Worth reading
49Recurring
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
1.2
¥ hundreds of millionsWording
Conditional
How definitive the wording is.Contents of this document
Earnings presentationFirst 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 Sales¥436 million+38.0%
Operating profit¥-45 million+50.0%
Ordinary income¥-41 million+55.0%
Net income¥-51 million+44.0%
Results for the three months of the current quarter
Net Sales
¥436 million
Operating profit
¥-45 million
Ordinary income
¥-41 million
Quarterly net income
¥-51 million
Full-year earnings forecast
Net Sales
¥1,850 million
Operating profit
¥3 million
Profit for the period
¥441 million
EBITDA
¥110 million
LD Business Revenue
¥1,410 million
LD Business Operating Profit
¥298 million
LS Business Revenue
¥439 million
LS Business Operating Profit
¥3 million
Progress against full-year forecast 通期の予想に対して、いまどこまで進んだかの割合です。
Net Sales
Consolidated24
LD Business26
LS Business16
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Progress exceeding planBreakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Light sources for DFB lasers used in precision processing in North America¥41 millionDirectionIncreased
- Light sources for DFB lasers used in U.S. sensors¥13 millionDirectionIncreased
- Compact visible lasers for blood and cell analysis applications¥20 millionDirectionIncreased
- Light sources for high-power laser sensors used in semiconductor plants¥12 millionDirectionDecreased
- Light sources for high-power lasers used in machine vision in North America¥8 millionDirectionIncreased
- Improvement in company-wide operating loss¥45 millionDirectionImproved
- Improvement in ordinary loss due to foreign exchange gains¥51 millionDirectionImproved
- Improvement in quarterly net loss after recording extraordinary losses, including costs related to the company relocation¥41 millionDirectionImproved
New initiatives
- Joint development with TDK of next-generation RGB light-source modules and optical units for XR glasses
- Partial transfer to TDK of patents related to retinal projection technology
- Starting test marketing of RETISSA VIEWCLEAR in Japan
- Expansion of MBE facilities for quantum dot lasers (delivery scheduled for fiscal 2026 and operation scheduled to begin in fiscal 2027)
Key KPIsA metric the company considers important as a management benchmark.
- Order backlog¥7.7 hundreds of millions
- Revenue plus order backlog as a percentage of annual revenue65 %Year on year against the same period last year48% in the fiscal year ended March 2026, 41% in the fiscal year ended March 2025
- Customers conducting research and development for data centers6 companies
- Number of customer-certified products125 Product
Segment results
- Laser Device BusinessNet Sales¥365 millionYear-on-Year Change in Revenue (%)23Operating profit¥89 millionOperating profit year-on-year_pct43
- Laser and Optical Solutions BusinessNet Sales¥70 millionYear-on-Year Change in Revenue (%)297Operating profit¥-36 millionYear on year against the same period last year+21.0%
Financial targets
Equity ratio
81.5 %
As ofEnd of June 2026
Orders received and order backlog
Order backlog
¥7.7 hundreds of millions
Revenue Plus Order Backlog Scheduled for Delivery in the Current Fiscal Year
¥769 million
Number of employees
Number of Employees50 people
As ofEnd of June 2026
| Item | Details |
|---|---|
| Document type | Earnings presentation |
| Fiscal Period Covered | First quarter of the fiscal year ending March 2027 |
| Net Sales | ¥436 million (YoY +38.0%) |
| Operating profit | ¥-45 million (YoY +50.0%) |
| Ordinary income | ¥-41 million (YoY +55.0%) |
| Net income | ¥-51 million (YoY +44.0%) |
| Results for the three months of the current quarter | Net Sales ¥436 million / Operating profit ¥-45 million / Ordinary income ¥-41 million / Quarterly net income ¥-51 million |
| Full-year earnings forecast | Net Sales ¥1,850 million / Operating profit ¥3 million / Profit for the period ¥441 million / EBITDA ¥110 million / LD Business Revenue ¥1,410 million / LD Business Operating Profit ¥298 million / LS Business Revenue ¥439 million / LS Business Operating Profit ¥3 million |
| Progress against full-year forecast | Net Sales Consolidated 24 / LD Business 26 / LS Business 16 / Operating profit Not disclosed / Ordinary income Not disclosed / Net income Not disclosed |
| Self-assessment against the plan | Progress exceeding plan |
| Segment results | Segment Laser Device Business / Net Sales ¥365 million / Year-on-Year Change in Revenue (%) 23 / Operating profit ¥89 million / Operating profit year-on-year_pct 43, Segment Laser and Optical Solutions Business / Net Sales ¥70 million / Year-on-Year Change in Revenue (%) 297 / Operating profit ¥-36 million / Year on year against the same period last year ¥21 million |
| Breakdown of Factors Affecting the Change | Factors Light sources for DFB lasers used in precision processing in North America / Amount ¥41 million / Direction Increased, Factors Light sources for DFB lasers used in U.S. sensors / Amount ¥13 million / Direction Increased, Factors Compact visible lasers for blood and cell analysis applications / Amount ¥20 million / Direction Increased, Factors Light sources for high-power laser sensors used in semiconductor plants / Amount ¥12 million / Direction Decreased, Factors Light sources for high-power lasers used in machine vision in North America / Amount ¥8 million / Direction Increased, Factors Improvement in company-wide operating loss / Amount ¥45 million / Direction Improved, Factors Improvement in ordinary loss due to foreign exchange gains / Amount ¥51 million / Direction Improved, Factors Improvement in quarterly net loss after recording extraordinary losses, including costs related to the company relocation / Amount ¥41 million / Direction Improved |
| Key KPIs | Indicator name Order backlog / Value ¥7.7 hundreds of millions / Year on year against the same period last year Not disclosed, Indicator name Revenue plus order backlog as a percentage of annual revenue / Value 65 % / Year on year against the same period last year 48% in the fiscal year ended March 2026, 41% in the fiscal year ended March 2025, Indicator name Customers conducting research and development for data centers / Value 6 companies / Year on year against the same period last year Not disclosed, Indicator name Number of customer-certified products / Value 125 Product / Year on year against the same period last year Not disclosed |
| Number of employees | Number of Employees 50 people / As of End of June 2026 / Change during the period Not disclosed / Hiring plan Not disclosed |
| Financial targets | Equity ratio 81.5 % / Target Not disclosed |
| Orders received and order backlog | Order backlog ¥7.7 hundreds of millions / Revenue Plus Order Backlog Scheduled for Delivery in the Current Fiscal Year ¥769 million |
| New initiatives | Joint development with TDK of next-generation RGB light-source modules and optical units for XR glasses, Partial transfer to TDK of patents related to retinal projection technology, Starting test marketing of RETISSA VIEWCLEAR in Japan, Expansion of MBE facilities for quantum dot lasers (delivery scheduled for fiscal 2026 and operation scheduled to begin in fiscal 2027) |
Items this document does not state (14)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesUnit price and quantity metricsNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookMedium-term management plan targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital 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.In the laser device business, orders for DFB lasers, compact visible lasers and high-power lasers for industrial applications were strong. In the laser and optical solutions business, contract development increased. Meanwhile, production of quantum dot lasers was suspended due to the relocation of facilities.
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.