Resonac publishes transcript of Q2 2026 financial results briefing
Reuters2026/08/07 08:11- Resonac published a Q&A transcript from its Aug. 6, 2026 briefing on Q2 financial results, attended by Director and Managing Corporate Officer, CFO Hideki Somemiya.
- Management expects revenue to rise across all semiconductor and electronic materials subsegments in 2H, led by back-end process materials growth.
- AI-related products are now expected to exceed 30% of back-end materials revenue, up from an earlier forecast of about 30%.
- A previously announced 30% copper-clad laminate price increase began partially contributing from Q2, with a larger impact expected in 2H and embedded in guidance.
- HD media price revisions have been agreed with customers, with revenue contribution expected from 2H; graphite improved to near break-even in Q2, while 2H chemicals profit is driven mainly by basic chemicals seasonality.
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