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EDINET 6254 Neutral Risk Analyzed 📈 Growth 6/10

Nomura Micro Science Co.,Ltd.

Annual Securities Report - 57th Term(2025/04/01 - 2026/03/31) ／ 2026-06-23 10:33

Covers EDINET statutory filings (TDNET timely disclosures / earnings flashes are not included).

EarningsGuidance UpVolumeNew MarketCapacityMargin
AI Summary 2026-06-23 10:36

FY2025 saw sharp declines in orders and revenue, but the company continues strategic investments toward the medium-term plan TTT-26. FY2026 guidance expects revenue to grow +72.5% and operating profit +140.0%, aiming for recovery and margin improvement.

KEY POINTS
  • FY2025 revenue fell to ¥56,245M (-41.6%), operating profit to ¥6,667M (-56.6%), driven by large-order carryover and project commencement delays
  • FY2026 guidance projects revenue ~¥97,000M (+72.5%), operating profit ~¥16,000M (+140.0%), signaling substantial recovery
  • TTT-26 medium-term plan pursues sales strengthening, engineering reform, R&D acceleration, talent enhancement; expanded regional operations including Singapore office and India semiconductor order
📊 Revenue
Revenue -41.6% (¥96,245M → ¥56,245M)
💰 Operating profit
OP -56.6% (¥15,350M → ¥6,667M)
🔮 Outlook
FY2026 revenue ~¥97,000M (+72.5%), OP ~¥16,000M (+140.0%), targeting ROE ≥25%, ROIC ≥22%
📈 Growth outlook 📈 Growth 6/10
Medium-term plan TTT-26 targets significant FY2026 revenue and profit recovery via strengthened semiconductor/pharma sales, engineering process reform, and expansion into emerging markets (SE Asia, India). Ongoing AI and data center capex demand underpins growth.
Growth drivers
  • Robust semiconductor capex demand driven by AI and data center expansion
  • Geographic expansion into SE Asia and India market
  • Engineering process reform enabling faster delivery and cost reduction
  • New pharma products (endotoxin monitor) and Hokuriku region strengthening
Risk and growth scores and tags are AI-generated estimates from analyzing the disclosure. They are not guarantees of fact, nor investment advice or recommendations. Make investment decisions at your own discretion.
⚠️ Extracted Risk Factors
CategoryDescriptionScoreNew
Market Risk Revenue and orders highly dependent on semiconductor capex cycles and major customer investment decisions. FY2025 demonstrated significant volatility with -41.6% revenue decline. 8/10
Customer Concentration Risk High concentration: SAMSUNG 17.9%, Lapis Semiconductor 18.6% of sales. Decline in major customer orders materially impacts earnings. 8/10
Foreign Exchange Risk Overseas revenue ~70% of total; significant FX exposure in consolidated financials. Rapid currency fluctuations pose material earnings impact. 7/10
Supply Chain Risk Risks from natural disasters, pandemic, geopolitical tensions affecting equipment procurement; supplier/contractor delays; commodity/energy inflation. 7/10
Overseas Business Risk US-China trade friction, Ukraine tensions, Taiwan/Middle East geopolitical risks pose threats to political/regulatory stability and operations. 7/10
Technology Risk Competitor technology leadership, rapid customer needs shifts could render products obsolete; R&D failure risk. 6/10
Talent Risk Failure to hire/retain skilled engineers could degrade long-term R&D, production, and competitive capability. 6/10
Quality Risk Increasing complexity and shorter lead times raise design/construction risk; quality defects could trigger liability and reputation damage. 6/10
8/10 Market Risk
Revenue and orders highly dependent on semiconductor capex cycles and major customer investment decisions. FY2025 demonstrated significant volatility with -41.6% revenue decline.
8/10 Customer Concentration Risk
High concentration: SAMSUNG 17.9%, Lapis Semiconductor 18.6% of sales. Decline in major customer orders materially impacts earnings.
7/10 Foreign Exchange Risk
Overseas revenue ~70% of total; significant FX exposure in consolidated financials. Rapid currency fluctuations pose material earnings impact.
7/10 Supply Chain Risk
Risks from natural disasters, pandemic, geopolitical tensions affecting equipment procurement; supplier/contractor delays; commodity/energy inflation.
7/10 Overseas Business Risk
US-China trade friction, Ukraine tensions, Taiwan/Middle East geopolitical risks pose threats to political/regulatory stability and operations.
6/10 Technology Risk
Competitor technology leadership, rapid customer needs shifts could render products obsolete; R&D failure risk.
6/10 Talent Risk
Failure to hire/retain skilled engineers could degrade long-term R&D, production, and competitive capability.
6/10 Quality Risk
Increasing complexity and shorter lead times raise design/construction risk; quality defects could trigger liability and reputation damage.
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