Worth reading
41Recurring
Scored from 4 of 6 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
410.5
Operating profit year-on-year change (%)Wording
Conditional
How definitive the wording is.Results for this period
First quarter1 April 2026 to 30 June 2026ConsolidatedJapanese GAAPNet Sales48,987¥ millionYear on year +27.7%
Operating profit4,945¥ millionYear on year +410.5%
Ordinary income5,308¥ millionYear on year +230.5%
Net income attributable to owners of the parent3,028¥ million
The width of the band at each stage is based on revenue. The narrower it becomes toward the bottom, the smaller the proportion of revenue that remains as profit.
Financial position at period-end
Total assets373,832¥ million
of which net assets 223,451 ¥ million
The shaded area represents net assets as a proportion of total assets. It is calculated from the two amounts reported by the company.
Segment revenueIndustrial Process business ¥20,551 million (YoY +29.9%), Visual Imaging business ¥23,018 million (YoY +25.8%), Life Science Business ¥2,137 million (YoY +34.2%), Photonics Solution business ¥3,001 million (YoY +29.1%), Other Businesses ¥283 million (YoY -10.5%)
Segment profitIndustrial Process business ¥2,867 million (YoY +777.4%), Visual Imaging business ¥1,376 million (YoY +290.9%), Life Science Business ¥226 million (YoY +98.6%), Photonics Solution business ¥475 million (YoY +109.2%), Other Businesses ¥29 million
Outlook and shareholder returns
Full-year earnings forecastNot disclosed (unchanged from the forecast announced on 14 May 2026; forecast figures are not included in the main text)
Revision to Earnings ForecastNo change
Factors Behind Changes in Business Performance
Recovery in demand in the semiconductor, electronic device and printed circuit board markets, increased demand for servers related to generative AI, the impact of the acquisition of ams-OSRAM AG's light-source business, the weaker yen, increased revenue and improved utilization in the light-source business, structural reforms, project selection and concentration, and lower selling, general and administrative expenses.
Disclosure regarding the going concern assumption
No applicable matters
Impairment loss¥0 million
Breakdown of extraordinary income (loss)Extraordinary income Gain on sale of non-current assets ¥3 million, Gain on sale of investment securities ¥0 million / Extraordinary loss Loss on Disposal of Fixed Assets ¥50 million, Loss on sale of fixed assets ¥30 million
Depreciation and amortization¥2,278 million
| Item | Details |
|---|---|
| Fiscal Period Classification | First quarter |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 April 2026 to 30 June 2026 |
| Net Sales | ¥48,987 million (YoY +27.7%) |
| Operating profit | ¥4,945 million (YoY +410.5%) |
| Ordinary income | ¥5,308 million (YoY +230.5%) |
| Profit attributable to owners of the parent | ¥3,028 million |
| Total assets | ¥373,832 million |
| Net assets | ¥223,451 million |
| Full-year earnings forecast | Not disclosed (unchanged from the forecast announced on 14 May 2026; forecast figures are not included in the main text) |
| Revision to Earnings Forecast | No change |
| Segment revenue | Industrial Process business ¥20,551 million (YoY +29.9%), Visual Imaging business ¥23,018 million (YoY +25.8%), Life Science Business ¥2,137 million (YoY +34.2%), Photonics Solution business ¥3,001 million (YoY +29.1%), Other Businesses ¥283 million (YoY -10.5%) |
| Segment profit | Industrial Process business ¥2,867 million (YoY +777.4%), Visual Imaging business ¥1,376 million (YoY +290.9%), Life Science Business ¥226 million (YoY +98.6%), Photonics Solution business ¥475 million (YoY +109.2%), Other Businesses ¥29 million |
| Depreciation and amortization | ¥2,278 million |
| Impairment loss | ¥0 million |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on sale of non-current assets ¥3 million, Gain on sale of investment securities ¥0 million / Extraordinary loss Loss on Disposal of Fixed Assets ¥50 million, Loss on sale of fixed assets ¥30 million |
| Disclosure regarding the going concern assumption | No applicable matters |
| Factors Behind Changes in Business Performance | Recovery in demand in the semiconductor, electronic device and printed circuit board markets, increased demand for servers related to generative AI, the impact of the acquisition of ams-OSRAM AG's light-source business, the weaker yen, increased revenue and improved utilization in the light-source business, structural reforms, project selection and concentration, and lower selling, general and administrative expenses. |
Items this document does not state (19)
Net income per shareOperating MarginEquity ratioCash flows from operating activitiesCash flows from investing activitiesCash flows from financing activitiesCash and cash equivalents at end of periodAnnual Dividend ForecastPayout ratioShareholder Return PolicyRegional salesOrders received and order backlogChange in accounting policyChanges in the scope of consolidationMaterial subsequent eventsAvailability of Supplementary Financial Results MaterialsAvailability of Financial Results BriefingIssued Shares at Period-EndTreasury Shares at Period-End
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.Recovery in demand for semiconductors and electronic devices, increased demand for servers related to generative AI, the impact of the acquisition of ams-OSRAM AG's light-source business, the weaker yen, and improved profitability through structural reforms and project selection and concentration.
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.