SEMITEC (6626) Q2 2026 earnings summary

Executive summary

• Six-month sales to September 2025 fell 0.7% YoY to ¥12,696 million, and operating profit declined 10.3% to ¥1,914 million; both exceeded initial plan.

• Profit attributable to owners of parent was ¥1,458 million, down 9.2% YoY, despite a ¥187 million extraordinary gain from subsidiary divestment.

• Comprehensive income rose 23.5% YoY to ¥1,183 million.

Financial highlights

• Gross profit was ¥4,878 million, down from ¥4,989 million a year earlier; gross margin fell to 38.4% from 39.0%.

• Ordinary profit declined 15.1% YoY to ¥1,796 million; a ¥94 million fixed-asset disposal loss contributed to the decline.

• Basic EPS was ¥139.58, down from ¥149.87 a year earlier; operating margin fell to 15.1% from 16.7%.

• Total assets were ¥30,111 million and net assets were ¥22,916 million as of September 30, 2025.

Outlook and guidance

• FY ending March 31, 2026, forecasts: net sales of ¥23,382 million, down 7.7%; operating profit of ¥3,000 million, down 23.3%; parent-attributable profit of ¥2,240 million, down 28.0%.

• Annual dividend per share is forecast at ¥47.00, up from ¥40.00 in the previous year.

• Forecasts are based on assumptions and are targets rather than guarantees; actual results may differ.