Worth reading
47Recurring
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
3000
¥ million (increase versus the first revised full-year sales forecast)Wording
Conditional
How definitive the wording is.Contents of this document
Earnings presentationSecond quarter of the fiscal year ending March 20277 items taken from the company’s own explanation
Financial Results Figures (The key points of this material are explained below)
Net Sales¥20,494 millions+66.3%
Ordinary income¥6,146 millions+151.0%
Results for the three months of the current quarter
Net Sales
¥10,852 millions
Ordinary income
¥2,954 millions
Full-year earnings forecast
Net Sales
¥39,400 millions
Operating profit
¥12,100 millions
Ordinary income
¥12,000 millions
Profit attributable to owners of the parent
¥8,200 millions
Annual dividend
¥120 /share
What the company explained in this material
Self-assessment against the planThe company's self-assessment against its own plan.
Sales and profit both exceeded the first revised forecastAssumptions Underlying the Business OutlookThe assumptions used by the company in preparing its forecast.
Assumed exchange rate (USD)
Second half150 Yen/dollar
New initiatives
- Expanding supply capacity through more effective use of space at existing plants, additional production lines and expanded equipment
- Expanding capacity at 3 plants manufacturing M-type products
- Advancing the construction plan for the Amagasaki plant
- Preparing for equipment installation, staffing and the operating structure at the Amagasaki plant
Key KPIsA metric the company considers important as a management benchmark.
- M-type mix ratio82 %
- Japan revenue (FY26/2Q)¥4,451 millions
- Asia revenue (FY26/2Q)¥3,275 millions
- North America revenue (FY26/2Q)¥842 millions
- Europe revenue (FY26/2Q)¥178 millions
Orders received and order backlog
A substantial order backlog has been secured, but the amount is not disclosedCapital expenditures
¥7,100 million forecast for the fiscal year ending March 2027
Annual Dividend
Annual
¥120 /share
Interim
¥60 /share
End of period
¥60 /share
| Item | Details |
|---|---|
| Document type | Earnings presentation |
| Fiscal Period Covered | Second quarter of the fiscal year ending March 2027 |
| Net Sales | ¥20,494 millions (YoY +66.3%) |
| Ordinary income | ¥6,146 millions (YoY +151.0%) |
| Results for the three months of the current quarter | Net Sales ¥10,852 millions / Ordinary income ¥2,954 millions |
| Full-year earnings forecast | Net Sales ¥39,400 millions / Operating profit ¥12,100 millions / Ordinary income ¥12,000 millions / Profit attributable to owners of the parent ¥8,200 millions / Annual dividend ¥120 /share |
| Self-assessment against the plan | Sales and profit both exceeded the first revised forecast |
| Key KPIs | Indicator name M-type mix ratio / Value 82 % / Year on year against the same period last year Not disclosed, Indicator name Japan revenue (FY26/2Q) / Value ¥4,451 millions / Year on year against the same period last year Not disclosed, Indicator name Asia revenue (FY26/2Q) / Value ¥3,275 millions / Year on year against the same period last year Not disclosed, Indicator name North America revenue (FY26/2Q) / Value ¥842 millions / Year on year against the same period last year Not disclosed, Indicator name Europe revenue (FY26/2Q) / Value ¥178 millions / Year on year against the same period last year Not disclosed |
| Assumptions Underlying the Business Outlook | Assumed exchange rate (USD) 150 Yen/dollar |
| Annual Dividend | Annual ¥120 /share / Interim ¥60 /share / End of period ¥60 /share |
| Capital expenditures | ¥7,100 million (forecast for the fiscal year ending March 2027) |
| Orders received and order backlog | A substantial order backlog has been secured, but the amount is not disclosed |
| New initiatives | Expanding supply capacity through more effective use of space at existing plants, additional production lines and expanded equipment, Expanding capacity at 3 plants manufacturing M-type products, Advancing the construction plan for the Amagasaki plant, Preparing for equipment installation, staffing and the operating structure at the Amagasaki plant |
Items this document does not state (18)
Operating profitNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesProgress against full-year forecastSegment 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 sharesMarket 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 attributed this to increased orders and shipments of probe cards for advanced memory, supported by expanding demand for generative AI and servers; capacity expansion in key processes and high plant utilization; favorable foreign exchange movements; a substantial order backlog; product mix; differences in the fiscal year-end dates of subsidiaries; and a review of assumed exchange rates.
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.