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ULVAC (6728) investor relations material
ULVAC Analyst Day 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategic direction and business portfolio
Focus is accelerating on semiconductors and electronics, with new business creation leveraging synergies among related fields.
Business restructuring includes scaling down or withdrawing from low-profit areas and streamlining group companies and production sites.
Expansion through M&A and other initiatives is planned to drive growth.
Financial targets and operational improvements
Operating profit target for FY31/6 is set at ¥79 billion, a ¥110 billion increase, with a 22% margin.
Consolidated net sales and operating profit margin are expected to improve by 5.5% by FY28/6 and 12% in target equipment by FY31/6.
Production reforms aim to enhance efficiency and profitability through modular design.
Rare-earth magnet business expansion
Rare-earth magnet-related business is positioned as a new frontier, with expectations for expanded production due to supply-chain diversification.
Orders for industrial equipment related to rare-earth magnets are forecast to nearly triple YoY to ¥45 billion in FY26/6, mainly from Europe and North America.
Market share exceeds 70% in multiple key processes, with a full lineup across melting, sintering, and heat treatment.
- Accelerating semiconductor and electronics growth with advanced packaging and inspection tech.6728
Analyst Day 20257 Apr 2026 - Orders exceeded plan but profits fell; outlook raised amid reforms and industry challenges.6728
Q2 202616 Feb 2026 - Orders up 19% YoY, but net sales and profits declined; full-year outlook and dividend steady.6728
Q1 202611 Nov 2025 - Record gross margin and dividend; FY2026 targets higher profit and stable dividends.6728
Q4 202513 Aug 2025 - ULVAC targets 2.5x growth in semiconductor and packaging orders by FY30/6, driven by AI demand.6728
Analyst Day 202413 Jun 2025 - Profits and sales surged YoY, with OLED and semiconductor demand set to drive future growth.6728
Q1 202513 Jun 2025 - Record sales and profits, with robust outlook and higher dividends on strong semiconductor demand.6728
Q4 202413 Jun 2025 - Modest profit growth, lower orders, and a new focus on semiconductors drive revised guidance.6728
Q3 20256 Jun 2025 - Record profit and margin growth offset order declines; outlook and dividend remain strong.6728
Q2 20255 Jun 2025
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