OXIDE Corporation is indicating the potential for improved revenue and a return to profitability in the fiscal year ending February 2027, driven by advanced technologies centered on DUV lasers, beyond the appearance of losses. R&D expenses remain high at approximately 12% of revenue, and EPS is expected to turn positive.
The video explains OXIDE Corporation's (6521) technological capabilities and market position, positioning the company as having established a dominant position in the semiconductor inspection equipment field, centered on optical single crystals and DUV lasers. Its high barriers to entry, supported by many years of expertise and extensive data, are cited as the basis for its technological advantage.
The current growth driver is DUV lasers for the semiconductor inspection market, and the company's revenue is presented as a factor that will help it overcome its past losses. Revenue for the fiscal year ending February 2027 increased year on year, and the video emphasizes that revenue growth in the semiconductor segment has also been confirmed.
Through its partnership with Scale Photonics and the deployment of its proprietary technologies in other fields, including AR/VR, data centers and quantum technology, the company highlights the importance of crystal materials as a foundation for next-generation technologies. NTT Group's involvement as a major shareholder is also cited as a point of interest.
EPS is expected to turn positive, and the operating margin is also said to be improving. Structural reforms aimed at reaching the stage of exceeding ¥10 billion in revenue and the elimination of extraordinary losses are presented as supporting the company's future growth scenario.