIs' results (new-product ratio, women in management, CO2) against targets. The only explanation of the variance is 'Financial targets are progressing well above expectations', plus a note that the targets exclude FX and US tariffs. The drivers are left to the results slides. A reconciliation without the explanation.
確認メモ（原文・英語）No Corporate Governance Report in English. The English Governance page gives the site's governance description (board, Nomination and Compensation Advisory Committee, remuneration, board evaluation) and links the Enplas Corporate Governance Policy (13 pages, April 2025) - written for the site in place of the TSE filing.
確認メモ（原文・英語）The English Notice of the 65th AGM (4 Jun 2026) gives the four candidates (Yokota, Shiina, Fujita, Akatsuka) a table with years of directorship (23, 1, 7, 2), full career histories, reasons for nomination and board attendance. Akatsuka is marked Outside/Independent and designated an independent director. The four Audit Committee directors (Iue, Hisada, Amoh, Kutsuzawa) were not up for election and appear only in the skills matrix, with independence flagged for three. The English governance page gives only the ratio (4 independent of 8). All three elements, but bios for candidates only.
確認メモ（原文・英語）The English AGM notice (4 Jun 2026, p12) has a skills matrix for all eight directors as composed after the 26 Jun 2026 AGM, across eight skill areas with independence marked. It also has a matrix for the eleven executive officers. The English governance page defines each skill. The current matrix in English.
確認メモ（原文・英語）In English, the governance page says only that transfer-restricted stock is used as a long-term incentive for executive directors and that a Nomination and Compensation Advisory Committee exists. The Corporate Governance Policy (Apr 2025) says the representative director drafts pay within the shareholder-approved cap for board resolution. There are no amounts, KPIs or fixed/bonus/stock structure: the English AGM notice omits the business report, and there is no English yuho or CG report. A mention.
確認メモ（原文・英語）Notice of the 65th Annual Meeting of Shareholders in English, posted in IR News 4 June 2026 for a meeting on 26 June - 22 days. 12 pages against the Japanese 80 ('abridged translation'), but it carries the reference documents for both proposals: the articles amendment with old/new text, and all four director candidates with profiles and reasons for nomination. What is left out is the business report and financial statements. Internet voting at soukai.mizuho-tb.co.jp carries no Japanese-only label. Re-checked 23 Oct 2026 (G5 voting-site sweep, after the independent audit): the voting website named in the English notice, soukai.mizuho-tb.co.jp (Mizuho Trust & Banking), 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 site has no meeting page; IR News and the Financial information library carry the 2026 notice only. The Japanese 株主総会・電子公告 page has the 第65回定時株主総会決議ご通知 (26 June 2026) with no English counterpart, and no voting results in English.
確認メモ（原文・英語）The only English text is the Corporate Governance Policy (Apr 2025) §(5) 'Policy on cross-shareholdings'. It says holdings are assessed against cost of capital on acquisition and reviewed every year by the Management Strategy Committee, and sets voting rules. It gives no count, amount, reduction target or progress. Those are in the Japanese yuho and CG report only. Boilerplate policy only.
確認メモ（原文・英語）The English homepage (https://www.enplas.co.jp/english/) has 'Investor Relations' in the main header navigation, linking straight to /english/ir/, plus an 'Investor Relations' tile and footer link. One click.
確認メモ（原文・英語）We sampled 18 English document links across types and years. All open as English documents, with stray CJK only in PDF metadata titles. Tanshin: FY2014 1Q (2013), FY2018 4Q, 20251031e, 20260430_FS_e, 20260729_FS_e. Decks: 2014_07 (Jul 2013), 2018_Jul_EN, 20250430_4Q_e, 20251031_2Q_e, 20260430_4Q_e, 20260729_1Q_e. Business reports: 2013_businessrep, 20260722e. AGM notices: 20210601e, 20260604e. News releases: 20210528, 20210623e, 20260130e, 20260227_e_HP, 20260928_e. Corporate Governance Policy: 2025/04. All English.
確認メモ（原文・英語）These English IR pages all rendered their content: IR top (IR News, Various Resources and IR Calendar lists all populated), Financial information, Financial Statements, Business Reports, Presentation Materials, the IR News list with year tabs, Financial Highlights, Stock Information, Mid-term Management Plan and Governance. The Financial Highlights charts are lazy-loaded images that appear on scroll (all six loaded, 2032-2254 px). No empty lists or failed widgets. Every page renders.
