PILLAR (6490) Q4 2026 earnings summary

Executive summary

• Achieved record sales and operating income for the fiscal year ended March 31, 2026, with consolidated sales up 2.6% and operating income up 6.8% year-over-year.

• Net sales reached ¥59,479 million (+2.6% YoY), operating profit was ¥12,107 million (+6.8% YoY), and ordinary profit grew 12.8% to ¥12,946 million.

• Profit attributable to owners of parent was ¥8,941 million, up 7.7% year-over-year.

• Growth driven by recovery in the semiconductor market, strong overseas demand, and robust performance in both electronic and industrial equipment segments.

• Comprehensive income surged 39.8% year-over-year to ¥10,286 million.

Financial highlights

• Consolidated sales: ¥59,479 million (+2.6% YoY); operating income: ¥12,107 million (+6.8% YoY); net income: ¥8,941 million (+7.7% YoY).

• Gross profit increased to ¥24,388 million from ¥22,424 million year-over-year.

• Earnings per share rose to ¥388.19 from ¥355.82 year-over-year.

• Operating income ratio improved to 20.4% (+0.8pt YoY); ordinary income rose 12.8% YoY.

• Overseas sales ratio reached 34.7%, up 5.0pt YoY.

Outlook and guidance

• FY2027 forecast: sales ¥70,000 million (+17.7% YoY), operating income ¥15,500 million (+28.0% YoY), net income ¥10,700 million (+19.7% YoY).

• Projected earnings per share for FY2027 is ¥468.04.

• Dividend forecast for FY2027: ¥188 per share (payout ratio 40.2%).

• Continued proactive investments in production capacity and R&D to support mid- to long-term growth.