Worth reading
44Recurring
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
285
Millions of yen (year-on-year increase in revenue)Wording
Conditional
How definitive the wording is.Contents of this document
Earnings PresentationSecond quarter of FY2027/38 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥916 million+45.0%
Operating profit¥-34 million
Ordinary income¥-34 million
Net income¥425 million
Results for the three months of the current quarterAlthough the company stated that it achieved an operating profit, the standalone three-month figures are not disclosed
Full-year earnings forecast
Net Sales
¥1,850 million
Operating profit
¥3 million
Profit for the period
¥440 million
EBITDA
¥110 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 Sales50
LD revenue58
LS revenue23
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Progress exceeding the business planBreakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- DFB lasers: precision processing applications¥105 millionDirectionIncreased
- DFB lasers: sensor applications¥-19 millionDirectionDecrease
- DFB lasers: measurement for semiconductor manufacturing¥45 millionDirectionIncreased
- Compact visible lasers: blood cell analysis¥66 millionDirectionIncreased
- High-power lasers: sensors for semiconductor factories¥-9 millionDirectionDecrease
- High-power lasers: machine vision and other applications¥26 millionDirectionIncreased
New initiatives
- Promote research and development of quantum-dot lasers
- Expansion of MBE capacity (delivery in fiscal 2026, operation beginning in fiscal 2027)
- Joint research with ITRI
- Business cooperation and joint development with TDK for XR glasses
- Start of shipments of RETISSA VIEWCLEAR
Key KPIsA metric the company considers important as a management benchmark.
- Number of customer-certified products125 Products
- Customers conducting research and development for data centers6 companies
- Joint development partners for quantum-dot products9 Companies Japan, the US and Europe
Segment results
Laser Devices
Net Sales
¥817 million+41.0%
Operating profit
¥210 million+112.0%
Laser Optical Solutions
Net Sales
¥99 million+89.0%
Operating profit
¥-80 million+20.0%
Medium-term management plan targets
As its medium-term management vision, the company aims to strengthen a stable management foundation, scale up its businesses, and grow its quantum-dot and LS smart-glasses businesses during fiscal 2027 through fiscal 2029. Numerical targets are not disclosedOrders received and order backlog
Order backlog
¥727 million
Ratio of sales and order backlog to full-year sales forecast89
Number of employees
Number of Employees50 people
As ofEnd of September 2026
| Item | Details |
|---|---|
| Document type | Earnings Presentation |
| Fiscal Period Covered | Second quarter of FY2027/3 |
| Net Sales | ¥916 million (YoY +45.0%) |
| Operating profit | ¥-34 million |
| Ordinary income | ¥-34 million |
| Net income | ¥425 million |
| Results for the three months of the current quarter | Although the company stated that it achieved an operating profit, the standalone three-month figures are not disclosed |
| Full-year earnings forecast | Net Sales ¥1,850 million / Operating profit ¥3 million / Profit for the period ¥440 million / EBITDA ¥110 million |
| Progress against full-year forecast | Net Sales 50 / LD revenue 58 / LS revenue 23 |
| Self-assessment against the plan | Progress exceeding the business plan |
| Segment results | Laser Devices Net Sales ¥817 million (YoY +41.0%) / Operating profit ¥210 million (YoY +112.0%) / Laser Optical Solutions Net Sales ¥99 million (YoY +89.0%) / Operating profit ¥-80 million (YoY +20.0%) |
| Breakdown of Factors Affecting the Change | Factors DFB lasers: precision processing applications / Amount ¥105 million / Direction Increased, Factors DFB lasers: sensor applications / Amount ¥-19 million / Direction Decrease, Factors DFB lasers: measurement for semiconductor manufacturing / Amount ¥45 million / Direction Increased, Factors Compact visible lasers: blood cell analysis / Amount ¥66 million / Direction Increased, Factors High-power lasers: sensors for semiconductor factories / Amount ¥-9 million / Direction Decrease, Factors High-power lasers: machine vision and other applications / Amount ¥26 million / Direction Increased |
| Key KPIs | Indicator name Number of customer-certified products / Value 125 Products / Year on year against the same period last year Not disclosed, 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 Joint development partners for quantum-dot products / Value 9 Companies (Japan, the US and Europe) / Year on year against the same period last year Not disclosed |
| Number of employees | Number of Employees 50 people / As of End of September 2026 |
| Medium-term management plan targets | As its medium-term management vision, the company aims to strengthen a stable management foundation, scale up its businesses, and grow its quantum-dot and LS smart-glasses businesses during fiscal 2027 through fiscal 2029. Numerical targets are not disclosed |
| Orders received and order backlog | Order backlog ¥727 million / Ratio of sales and order backlog to full-year sales forecast 89 |
| New initiatives | Promote research and development of quantum-dot lasers, Expansion of MBE capacity (delivery in fiscal 2026, operation beginning in fiscal 2027), Joint research with ITRI, Business cooperation and joint development with TDK for XR glasses, Start of shipments of RETISSA VIEWCLEAR |
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 outlookFinancial 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.Sales increased due to strong orders for DFB lasers, compact visible lasers and high-power lasers for industrial applications, as well as an increase in contract development in the Laser and Optical Solutions business. Operating income improved due to higher sales, and interim net income turned profitable due to the recognition of an extraordinary gain from the transfer of intellectual property to TDK.
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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.