Amid expanding data center demand, Daitron is capturing revenue through three channels: its GF business, optical device manufacturing equipment, and parts for semiconductor manufacturing equipment, and has raised its full-year forecast. The order backlog stands at ¥10.32 billion for the GF business and ¥12.62 billion for optical device manufacturing equipment.
Daitron is working to capture demand from data centers, primarily through its GF business, which handles the design, installation and maintenance of UPS systems. Revenue is planned to grow from ¥7.30 billion in the fiscal year ending December 2025 to ¥9.18 billion in the fiscal year ending December 2026. In addition to capturing data center demand, the GF business supplies optical device manufacturing equipment and components incorporated into equipment. The order backlog for large UPS systems for data centers stood at ¥10.32 billion at the end of June 2026.
The company has adopted a policy of capturing data center demand through three channels. Following the first channel, the GF business, sales are expected to advance through the second channel, optical device manufacturing equipment, and the third channel, parts for semiconductor manufacturing equipment. Orders received for optical device manufacturing equipment totaled ¥9.41 billion in the first half of 2026, a substantial increase from the previous period, while the order backlog stood at ¥12.62 billion. The gross profit margin remained high at 43.0%.
On 3 August 2026, the full-year forecast was revised upward, with revenue raised from ¥110.0 billion to ¥118.0 billion and operating profit from ¥7.55 billion to ¥9.0 billion. Growth in first-half profit was the factor behind the improvement, and the three channels are expected to contribute to company-wide profits as their orders are converted into revenue.
The focus going forward will be the extent to which orders for the GF business and optical device manufacturing equipment can be converted into revenue and profit. Growth in revenue from design, installation and maintenance, in addition to parts sales, and a higher proportion of high-margin equipment are expected to drive profit growth.
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