Worth reading
48Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
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Direction inferred from the company’s description.Scale
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Displayed only when the document provides numerical figures.Wording
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How definitive the wording is.Contents of this document
Financial Results PresentationSecond quarter of the fiscal year ending December 20267 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales3,229 Millions of yen+113.1%
Operating profit-313 Millions of yen
Ordinary income-133 Millions of yen
Net income-85 Millions of yen
Gross Profit Margin32.8 %
Operating profit margin-9.7 %
Selling, general and administrative expenses1,371 Millions of yen
Full-year earnings forecast
Net Sales
6,695 Millions of yen
Gross profit
3,005 Millions of yen
Selling, General and Administrative Expenses
2,992 Millions of yen
Operating profit
13 Millions of yen
Ordinary income
85 Millions of yen
Profit attributable to owners of the parent
107 Millions of yen
What the company explained in this material
Breakdown of Factors Affecting the ChangeReasons cited by the Company for the change in the figures.
Increase in gross profit188
Higher R&D investment-115
Increase in other administrative expenses-16
New initiatives
- Development of DSP-less optical semiconductor products for AI data centers
- Development of V-by-One® HS products for EV panels and cameras
- Development of new power supply products
- Development of modules for edge AI processing
- Development of smart IoT routers
- Development of smart pillows
- Development of semiconductor technologies for Beyond 5G wireless communications
Segment results
LSI Business
Sales
Amount not stated+4.0%
AIOT Business
Sales
Amount not stated+389.0%
Medium-term management plan targets
Target fiscal yearFY2027.12
Consolidated revenueAt least ¥10 billion
ROICExpected to achieve at least 10%
Financial targets
ROICExpected to achieve at least 10% (fiscal year ending December 2027, upon achievement of the target)
Number of employees
136 people
Record dateEnd of June 2026
Annual Dividend
¥15 per share
End of period15
| Item | Details |
|---|---|
| Document type | Financial Results Presentation |
| Fiscal Period Covered | Second quarter of the fiscal year ending December 2026 |
| Net Sales | 3,229 Millions of yen (YoY +113.1%) |
| Operating profit | -313 Millions of yen |
| Ordinary income | -133 Millions of yen |
| Net income | -85 Millions of yen |
| Gross Profit Margin | 32.8 % |
| Operating profit margin | -9.7 % |
| Selling, general and administrative expenses | 1,371 Millions of yen |
| Full-year earnings forecast | Net Sales 6,695 Millions of yen / Gross profit 3,005 Millions of yen / Selling, General and Administrative Expenses 2,992 Millions of yen / Operating profit 13 Millions of yen / Ordinary income 85 Millions of yen / Profit attributable to owners of the parent 107 Millions of yen |
| Segment results | LSI Business Sales 非開示 (YoY +4.0%) / Profit Not disclosed / AIOT Business Sales 非開示 (YoY +389.0%) / Profit Not disclosed |
| Breakdown of Factors Affecting the Change | Increase in gross profit 188 / Higher R&D investment -115 / Increase in other administrative expenses -16 |
| Number of employees | 136 people |
| Medium-term management plan targets | Target fiscal year FY2027.12 / Consolidated revenue At least ¥10 billion / ROIC Expected to achieve at least 10% |
| Financial targets | ROIC Expected to achieve at least 10% (fiscal year ending December 2027, upon achievement of the target) |
| Annual Dividend | ¥15 per share |
| New initiatives | Development of DSP-less optical semiconductor products for AI data centers, Development of V-by-One® HS products for EV panels and cameras, Development of new power supply products, Development of modules for edge AI processing, Development of smart IoT routers, Development of smart pillows, Development of semiconductor technologies for Beyond 5G wireless communications |
Items this document does not state (14)
Results for the three months of the current quarterProgress against full-year forecastSelf-assessment against the planKey KPIsUnit price and quantity metricsNumber of stores and locationsAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookPayout ratioAcquisition of treasury sharesCapital expendituresOrders 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.In the AIOT business, shipments of products for smart meters increased steadily, and sales of communications module products rose substantially, partly reflecting the impact of price revisions. In the LSI business, sales to China and the United States remained solid. In terms of profitability, the gross profit margin declined due to a change in the business mix, while the company actively invested in research and development for new products.
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