Worth reading
56In focus
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 in full-year revenue forecast)Wording
Conditional
How definitive the wording is.Results for this period
Interim period (second quarter)1 April 2026 to 30 September 2026ConsolidatedJapanese GAAPNet Sales92,399¥ millionYear on year +19.9%Progress 48.1%
Operating profit20,341¥ millionYear on year +38.2%Progress 45.2%
Ordinary income21,146¥ millionYear on year +41.2%Progress 46.5%
Net income attributable to owners of the parent15,489¥ millionYear on year +61.1%
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. The dotted outline is the full-year forecast and the band inside it is the result for this period. The progress rate is the result divided by the forecast.
Net income per share¥381.62
Financial position at period-end
Total assets263,909¥ million
of which net assets 203,285 ¥ millionEquity ratio 76.3%vs. prior year-end 0.0pt
塗りつぶした部分が自己資本比率です。総資産のうち、返済のいらない自前の資金がどれだけかを表します。The thin vertical line indicates the level at the end of the previous fiscal year.
Cash inflows and outflows
Operating+29,338
Investment-4,827
Financials-8,797
Net change+15,714
Stacked from zero: upward is an increase in cash, downward a decrease (in ¥ million).The net change represented by the dotted line is the total of three items, calculated from figures provided by the company.
Cash and cash equivalents at end of period¥69,198 million
Segment revenue
Semiconductor manufacturing equipment72,64578.6%+22.3%
Measurement Equipment19,75321.4%+11.9%
Segment profit
Semiconductor manufacturing equipment17,71787.1%+43.7%
Measurement Equipment2,62412.9%+9.9%
Outlook and shareholder returns
Full-year earnings forecast
Net Sales¥192,000 million (YoY +15.1%)
Operating profit¥45,000 million (YoY +33.4%)
Ordinary income¥45,500 million (YoY +30.7%)
Profit attributable to owners of the parent¥32,000 million (YoY +29.3%)
Revision to Earnings ForecastNet Sales ¥189,000 million → ¥192,000 million（+1.6%） / Operating profit ¥44,000 million → ¥45,000 million（+2.3%） / Ordinary income ¥44,000 million → ¥45,500 million（+3.4%） / Profit attributable to owners of the parent ¥30,800 million → ¥32,000 million（+3.9%）
Annual Dividend Forecast262 yen → 316 yen（+20.6%）
Factors Behind Changes in Business Performance
Strong demand for HPC-related equipment, including generative AI equipment, expanded production capacity, and planned shipments in line with customers' requested delivery schedules.
Disclosure regarding the going concern assumption
Not applicable.
Change in accounting policy
基準改正に伴う変更 Noそれ以外の変更 No見積りの変更 No修正再表示 No
Changes in the scope of consolidationNew 0 / Excluded 0 / Company name Not applicable
Breakdown of extraordinary income (loss)Extraordinary income Gain on reversal of stock acquisition rights ¥3 million, Gain on sale of investment securities ¥126 million / Extraordinary loss No
Depreciation and amortization¥2,940 million
Orders received and order backlogOrders received ¥138,960 million (YoY +72.3%) / Order backlog Not disclosed
Availability of Supplementary Financial Results MaterialsYes
Availability of Financial Results BriefingYes (for securities analysts and institutional investors)
Issued Shares at Period-End42,285,281
Treasury Shares at Period-End1,695,512
| Item | Details |
|---|---|
| Fiscal Period Classification | Interim period (second quarter) |
| Accounting standards | Japanese GAAP |
| Consolidated / non-consolidated | Consolidated |
| Period Covered | 1 April 2026 to 30 September 2026 |
| Net Sales | ¥92,399 million (YoY +19.9%) |
| Operating profit | ¥20,341 million (YoY +38.2%) |
| Ordinary income | ¥21,146 million (YoY +41.2%) |
| Profit attributable to owners of the parent | ¥15,489 million (YoY +61.1%) |
| Net income per share | ¥381.62 |
| Equity ratio | End of the current fiscal period 76.3 / End of previous period 76.3 |
| Total assets | ¥263,909 million |
| Net assets | ¥203,285 million |
| Cash flows from operating activities | ¥29,338 million |
| Cash flows from investing activities | ¥-4,827 million |
| Cash flows from financing activities | ¥-8,797 million |
| Cash and cash equivalents at end of period | ¥69,198 million |
| Full-year earnings forecast | Net Sales ¥192,000 million (YoY +15.1%) / Operating profit ¥45,000 million (YoY +33.4%) / Ordinary income ¥45,500 million (YoY +30.7%) / Profit attributable to owners of the parent ¥32,000 million (YoY +29.3%) |
| Revision to Earnings Forecast | Net Sales ¥189,000 million → ¥192,000 million（+1.6%） / Operating profit ¥44,000 million → ¥45,000 million（+2.3%） / Ordinary income ¥44,000 million → ¥45,500 million（+3.4%） / Profit attributable to owners of the parent ¥30,800 million → ¥32,000 million（+3.9%） |
| Annual Dividend Forecast | 262 yen → 316 yen（+20.6%） |
| Segment revenue | Semiconductor manufacturing equipment ¥72,645 million (YoY +22.3%) / Measurement Equipment ¥19,753 million (YoY +11.9%) |
| Segment profit | Semiconductor manufacturing equipment ¥17,717 million (YoY +43.7%) / Measurement Equipment ¥2,624 million (YoY +9.9%) |
| Orders received and order backlog | Orders received ¥138,960 million (YoY +72.3%) / Order backlog Not disclosed |
| Depreciation and amortization | ¥2,940 million |
| Breakdown of extraordinary income (loss) | Extraordinary income Gain on reversal of stock acquisition rights ¥3 million, Gain on sale of investment securities ¥126 million / Extraordinary loss No |
| Disclosure regarding the going concern assumption | Not applicable. |
| Change in accounting policy | Changes due to revisions to standards No / Other changes No / Change in accounting estimate No / Restatement No |
| Changes in the scope of consolidation | New 0 / Excluded 0 / Company name Not applicable |
| Availability of Supplementary Financial Results Materials | Yes |
| Availability of Financial Results Briefing | Yes (for securities analysts and institutional investors) |
| Issued Shares at Period-End | 42,285,281 |
| Treasury Shares at Period-End | 1,695,512 |
| Factors Behind Changes in Business Performance | Strong demand for HPC-related equipment, including generative AI equipment, expanded production capacity, and planned shipments in line with customers' requested delivery schedules. |
Items this document does not state (6)
Operating MarginPayout ratioShareholder Return PolicyRegional salesImpairment lossMaterial subsequent events
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.Demand for HPC-related equipment, including generative AI equipment, remained strong, and orders in the semiconductor manufacturing equipment segment increased. Revenue also increased as the company expanded production capacity and made planned shipments in line with customers' requested delivery schedules, prompting it to raise its full-year forecasts.
How to read this page
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