Organo (6368) Q3 2026 earnings summary

Executive summary

• Net sales for the nine months ended December 31, 2025, rose 10.4% year-over-year to ¥127,729 million, with operating profit up 32.2% to ¥26,112 million and profit attributable to owners of parent up 28.9% to ¥17,999 million.

• Orders received increased 9.7% year-over-year to ¥129,421 million, while the order backlog declined 8.1% to ¥106,982 million.

• The electronics industry drove growth, especially from large-scale semiconductor projects in Taiwan, the U.S., and Europe, and robust demand for generative AI.

Financial highlights

• Operating profit margin improved, with gross profit up from ¥37,259 million to ¥45,652 million year-over-year.

• Comprehensive income increased 31.4% year-over-year to ¥18,149 million.

• Basic earnings per share rose to ¥391.51 from ¥303.81 year-over-year.

• Total assets increased to ¥207,152 million, and net assets to ¥130,737 million as of December 31, 2025.

Outlook and guidance

• Full-year forecast for fiscal year ending March 31, 2026, remains unchanged: net sales ¥175,000 million (+7.2% YoY), operating profit ¥36,000 million (+15.7%), profit attributable to owners of parent ¥27,000 million (+11.8%), and EPS ¥587.28.

• Dividend forecast for FY2026 is ¥190 per share, up from ¥160 in FY2025.