Worth reading
59In focus
Scored from 5 of 6 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
45.5
Year-on-year change in operating income (%)Wording
Conditional
How definitive the wording is.Results for this period
Interim period (second quarter)1 April 2026 to 30 September 2026ConsolidatedJapanese GAAPNet Sales40,602¥ millionYear on year +21.2%Progress 49.2%
Operating profit9,416¥ millionYear on year +45.5%Progress 53.5%
Ordinary income9,459¥ millionYear on year +51.2%Progress 54.1%
Net income attributable to owners of the parent7,123¥ millionYear on year +52.5%Progress 55.0%
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
Net income per share¥96.01
Financial position at period-end
Total assets123,952¥ million
of which net assets 88,645 ¥ millionEquity ratio 70.8%vs. prior year-end +1.7pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Cash inflows and outflows
Operating+7,662
Investment-4,603
Financials-3,611
Net change-552
Stacked from zero: upward is an increase in cash, downward a decrease (in ¥ million).The net change represented by the dotted line is the total of three items, calculated from figures provided by the company.
Cash and cash equivalents at end of period¥28,696 million
Segment revenueJapan ¥22,286 million (YoY +14.7%), North America ¥4,431 million (YoY +15.2%), Asia ¥12,795 million (YoY +42.6%), Europe ¥1,089 million (YoY -12.9%)
Segment profitJapan ¥7,279 million (YoY +31.1%), North America ¥369 million (YoY +107.0%), Asia ¥3,659 million (YoY +59.3%), Europe ¥103 million (YoY +3.4%)
Regional sales¥22,286 million (YoY +14.7%), ¥4,431 million (YoY +15.2%), ¥12,795 million (YoY +42.6%), ¥1,089 million (YoY -12.9%)
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥82,600 million (YoY +19.0%)
Operating profit¥17,600 million (YoY +27.3%)
Ordinary income¥17,500 million (YoY +23.5%)
Net income¥12,950 million (YoY +42.9%)
Revision to Earnings ForecastNot disclosed → Net Sales 82,600 / Operating profit 17,600 / Ordinary income 17,500 / Net income 12,950
Annual Dividend Forecast¥75 → ¥96（+28.0%）
Factors Behind Changes in Business Performance
Sales of CMP products for advanced semiconductors and products for silicon wafers remained strong. Other factors included robust demand for advanced semiconductor devices for AI applications, recovery in customer utilization, an improved product mix, the partial reversal of liabilities related to US tariffs, and foreign exchange effects.
Disclosure regarding the going concern assumption
No applicable matters
Change in accounting policy
基準改正に伴う変更 Noneそれ以外の変更 None見積りの変更 None修正再表示 None
Changes in the scope of consolidation0 additions, 0 exclusions (no material changes)
Impairment lossNot applicable (material impairment loss related to fixed assets)
Breakdown of extraordinary income (loss)Extraordinary income Gain on sales of investment securities ¥200 million / Extraordinary loss Not disclosed
Depreciation and amortization¥1,346 million
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingYes (for analysts)
Issued Shares at Period-End80,098,500
Treasury Shares at Period-End5,856,445
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 April 2026 to 30 September 2026 |
| Net Sales | ¥40,602 million (YoY +21.2%) |
| Operating profit | ¥9,416 million (YoY +45.5%) |
| Ordinary income | ¥9,459 million (YoY +51.2%) |
| Profit attributable to owners of the parent | ¥7,123 million (YoY +52.5%) |
| Net income per share | ¥96.01 |
| Equity ratio | End of the current fiscal period 70.8% / End of previous period 69.1% |
| Total assets | ¥123,952 million |
| Net assets | ¥88,645 million |
| Cash flows from operating activities | ¥7,662 million |
| Cash flows from investing activities | ¥-4,603 million |
| Cash flows from financing activities | ¥-3,611 million |
| Cash and cash equivalents at end of period | ¥28,696 million |
| Full-year earnings forecast | Net Sales ¥82,600 million (YoY +19.0%) / Operating profit ¥17,600 million (YoY +27.3%) / Ordinary income ¥17,500 million (YoY +23.5%) / Net income ¥12,950 million (YoY +42.9%) |
| Revision to Earnings Forecast | Not disclosed → Net Sales 82,600 / Operating profit 17,600 / Ordinary income 17,500 / Net income 12,950 |
| Annual Dividend Forecast | ¥75 → ¥96（+28.0%） |
| Segment revenue | Japan ¥22,286 million (YoY +14.7%), North America ¥4,431 million (YoY +15.2%), Asia ¥12,795 million (YoY +42.6%), Europe ¥1,089 million (YoY -12.9%) |
| Segment profit | Japan ¥7,279 million (YoY +31.1%), North America ¥369 million (YoY +107.0%), Asia ¥3,659 million (YoY +59.3%), Europe ¥103 million (YoY +3.4%) |
| Regional sales | ¥22,286 million (YoY +14.7%), ¥4,431 million (YoY +15.2%), ¥12,795 million (YoY +42.6%), ¥1,089 million (YoY -12.9%) |
| Depreciation and amortization | ¥1,346 million |
| Impairment loss | Not applicable (material impairment loss related to fixed assets) |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sales of investment securities ¥200 million / Extraordinary loss Not disclosed |
| Disclosure regarding the going concern assumption | No applicable matters |
| Change in accounting policy | Changes due to revisions to standards None / Other changes None / Change in accounting estimate None / Restatement None |
| Changes in the scope of consolidation | 0 additions, 0 exclusions (no material changes) |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Yes (for analysts) |
| Issued Shares at Period-End | 80,098,500 |
| Treasury Shares at Period-End | 5,856,445 |
| Factors Behind Changes in Business Performance | Sales of CMP products for advanced semiconductors and products for silicon wafers remained strong. Other factors included robust demand for advanced semiconductor devices for AI applications, recovery in customer utilization, an improved product mix, the partial reversal of liabilities related to US tariffs, and foreign exchange effects. |
Items this document does not state (5)
Operating MarginPayout ratioShareholder Return PolicyOrders received and order backlogMaterial subsequent events
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.Sales of CMP products for advanced semiconductors and products for silicon wafers remained strong. Robust demand for advanced semiconductor devices for AI applications also drove the market.
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.