Worth reading
50Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
219.1
%Wording
Conditional
How definitive the wording is.Results for this period
First quarter1 July 2026–30 September 2026ConsolidatedJapanese GAAPNet Sales10,412¥ millionYear on year +219.1%Progress 26.0%
Operating profit2,767¥ millionProgress 36.4%
Ordinary income2,740¥ millionProgress 37.9%
Net income attributable to owners of the parent1,852¥ million
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¥98.45
Financial position at period-end
Total assets35,962¥ million
of which net assets 16,038 ¥ millionEquity ratio 44.6%vs. prior year-end -3.6pt
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.
Segment revenueIJP Solutions Business ¥27 million (YoY -96.5%), Semiconductor-Related Business ¥10,152 million (YoY +321.3%), LCD Business ¥232 million (YoY +171.0%)
Segment profitIJP Solutions Business ¥-24 million, Semiconductor-Related Business ¥3,099 million (YoY +554.2%), LCD Business ¥48 million
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥40,003 million (YoY +13.5%)
Operating profit¥7,610 million (YoY +31.0%)
Ordinary income¥7,238 million (YoY +28.4%)
Profit attributable to owners of the parent¥4,963 million (YoY +39.4%)
Annual Dividend Forecast17 yen → 22 yen（+29.4%）
Factors Behind Changes in Business Performance
Orders and shipments in the semiconductor-related business progressed steadily, driven by increased capital investment in advanced semiconductors for AI applications against a backdrop of growing AI infrastructure demand, capacity expansion centered on major customers, and a broader customer base.
Disclosure regarding the going concern assumption
None
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 consolidationNot applicable (no additions or exclusions)
Depreciation and amortization¥99,549 thousand
Orders received and order backlogOrder value ¥34,450 million / Order backlog ¥58,276 million
Availability of Supplementary Financial Results MaterialsAvailable
Availability of Financial Results BriefingNo (対象者：not applicable)
Issued Shares at Period-End18,849,000
Treasury Shares at Period-End37,382
| Item | Details |
|---|---|
| Fiscal Period Classification | First quarter |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 July 2026–30 September 2026 |
| Net Sales | ¥10,412 million (YoY +219.1%) |
| Operating profit | ¥2,767 million |
| Ordinary income | ¥2,740 million |
| Profit attributable to owners of the parent | ¥1,852 million |
| Net income per share | ¥98.45 |
| Equity ratio | End of the current fiscal period 44.6 / End of previous period 48.2 |
| Total assets | ¥35,962 million |
| Net assets | ¥16,038 million |
| Full-year earnings forecast | Net Sales ¥40,003 million (YoY +13.5%) / Operating profit ¥7,610 million (YoY +31.0%) / Ordinary income ¥7,238 million (YoY +28.4%) / Profit attributable to owners of the parent ¥4,963 million (YoY +39.4%) |
| Annual Dividend Forecast | 17 yen → 22 yen（+29.4%） |
| Segment revenue | IJP Solutions Business ¥27 million (YoY -96.5%), Semiconductor-Related Business ¥10,152 million (YoY +321.3%), LCD Business ¥232 million (YoY +171.0%) |
| Segment profit | IJP Solutions Business ¥-24 million, Semiconductor-Related Business ¥3,099 million (YoY +554.2%), LCD Business ¥48 million |
| Orders received and order backlog | Order value ¥34,450 million / Order backlog ¥58,276 million |
| Depreciation and amortization | ¥99,549 thousand |
| Disclosure regarding the going concern assumption | None |
| 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 | Not applicable (no additions or exclusions) |
| Availability of Supplementary Financial Results Materials | Available |
| Availability of Financial Results Briefing | No (対象者：not applicable) |
| Issued Shares at Period-End | 18,849,000 |
| Treasury Shares at Period-End | 37,382 |
| Factors Behind Changes in Business Performance | Orders and shipments in the semiconductor-related business progressed steadily, driven by increased capital investment in advanced semiconductors for AI applications against a backdrop of growing AI infrastructure demand, capacity expansion centered on major customers, and a broader customer base. |
Items this document does not state (12)
Operating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodRevision to Earnings ForecastPayout ratioShareholder Return PolicyRegional salesImpairment lossBreakdown of extraordinary income (loss)Material 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.Orders and shipments of temporary bonders and debonders for wafer-level packaging progressed steadily, driven by increased capital investment in advanced semiconductors for AI applications against a backdrop of growing AI infrastructure demand, capacity expansion centered on major customers, and a broader customer base.
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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.