JAPAN MATERIAL (6055) Q4 2026 earnings summary

Executive summary

• Net sales for FY2025 rose 10.1% year-over-year to ¥57,976 million, with operating profit up 30.9% to ¥14,640 million and ordinary profit up 33.4% to ¥15,123 million; profit attributable to owners of parent increased 34.5% to ¥10,592 million.

• Growth was driven by robust capital investment in semiconductors, strong production activity, and stable performance in solar power, while the graphics solution segment saw a decline.

• Stable income structure supported by ongoing operation services at client fabs, resilient to market trends.

Financial highlights

• Operating profit margin increased to 25.3% in FY2025 from 21.2% in FY2024.

• Gross profit increased from ¥16,160 million to ¥19,755 million year-over-year.

• Ordinary profit rose 33.4% to ¥15,123 million; comprehensive income reached ¥11,072 million, up 29.1%.

• Cash and cash equivalents at end of FY2025 were ¥15,648 million, up from ¥14,945 million.

• ROE reached 18.1% and ROA 15.0% as of March 31, 2026.

Outlook and guidance

• FY2026 net sales forecasted to increase 5.2% to ¥61,000 million, with operating profit expected to rise 5.9% to ¥15,500 million; profit attributable to owners of parent forecasted at ¥10,800 million (+2.0%).

• Operation division sales projected to grow 16.1% in FY2026, while initial division sales are expected to decline 14.5%.

• Electronics segment to focus on expanding engineering talent and leveraging Total Facility Management; graphics to target digital signage growth.