The focus is on Terra Drone, which is advancing toward mass production after passing demonstration testing for its domestically produced interceptor drone, and SAMCO, which is expected to post record-high profit on demand for optical devices. Attention is also warranted regarding the status of small-cap companies and their likely share-price movements.
Terra Drone has passed demonstration testing under the Acquisition, Technology & Logistics Agency's early acquisition program for interceptor drones. The company is expected to transition to mass production, with delivery scheduled for around September 2026. As a result, the new revenue is not expected to be recognized in the second-quarter results for the current fiscal year.
SAMCO is expected to post record-high profit in its full-year results for the fiscal year ended July. By application, demand for compound semiconductors has grown substantially, with optical devices in particular driving overall performance. The company is also expected to announce its plan for the next fiscal year at the same time.
ReYuu Japan revised its earnings outlook upward in the third quarter of the fiscal year ending October, but it has been pointed out that much of the profit came from the transfer of rights related to grid-scale storage batteries, leaving the contribution from its core business limited. Caution is warranted given the substantial movement in trading value relative to the market size.