Mitsub. Elec had exciting H1 results Fri.: revenue 2732.5B (88.9B) and operating profit 224.3B (+47.6B), driven by Infrastructure sales, revenues in digital manufacturing, infrastructure and security solutions business. FCF up sharply 297.9B 1HFY26 vs 152.9B 1HFY25. FY26 revenue was raised to 5,670B (raised 270B from prev. forecast). About in line with our positive expectations.