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Screen Holdings Co Ltd
F:DAO

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Screen Holdings Co Ltd
F:DAO
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Price: 116.5 EUR 1.04% Market Closed
Market Cap: €11.3B

Screen Holdings Co Ltd
Investor Relations

Screen Holdings Co., Ltd., a stalwart in the semiconductor and electronics industry, has carved a niche through decades of innovation and strategic adaptation. Born out of Kyoto, Japan, Screen Holdings initially emerged in the 1940s as a manufacturer of photographic materials, but its trajectory shifted dramatically as it embraced the semiconductor industry's burgeoning promise. The company deftly honed its expertise in precision equipment manufacturing, focusing on the critical manufacturing processes such as semiconductor cleaning and patterning. By producing state-of-the-art semiconductor production equipment, Screen became indispensable to technology giants needing reliable tools for the increasingly complex world of microchips. This shift positioned them not just as a utility player but as a critical supplier in a rapidly evolving technological ecosystem, directly linking their fortunes to the semiconductor cycle's undulating dance.

Revenue streams for Screen Holdings are a testament to its strategic foresight and diversified approach. Primarily, the company drives its income through the sale of its semiconductor manufacturing equipment, serving a clientele that includes industry behemoths in the electronics and technology sectors. Their equipment forms the backbone of semiconductor fabrication plants across the globe, reflecting deep integration into the production supply chain. Beyond equipment sales, Screen generates significant earnings through after-sales services and support, ensuring these intricate machines operate with precision and minimal downtime. Additionally, Screen has positioned itself in the renewable energy and printed circuit board (PCB) production spaces, leveraging its technological prowess to capture new market opportunities. Thus, Screen Holdings' financial narrative is not merely about surviving through innovation but flourishing by becoming an essential participant in the high-stakes world of global semiconductor production.

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Last Earnings Call
Fiscal Period
Q3 2026
Call Date
Jan 30, 2026
AI Summary
Q3 2026

Financial Performance: Net sales and profits declined year-on-year, with Q3 net sales at JPY 425.3 billion and operating income at JPY 77.4 billion, both in line with expectations.

Full-Year Guidance: Full-year forecasts for sales and profit remain unchanged, even as a large China project shifts to next fiscal year.

Segment Trends: SPE sales and profits fell but are now in a recovery phase; FT segment reported strong sales and profit growth driven by OLED investments.

China Project Shift: A significant China project, reportedly around JPY 20 billion, was delayed to the next year but is expected to be realized then.

Market Recovery: Management highlighted strong order intake, especially for AI-related and memory products, and expects continued capital investment growth in 2026 and 2027.

Stock Split Announced: The company will conduct a 2-for-1 stock split effective April 1, 2026, to increase liquidity.

Profitability Outlook: OP margins, especially in SPE, expected to remain strong, with management targeting around 25% barring major external changes.

Key Financials
Net Sales
JPY 425.3 billion
Operating Income
JPY 77.4 billion
Operating Income Margin
18.2%
Ordinary Income
JPY 78.8 billion
Net Income
JPY 54.9 billion
SPE Sales
JPY 338.6 billion
SPE Operating Profit
JPY 78.3 billion
SPE Operating Margin
23.1%
FT Sales
JPY 35.8 billion
FT Operating Profit
JPY 7.3 billion
GA Sales
JPY 39.5 billion
GA Operating Profit
JPY 1.9 billion
PE Sales
JPY 8.9 billion
PE Operating Profit
-JPY 0.5 billion
Total Assets
JPY 677 billion
Net Assets
JPY 443.2 billion
Equity Ratio
65.4%
Operating Cash Flow (Cumulative)
JPY 40.5 billion
Free Cash Flow (Cumulative)
JPY 23 billion
R&D Expenses
JPY 38 billion
CapEx
JPY 28 billion
Depreciation and Amortization
JPY 15 billion
Dividend (Annual)
JPY 280 per share
Other Earnings Calls

Management

Mr. Toshio Hiroe
CEO, President & Representative Director
No Bio Available
Mr. Yoichi Kondo
Senior MD, CFO, Chief Officer of IR & PR and Director
No Bio Available
Mr. Masahiro Joshi
Chief Officer of New Businesses & Senior Executive Officer
No Bio Available
Mr. Masato Goto
Senior Managing Executive Officer & Head of Corporate Strategy Division
No Bio Available
Mr. Shunichi Hasegawa
Head of the CSR Promotional Department
No Bio Available
Junji Otsuka
Managing Executive Officer
No Bio Available
Hirofumi Yoshino
Senior Executive Officer
No Bio Available

Contacts

Address
KYOTO-FU
Kyoto
4-1-1, Tenjinkita-machi, Teranouchi-agaru, Horikawa-dori, Kamigyo-ku
Contacts
+81754147111.0
www.screen.co.jp