OPT Machine Vision Tech (688686) Q3 2026 earnings summary

Executive summary

• 9M 2026 revenue rose 36.95% YoY to ¥1.386bn; growth was driven by lithium battery, semiconductor and automotive demand, alongside AI-system solutions.

• Q3 revenue increased 46.24% YoY to ¥482.3m, while attributable net income rose 66.88% to ¥61.2m.

Financial highlights

• 9M attributable net income was ¥231.7m, up 26.83% YoY; adjusted for non-recurring items, net income was ¥212.0m, up 29.39%.

• 9M total net income was ¥250.0m versus ¥187.5m YoY; operating profit reached ¥255.0m versus ¥196.7m.

• 9M profit before tax rose 29.68% YoY to ¥254.3m; revenue increased 36.95% to ¥1.386bn.

• Operating cash flow was negative ¥129.4m in 9M versus positive ¥129.1m a year earlier; the report cited strategic stocking and higher supplier payments.

Segment performance

• 9M 3C electronics revenue was ¥593m and broadly stable YoY; lithium battery revenue was ¥379m, up 47.26%.

• Semiconductor revenue reached ¥202m, up 257.47% YoY; automotive revenue was ¥66m, up 80.97%.

• AI-system solution revenue was ¥301m in 9M, up 157.02% YoY.