Worth reading
45Recurring
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
5536
Millions of yen (year-on-year change in net sales)Wording
Avoiding a definitive answer
How definitive the wording is.Contents of this document
Presentation materials for financial resultsFull fiscal year ending March 2026 (fiscal 2025)6 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥29,366 million+23.2%
Operating profit¥7,249 million+58.1%
Ordinary income¥7,177 million+54.7%
Net income¥5,451 million+57.8%
Results for the three months of the current quarter
FY25/1Q
Net Sales¥5,437 million
Ordinary income¥1,408 million
FY25/2Q
Net Sales¥6,885 million
Ordinary income¥1,040 million
FY25/3Q
Net Sales¥8,352 million
Ordinary income¥2,444 million
FY25/4Q
Net Sales¥8,691 million
Ordinary income¥2,284 million
Full-year earnings forecast
Net Sales
¥33,000 million
Operating profit
¥7,450 million
Ordinary income
¥7,300 million
Profit attributable to owners of the parent
¥5,500 million
What the company explained in this material
Assumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
The outlook assumes strong demand for advanced semiconductors, including those used in data centers, generative AI and HBM, and that memory manufacturers will continue to increase production. The direct impact of U.S. trade policy and the situation in the Middle East is expected to be limited. Specific assumptions for exchange rates and other factors are not disclosed.New initiatives
- Construct a new factory in Amagasaki, Hyogo Prefecture, equipped with probe card manufacturing and research and development facilities (scheduled for completion in August 2028)
- Strengthen M-type probe card production capacity to meet growing demand for memory applications
Key KPIsA metric the company considers important as a management benchmark.
- Probe card mix by typeQuarterly mix of M-type, V-type and C-type probe cards
- Semiconductor market sizeMore than ¥100 trillion (2025)
- Probe card market sizeApproximately ¥470 billion (2025)
Market Size / Share
Semiconductor MarketMore than ¥100 trillion (2025); forecast to exceed ¥150 trillion (2030)
Probe card marketApproximately ¥470 billion (2025); forecast to exceed ¥700 billion (2030)
Capital expenditures
¥7,000 million FY2026 plan
Annual Dividend
Annual¥80
End of second quarter¥40
End of period¥40
| Item | Details |
|---|---|
| Document type | Presentation materials for financial results |
| Fiscal Period Covered | Full fiscal year ending March 2026 (fiscal 2025) |
| Net Sales | ¥29,366 million (YoY +23.2%) |
| Operating profit | ¥7,249 million (YoY +58.1%) |
| Ordinary income | ¥7,177 million (YoY +54.7%) |
| Net income | ¥5,451 million (YoY +57.8%) |
| Results for the three months of the current quarter | FY25/1Q Net Sales ¥5,437 million / Ordinary income ¥1,408 million / FY25/2Q Net Sales ¥6,885 million / Ordinary income ¥1,040 million / FY25/3Q Net Sales ¥8,352 million / Ordinary income ¥2,444 million / FY25/4Q Net Sales ¥8,691 million / Ordinary income ¥2,284 million |
| Full-year earnings forecast | Net Sales ¥33,000 million / Operating profit ¥7,450 million / Ordinary income ¥7,300 million / Profit attributable to owners of the parent ¥5,500 million |
| Key KPIs | Indicator Probe card mix by type / Value Quarterly mix of M-type, V-type and C-type probe cards / Year on year against the same period last year Not disclosed, Indicator Semiconductor market size / Value More than ¥100 trillion (2025) / Year on year against the same period last year Not disclosed, Indicator Probe card market size / Value Approximately ¥470 billion (2025) / Year on year against the same period last year Not disclosed |
| Assumptions Underlying the Business Outlook | The outlook assumes strong demand for advanced semiconductors, including those used in data centers, generative AI and HBM, and that memory manufacturers will continue to increase production. The direct impact of U.S. trade policy and the situation in the Middle East is expected to be limited. Specific assumptions for exchange rates and other factors are not disclosed. |
| Annual Dividend | Annual ¥80 / End of second quarter ¥40 / End of period ¥40 |
| Capital expenditures | ¥7,000 million (FY2026 plan) |
| Market Size / Share | Semiconductor Market More than ¥100 trillion (2025); forecast to exceed ¥150 trillion (2030) / Probe card market Approximately ¥470 billion (2025); forecast to exceed ¥700 billion (2030) |
| New initiatives | Construct a new factory in Amagasaki, Hyogo Prefecture, equipped with probe card manufacturing and research and development facilities (scheduled for completion in August 2028), Strengthen M-type probe card production capacity to meet growing demand for memory applications |
Items this document does not state (17)
Gross Profit MarginOperating profit marginSelling, general and administrative expensesProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesRisk amount incorporated into the outlookMedium-term management plan targetsFinancial targetsPayout ratioAcquisition of treasury sharesOrders received and order backlogKey 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.Although demand for probe cards for non-memory applications remained weak, the company pursued expanded sales of high-value-added products in Japan and overseas, particularly for advanced semiconductors, by improving production capacity and productivity through capital investment driven by strong demand for probe cards for memory applications.
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.