[Oxide] Q1 FY2026 Financial Results | Revenue Uncertain (YoY Uncertain)

Performance Overview

Oxide achieved an operating profit in the first quarter of FY2026 and has been maintaining quarterly profitability due to steady demand in the semiconductor business and improved profitability. Previously, there was a tendency toward stronger performance in the fourth quarter, but diversification of the business portfolio and strengthening of the earnings base have minimized quarterly revenue fluctuations. The company is also advancing asset investments and new business development, fostering optimism for future growth.

Future Outlook and Investor Impact

Production capacity has been secured to respond to increased semiconductor demand, and stable progress is expected from the second quarter onward. Continued focus is placed on procurement of materials and talent development to meet growing demand. Although research and development expenses temporarily declined, investment for medium- to long-term growth will continue, aiming for stable revenue expansion. Progress is also being made in new domain businesses and quantum technology development, with positive prospects for future business expansion.