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TOWA (6315) investor relations material
TOWA Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Net sales for 3Q FY2025 were ¥369.3 billion, down 5.9% year-over-year, with operating profit down 43.5% to ¥36.8 billion and net profit down 49.0% to ¥26.2 billion, mainly due to U.S. tariffs, weak automotive semiconductor demand, and product mix changes.
Orders in 3Q FY2025 reached ¥196.2 billion, the second-highest quarterly level, driven by AI and data center demand, especially for memory and advanced packaging applications.
Comprehensive income rose to ¥7,588 million, up 98.2% year-over-year, due to foreign currency and securities valuation gains.
Financial highlights
3Q FY2025 net sales: ¥369.3 billion (down 5.9% YoY); operating profit: ¥36.8 billion (down 43.5% YoY); ordinary profit: ¥36.9 billion (down 47.8% YoY); net profit: ¥26.2 billion (down 49.0% YoY).
Operating margin declined from 16.6% to 10.0% year-over-year.
Orders for 3Q FY2025 were strong at ¥196.2 billion, with a December-end backlog of ¥327.9 billion.
Basic earnings per share were ¥35.02, reflecting a stock split.
Equity-to-asset ratio at 66.6%, down from 73.8% at prior fiscal year-end.
Outlook and guidance
Full-year FY2025 net sales forecast revised down to ¥545.0 billion (up 1.9% YoY), with operating profit forecast at ¥70.0 billion (down 21.2% YoY) and profit attributable to owners at ¥4,950 million (down 39% YoY).
Forecast revision attributed to delayed mass production investments in memory and a higher proportion of long lead-time evaluation equipment orders.
Profit margins expected to gradually improve as compression equipment orders increase.
Despite lower forecasts, order backlog and demand for AI/data center applications are expected to support future performance.
- TimeTickerHeadlineOpen
- 7 Feb504614
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