Worth reading
41Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Deterioration
Direction inferred from the company’s description.Scale
-111
Year-on-year change in operating income (¥100 million)Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Earnings presentationFirst quarter of the fiscal year ending December 20264 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥1,014 hundred million-1.0%
Operating profit¥-52 hundred million
Ordinary income¥-79 hundred million
Net income¥-84 hundred million
Operating profit margin-5.2 %
Results for the three months of the current quarter
Net Sales
¥1,014 hundred million
Operating profit
¥-52 hundred million
Ordinary income
¥-79 hundred million
Profit attributable to owners of parent
¥-84 hundred million
What the company explained in this material
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
- Exchange rate¥160 /US$SubjectForecast for the second quarter of fiscal 2026
Key KPIsA metric the company considers important as a management benchmark.
- EBITDA¥234 hundred millionYear on year against the same period last year-52.0%
- EBITDA margin23.1 %Year on year against the same period last year-4.9%
- ROE (annualized)-5.8 %Year on year against the same period last year-7.6%
- Earnings per share¥-24.22Year on year against the same period last year-32.9%
- Exchange rate¥155.4 /US$Year on year against the same period last year+1.5%
Capital expenditures
¥94 100 million based on acceptance of completed facilities
Annual Dividend
Annual dividend per shareUndecided
Interim¥10
End of periodUndecided
| Item | Details |
|---|---|
| Document type | Earnings presentation |
| Fiscal Period Covered | First quarter of the fiscal year ending December 2026 |
| Net Sales | ¥1,014 hundred million (YoY -1.0%) |
| Operating profit | ¥-52 hundred million |
| Ordinary income | ¥-79 hundred million |
| Net income | ¥-84 hundred million |
| Operating profit margin | -5.2 % |
| Results for the three months of the current quarter | Net Sales ¥1,014 hundred million / Operating profit ¥-52 hundred million / Ordinary income ¥-79 hundred million / Profit attributable to owners of parent ¥-84 hundred million |
| Key KPIs | Indicator name EBITDA / Value ¥234 hundred million / Year on year against the same period last year ¥-52 hundred million, Indicator name EBITDA margin / Value 23.1 % / Year on year against the same period last year -4.9 %, Indicator name ROE (annualized) / Value -5.8 % / Year on year against the same period last year -7.6 %, Indicator name Earnings per share / Value ¥-24.22 / Year on year against the same period last year ¥-32.93, Indicator name Exchange rate / Value ¥155.4 /US$ / Year on year against the same period last year ¥1.5 /US$ |
| Assumptions Underlying the Business Outlook | Item Exchange rate / Value ¥160 /US$ / Subject Forecast for the second quarter of fiscal 2026 |
| Annual Dividend | Annual dividend per share Undecided / Interim ¥10 / End of period Undecided |
| Capital expenditures | ¥94 100 million (based on acceptance of completed facilities) |
Items this document does not state (19)
Gross Profit MarginSelling, general and administrative expensesFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsPayout ratioAcquisition of treasury sharesOrders received and order backlogMarket Size / ShareKey points of the Q&ANew initiatives
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Shipments of 300mm wafers declined from the previous quarter as customers optimized their inventories, while shipments of 200mm and smaller wafers remained sluggish. The company explained that from the second quarter onward, demand for AI applications is expected to drive 300mm wafers, whereas the recovery in demand for 200mm and smaller wafers is expected to lack momentum.
How to read this page
This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.