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SEMITEC, First Half Ordinary Profit Decreases by 15%

Thu Nov 13, 2025 3:30 pm JST Earnings

6626 SEMITEC Corporation 【J-GAAP】

Earnings Report

SEMITEC Corporation <6626> [TSE Std] announced its financial results after the market closed on November 13th (15:30). The consolidated ordinary profit for the cumulative second quarter of the fiscal year ending March 2026 (April to September) decreased 15.1% from the same period last year to 1.79 billion yen. However, Progress toward the full-year plan of 2.92 billion yen was 61.5%, also surpassing the five-year average of 51.6%.

Based on the first-half performance announced by the company and the unchanged full-year plan, our calculation indicates that the consolidated ordinary profit for the October to March period (second half) is expected to drop 42.2% from the same period last year to 1.12 billion yen.

In the most recent three-month period, from July to September (2Q), the consolidated ordinary profit decreased to 0.89 billion yen, a 3.5% decrease compared to the same period last year. The operating profit margin decreased from 16.8% in the same period last year to 14.6%.

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Actual Results

Accumulated Results 2nd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Sep, 2023 11,300 1,769 2,091 1,040 91.5 53.9 Nov 14, 2023 J-GAAP
Apr - Sep, 2024 12,787 2,135 2,116 1,608 149.9 52.1 Nov 14, 2024 J-GAAP
Apr - Sep, 2025 12,696 1,914 1,796 1,458 139.6 61.5 Nov 13, 2025 J-GAAP
YoY -0.7% -10.4% -15.1% -9.3% -6.9%

First Half Results vs. Previous Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Guidance 11,790 1,660 1,540 1,280 125.2 0 May 13, 2025 J-GAAP
Apr - Sep, 2025 Results 12,696 1,914 1,796 1,458 139.6 0 Nov 13, 2025 J-GAAP
Revision Rate +7.7% +15.3% +16.6% +13.9% +11.5%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 12,547 1,780 1,943 1,505 141.0 40 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 10,686 1,086 1,124 782 78.5 47 Nov 13, 2025 J-GAAP
YoY -14.8% -39.0% -42.2% -48.0% -44.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 22,675 3,571 3,879 2,148 191.9 26 May 14, 2024 J-GAAP
Mar, 2025 25,334 3,915 4,059 3,113 291.7 40 May 13, 2025 J-GAAP
Mar, 2026 Guidance 23,382 3,000 2,920 2,240 224.9 47 May 13, 2025 J-GAAP
YoY -7.7% -23.4% -28.1% -28.0% -22.9%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Jul - Sep, 2024 6,394 1,071 922 806 75.1 16.8 Nov 14, 2024 J-GAAP
Oct - Dec, 2024 6,312 989 1,198 737 68.4 15.7 Feb 14, 2025 J-GAAP
Jan - Mar, 2025 6,235 791 745 768 72.0 12.7 May 13, 2025 J-GAAP
Apr - Jun, 2025 6,247 972 906 856 80.7 15.6 Aug 8, 2025 J-GAAP
Jul - Sep, 2025 6,449 942 890 602 57.6 14.6 Nov 13, 2025 J-GAAP
YoY +0.9% -12.0% -3.5% -25.3% -23.3%

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