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santec Holdings (6777) investor relations material
santec Holdings Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Revenue for the nine months ended December 31, 2025, rose 22.7% year-over-year to ¥21,248 million, driven by strong sales of optical monitors and connectorized fiber inspection equipment.
Operating income increased 26.1% to ¥6,836 million, and net income attributable to shareholders grew 27.5% to ¥5,101 million year-over-year.
The company focused on high value-added new product development and market leadership amid ongoing global uncertainties.
Strong demand recovery in the optical components segment and continued growth in optical measurement instruments, especially for optical communications.
Financial highlights
Gross profit increased to ¥12,169 million from ¥9,936 million year-over-year.
Third quarter revenue reached ¥21,248 million, up ¥3,934 million (+22.7%) year-over-year.
Operating income was ¥6,836 million, up ¥1,413 million (+26.1%) year-over-year.
Ordinary income rose to ¥7,238 million (+21.7%), and net income increased to ¥5,101 million (+27.5%) year-over-year.
Comprehensive income for the period was ¥5,908 million, up 31.7% year-over-year.
Outlook and guidance
Full-year revenue forecast is ¥30,000 million, a 24.9% increase from the previous year.
Operating income is projected at ¥9,300 million (+25.2%), and net income at ¥6,400 million (+26.3%).
Dividend forecast revised to ¥200 per share for the year, with a mid-term dividend of ¥75 and year-end dividend of ¥125.
Demand for optical components and measurement equipment expected to remain strong, especially in data centers and medical devices.
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