Cosel Co., Ltd.
Financial Results Presentation for Q3 FY2026 Ending May 2026
Net sales were JPY 17,346 million (down 18.2% YoY), operating loss was JPY 899 million (down JPY 1,629 million YoY), and the full-year dividend forecast is JPY 55 per share.
Key Figures
- Net Sales: JPY 17,346 million (down 18.2% YoY)
- Operating Income: Loss of JPY 899 million (down JPY 1,629 million YoY)
- Annual Dividend: JPY 55 (Forecast for FY2026 Ending May)
AI要約
Overview of Financial Results
Net sales for Q3 FY2026 ending May were JPY 17,346 million, down 18.2% year-over-year. Domestic demand for semiconductor manufacturing equipment remains strong and is recovering, but overseas markets were affected by U.S. tariff policies and the sluggish Chinese economy, resulting in continued weakness in Europe. Operating income fell into a loss of JPY 899 million due to the decline in sales being insufficient to cover fixed costs. Net income attributable to owners of the parent was also negative, recording a loss of JPY 240 million.
Order Trends and Future Outlook
Orders for semiconductor manufacturing equipment for generative AI GPUs continue to be strong, and demand for FA, medical, and communication equipment sectors is steady as inventory adjustments progress. Although adjustments in advance orders from medical and communication equipment manufacturers are expected in Q4, steady performance is anticipated due to customer inventory digestion and increased demand for semiconductor manufacturing equipment. The full-year dividend is forecasted at JPY 55 per share.
