ULVAC (6728) Analyst Day 2026 summary

Strategic direction and business portfolio

• Focus is accelerating on semiconductors and electronics, with new business creation leveraging synergies among related fields.

• Business restructuring includes scaling down or withdrawing from low-profit areas and streamlining group companies and production sites.

• Expansion through M&A and other initiatives is planned to drive growth.

Financial targets and operational improvements

• Operating profit target for FY31/6 is set at ¥79 billion, a ¥110 billion increase, with a 22% margin.

• Consolidated net sales and operating profit margin are expected to improve by 5.5% by FY28/6 and 12% in target equipment by FY31/6.

• Production reforms aim to enhance efficiency and profitability through modular design.

Rare-earth magnet business expansion

• Rare-earth magnet-related business is positioned as a new frontier, with expectations for expanded production due to supply-chain diversification.

• Orders for industrial equipment related to rare-earth magnets are forecast to nearly triple YoY to ¥45 billion in FY26/6, mainly from Europe and North America.

• Market share exceeds 70% in multiple key processes, with a full lineup across melting, sintering, and heat treatment.