AIMECHATEC (6227) Investor update summary

Financial performance

• H1 FY2026 revenue ¥23.190bn, up ¥1.605bn YoY; half-year sales, operating profit and net profit reached record levels since listing.

• H1 operating profit ¥2.857bn, up ¥2.771bn YoY; ordinary profit ¥2.766bn, up ¥2.742bn.

• H1 net profit attributable to owners of the parent ¥1.864bn, up ¥2.630bn YoY; order backlog ¥34.768bn, up ¥33m.

• Advanced semiconductor packaging equipment, particularly TB/DB, drove sales; volume production efficiencies helped absorb higher SG&A.

FY2026 outlook and shareholder returns

• Revised FY2026 forecast: revenue ¥34.312bn, operating profit ¥4.854bn, ordinary profit ¥4.499bn and net profit ¥3.078bn.

• Forecast YoY growth: revenue 63.4%, operating profit 131.7%, ordinary profit 138.8% and net profit 813.4%.

• AI-related advanced semiconductor TB/DB orders and shipments are expected to exceed initial assumptions, with shipments brought forward.

• FY2026 annual dividend forecast is ¥17 per share after the stock split, equivalent to ¥51 before the split.

• FY2028 midterm targets of ¥30bn revenue and ¥3.8bn operating profit are expected to be achieved ahead of plan; target revisions will be considered with full-year results.

Business mix and manufacturing

• Operations span semiconductor-related equipment, IJP solutions and LCD equipment; strategic emphasis is shifting from LCD toward semiconductor-related business.

• Semiconductor offerings include packaging systems and wafer/panel TB/DB process systems for WLP, PLP, HBM and SiPh applications.

• IJP solutions target microdisplay encapsulation lines and nanoimprint systems for anti-glare glass and AR/VR products.

• The second factory building began operating in Dec 2025; production capacity is being expanded with support from manufacturing partners.