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PILLAR (6490) investor relations material
PILLAR Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Sales and operating income increased year-on-year in Q3, driven by strong overseas semiconductor market demand, especially in China, while the domestic market showed signs of recovery.
Net sales for the nine months ended December 31, 2025, increased 1.7% year-over-year to ¥42,887 million.
Operating profit rose 3.8% year-over-year to ¥8,656 million, and ordinary profit increased 6.8% to ¥9,335 million.
Profit attributable to owners of parent grew 6.8% year-over-year to ¥6,542 million.
Comprehensive income surged 61.2% year-over-year to ¥7,621 million.
Financial highlights
Q3 sales rose 1.7% year-on-year to 42,887 million yen; operating income increased 3.8% to 8,656 million yen; net income grew 6.8% to 6,542 million yen.
Gross profit for the period was ¥17,429 million, up from ¥16,461 million year-over-year.
Earnings per share for the nine months reached ¥283.38, compared to ¥262.68 in the prior year.
Total assets as of December 31, 2025, were ¥100,713 million, with net assets at ¥76,753 million.
Overseas sales ratio reached 36.1% for the third-quarter cumulative period, up 8.2 percentage points year-on-year.
Outlook and guidance
Full-year sales forecast at 58,000 million yen, operating income at 12,000 million yen (up 5.9% year-on-year), and net income at 8,500 million yen.
Earnings per share for the full year are forecast at ¥368.18.
Dividend forecast raised to 130 yen per share, with a payout ratio of 35.3%.
Domestic semiconductor market expected to recover in Q4, supporting improved income and productivity.
Full-year net sales forecast for the year ending March 31, 2026, is ¥58,000 million, flat year-over-year.
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