Worth reading
55In focus
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
140.6
¥100 million (year-on-year increase in cumulative third-quarter sales)Wording
Conditional
How definitive the wording is.Contents of this document
Financial results presentationQ3 of the fiscal year ending December 20266 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥438.8 100 million +47.0%3Q cumulative
Operating profit¥124 100 million +108.0%3Q cumulative
Ordinary income¥123 100 million +115.0%3Q cumulative
Net income¥47.5 100 million +119.0%net income attributable to owners of the parent, cumulative third quarter
Gross Profit Margin34.1
Operating profit margin28.3
Results for the three months of the current quarter
Net Sales
¥165.7 100 million
Operating profit
¥51.9 100 million
Ordinary income
¥51.2 100 million
Net income
¥20.3 100 million
Full-year earnings forecast
Net Sales
¥605 100 million
Operating profit
¥176.5 100 million
Ordinary income
¥174.5 100 million
Net income
¥68 100 million net income attributable to owners of the parent
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Actual results exceeded the third-quarter forecastBreakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
- Higher sales of products for data centres
- Improved cost structure resulting from higher production efficiency
- Higher expenses due to advanced capital investment
- Higher expenses due to an increase in personnel
- Increase in the number of operating units
- Higher repair expenses, tester rental costs and other expenses
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
- Assumed exchange rate for US$ from November 2026 onward: ¥157.00
- Assumed exchange rate for NT$ from November 2026 onward: ¥4.85
- Assumed quarterly NT$ exchange rates for the fourth quarter of 2026: ¥4.98 and ¥4.87
New initiatives
- Strengthening the production system in anticipation of expanding demand for products for data centres
- Investment in testers and site infrastructure for the new TPW plant
Number of employees
1,397 People consolidated, as of the end of December 2025, including contract and commissioned employees
Capital expenditures
¥86 100 million investment in the new TPW plant in the first quarter of 2026
| Item | Details |
|---|---|
| Document type | Financial results presentation |
| Fiscal Period Covered | Q3 of the fiscal year ending December 2026 |
| Net Sales | ¥438.8 100 million (3Q cumulative) (YoY +47.0%) |
| Operating profit | ¥124 100 million (3Q cumulative) (YoY +108.0%) |
| Ordinary income | ¥123 100 million (3Q cumulative) (YoY +115.0%) |
| Net income | ¥47.5 100 million (net income attributable to owners of the parent, cumulative third quarter) (YoY +119.0%) |
| Gross Profit Margin | 34.1 |
| Operating profit margin | 28.3 |
| Results for the three months of the current quarter | Net Sales ¥165.7 100 million / Operating profit ¥51.9 100 million / Ordinary income ¥51.2 100 million / Net income ¥20.3 100 million |
| Full-year earnings forecast | Net Sales ¥605 100 million / Operating profit ¥176.5 100 million / Ordinary income ¥174.5 100 million / Net income ¥68 100 million (net income attributable to owners of the parent) |
| Self-assessment against the plan | Actual results exceeded the third-quarter forecast |
| Breakdown of Factors Affecting the Change | Higher sales of products for data centres, Improved cost structure resulting from higher production efficiency, Higher expenses due to advanced capital investment, Higher expenses due to an increase in personnel, Increase in the number of operating units, Higher repair expenses, tester rental costs and other expenses |
| Number of employees | 1,397 People (consolidated, as of the end of December 2025, including contract and commissioned employees) |
| Assumptions Underlying the Business Outlook | Assumed exchange rate for US$ from November 2026 onward: ¥157.00, Assumed exchange rate for NT$ from November 2026 onward: ¥4.85, Assumed quarterly NT$ exchange rates for the fourth quarter of 2026: ¥4.98 and ¥4.87 |
| Capital expenditures | ¥86 100 million (investment in the new TPW plant in the first quarter of 2026) |
| New initiatives | Strengthening the production system in anticipation of expanding demand for products for data centres, Investment in testers and site infrastructure for the new TPW plant |
Items this document does not state (15)
Selling, general and administrative expensesProgress against full-year forecastSegment resultsKey KPIsUnit price and quantity metricsNumber of stores and locationsRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesOrders 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 company cited firm demand for and increased investment in processors for data centres, the acquisition of new customers, contributions from products for electric vehicles, and improvements in the cost structure resulting from higher production efficiency.
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.