#Disco

Disco Corporation resolved to allocate 36 stock options to six executive officers on July 23, 2026, enhancing incentives for earnings improvement.

Disco Corporation has decided to issue 3,000 common shares to six executive officers under the share with transfer restrictions system, with a total amount of 257.7 million yen, payable by August 7, 2026.

In the first quarter of 2026, sales reached ¥114,308 million (up 7.7% from the previous forecast), and net income was ¥34,221 million (up 16.0%), representing significant growth compared to the same period last year. The full-year performance forecast for the fiscal year ending March 2027 has been revised upward, with sales expected to be ¥242,800 million and net income ¥73,800...

Disco achieved sales of ¥114.3 billion in the first quarter of FY2027, marking a 27.1% increase YoY, with operating profit of ¥49 billion, a 42.2% YoY increase. Demand for high-performance semiconductors has significantly boosted sales and profits.

For the first quarter of the fiscal year ending March 2027 (fiscal year 2026), individual sales were 95.0 billion yen and shipments were 116.5 billion yen. Sales increased 26.0% YoY, QoQ was -9.4%. The official earnings release is planned for July 23. Note that the速報 disclosure is provisional before audit and may differ from final figures.

Achieved the 4th milestone in the AbbVie drug discovery collaboration and received $10 million. In 2026, the 2nd milestone will be reached, and rights to up to $1.2 billion in additional milestones and tiered royalties remain. The 2026 fiscal year outlook already factors in this impact.

Our company announced a reduction in the investment unit on June 19, 2026, indicating a policy aimed at increasing market participation and liquidity. We will continue to consider market trends and stock price levels to improve stock liquidity.

Disco Corporation has announced consolidated earnings guidance for the first quarter of the fiscal year ending March 2027. Net sales are expected to be 106,100 million yen, operating income 42,000 million yen, and quarterly net income attributable to owners of the parent 29,500 million yen.

The fiscal year-end dividend for the fiscal year ending March 2026 is 376 yen per share, with total dividends amounting to 40,781 million yen. The annual dividend is 505 yen, comprising 25% of consolidated net income plus one-third of the excess cash and deposits.

Achieved net sales of 436.8 billion yen (11.1% YoY increase), operating income of 184.9 billion yen (10.9% YoY increase), and net income attributable to owners of parent of 135.5 billion yen (9.4% YoY increase).

Nexera Pharma has received a USD 10 million milestone from the collaboration with AbbVie and holds rights to up to USD 1.2 billion in milestones and royalties.

Full-year individual sales for the fiscal year ending March 2026 were 353.8 billion yen (up 6.6% YoY), and shipment amounts were 358.8 billion yen (up 6.2% YoY), with shipment amounts setting a record high for six consecutive periods.