Worth reading
41Recurring
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
11.3
%Wording
Conditional
How definitive the wording is.Results for this period
Interim period (second quarter)1 August 2025 to 31 January 2026Non-consolidated (standalone)Japanese GAAPNet Sales4,587¥ millionYear on year +11.3%Progress 45.0%
Operating profit1,028¥ millionYear on year +3.8%Progress 41.8%
Ordinary income1,073¥ millionYear on year +6.1%Progress 44.0%
Net income attributable to owners of the parent751¥ millionYear on year +5.1%Progress 43.7%
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 share93円52銭
Financial position at period-end
Total assets18,785¥ million
of which net assets 13,884 ¥ millionEquity ratio 73.9%vs. prior year-end -2.4pt
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+1,753,060
Investment-43,715
Financials-503,785
Net change+1,205,560
Stacked from zero: upward is an increase in cash, downward a decrease (in ¥ thousand).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¥6,239,183 thousand
Regional sales
Asia1,688,26072.8%
North America445,09619.2%
Europe104,9254.5%
Other81,0353.5%
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥10,200 million (YoY +9.2%)
Operating profit¥2,460 million (YoY +5.0%)
Ordinary income¥2,440 million (YoY +2.8%)
Net income¥1,720 million (YoY +1.4%)
Annual Dividend Forecast¥60 → ¥60（0.0%）
Factors Behind Changes in Business Performance
AI関連需要とデータセンター向け需要の拡大を背景に、通信関連等の光デバイス用途の販売が好調。電子部品分野では高周波フィルター用途で回復の兆しが見られ、量子デバイス用途の販売が増加した。一方、シリコンウェハーの欠陥解析用途の出荷が少なく、シリコン半導体分野は減少した。
Disclosure regarding the going concern assumption
No applicable matters
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
Depreciation and amortization¥53,706 thousand
Orders received and order backlogOrders received ¥7,424,527 thousand / Order backlog ¥7,961,132 thousand
Availability of Supplementary Financial Results MaterialsNo
Availability of Financial Results BriefingAvailable (for institutional investors and analysts)
Issued Shares at Period-End8,042,881株
Treasury Shares at Period-End10,541株
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Non-consolidated (standalone) |
| Period Covered | 1 August 2025 to 31 January 2026 |
| Net Sales | ¥4,587 million (YoY +11.3%) |
| Operating profit | ¥1,028 million (YoY +3.8%) |
| Ordinary income | ¥1,073 million (YoY +6.1%) |
| Profit attributable to owners of the parent | ¥751 million (YoY +5.1%) |
| Net income per share | 93円52銭 |
| Equity ratio | End of the current fiscal period 73.9 / End of previous period 76.3 |
| Total assets | ¥18,785 million |
| Net assets | ¥13,884 million |
| Cash flows from operating activities | ¥1,753,060 thousand |
| Cash flows from investing activities | ¥-43,715 thousand |
| Cash flows from financing activities | ¥-503,785 thousand |
| Cash and cash equivalents at end of period | ¥6,239,183 thousand |
| Full-year earnings forecast | Net Sales ¥10,200 million (YoY +9.2%) / Operating profit ¥2,460 million (YoY +5.0%) / Ordinary income ¥2,440 million (YoY +2.8%) / Net income ¥1,720 million (YoY +1.4%) |
| Annual Dividend Forecast | ¥60 → ¥60（0.0%） |
| Regional sales | Region Asia / Net Sales ¥1,688,260 thousand / Composition ratio_pct 72.8, Region North America / Net Sales ¥445,096 thousand / Composition ratio_pct 19.2, Region Europe / Net Sales ¥104,925 thousand / Composition ratio_pct 4.5, Region Other / Net Sales ¥81,035 thousand / Composition ratio_pct 3.5 |
| Orders received and order backlog | Orders received ¥7,424,527 thousand / Order backlog ¥7,961,132 thousand |
| Depreciation and amortization | ¥53,706 thousand |
| Disclosure regarding the going concern assumption | No applicable matters |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement No |
| Availability of Supplementary Financial Results Materials | No |
| Availability of Financial Results Briefing | Available (for institutional investors and analysts) |
| Issued Shares at Period-End | 8,042,881株 |
| Treasury Shares at Period-End | 10,541株 |
| Factors Behind Changes in Business Performance | AI関連需要とデータセンター向け需要の拡大を背景に、通信関連等の光デバイス用途の販売が好調。電子部品分野では高周波フィルター用途で回復の兆しが見られ、量子デバイス用途の販売が増加した。一方、シリコンウェハーの欠陥解析用途の出荷が少なく、シリコン半導体分野は減少した。 |
Items this document does not state (10)
Operating MarginRevision to Earnings ForecastPayout ratioShareholder Return PolicySegment revenueSegment profitImpairment lossBreakdown of extraordinary income (loss)Changes in the scope of consolidationMaterial 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.AI関連投資の拡大やデータセンター向け需要の拡大を受け、通信関連などの光デバイス用途で販売が好調だったほか、電子部品分野では高周波フィルター用途の回復や量子デバイス用途の販売増加があったため。
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.