Komori
Financial results presentation6754ANRITSU CORPORATIONElectrical Equipment and Precision Instruments

Summary of Results for the First Quarter of the Fiscal Year Ending March 2027 (Earnings Briefing Materials)

In the first quarter of the fiscal year ending March 2027, revenue, operating profit, profit before tax and profit for the period all exceeded the year-earlier period, driven by growing demand related to data centers and PQA. The full-year earnings forecast remains unchanged from the figures announced on 27 April.

Worth reading
50Recurring
Scored from 4 of 6 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
90
¥100 million (year-on-year increase in net sales)
Wording
Conditional
How definitive the wording is.

Contents of this document

Financial results presentationFirst quarter of the fiscal year ending March 20275 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥326 100 million+38.0%
Operating profit¥43 100 million+219.0%
Ordinary income¥46 100 million +243.0%profit before tax, IFRS
Net income¥33 100 million +463.0%profit for the year
Operating profit marginCommunications Measurement 16.3%, PQA 9.8%, Environmental Measurement 5.5%. Consolidated operating margin and year-on-year change in percentage points: Not disclosed
Results for the three months of the current quarter
Period CoveredApril-June
Orders received
¥491 100 million+95.0%
Net Sales
¥326 100 million+38.0%
Operating profit
¥43 100 million+219.0%
Income before taxes
¥46 100 million+243.0%
Profit for the period
¥33 100 million+463.0%
Comprehensive income for the period
¥43 100 million
Full-year earnings forecast
Net Sales
¥1,400 100 million
Operating profit
¥200 100 million
Income before taxes
¥200 100 million
Profit for the period
¥150 100 million
Communications Measurement
Net Sales
¥850 100 million
Operating profit
¥165 100 million
PQA
Net Sales
¥330 100 million
Operating profit
¥40 100 million
Environmental Measurement
Net Sales
¥160 100 million
Operating profit
¥10 100 million
Other
Net Sales
¥60 100 million
Operating profit
¥15 100 million
Adjustments
Operating profit
¥-30 100 million
What the company explained in this material
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
  • Assumed U.S. dollar exchange rate¥150 /US$
  • Assumed euro exchange rate175 JPY/EUR
New initiatives
  • Scheduled to launch sales of an AI-equipped next-generation vector network analyzer (VNA) in October 2026
  • Development solution for high-speed processing inside servers compatible with PCIe Gen7
  • Optional expansion of AI functions for X-ray inspection systems
  • Data collection system for simultaneously measuring and analyzing diverse signals
Key KPIsA metric the company considers important as a management benchmark.
  • Orders received¥491 100 million+95.0%
  • Operating cash flow margin20 %
Segment results
  • Communications Measurement
    Net Sales¥194 100 million (YoY +34.0%)
    Operating profit¥32 100 million (YoY +149.0%)
  • PQA
    Net Sales¥79 100 million (YoY +16.0%)
    Operating profit¥8 100 million (YoY +36.0%)
  • Environmental Measurement
    Net Sales¥36 100 million (YoY +323.0%)
    Operating profit¥2 100 million
  • Other
    Net Sales¥17 100 million (YoY +18.0%)
    Operating profit¥6 100 million (YoY +61.0%)
  • Adjustments
    Operating profit¥-5 100 million
Orders received and order backlog
Orders received
¥491 100 million+95.0%
Contents of this document
ItemDetails
Document typeFinancial results presentation
Fiscal Period CoveredFirst quarter of the fiscal year ending March 2027
Net Sales¥326 100 million (YoY +38.0%)
Operating profit¥43 100 million (YoY +219.0%)
Ordinary income¥46 100 million (profit before tax, IFRS) (YoY +243.0%)
Net income¥33 100 million (profit for the year) (YoY +463.0%)
Operating profit marginCommunications Measurement 16.3%, PQA 9.8%, Environmental Measurement 5.5%. Consolidated operating margin and year-on-year change in percentage points: Not disclosed
Results for the three months of the current quarterPeriod Covered April-June / Orders received ¥491 100 million (YoY +95.0%) / Net Sales ¥326 100 million (YoY +38.0%) / Operating profit ¥43 100 million (YoY +219.0%) / Income before taxes ¥46 100 million (YoY +243.0%) / Profit for the period ¥33 100 million (YoY +463.0%) / Comprehensive income for the period ¥43 100 million
Full-year earnings forecastNet Sales ¥1,400 100 million / Operating profit ¥200 100 million / Income before taxes ¥200 100 million / Profit for the period ¥150 100 million / Communications Measurement Net Sales ¥850 100 million / Operating profit ¥165 100 million / PQA Net Sales ¥330 100 million / Operating profit ¥40 100 million / Environmental Measurement Net Sales ¥160 100 million / Operating profit ¥10 100 million / Other Net Sales ¥60 100 million / Operating profit ¥15 100 million / Adjustments Operating profit ¥-30 100 million
Segment resultsSegment Communications Measurement / Net Sales ¥194 100 million (YoY +34.0%) / Operating profit ¥32 100 million (YoY +149.0%), Segment PQA / Net Sales ¥79 100 million (YoY +16.0%) / Operating profit ¥8 100 million (YoY +36.0%), Segment Environmental Measurement / Net Sales ¥36 100 million (YoY +323.0%) / Operating profit ¥2 100 million, Segment Other / Net Sales ¥17 100 million (YoY +18.0%) / Operating profit ¥6 100 million (YoY +61.0%), Segment Adjustments / Operating profit ¥-5 100 million
Key KPIsOrders received ¥491 100 million (YoY +95.0%), Operating cash flow margin 20 %
Assumptions Underlying the Business OutlookAssumed U.S. dollar exchange rate ¥150 /US$, Assumed euro exchange rate 175 JPY/EUR
Orders received and order backlogOrders received ¥491 100 million (YoY +95.0%) / Order backlog Not disclosed
New initiativesScheduled to launch sales of an AI-equipped next-generation vector network analyzer (VNA) in October 2026, Development solution for high-speed processing inside servers compatible with PCIe Gen7, Optional expansion of AI functions for X-ray inspection systems, Data collection system for simultaneously measuring and analyzing diverse signals
Items this document does not state (17)
Gross Profit MarginSelling, general and administrative expensesProgress against full-year forecastSelf-assessment against the planBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesRisk amount incorporated into the outlookMedium-term management plan targetsFinancial 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 Communications Measurement, demand related to the construction and speed upgrades of data centers for generative AI, optical submarine cable installation, 5G utilization, automotive applications, NTN, Wi-Fi 7, and ANS and PCIe contributed to results. PQA performed well in all regions, particularly demand for X-ray inspection systems in the North American meat market. In Environmental Measurement, demand for data collection systems remained firm.

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.
Summary of Results for the First Quarter of the Fiscal Year Ending March 2027 (Earnings Briefing Materials) | ANRITSU CORPORATION (6754) timely disclosure | Komori