Worth reading
44Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
4.1
¥100 million (Q1 operating profit)Wording
Conditional
How definitive the wording is.Contents of this document
Supplementary materials to the earnings reportFirst quarter of the fiscal year ending March 20278 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net SalesAmount not stated+80.0%
Operating profit4.1 Hundreds of millions of yen
Gross Profit Margin47.3 %
Operating profit margin21.6 %
Results for the three months of the current quarterFor Q1 alone, sales were up 80% year on year, operating profit was ¥410 million, the operating margin was 21.6%, and the gross margin was 47.3%.
Full-year earnings forecast
Net Sales
70 Hundreds of millions of yen
Operating profit
11 Hundreds of millions of yen
Annual Dividend
¥100
What the company explained in this material
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
Foreign exchangeShows the increase in operating profit from a ¥1 depreciation of the yen (impact amount itself: Not disclosed)
New initiatives
- Development of new testers in anticipation of a market recovery
- Advance procurement and planned production of key components to support short lead times for handlers
Key KPIsA metric the company considers important as a management benchmark.
- Orders received2.2x year on year
- Order backlog26.5 Hundreds of millions of yen
- Order backlogUp 4% from the end of the previous fiscal year
- Overseas Revenue Mix90 %
- Handler sales mix70 %
- Handler ordersApproximately 3x year on year
- Tester orders7 % increase
- Parts and other orders2.1 times the level of the previous year
- Parts and other order backlog3.1 Hundreds of millions of yen
Segment results
- HandlersYear-on-year revenue comparison2.9x year on year
- TestersYear-on-year revenue comparisonDown 30% year on year
- Parts and other productsYear-on-year revenue comparison1.6x year on year
Orders received and order backlog
Orders received2.2x year on year (absolute amount: Not disclosed)
Order backlog26.5 Hundreds of millions of yen
Annual Dividend
Annual¥100 per share
Payout ratio
DOE of 4% as a guidelineAcquisition of treasury shares
Repurchase authorization amount3
Amount unitHundreds of millions of yen
Number of shares under the buyback program15
Share unit10,000 shares
Period1 June 2026 to 30 September 2026
Repurchases as of 30 June 2026Approximately ¥100 million and 39,000 shares
| Item | Details |
|---|---|
| Document type | Supplementary materials to the earnings report |
| Fiscal Period Covered | First quarter of the fiscal year ending March 2027 |
| Net Sales | 非開示 (YoY +80.0%) |
| Operating profit | 4.1 Hundreds of millions of yen |
| Gross Profit Margin | 47.3 % |
| Operating profit margin | 21.6 % |
| Results for the three months of the current quarter | For Q1 alone, sales were up 80% year on year, operating profit was ¥410 million, the operating margin was 21.6%, and the gross margin was 47.3%. |
| Full-year earnings forecast | Net Sales 70 Hundreds of millions of yen / Operating profit 11 Hundreds of millions of yen / Annual Dividend ¥100 |
| Segment results | Category Handlers / Sales Not disclosed / Year-on-year revenue comparison 2.9x year on year, Category Testers / Sales Not disclosed / Year-on-year revenue comparison Down 30% year on year, Category Parts and other products / Sales Not disclosed / Year-on-year revenue comparison 1.6x year on year |
| Key KPIs | Indicator Orders received / Value 2.2x year on year, Indicator Order backlog / Value 26.5 Hundreds of millions of yen, Indicator Order backlog / Value Up 4% from the end of the previous fiscal year, Indicator Overseas Revenue Mix / Value 90 %, Indicator Handler sales mix / Value 70 %, Indicator Handler orders / Value Approximately 3x year on year, Indicator Tester orders / Value 7 % increase, Indicator Parts and other orders / Value 2.1 times the level of the previous year, Indicator Parts and other order backlog / Value 3.1 Hundreds of millions of yen |
| Assumptions Underlying the Business Outlook | Foreign exchange Shows the increase in operating profit from a ¥1 depreciation of the yen (impact amount itself: Not disclosed) |
| Annual Dividend | Annual ¥100 per share / Interim Not disclosed / End of period Not disclosed |
| Payout ratio | DOE of 4% as a guideline |
| Acquisition of treasury shares | Repurchase authorization amount 3 / Amount unit Hundreds of millions of yen / Number of shares under the buyback program 15 / Share unit 10,000 shares / Period 1 June 2026 to 30 September 2026 / Repurchases as of 30 June 2026 Approximately ¥100 million and 39,000 shares |
| Orders received and order backlog | Orders received 2.2x year on year (absolute amount: Not disclosed) / Order backlog 26.5 Hundreds of millions of yen |
| New initiatives | Development of new testers in anticipation of a market recovery, Advance procurement and planned production of key components to support short lead times for handlers |
Items this document does not state (15)
Ordinary incomeNet incomeSelling, general and administrative expensesProgress against full-year forecastSelf-assessment against the planBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsCapital expendituresMarket Size / ShareKey points of the Q&A
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.Handler orders and sales increased on strong AI-related demand. Overall profit increased on higher sales and an improved product and project mix. The full-year forecast incorporates a ¥900 million increase in expected handler sales, partly offset by a ¥200 million reduction for testers, whose recovery is taking longer, as well as higher sales and an improved mix.
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.