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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.
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Q2 2026 earnings summary7 Nov, 2025

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.

Reconcile H1 vs full-year operating profit
Quantify depreciation change impact on H1 profit
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Frequently asked questions

ROHM Co., Ltd. is aJapanese manufacturer of electronic components, including semiconductors, integrated circuits (ICs), and various other electronic parts. The company's product lineup encompasses a wide range of components such as monolithic ICs, power modules, power ICs, application-specific ICs, resistors, capacitors, transistors, diodes, light emitting diodes (LEDs), and more. These products find applications across diverse sectors, including industrial, automotive, medical and healthcare, infrastructure, computer, and consumer products. The company is headquartered in Kyoto, Japan, and its shares are listed on the Tokyo Stock Exchange.

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