RS Technologies Co., Ltd.
Fiscal Year Ending December 2026 Q3 Earnings Presentation
For the nine months ended September 30, 2026 (FY2026 Q3), consolidated revenue was 65,021 million yen (YoY +11.0%), operating income was 12,599 million yen (YoY +10.5%), and quarterly net income attributable to owners of parent was 7,917 million yen (YoY +18.7%). By segment, wafer regeneration and prime wafer businesses showed expansion with increased revenue and profit. The mid-term plan accelerates large-scale investment in regenerated wafers, targeting ROIC above 10% and ROE above 13% for 2026–2028. Dividends are assumed at 45 yen for FY2025 and 55 yen for FY2026.
Key Figures
- Revenue: 65,021 million yen (YoY +11.0%)
- Operating Income: 12,599 million yen (YoY +13.9%)
- Quarterly Net Income Attributable to Owners of Parent: 7,917 million yen (YoY +18.7%)
AI要約
Performance Overview
For FY2026 Q3, consolidated revenue was 65,021 million yen, up 11.0% year-on-year; operating income was 12,599 million yen, up 13.9% year-on-year; and net income increased from 6,669 million yen to 7,917 million yen. By segment, the wafer regeneration business and prime wafer business showed steady trends, and the energy business also demonstrated growth. The mid-term plan advances large-scale investment in the wafer regeneration business, targeting ROIC above 11% and ROE above 13% for 2026–2028.
Outlook and Capital Allocation
The mid-term plan continues active investment in regenerated wafers, aiming to expand production capacity to approximately 1,200,000 sheets per month by 2028. For shareholder returns, the company plans to continuously increase dividends, assuming 45 yen for FY2025 and 55 yen for FY2026. Growth strategies using M&A will continue, advancing overseas market expansion and new business investments.
Revenue Trend
Operating Income Trend
Segment Revenue Breakdown
Margin Analysis
Guidance vs Actual Comparison
RS Technologies Co., Ltd.
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