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MEC Company (4971) investor relations material

MEC Company Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary8 Aug, 2025

Executive summary

  • Net sales for 1H FYE12/2025 reached ¥9,387 million, up 5.7% year-over-year, driven by strong demand in chemicals for advanced semiconductor package substrates, especially for generative AI applications.

  • Operating income increased 3.3% year-over-year to ¥2,440 million, while net income was nearly flat at ¥1,893 million, aided by extraordinary income from a government subsidy.

  • Chemical sales grew 7.6% year-over-year, with shipments up 8.6% and strong performance in the CZ series.

  • Overseas sales ratio increased to 81.2%, or 80.8% including indirect exports, reflecting robust international demand, especially in China and Taiwan.

  • Extraordinary income included a government subsidy for growth investment and wage increases for SMEs.

Financial highlights

  • Gross profit rose to ¥5,804 million, up 7.8% year-over-year, with a gross profit margin of 61.8%.

  • EBITDA increased by 8.5% to ¥3,287 million year-over-year.

  • Ordinary income declined 5.6% year-over-year to ¥2,493 million, mainly due to foreign exchange impacts.

  • Net income for 1H was ¥1,893 million, nearly flat year-over-year.

  • Cash and cash equivalents at period-end were ¥7,791 million, down ¥2,463 million from the previous year-end.

Outlook and guidance

  • Full-year FYE12/2025 net sales forecast at ¥20,000 million, up 9.7% year-over-year; operating income projected at ¥5,000 million, up 9.6%; net income forecast at ¥3,600 million, up 57.1%.

  • Annual dividend per share to be maintained or increased, with a consolidated payout ratio target of 30%.

  • ROE quantitative target set at a minimum of 10%.

  • No changes to previously announced earnings or dividend forecasts.

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Frequently asked questions

MEC Company Ltd, specializes in the research, development, production, and sale of chemicals, equipment, and related materials for printed circuit board manufacturing. Their product lineup is comprehensive, covering various chemicals for electronic substrates including roughening type adhesion enhancement, rolled annealed copper roughening treatment, pre-lamination treatment of multilayer substrates, anisotropic etching, and seed layer etching among others. Additionally, MEC offers AMALPHA, a proprietary metal surface treatment technology designed for direct bonding between metal and resin. Founded in 1969, MEC has established its presence in the specialty chemicals sector, contributing to advancements in electronic substrates and metal-to-resin bonding technologies. The company is headquartered in Amagasaki, Japan, and its shares are listed on the Tokyo Stock Exchange.

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