Enplas (6961) Q2 2025 earnings summary

Executive summary

• First half sales rose 2.6% year-over-year to 19,700 million yen, with operating income up 28.2% and profit attributable to owners up 16.5%.

• Semiconductor segment remained weak, but other segments showed steady or improved performance.

• Cost reduction in SG&A and improved COGS ratio contributed to higher profitability.

Financial highlights

• Operating income for the first half: 3,354 million yen (+28.2% YoY); operating margin improved by 3.4 points to 17.0%.

• Ordinary income: 3,144 million yen (+1.6% YoY); profit attributable to owners: 2,094 million yen (+16.5% YoY).

• EPS increased by 33.38 yen to 237.19 yen.

• Gross profit improved to 9,514 million yen from 8,915 million yen YoY.

• Total assets as of September 30, 2024, were 60,508 million yen, with net assets at 53,858 million yen and an equity ratio of 87.6%.

Outlook and guidance

• Full-year sales forecast unchanged at 41,500 million yen; operating income forecast at 6,600 million yen.

• Full-year EPS forecast at 543.69 yen; dividend per share planned at 60 yen.

• Segment sales forecasts: Semiconductor 18,500 million yen, Life Science 2,800 million yen, Digital Communication 6,000 million yen, Energy Saving Solution 14,200 million yen.

• Operating profit projected to reach 6,600 million yen (up 42.1%), ordinary profit 7,000 million yen (up 33.0%), and profit attributable to owners 4,800 million yen (up 39.4%).