Micronics Japan (6871) investor relations material

Executive summary

• Net sales for Q2 FY2026 reached ¥28,261 million, up 34.9% sequentially and 48.8% year-over-year; for the six months ended June 30, 2026, net sales rose 48.6% year-over-year to ¥49,206 million.

• Operating profit surged to ¥9,909 million in Q2 FY2026, a 75.4% increase from the previous quarter and 110.3% year-over-year; for the first half, operating profit was ¥15,557 million, up 105.5% year-over-year.

• Net income attributable to owners was ¥7,068 million in Q2 FY2026, up 60.9% sequentially and 127.9% year-over-year; for the first half, profit attributable to owners of parent was ¥11,461 million, up 140.0% year-over-year.

• Comprehensive income for the six months surged 561.7% year-over-year to ¥28,872 million.

• Growth was driven by record memory probe card sales and strong DRAM/HBM demand.

Financial highlights

• Gross profit for Q2 FY2026 was ¥15,217 million, up 53.7% sequentially and 73.2% year-over-year; for the first half, gross profit increased from ¥16,401 million to ¥25,115 million year-over-year.

• Ordinary profit reached ¥10,268 million in Q2 FY2026, up 71.4% sequentially and 128.6% year-over-year; for the first half, ordinary profit was ¥16,260 million, up 119.9% year-over-year.

• Basic earnings per share for the six months was ¥295.65, up from ¥123.44 a year earlier.

• Cash flows from operating activities improved to ¥12,165 million from ¥4,465 million year-over-year.

• Operating margin in Q2 FY2026 was 35.1%, a significant increase from previous quarters.

Outlook and guidance

• FY2026 net sales forecast is ¥103,800 million, up 47.9% year-over-year.

• Operating profit is projected at ¥31,400 million, up 89.8% year-over-year.

• Net income forecast is ¥23,000 million, up 90.7% year-over-year.

• Basic earnings per share for the full year is projected at ¥593.31.

• Dividend per share is expected to rise to ¥178.