JAPAN MATERIAL Co.,Ltd.'s orders are surging at semiconductor hubs across Japan, providing the backdrop to the Japan Company Handbook's description of the company as “extremely busy.” Recovery among major customers and expansion of projects at its Kumamoto and Hokkaido sites are progressing.
The Japan Company Handbook's description of JAPAN MATERIAL Co.,Ltd. as “extremely busy” effectively corroborates the increase in semiconductor factory-related projects. In addition to the recovery in projects centered on Kioxia's domestic operations, orders are expanding in regions including Mie, Kitakami, Kumamoto and Hokkaido.
In its most recent results, for the first quarter of the fiscal year ending March 2027 announced in August 2026, revenue rose approximately 20.5% year on year to approximately ¥16 billion, operating profit increased approximately 48.6% to approximately ¥4.7 billion, and net income rose approximately 55.1% to approximately ¥3.3 billion, resulting in marked increases in both revenue and earnings.
The company has a recurring-revenue model under which it provides an integrated service covering not only the installation of factory piping infrastructure but also gas supply and maintenance services after operations begin. It has maintained a high operating margin of 25.2%.
The outlook is focused on securing personnel and addressing capacity constraints, as well as the increase in gas supply volumes resulting from the full-scale operation of Kioxia's Kitakami plant and the impact on long-term performance. Overall, the report emphasizes the reality of expanding orders accompanying the semiconductor industry's revival.