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Tomen Devices (2737) investor relations material
Tomen Devices Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 FY2027 net sales rose 223.3% YoY to ¥785,840 million; operating profit increased 359.6% to ¥37,542 million and net profit rose 425.5% to ¥25,114 million.
Broad-based memory sales growth, particularly in servers/storage and automotive, drove results as memory prices continued to rise.
Financial highlights
Gross profit was ¥40,782 million versus ¥10,240 million YoY; ordinary profit rose 393.6% to ¥34,544 million.
Basic EPS was ¥3,692.80 versus ¥702.77 in the prior-year six-month period.
Comprehensive income increased to ¥24,872 million from ¥4,345 million YoY.
Outlook and guidance
FY2027 forecast: net sales ¥1,400,000 million, operating profit ¥48,900 million, ordinary profit ¥40,800 million and net profit ¥30,000 million; guidance unchanged.
Forecast EPS is ¥4,411.22; annual dividend forecast is ¥1,640 per share.
H2 memory demand is expected to remain strong, led by generative AI-related products; memory prices are expected to rise modestly, then remain elevated.
H2 initiatives include securing FY2027 supply, expanding automotive non-memory sales, promoting sovereign AI data center memory and energy storage batteries, and pursuing North American operations.
- FCNT-related losses drove a ¥4m H1 net loss as revenue fell 17.3% YoY.2737
Q2 2024 - A ¥4.2bn customer-related loss weighed on FY2024; memory recovery underpins FY2025 sales growth.2737
Q4 2024 - Record quarterly growth driven by memory sales prompts upward revision of full-year outlook.2737
Q1 2027 - Net sales and profits rebounded, with higher sales and dividend guidance for the full year.2737
Q1 2025 - Memory-led H1 growth drove higher FY2025 guidance despite uncertain consumer recovery.2737
Q2 2025 - Profits and sales surged year-over-year, with a higher full-year outlook and dividend forecast.2737
Q3 2025 - Profits surged on strong memory demand, but guidance signals a cautious outlook.2737
Q4 2025 - Operating profit dropped 44% year-over-year as yen appreciation weighed on results.2737
Q1 2026 - Strong sales and profit growth led to upward revisions in full-year forecasts and dividends.2737
Q2 2026
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