AIMECHATEC (6227) Q1 2025 earnings summary

Executive summary

• Revenue for Q1 FY2025 was ¥1,494 million, up 8.5% year-over-year, but the company posted an operating loss of ¥589 million and a net loss attributable to shareholders of ¥613 million, both larger than the prior year.

• Orders surged to ¥14,578 million (up 275.9% YoY) and order backlog reached ¥33,320 million (up 44.3% YoY), reflecting strong demand in AI-related and microdisplay segments.

Financial highlights

• Operating loss widened to ¥589 million from ¥545 million year-over-year; net loss attributable to shareholders increased to ¥613 million from ¥393 million.

• EPS was negative at ¥-98.92, compared to ¥-69.91 in the prior year.

• Comprehensive loss for the quarter was ¥668 million, compared to ¥381 million last year.

• Total assets decreased to ¥21,529 million from ¥22,774 million at the previous fiscal year-end.

• Equity ratio declined to 46.5% from 48.1% at the previous year-end.

Outlook and guidance

• Full-year guidance remains unchanged: revenue forecast at ¥20,015 million (+29.8% YoY), operating income ¥1,625 million (+521.9% YoY), net income ¥216 million (+93.3% YoY), and EPS ¥34.82.

• Dividend forecast is maintained at ¥45 per share for the year.