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Tokyo Seimitsu (7729) investor relations material
Tokyo Seimitsu Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
1H orders, sales and all profit measures reached fiscal-half records; orders rose 72.3% to ¥138,960 million, led by semiconductor equipment demand for HPC, Generative AI and HBM.
FY2027/3 forecasts were raised to ¥192,000 million in sales and ¥45,000 million in operating profit; both are expected to meet MTP quantitative targets.
Demand outlook remains strong, with equipment markets expected to expand through at least CY2028; component procurement risks remain under close watch.
Financial highlights
1H sales were ¥92,399 million, up 19.9% YoY; gross profit was ¥39,503 million versus ¥31,190 million.
1H operating profit rose 38.2% to ¥20,341 million; operating margin was 22.0%, up 2.9 points.
1H recurring profit rose to ¥21,146 million from ¥14,978 million; net profit attributable to owners rose to ¥15,489 million from ¥9,612 million.
2Q sales reached a quarterly record of ¥55.7B, up 21% YoY; operating profit was ¥14.4B, up 42%, with a 25.9% margin.
Outlook and guidance
FY2027/3 forecasts: sales ¥192,000 million, operating profit ¥45,000 million, recurring profit ¥45,500 million and parent-attributable net profit ¥32,000 million.
FY2027/3 SPE sales are forecast at ¥150.5B, up 18% YoY; Metrology sales at ¥41.5B, up 7%.
SPE orders are expected to remain very strong in 2H, with FY orders forecast at ~¥220.0B, up 80% YoY; Metrology FY orders are expected to rise 10% YoY despite seasonal 2H decline.
Forecast assumes ¥150/US$; stated FX impact is minimal due to the high ratio of yen-based business.
- Record orders and upward guidance driven by robust HPC and AI demand in SPE segment.7729
Q1 2027 - Record sales and profit growth driven by SPE and Metrology demand, with further gains forecast.7729
Q4 2026 - Record sales and profit growth driven by HPC and aerospace/defense; outlook raised despite one-time losses.7729
Q3 2026 - Record 1H sales and strong SPE orders offset by lower net profit from extraordinary loss.7729
Q2 2026 - Operating profit rose 12% YoY in 1Q FY2026/3, led by strong HPC-related SPE demand.7729
Q1 2026 - Sales and profit rose year-over-year, outlook and dividend raised, uncertainty remains.7729
Q1 2025 - Strong 1H results and upward guidance driven by SPE and asset sales, with robust AI and China demand.7729
Q2 2025 - Record sales and profit driven by SPE and HPC demand; sales growth to continue.7729
Q4 2025 - SPE demand and strong financials drove upward revisions to full-year guidance.7729
Q3 2025
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