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ROHM (6963) investor relations material
ROHM Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales reached ¥135.7 billion in Q1 FY2026, up 16.8% year-over-year, driven by growth in automotive, industrial, and computer/storage markets.
Operating profit surged to ¥9.6 billion from break-even last year, reflecting higher sales, lower depreciation, and a weaker yen.
Net profit rose to ¥9.0 billion, up 203.6% year-over-year; ordinary profit increased 352.6% to ¥11.2 billion.
Strong demand in automotive, industrial, SiC, and AI/server-related markets; segment losses narrowed.
Integration discussions ongoing with Toshiba D&S and Mitsubishi Electric's power device business.
Financial highlights
Net sales: ¥135.7 billion (+16.8% YoY, +21.6% QoQ); net income per share: ¥23.33.
Operating profit: ¥9.6 billion (+4,825.6% YoY, +729.7% QoQ); EBITDA: ¥18.5 billion (+38.5% YoY).
Net profit: ¥9.0 billion (+203.6% YoY); comprehensive income: ¥25.8 billion.
Equity ratio improved to 59.6%; total assets increased to ¥1,298.2 billion.
SiC business sales up 53% YoY; server-related sales up 67% YoY.
Outlook and guidance
Full-year FY2026 sales forecast unchanged at ¥510.0 billion (+6.0% YoY); operating profit projected at ¥30.0 billion.
Profitability in SiC business expected to improve from Q2 onward.
Annual dividend forecast maintained at ¥50 per share.
Plans to increase utilization rates and invest in capacity expansion to meet demand.
Outlook remains cautious due to global uncertainties.
- Sales and operating profit rose, but SiC impairment led to a net loss; profit recovery forecast.6963
Q4 2026 - Sales up YoY, profit rebound aided by cost controls, but SiC costs limit margin growth.6963
Q3 2026 - Net sales up 5.3% YoY, operating profit rebounded, but 2H slowdown expected.6963
Q2 2026 - Profits and sales rebounded sequentially, aided by SiC growth and cost reforms.6963
Q1 2026 - Profit and sales declined sharply, prompting revised guidance and strategic shifts.6963
Q2 2025 - Operating profit plunged 92.8% as industrial sales slumped despite automotive growth.6963
Q1 2025 - Losses and reforms set the stage for profit recovery and SiC-driven growth ahead.6963
Q4 2025 - Operating loss and profit slump reflect weak demand and market adjustment.6963
Q3 2025
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