Komori
Earnings presentation6337TESEC CorporationMachinery

Supplementary Explanatory Materials on Consolidated Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027

Sales and orders for handlers expanded, driving operating profit to 3.8 times the level a year earlier. Tester sales, however, remained sluggish. The company left its full-year earnings forecast unchanged, approved its first interim dividend of ¥50 and completed its share buyback.

Worth reading
57In focus
Scored from 5 of 6 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
3.8
times (year-on-year operating profit)
Wording
Conditional
How definitive the wording is.

Contents of this document

Supplementary materials to the earnings reportSecond quarter (interim period) of the fiscal year ending March 20274 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Operating profit3.8 Times year-on-year
What the company explained in this material
New initiatives
Shorter handler lead times through advance procurement of components and planned production, development of new products, and strengthening of the supply system
Annual Dividend
¥100 per share ¥50 interim, ¥50 year-end
Payout ratio
DOE target of 4%
Acquisition of treasury shares
99,800 shares, approximately ¥300 million
Contents of this document
ItemDetails
Document typeSupplementary materials to the earnings report
Fiscal Period CoveredSecond quarter (interim period) of the fiscal year ending March 2027
Operating profit3.8 Times year-on-year
Annual Dividend¥100 per share (¥50 interim, ¥50 year-end)
Payout ratioDOE target of 4%
Acquisition of treasury shares99,800 shares, approximately ¥300 million
New initiativesShorter handler lead times through advance procurement of components and planned production, development of new products, and strengthening of the supply system
Items this document does not state (24)
Net SalesOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeKey KPIsUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsCapital expendituresOrders received and order backlogMarket 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.

The increase in R&D expenses was absorbed by expanded handler sales, the weaker yen and an improved project mix. The impact of prolonged investment restraint in power semiconductors continues to weigh on testers.

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.
Supplementary Explanatory Materials on Consolidated Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 | TESEC Corporation (6337) timely disclosure | Komori