SEMITEC (6626) Q2 2027 earnings summary

Executive summary

• H1 FY27 net sales rose 13.4% YoY to ¥14,405 million; operating profit increased 23.4% to ¥2,363 million and profit attributable to owners rose 11.6% to ¥1,628 million.

• Total assets were ¥31,492 million and net assets ¥25,214 million at September 30, 2026.

Financial highlights

• Net sales were ¥14,405 million, up 13.4% YoY; gross profit was ¥5,390 million versus ¥4,878 million.

• Operating profit reached ¥2,363 million, up 23.4% YoY; SG&A expenses were ¥3,026 million versus ¥2,964 million.

• Ordinary profit was ¥2,189 million, up 21.8% YoY; profit attributable to owners was ¥1,628 million, up 11.6%.

• Comprehensive income was ¥1,810 million versus ¥1,183 million in H1 FY26.

Outlook and guidance

• FY27 forecast: net sales ¥27,600 million (+8.4% YoY), operating profit ¥3,900 million (+10.3%), ordinary profit ¥3,750 million (+3.8%) and owner-attributable profit ¥2,750 million (+2.2%).

• Forecast basic EPS is ¥286.57; the financial results forecast was revised from the most recently announced forecast.

• FY27 cash dividend forecast is ¥56 per share; the dividend forecast was unchanged from the latest announcement.