Worth reading
65In focus
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
21.5
% (year-on-year change in revenue)Wording
Conditional
How definitive the wording is.Results for this period
Interim period (second quarter)1 March 2026 to 31 August 2026ConsolidatedJapanese GAAPNet Sales79,733¥ millionYear on year +21.5%Progress 44.3%
Operating profit23,096¥ millionYear on year +42.4%Progress 43.5%
Ordinary income24,538¥ millionYear on year +68.4%Progress 44.7%
Net income attributable to owners of the parent15,839¥ millionYear on year +45.7%Progress 41.9%
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¥91.33
Financial position at period-end
Total assets218,038¥ million
of which net assets 155,987 ¥ millionEquity ratio 67.2%vs. prior year-end +1.2pt
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 revenueSemiconductor and FPD Equipment Business ¥79,357 million (YoY +21.6%), Life Sciences Business ¥376 million (YoY +2.8%)
Segment profitSemiconductor and FPD Equipment Business ¥23,969 million (YoY +43.0%), Life Sciences Business ¥-147 million
Regional sales¥4,827 million, ¥19,406 million, ¥20,902 million, ¥3,971 million, ¥23,901 million, ¥6,723 million
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥180,007 million (YoY +39.8%)
Operating profit¥53,078 million (YoY +70.4%)
Ordinary income¥54,889 million (YoY +68.3%)
Net income¥37,779 million (YoY +98.3%)
Revision to Earnings ForecastNet Sales Not disclosed → ¥180,007 million / Operating profit Not disclosed → ¥53,078 million / Ordinary income Not disclosed → ¥54,889 million / Net income Not disclosed → ¥37,779 million
Annual Dividend Forecast¥17 → ¥28
Factors Behind Changes in Business Performance
Investment in semiconductor manufacturing equipment increased as the global semiconductor industry remained strong and the data center market grew rapidly. Demand for generative AI and semiconductor-related products expanded, while ordinary income was also affected by foreign exchange movements.
Disclosure regarding the going concern assumption
Not applicable.
Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 No
Changes in the scope of consolidationNew Number of companies 0 / Company name Not disclosed / Excluded Number of companies 0 / Company name Not disclosed
Breakdown of extraordinary income (loss)Extraordinary income Gain on sale of non-current assets ¥8 million / Extraordinary loss Loss on Disposal of Fixed Assets ¥14 million, Litigation Settlement ¥2,158 million
Orders received and order backlogOrders received ¥128,546 million / Order backlog ¥111,485 million
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingWhether applicable Yes / Subject person Institutional investors and analysts
Issued Shares at Period-End176,400,000
Treasury Shares at Period-End2,968,260
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 March 2026 to 31 August 2026 |
| Net Sales | ¥79,733 million (YoY +21.5%) |
| Operating profit | ¥23,096 million (YoY +42.4%) |
| Ordinary income | ¥24,538 million (YoY +68.4%) |
| Profit attributable to owners of the parent | ¥15,839 million (YoY +45.7%) |
| Net income per share | ¥91.33 |
| Equity ratio | End of the current fiscal period 67.2 / End of previous period 66 |
| Total assets | ¥218,038 million |
| Net assets | ¥155,987 million |
| Full-year earnings forecast | Net Sales ¥180,007 million (YoY +39.8%) / Operating profit ¥53,078 million (YoY +70.4%) / Ordinary income ¥54,889 million (YoY +68.3%) / Net income ¥37,779 million (YoY +98.3%) |
| Revision to Earnings Forecast | Net Sales Not disclosed → ¥180,007 million / Operating profit Not disclosed → ¥53,078 million / Ordinary income Not disclosed → ¥54,889 million / Net income Not disclosed → ¥37,779 million |
| Annual Dividend Forecast | ¥17 → ¥28 |
| Segment revenue | Semiconductor and FPD Equipment Business ¥79,357 million (YoY +21.6%), Life Sciences Business ¥376 million (YoY +2.8%) |
| Segment profit | Semiconductor and FPD Equipment Business ¥23,969 million (YoY +43.0%), Life Sciences Business ¥-147 million |
| Regional sales | ¥4,827 million, ¥19,406 million, ¥20,902 million, ¥3,971 million, ¥23,901 million, ¥6,723 million |
| Orders received and order backlog | Orders received ¥128,546 million / Order backlog ¥111,485 million |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sale of non-current assets ¥8 million / Extraordinary loss Loss on Disposal of Fixed Assets ¥14 million, Litigation Settlement ¥2,158 million |
| Disclosure regarding the going concern assumption | Not applicable. |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement No |
| Changes in the scope of consolidation | New Number of companies 0 / Company name Not disclosed / Excluded Number of companies 0 / Company name Not disclosed |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Whether applicable Yes / Subject person Institutional investors and analysts |
| Issued Shares at Period-End | 176,400,000 |
| Treasury Shares at Period-End | 2,968,260 |
| Factors Behind Changes in Business Performance | Investment in semiconductor manufacturing equipment increased as the global semiconductor industry remained strong and the data center market grew rapidly. Demand for generative AI and semiconductor-related products expanded, while ordinary income was also affected by foreign exchange movements. |
Items this document does not state (10)
Operating MarginCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodPayout ratioShareholder Return PolicyDepreciation and amortizationImpairment lossMaterial 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.The global semiconductor industry remained strong, and investment in semiconductor manufacturing equipment increased as the data center market grew rapidly. Demand for generative AI and semiconductor-related products is also expected to expand. Ordinary income was also affected by foreign exchange movements. The revisions to the full-year earnings forecast and dividend forecast were based on recent business trends.
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.