Shibaura Mechatronics Corporation
FY March 2026 Q3 Financial Results Presentation
For the cumulative Q3 of FY March 2026, net sales were JPY 66.2 billion (up 17% YoY), operating income was JPY 12.33 billion (up 33% YoY), and order intake was JPY 69.3 billion (up 27% YoY), achieving increased revenue and profit. The full-year earnings forecast has been revised upward, with net sales expected to reach JPY 88.0 billion and operating income JPY 15.0 billion.
Key Figures
- Net Sales: JPY 66.2 billion (up 17% YoY)
- Operating Income: JPY 12.33 billion (up 33% YoY)
- Order Intake: JPY 69.3 billion (up 27% YoY)
AI要約
Performance Overview
For the cumulative Q3 period (April to December) of FY March 2026, net sales were JPY 66.2 billion (up 17% YoY) and operating income was JPY 12.33 billion (up 33% YoY), achieving increased revenue and profit. The SPE segment showed strong growth with a significant increase in sales of advanced packaging equipment for semiconductor backend processes. Order intake also recovered to JPY 69.3 billion (up 27% YoY), supported by rising demand for GPUs used in generative AI.
Earnings Forecasts, Dividends & Stock Split
The full-year earnings forecast has been revised upward, with net sales expected at JPY 88.0 billion, operating income at JPY 15.0 billion, and ROS projected at 17.0%. Additionally, the year-end dividend forecast has been increased to JPY 58.0 per share (equivalent to JPY 290 before the stock split). The stock split is planned at a ratio of 5 shares for every 1 share, aiming to strengthen shareholder returns.
