Nomura Micro Science (6254) Q2 2026 earnings summary

Executive summary

• Net sales for the six months ended September 30, 2025, rose 39.6% year-over-year to ¥25,193 million, with operating profit up 84.3% to ¥2,861 million and profit attributable to owners of parent at ¥1,413 million, a significant increase from ¥28 million a year earlier.

• Strong demand in the semiconductor industry, especially for generative AI and cloud infrastructure, drove capital investment and order growth.

• The company advanced its medium-term management plan, focusing on profitability, capital efficiency, finance optimization, and social value creation.

Financial highlights

• Orders received increased 19.8% year-over-year to ¥15,538 million.

• Water treatment equipment net sales surged 67.3% year-over-year to ¥17,397 million; maintenance and consumables net sales rose 16.7% to ¥7,381 million.

• Gross profit for the period was ¥5,735 million, up from ¥4,322 million the previous year.

• Basic earnings per share for the six months was ¥37.26, compared to ¥0.74 a year earlier.

Outlook and guidance

• Full-year forecast for fiscal year ending March 31, 2026: net sales ¥60,000 million (up 37.7% YoY), operating profit ¥6,200 million (up 59.7%), ordinary profit ¥5,184 million (up 61.3%), profit attributable to owners of parent ¥3,837 million (up 62.4%), and basic EPS ¥100.80.

• No changes to the previously announced consolidated forecasts.