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ROHM (6963) investor relations material
ROHM Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for 1H FY2025 rose 5.3% year-over-year to ¥244.2 billion, driven by strong consumer market demand and improved factory utilization, shifting from loss to profit despite inventory and currency impacts.
Operating profit reached ¥7.6 billion, reversing a prior-year loss, with net profit at ¥10.3 billion, up 398.9% year-over-year.
Ordinary profit was ¥13.4 billion, aided by foreign exchange gains.
EBITDA for the period was ¥34.8 billion, down 11.5% year-over-year.
Sales in 2H are expected to be sluggish due to seasonality and rising gold prices, with a projected loss in 2H but profitability for the full year.
Financial highlights
1H FY2025 net sales: ¥244.2 billion (+5.3% YoY); full-year forecast: ¥460.0 billion (+2.6% YoY).
Operating profit for 1H: ¥7.6 billion; full-year forecast: ¥5.0 billion.
Net profit for 1H: ¥10.3 billion (+398.9% YoY); full-year forecast: ¥9.0 billion.
Gross profit increased to ¥58.5 billion from ¥56.7 billion YoY.
Cash and cash equivalents at period end were ¥297.1 billion, up ¥62.2 billion from March 31, 2025.
Outlook and guidance
Full-year net sales forecast revised upward to ¥460.0 billion, with operating profit projected at ¥5.0 billion and net profit at ¥9.0 billion.
2H sales expected to slow, especially in consumer and amusement segments, with gold price hikes impacting margins.
Segment sales for ICs and discrete semiconductors expected to grow, while modules and others are forecast to decline.
Automotive market bottoming out, with recovery expected next fiscal year; SiC devices for xEVs and energy applications remain growth drivers.
Guidance reflects anticipated sluggish sales in the second half due to seasonal and market factors, and higher raw material costs.
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