Worth reading
46Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Mixed performance
Direction inferred from the company’s description.Scale
124
% (year-on-year increase in net sales)Wording
Conditional
How definitive the wording is.Contents of this document
Earnings presentationQ3 FY20267 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales5,845 Million yen+223.7%
Operating profit-351 Million yen
Ordinary income-266 Million yen
Net income-185 Million yen
Gross Profit Margin32
Operating profit margin-6
Selling, general and administrative expenses2,224 Million yen
Full-year earnings forecast
Net Sales
8,609 Million yen
Gross profit
3,005 Million yen
Selling, General and Administrative Expenses
2,992 Million yen
R&D expenses
1,665 Million yen
Operating profit
13 Million yen
EBITDA
84 Million yen
Ordinary income
85 Million yen
Profit attributable to owners of the parent
107 Million 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 profit458
Higher R&D investment-297
Increase in other administrative expenses-41
New initiatives
- Development of the world's first DSP-less optical semiconductor product 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 gateway products with voice calling functionality
- Development of smart IoT routers
- Development of semiconductor technologies for Beyond 5G wireless communications
Segment results
LSI Business
Year on year against the same period last year15% increase
AIOT Business
Year on year against the same period last yearUp 334%
Medium-term management plan targets
Target fiscal yearFY2027.12
Consolidated revenueAt least ¥10 billion
ROICExpected to achieve at least 10%
Revenue by BusinessLSI business: ¥5 billion; AIOT business: ¥5 billion (including the Server business)
Financial targets
ROICAt least 10% expected to be achieved (target for the fiscal year ending December 2027)
Number of employees
134 people as of the end of September 2026, consolidated basis
Annual Dividend
Planned year-end dividend¥15 per share
| Item | Details |
|---|---|
| Document type | Earnings presentation |
| Fiscal Period Covered | Q3 FY2026 |
| Net Sales | 5,845 Million yen (YoY +223.7%) |
| Operating profit | -351 Million yen |
| Ordinary income | -266 Million yen |
| Net income | -185 Million yen |
| Gross Profit Margin | 32 |
| Operating profit margin | -6 |
| Selling, general and administrative expenses | 2,224 Million yen |
| Full-year earnings forecast | Net Sales 8,609 Million yen / Gross profit 3,005 Million yen / Selling, General and Administrative Expenses 2,992 Million yen / R&D expenses 1,665 Million yen / Operating profit 13 Million yen / EBITDA 84 Million yen / Ordinary income 85 Million yen / Profit attributable to owners of the parent 107 Million yen |
| Segment results | LSI Business Sales Not disclosed / Year on year against the same period last year 15% increase / AIOT Business Sales Not disclosed / Year on year against the same period last year Up 334% |
| Breakdown of Factors Affecting the Change | Increase in gross profit 458 / Higher R&D investment -297 / Increase in other administrative expenses -41 |
| Number of employees | 134 people (as of the end of September 2026, consolidated basis) |
| Medium-term management plan targets | Target fiscal year FY2027.12 / Consolidated revenue At least ¥10 billion / ROIC Expected to achieve at least 10% / Revenue by Business LSI business: ¥5 billion; AIOT business: ¥5 billion (including the Server business) |
| Financial targets | ROIC At least 10% expected to be achieved (target for the fiscal year ending December 2027) |
| Annual Dividend | Planned year-end dividend ¥15 per share / Interim Dividend Not disclosed |
| New initiatives | Development of the world's first DSP-less optical semiconductor product 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 gateway products with voice calling functionality, Development of smart IoT routers, 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, mass-production 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 firm, while sales for amusement equipment also showed signs of recovery. Meanwhile, the gross profit margin declined due to changes in the business mix, and research and development expenses increased in connection with the development of new products, including optical semiconductors and products for EV panels and cameras.
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.