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Tokyo Seimitsu (7729) investor relations material
Tokyo Seimitsu Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
1Q FY2026/3 net sales rose 4.2% YoY to ¥30.9B, with operating profit up 12% YoY to ¥4.6B and recurring profit up 3.1% YoY.
Net profit declined 9% YoY to ¥3.2B, mainly due to higher income tax adjustments.
Orders decreased 4.1% YoY to ¥35.9B, reflecting customer caution amid global tariff uncertainties.
SPE segment orders remained strong, driven by HPC-related demand, especially in China.
Metrology segment orders aligned with forecasts but were down 7.9% YoY due to postponed auto-related investments.
Financial highlights
1Q FY2026/3 sales: ¥30.9B (+4% YoY, -35% QoQ); operating profit: ¥4.6B (+12% YoY, -57% QoQ); net profit: ¥3.2B (-9% YoY, -57% QoQ).
Operating margin for 1Q: 15% (+1pt YoY, -8pt QoQ).
R&D expenses: ¥2.5B (+9% YoY); Capex: ¥2.5B (-10% YoY), including new plant construction.
Gross profit increased to ¥12.4B from ¥11.9B YoY.
Earnings per share for 1Q FY2026/3 was ¥79.77, down from ¥87.89 in the prior year.
Outlook and guidance
Full-year FY2026/3 guidance maintained: sales ¥159.0B (+6% YoY), operating profit ¥31.0B (+4% YoY), net profit ¥21.7B (-15% YoY), EPS ¥536.27.
Interim dividend forecast at ¥107 per share, total annual dividend projected at ¥214 per share.
SPE segment to remain driven by HPC-related demand, with 2H expected to be stronger due to HBM demand shift.
Metrology segment to maintain high demand, with charge/discharge testing system sales contributing in 2H.
Forex assumption: ¥140/US$, minimal impact due to high yen-based ratio.
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