AIMECHATEC (6227) Q2 2025 earnings summary

Executive summary

• H1 revenue rose 34.2% YoY to ¥7,091m, led by semiconductor equipment; operating income returned to profit at ¥86m while net loss widened to ¥766m on earn-out-related charges.

• Orders more than doubled to ¥21,585m and backlog reached a record ¥34,735m, up 34.5%; FY2025 guidance and dividend forecast remain unchanged.

Financial highlights

• H1 gross profit increased to ¥1,682m from ¥966m; gross margin rose to 23.7% from 18.3%.

• Operating income was ¥86m versus a ¥389m loss; ordinary income was ¥24m versus a ¥433m loss.

• Net loss was ¥766m versus ¥292m; net loss per share widened to ¥124.16 from ¥52.16.

• Total assets were ¥23,736m; cash and equivalents increased by ¥857m to ¥3,730m at period-end.

Outlook and guidance

• FY2025 guidance unchanged: revenue ¥20,015m, operating income ¥1,625m, ordinary income ¥1,510m, and net income ¥216m.

• High backlog and a sales mix led by the higher-margin semiconductor business support expected annual revenue and profit growth.