Tazmo (6266) Q2 2026 earnings summary

Executive summary

• Net sales for Q2 FY2026 were ¥12,684 million, down 24.4% year-over-year, with operating income dropping 95.1% to ¥123 million and net income attributable to owners of parent falling 97.8% to ¥35 million.

• Comprehensive income decreased 64.9% year-over-year to ¥326 million.

• Both sales and profit declined and fell short of plan due to delays in inspection and acceptance in key business segments.

• Despite weak results, order intake reached record highs in the Semiconductor Equipment, Transfer Equipment, and Surface Treatment Equipment businesses.

Financial highlights

• Gross profit decreased 31.2% year-over-year to ¥3,598 million.

• Operating income was ¥123 million, down from ¥2,517 million in Q2 FY2025.

• Ordinary income was ¥270 million, down 88.6% year-over-year.

• Basic earnings per share decreased to ¥2.48 from ¥113.29 year-over-year.

• Cash on hand at period end was ¥13,456 million.

Outlook and guidance

• FY2026 full-year net sales are estimated at ¥35,500 million, with operating income forecast at ¥3,600 million and net income at ¥2,500 million.

• Annual dividend forecast remains at ¥34 per share.

• Management remains optimistic about future orders, especially in advanced packaging and surface treatment equipment, despite current market challenges.