AIMECHATEC (6227) Corporate presentation summary

Overview of revised mid-term management plan

• Revised plan accelerates achievement of key targets, aiming for sales of ¥450 billion and operating margin over 20% by FY2028, with a long-term vision of ¥500 billion sales and 20%+ margin.

• Focus on expanding advanced semiconductor and optical device businesses as new growth drivers, leveraging core technologies in high-precision film, vacuum, and microfabrication.

• Strengthening global niche leadership through innovation, customer collaboration, and advanced process integration (A-PI) strategies.

Financial targets and performance

• FY2026 sales reached ¥352 billion with a 16.5% operating margin, surpassing initial targets.

• FY2028 targets: sales ¥450 billion, operating margin 20%, ROE above 30%.

• Semiconductor segment expected to drive growth, with sales rising from ¥195 billion (FY2025) to ¥388 billion (FY2028).

• Optical device segment also expanding, with new product lines in microdisplays, nanostructures, and solar cells.

Strategic initiatives and business drivers

• Launching new systems for panel-level packaging (PLP), high-bandwidth memory (HBM), and silicon photonics (SiPh) to capture AI and advanced semiconductor demand.

• Expanding into smart glasses, AR/VR, and clean energy markets with innovative optical device solutions.

• Enhancing production capacity with new factories, IT systems, and multi-vendor supply chains.

• Promoting sustainability, diversity, and governance, including climate action and workforce development.