Mansei (7565) Q2 2027 earnings summary

Executive summary

• H1 FY2027 revenue rose 32.9% YoY to ¥16.329bn; operating income increased 36.4% to ¥980m and net income attributable to owners rose 41.1% to ¥713m.

• Performance reflected stronger demand in electronics and information communications, alongside steady demand in industrial systems and equipment.

Financial highlights

• H1 revenue was ¥16.329bn, up 32.9% YoY; gross profit was ¥2.406bn versus ¥1.965bn.

• Operating income rose 36.4% YoY to ¥980m; ordinary income increased 38.8% to ¥1.021bn.

• Net income attributable to owners was ¥713m, up 41.1% YoY; basic EPS was ¥438.95 versus ¥310.97.

• Comprehensive income increased to ¥843m from ¥754m YoY.

Outlook and guidance

• FY2027 forecast: revenue ¥31.0bn (+14.8%), operating income ¥1.78bn (+13.2%), ordinary income ¥1.82bn (+13.1%) and net income ¥1.25bn (+12.2%).

• Forecast EPS is ¥769.85; the full-year earnings forecast was revised.

• Forecasts rely on current information and assumptions; actual results may differ materially due to multiple factors.