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Disco Corporation (6146) investor relations material
Disco Corporation Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Oct, 2025
Executive summary
Net sales for 2Q FY2025 reached ¥104.6B, up 16.4% QoQ and 8.7% YoY, with 1H FY2025 net sales totaling ¥194.5B, driven by equipment inspection/acceptance and generative AI demand.
Net income for 2Q FY2025 was ¥32.1B, a 35.3% QoQ increase and 8.1% YoY growth; 1H FY2025 net income was ¥55.9B, up 4.6% YoY.
Operating income for 1H FY2025 was ¥78.9B, up 3.8% YoY; comprehensive income increased 2.5% YoY to ¥56.1B.
Net income per share rose to ¥515.70 from ¥493.20 YoY.
Record-high half-yearly shipments, especially for generative AI applications.
Financial highlights
Gross profit margin for 2Q FY2025 was 69.5%, up 1.4p QoQ but down 2.2p YoY; 1H FY2025 gross profit was ¥134.0B.
Operating income for 2Q FY2025 was ¥44.4B, up 28.7% QoQ and 4.3% YoY; ordinary income margin reached 43.5%.
Net income per share increased to ¥515.70 YoY.
Cash and cash equivalents at end-2Q were ¥222.9B.
Overseas sales ratio in 2Q FY2025 was 89.9%.
Outlook and guidance
3Q FY2025 net sales forecasted at ¥92.6B, with operating income of ¥32.8B and net income of ¥24.4B.
For the nine months ending December 31, 2025, net sales are forecast at ¥287.1B, operating income at ¥111.7B, and net income at ¥80.3B.
Equipment shipments for generative AI expected to remain strong; advanced packaging ramp-up anticipated.
Assumed 3Q exchange rates: 1 USD = ¥145, 1 EUR = ¥172.
Dividend forecast for FY2025 revised, with a 2Q-end dividend of ¥129.00 per share.
Explain the shift from Q2 to Q3 profit trends.
What caused the Q2 operating cash flow decline?
Detail the increased capital investment and demolition.
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Next Disco Corporation earnings date
Q3 202521 Jan, 2026
Next Disco Corporation earnings date
Q3 202521 Jan, 2026
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Frequently asked questions
Disco Corporation is amanufacturer in the precision tools sector, with a specific focus on the semiconductor production industry. The company specializes in the development, manufacture, and sale of cutting-edge equipment essential for semiconductor manufacturing processes. Its product lineup includes dicing saws, laser saws, grinders, polishers, and wafer mounters, all designed to meet the rigorous standards of precision required for silicon wafer processing and other semiconductor materials. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
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