Results for this period
Full year1 August 2025 to 31 July 2026Non-consolidated (standalone)Japanese GAAPThe 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.
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.
Stacked from zero: upward is an increase in cash, downward a decrease (in ¥ million).The net change represented by the dotted line is the total of three items, calculated from figures provided by the company.
Revenue increased against a backdrop of strong capital investment demand in the compound semiconductor sector, particularly for optical communications related to AI data centers. Expanded investment in data centers, driven by the growing adoption of generative AI, and increased capital investment for advanced logic semiconductors and memory applications also contributed.
No applicable matters
| Item | Details |
|---|---|
| Fiscal Period Classification | Full year |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Non-consolidated (standalone) |
| Period Covered | 1 August 2025 to 31 July 2026 |
| Net Sales | ¥10,800 million (YoY +15.6%) |
| Operating profit | ¥3,004 million (YoY +28.2%) |
| Ordinary income | ¥3,110 million (YoY +31.0%) |
| Profit attributable to owners of the parent | ¥2,230 million (YoY +31.4%) |
| Net income per share | ¥277.73 |
| Operating Margin | 27.8% |
| Equity ratio | End of the current fiscal period 72.6 / End of previous period 76.3 |
| Total assets | ¥21,511 million |
| Net assets | ¥15,625 million |
| Cash flows from operating activities | ¥3,807 million |
| Cash flows from investing activities | ¥-146 million |
| Cash flows from financing activities | ¥-525 million |
| Cash and cash equivalents at end of period | ¥8,207 million |
| Full-year earnings forecast | Net Sales ¥14,500 million (YoY +34.3%) / Operating profit ¥3,880 million (YoY +29.1%) / Ordinary income ¥3,840 million (YoY +23.5%) / Net income ¥2,740 million (YoY +22.8%) |
| Annual Dividend Forecast | ¥75 → ¥75（0.0%） |
| Payout ratio | Fiscal year ending July 2026: 27.0%; forecast for fiscal year ending July 2027: 22.0% |
| Regional sales | ¥4,346,267 thousand, ¥717,317 thousand, ¥2,771,660 thousand, ¥463,604 thousand, ¥1,435,488 thousand, ¥572,743 thousand, ¥493,385 thousand |
| Orders received and order backlog | Orders received ¥17,133,637 thousand / Order backlog ¥11,457,465 thousand |
| Depreciation and amortization | ¥131,694 thousand |
| Impairment loss | No applicable items (no impairment loss) |
| Breakdown of extraordinary income (loss) | Extraordinary income None / Extraordinary loss Loss on Disposal of Fixed Assets ¥8,015 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 |
| Material subsequent events | No applicable matters. |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Available (for institutional investors and analysts) |
| Issued Shares at Period-End | 8,042,881 |
| Treasury Shares at Period-End | 10,573 |
| Factors Behind Changes in Business Performance | Revenue increased against a backdrop of strong capital investment demand in the compound semiconductor sector, particularly for optical communications related to AI data centers. Expanded investment in data centers, driven by the growing adoption of generative AI, and increased capital investment for advanced logic semiconductors and memory applications also contributed. |
Items this document does not state (5)
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.This was due to strong capital investment demand in the compound semiconductor sector, particularly for optical communications related to AI data centers. The company also cited expanded investment in data centers, driven by the growing adoption of generative AI, and increased capital investment for advanced logic and memory applications as factors behind the increase in revenue.