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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.
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Q3 2026 earnings summary6 Feb, 2026

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.

How sustainable is comprehensive income growth?
What is the outlook for product mix improvements?
What are the implications of revenue recognition delays?
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