Tokyo Seimitsu Co., Ltd.

7729.T
Semiconductor Equipment & Materials
2026/02/17 Updated
Market Cap: $4.4B (¥667.5B)
Stock Price: $107.58 (¥16,450)
Exchange Rate: 1 USD = ¥152.91

Fiscal Year 2025 (Ending March 2026) Q3 Financial Results Briefing

For the cumulative Q3 period of fiscal year 2025, net sales were 113.0 billion yen (Year-over-Year +10%), operating income was 20.9 billion yen (YoY +10%), and net income attributable to owners of parent was 14.1 billion yen (YoY -22%).

Importance:
Page Updated: February 6, 2026
IR Disclosure Date: February 6, 2026

Key Figures

  • Net Sales: 113.0 billion yen (cumulative Q3 FY2025, Year-over-Year +10%)
  • Operating Income: 20.9 billion yen (cumulative Q3 FY2025, Year-over-Year +10%)
  • Net Income Attributable to Owners of Parent: 14.1 billion yen (cumulative Q3 FY2025, Year-over-Year -22%)

AI要約

Performance Overview

For the cumulative Q3 period of fiscal year 2025, net sales increased to 113.0 billion yen (Year-over-Year +10%), and operating income rose to 20.9 billion yen (YoY +10%). However, net income attributable to owners of parent decreased by 22% YoY to 14.1 billion yen. By segment, semiconductor manufacturing equipment remained strong with net sales of 86.8 billion yen (+12% YoY) and operating income of 17.7 billion yen (+13% YoY). Measurement instruments recorded net sales of 26.2 billion yen (+2% YoY) and operating income of 3.3 billion yen (-7% YoY). R&D expenses and capital expenditures also increased compared to the previous year.

Outlook and Full-Year Earnings Forecast

The full-year forecast for fiscal year 2025 has been revised upward to net sales of 165.0 billion yen (up 1.0 billion yen from the previous forecast, YoY +10%), operating income of 32.0 billion yen (up 0.5 billion yen, YoY +8%), and net income attributable to owners of parent of 21.5 billion yen (up 1.0 billion yen, YoY -16%). In the semiconductor segment, HPC projects including generative AI continue to contribute to sales, while the measurement instruments segment benefits from steady demand in aerospace and defense. For fiscal year 2026, contributions from HPC projects including generative AI and Hybrid Bonding are expected. Dividends are planned at 222 yen per share.

Net Sales Trend (Billions of Yen)

Operating Income Trend (Billions of Yen)

Segment Net Sales (Billions of Yen)

Operating Income Margin Trend

FY2025 Full-Year Earnings Forecast (Billions of Yen)

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