)
MEC Company (4971) investor relations material
MEC Company Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 FYE12/2025 net sales reached 14,987 million yen, up 9.5% year-over-year, driven by strong demand in chemicals for advanced semiconductor package substrates, especially those related to generative AI, PCs, and smartphones.
Operating income increased 16.4% year-over-year to 4,247 million yen, with an operating margin of 28.3%, up 1.6 percentage points.
Net income attributable to owners of parent grew 26.7% year-over-year to 3,329 million yen, aided by extraordinary income from a government subsidy.
Overseas sales ratio increased to 80.6% from 77.8% in the same period last year, with indirect overseas sales included at 80.7%.
Financial highlights
Gross profit for Q3 was 9,349 million yen, up 11.3% year-over-year, with a gross margin of 62.4%.
Comprehensive income rose 45.5% year-over-year to 3,595 million yen.
EBITDA for Q3 was 5,364 million yen, up 24.9% year-over-year.
EPS for Q3 was 179.53 yen, up from 140.32 yen in the prior year.
Total assets grew to 34,292 million yen, and net assets to 28,312 million yen, with an equity ratio of 82.6%.
Outlook and guidance
Full-year FYE12/2025 net sales forecast revised to 20,300 million yen, up 11.3% year-over-year.
Full-year operating income forecast at 5,500 million yen, up 20.5% year-over-year.
Net income forecast at 4,300 million yen, up 87.6% year-over-year.
Annual dividend forecast raised to 85 yen per share.
Demand for CZ series and chemical adhesion promoters expected to rise, driven by semiconductor market recovery and technological innovation.
Next MEC Company earnings date
Next MEC Company earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage