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Presentation materials for financial results8151TOYO CorporationTrading & Wholesale

Second Quarter Results Briefing for the Fiscal Year Ending September 2026, Part 2: “Our Quantum Solutions Business”

The company has made its commercialization initiatives more concrete in 3 areas: quantum computing, quantum sensing, and quantum talent education. It is moving forward with the deployment of an actual quantum computer, new sales agency agreements, and sales of educational kits, and has outlined a policy of targeting revenue of ¥5-6 billion in the fiscal year ending September 2030.

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Scored from 5 of 6 sections
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Neutral
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Contents of this document

Presentation materials for financial resultsSecond quarter of the fiscal year ending September 20264 items taken from the company’s own explanation
What the company explained in this material
New initiatives
  • Order the IQM quantum computer “IQM Radiance20” in April 2026, with operations scheduled to begin in spring 2027
  • Enter into a domestic sales agency agreement with Raptor Photonics in February 2026
  • Begin selling Qzabre’s quantum sensing education kit “Quantum Edukit” in April 2026
  • Promote discussions with domestic research institutions, joint research integrating high-performance computing (HPC), and algorithm development and talent training using an actual quantum computer
  • Support students through the Quantum Computing Association and participate in SIP and NEDO
Key KPIsA metric the company considers important as a management benchmark.
  • CAGR of Japan’s quantum computing market34.7 %
  • Size of Japan’s quantum computing market (2033)38.76 USD 100 million
  • IQM’s cumulative funding raised6 USD 100 million or more
  • IQM’s delivery track record20 Cases or more, across 10 countries worldwide
Medium-term management plan targets
Target fiscal yearFiscal year ending September 2030
Quantum solutions business revenue¥5-6 billion
Breakdown
Quantum computing business¥4 billion
Quantum sensing business¥1 billion
Quantum talent education business¥500 million
Market Size / Share
Japan’s quantum computing marketUSD 3.876 billion in 2033 (approximately ¥616.2 billion at ¥159/USD)
Market Growth RateCAGR 34.7%
Contents of this document
ItemDetails
Document typePresentation materials for financial results
Fiscal Period CoveredSecond quarter of the fiscal year ending September 2026
Key KPIsIndicator name CAGR of Japan’s quantum computing market / Value 34.7 % / Year on year against the same period last year Not disclosed, Indicator name Size of Japan’s quantum computing market (2033) / Value 38.76 USD 100 million / Year on year against the same period last year Not disclosed, Indicator name IQM’s cumulative funding raised / Value 6 USD 100 million or more / Year on year against the same period last year Not disclosed, Indicator name IQM’s delivery track record / Value 20 Cases or more, across 10 countries worldwide / Year on year against the same period last year Not disclosed
Medium-term management plan targetsTarget fiscal year Fiscal year ending September 2030 / Quantum solutions business revenue ¥5-6 billion / Breakdown Quantum computing business ¥4 billion / Quantum sensing business ¥1 billion / Quantum talent education business ¥500 million
Market Size / ShareJapan’s quantum computing market USD 3.876 billion in 2033 (approximately ¥616.2 billion at ¥159/USD) / Market Growth Rate CAGR 34.7% / Share Not disclosed
New initiativesOrder the IQM quantum computer “IQM Radiance20” in April 2026, with operations scheduled to begin in spring 2027, Enter into a domestic sales agency agreement with Raptor Photonics in February 2026, Begin selling Qzabre’s quantum sensing education kit “Quantum Edukit” in April 2026, Promote discussions with domestic research institutions, joint research integrating high-performance computing (HPC), and algorithm development and talent training using an actual quantum computer, Support students through the Quantum Computing Association and participate in SIP and NEDO
Items this document does not state (25)
Net SalesOperating profitOrdinary incomeNet incomeGross Profit MarginOperating profit marginSelling, general and administrative expensesResults for the three months of the current quarterFull-year earnings forecastProgress against full-year forecastSelf-assessment against the planSegment resultsBreakdown of Factors Affecting the ChangeUnit price and quantity metricsNumber of stores and locationsNumber of employeesAssumptions Underlying the Business OutlookRisk amount incorporated into the outlookFinancial targetsAnnual DividendPayout ratioAcquisition of treasury sharesCapital expendituresOrders 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.

The company positions the quantum field as a new growth area, based on its affinity and synergies with its existing measurement and analysis businesses and the medium- to long-term growth opportunities it offers.

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.
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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Second Quarter Results Briefing for the Fiscal Year Ending September 2026, Part 2: “Our Quantum Solutions Business” | TOYO Corporation (8151) timely disclosure | Komori