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Rorze (6323) investor relations material
Rorze Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 FY27 net sales rose 21.5% YoY to ¥79,733mn, while operating profit increased 42.4% to ¥23,096mn; Semi demand led growth.
Record Q2 Semi orders of ¥78,509mn lifted backlog to ¥103,863mn; FY27 forecasts were raised and production capacity expansion accelerated.
Financial highlights
H1 ordinary profit rose 68.4% YoY to ¥24,538mn; profit attributable to owners of parent increased 45.7% to ¥15,839mn.
Gross profit was ¥34,371mn versus ¥26,269mn; SG&A was ¥11,274mn versus ¥10,055mn.
Q2 quarterly sales rose 14% QoQ to a record for the second consecutive quarter; operating profit increased 26% QoQ to ¥12,866mn.
H1 net profit was ¥15,915mn and profit attributable to owners of parent was ¥15,839mn; prior-year figures were ¥10,223mn and ¥10,872mn, respectively.
Outlook and guidance
FY27 forecast: net sales ¥180,007mn, operating profit ¥53,078mn, ordinary profit ¥54,889mn and profit attributable to owners of parent ¥37,779mn.
Revised FY27 Semi sales forecast is ¥152,970mn; second-half sales are forecast at ¥100,273mn, including ¥85,832mn from Semi.
FY27 basic EPS forecast is ¥217.84; annual dividend forecast was raised to ¥28 per share from ¥20.
FY27 average exchange-rate assumption is ¥158/US$, versus ¥159/US$ initially; H1 actual average was ¥158/US$.
- Record sales and profits, 56% profit surge, and raised outlook with higher dividend forecast.6323
Q1 2027 - Q1 revenue and profit soared on semiconductor demand, with robust growth in China and U.S. acquisition.6323
Q1 2025 - Strong sales and profit growth driven by semiconductor demand and global expansion.6323
Q2 2025 - Strong semiconductor demand and robust sales drove double-digit profit and revenue growth.6323
Q3 2025 - Record sales and profit growth led by semiconductor demand; FY2026 outlook cautious on margin pressure.6323
Q4 2025 - Strong Q1 revenue growth offset by a 40% drop in net income from higher costs and FX.6323
Q1 2026 - Revenue up 8.9% YoY, but net income fell 31.4% due to higher costs and FX losses.6323
Q2 2026 - Revenue up 6% YoY, profit down on higher costs; outlook steady with strong AI-driven demand.6323
Q3 2026 - Net income dropped 19.4% on litigation costs, but strong growth is forecast for FY2027.6323
Q4 2026
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