)
Visual
earnings real time
TOPPAN Holdings (7911) investor relations material
TOPPAN Holdings Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary10 Dec, 2025
Electronics Business Overview and Financial Performance
Fiscal 2024 net sales reached JPY 283.3 billion, with non-GAAP operating profit at JPY 53.4 billion and an 18.9% margin; semiconductor-related sales were JPY 194.8 billion with a 27% margin, and display sales JPY 88.5 billion at a 2% margin.
Electronics accounted for 16% of consolidated net sales, with a focus on high-value-add semiconductor packaging as a growth driver.
FY2025 sales are forecast at JPY 259 billion, with a significant profit increase expected in Q4 as new production lines ramp up.
By FY2030, sales are targeted at JPY 350 billion, with semiconductor-related sales comprising approximately 80% and a non-GAAP operating margin of 30%.
Strategic Focus and Market Direction
Emphasis on high-end FC-BGA substrates for AI, advanced packaging like glass core substrates, and organic RDL interposers.
Strategic focus on AI, server CPUs, and network switches, leveraging technical superiority in microfabrication and build-up wiring.
Plans to launch new manufacturing lines for anti-reflective films and quantum dot materials, and expand automotive light control films.
Targeting a sales CAGR of 26% for semiconductors and 22% for electronics overall, aiming for JPY 350 billion sales by 2030.
The company holds the No. 3 market share in high-end switch FC-BGA substrates and is expanding into advanced semiconductor packaging and new materials.
Semiconductor Packaging Business and Market Positioning
FC-BGA substrates are key, enabling high-speed, multifunctional LSI chips for AI, servers, and automotive.
High-end applications make up 83% of business, with a global number three position in high-end switch substrates.
Focus areas include high-end switches, AI accelerators (AI ASICs), and server CPUs, especially Arm-based for power efficiency.
Drivers for 30% operating margin by 2030
How to meet 800 Tbps AI switch transmission speed?
Status of submicron organic RDL interposer project
Assess financial impact of photomask divestment
Capital allocation for advanced packaging expansion
Explain competitive edge of packaging solutions shift
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next TOPPAN Holdings earnings date
Q3 202612 Feb, 2026
Next TOPPAN Holdings earnings date
Q3 202612 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
)
Frequently asked questions
TOPPAN Holdings Inc. is a Japan-based company specializing in printing, information, and communications solutions. The company operates in several segments, including printing and publishing, packaging, security solutions, electronics, and industrial materials. TOPPAN provides a wide array of products, from traditional printing services to advanced semiconductor packaging, digital transformation services, and security solutions for personal and corporate data. The company serves industries such as publishing, consumer goods, technology, and finance. The company is headquartered in Tokyo, Japan, and its shares are listed on the Tokyo Stock Exchange.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage