SEMITEC (6626) Q3 2025 earnings summary

Executive summary

• Revenue for the nine months ended December 31, 2024, rose 12.3% year-over-year to ¥19,099 million, with operating profit up 15.1% to ¥3,124 million and net profit attributable to shareholders up 39.9% to ¥2,345 million.

• Growth was driven by increased sales in hybrid vehicle components, OA equipment, and home appliances, while EV-related sales declined.

• Medical segment remained robust, and inventory adjustments in OA and home appliances were resolved, supporting sales.

Financial highlights

• Gross profit for the period was ¥7,464 million, up from ¥6,577 million year-over-year.

• Operating margin improved, with operating profit at ¥3,124 million versus ¥2,712 million a year earlier.

• Net profit per share increased to ¥217.49 from ¥148.44 year-over-year.

• Total assets grew to ¥30,918 million, and equity increased to ¥23,360 million.

Outlook and guidance

• Full-year revenue is forecast at ¥24,035 million (up 6.0% year-over-year), with operating profit of ¥3,750 million (up 5.0%) and net profit of ¥2,635 million (up 22.6%).

• No change to previously announced guidance due to ongoing uncertainty in China and FX markets.