Hosokawa Micron (6277) Q4 2026 earnings summary

Executive summary

• FY2026 net sales rose 5.9% YoY to ¥82,563m, while operating profit fell 33.1% to ¥4,718m and profit attributable to owners of parent declined 22.2% to ¥3,524m.

• Orders received increased 6.0% to ¥78,928m; backlog fell 5.1% to ¥41,952m.

Financial highlights

• Gross profit was ¥27,348m versus ¥27,355m; SG&A increased to ¥22,629m from ¥20,304m.

• Ordinary profit declined 26.4% to ¥5,679m; basic EPS was ¥240.42 versus ¥306.09 YoY.

• Comprehensive income was ¥6,279m, down from ¥8,475m; net income was ¥3,524m versus ¥4,527m.

• Extraordinary losses totaled ¥802m, including ¥687m in business structure improvement expenses and ¥22m in system failure response costs; prior-year extraordinary losses were ¥885m, including ¥404m impairment charges.

Outlook and guidance

• FY2027 guidance: net sales ¥83,500m (+1.1% YoY), operating profit ¥5,400m (+14.4%), ordinary profit ¥5,800m (+2.1%), parent profit ¥4,300m (+22.0%) and basic EPS ¥293.25.

• H1 FY2027 forecast: net sales ¥39,500m (-1.0% YoY), operating profit ¥2,600m (+44.7%), ordinary profit ¥2,800m (+23.5%) and parent profit ¥2,100m (+73.2%).

• Forecast assumes ¥155/$ and ¥180/€; customer investment postponements or cancellations, high energy prices and geopolitical uncertainty could affect results and cash flows.

• Priorities include expanding maintenance, toll processing and materials businesses, strengthening blown-film brand power, and developing higher-value products, aftermarket offerings and IIoT digital solutions.