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TOWA (6315) investor relations material
TOWA Q2 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
H1 FY2027 net sales reached a record ¥33.72bn, up 43.8% YoY; operating profit rose 128.1% to ¥5.69bn.
Interim orders reached a record ¥54.79bn, with a September-end backlog of ¥51.83bn.
Full-year FY2027 guidance was raised, with record sales and profits expected.
Financial highlights
H1 ordinary profit was ¥5.28bn and net income attributable to owners was ¥3.83bn, up 107.2% YoY; basic EPS was ¥51.08 versus ¥24.66.
Operating-profit growth was driven by sales (+¥4.70bn) and product mix (+¥0.10bn), partly offset by development costs (-¥0.76bn) and SG&A (-¥0.85bn).
Comprehensive income was ¥7.64bn versus ¥3.91bn YoY, including ¥3.81bn of other comprehensive income.
Outlook and guidance
FY2027 forecast: net sales ¥71.00bn, operating profit ¥13.15bn, ordinary profit ¥12.75bn, net income attributable to owners ¥9.00bn and EPS ¥119.95.
FY2027 annual dividend forecast is ¥30/share, all expected at year-end.
Production plans prioritize converting backlog to sales, with flexible staffing, supplier collaboration, process standardization and gradual capacity expansion.
- Record orders and sales from AI and memory demand drove a strong return to profitability.6315
Q1 2027 - Record sales achieved, profit fell, but strong rebound forecast for next year.6315
Q4 2026 - Profits fell on lower sales, but strong AI/data center orders support future growth.6315
Q3 2026 - Profits fell on lower sales, but Q2 recovery was driven by AI and Asian demand.6315
Q2 2026 - Q1 losses from weak demand, but order recovery and profitability expected from Q2.6315
Q1 2026 - Profits and sales soared on generative AI and semiconductor demand, with guidance maintained.6315
Q1 2025 - Profits and sales soared on semiconductor demand, with guidance and dividends maintained.6315
Q2 2025 - Profits and sales surged, but guidance was cut amid weak recovery and China headwinds.6315
Q3 2025 - Sales and profits rose on Asian demand; guidance sees growth but lower net profit ahead.6315
Q4 2025
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