確認メモ（原文・英語）There is no single library. Documents are split by type across Financial Statements, Business Reports and Presentation Materials pages. These are grouped under fiscal-year headings with the period in each title, but individual items carry no posting date. Disclosures, including the AGM notice, sit on a separate dated IR News list by year. The IR top shows the latest ten resources, dated. Split across pages by type, dated only by fiscal-year heading.
確認メモ（原文・英語）The archive is deep across types: tanshin every quarter from FY2014 (Q1 July 2013) to Q1 FY2027, results decks every quarter over the same span, business reports from the year to March 2013, AGM notices and news releases on the IR News list from 2021. Several years across document types.
確認メモ（原文・英語）A dedicated IR address, ir@enplas.com, is listed under 'IR' on the site-wide Contact page reached from the header; the IR section's own menu has no contact link. The tanshin names Kaoru Yasuda, Executive Officer, +81-3-6268-0259. A genuine IR route, but only through the global contact page.
確認メモ（原文・英語）Latest two results, same day both languages: Q1 FY2027 tanshin and deck listed 29 Jul 2026 in English and Japanese (TDnet 15:30 for both tanshin; EN tanshin PDF created 27 Jul, EN deck created 29 Jul, JA deck 29 Jul). FY2026 tanshin and deck listed 30 Apr 2026 in both (TDnet 15:30 for both; all four PDFs created 30 Apr). Earlier periods (31 Oct 2025, 30 Jan 2026) are also listed on the Japanese dates. Same day every period read. The English tanshin is cut down (F2), which is a content defect, not a timing one.
確認メモ（原文・英語）Per-document lags: Q1 FY2027 tanshin EN 29 Jul vs JA 29 Jul 2026 = 0. FY2026 tanshin EN 30 Apr vs JA 30 Apr = 0. AGM notice EN 4 Jun vs JA 4 Jun 2026 (both on TDnet 08:00, abridged English but with the reference documents) = 0. Corporate Governance Report: JA filed 9 Jul 2026, no English, so >90. Yuho: JA 26 Jun 2026, no English, so >90. Median 0 days.
確認メモ（原文・英語）The Japanese 投資家向けニュース list and TDnet (via kabutan 開示情報) for 17 Oct 2025-16 Oct 2026 hold these timely disclosures: forecast and dividend revision (27 Oct 2025), interim dividend (31 Oct), forecast revision (30 Jan 2026), personnel changes (27 Feb, 31 Mar), dividend (29 May), head-office relocation/articles, investment-unit policy and AGM notice (4 Jun), restricted-stock disposal (26 Jun) and its completion (17 Jul), and executive-officer changes (28 Sep). There are also the four tanshin. Every one has an English TDnet filing at the same time and an entry on the English IR News or library list the same day. Untranslated: only the filings that are not timely disclosures (CG report 9 Jul 2026, independent-officer notification 5 Jun, articles 26 Jun). All, same day.
確認メモ（原文・英語）No machine-translation notice on the rendered English homepage, IR pages, governance page or library. There is no translation widget, banner or pop-up; the language switch links to separately authored English and Chinese sites. The documents carry only human-translation precedence lines ('unofficial English translation ... the Japanese version shall prevail'; 'translated from a part of the Japanese original'), which belong to R5. Nothing presented as machine-translated.
確認メモ（原文・英語）The tanshin ('translated from a part of the Japanese original ... the original shall prevail'), the results deck ('the Japanese version shall prevail') and the AGM notice ('the Japanese original shall prevail') all disclaim. The Business Report 2026 carries no such statement. Disclaimed on some documents.
AI semiconductor growth, portfolio diversification and investment plan
Enplas raised the horizon to FY2029 and set operating, ROE and detailed cash-allocation targets around semiconductor growth and AI opportunities.
時系列と出典（1件・内容は原文）
2026-04-30Plan announced Enplas raised the horizon to FY2029 and set operating, ROE and detailed cash-allocation targets around semiconductor growth and AI opportunities.出典資料1
経営陣が表明したこと
Management targets ¥55bn sales, ¥10bn operating income and at least 10% ROE by FY2029.
Investor question: What semiconductor socket and test opportunities earn above the cost of equity? IR preparation: disclose product investment, customer ramps and realized 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, return and cash-allocation targets are quantified.
実行の経過を追えるか4／5The second-roll plan reports prior results and has begun, but final deployment and returns are pending.
経済性を説明しているか5／5Management compares ROE with estimated equity cost and details growth, regular investment and shareholder returns.
目標に対する結果を報告しているか時期未到来The FY2029 endpoint is not due.