Screen Holdings Co Ltd
TSE:7735

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Screen Holdings Co Ltd
TSE:7735
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Price: 13 765 JPY 0.66% Market Closed
Market Cap: 1.3T JPY

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
Q1 2026
Call Date
Jul 25, 2025
AI Summary
Q1 2026

Revenue: SCREEN Holdings delivered Q1 net sales of JPY 135.7 billion, up 1.2% quarter-on-quarter, largely matching expectations.

Profitability: Operating income dropped to JPY 24.3 billion, down 12.2% QoQ, with OP margin falling to 18%, but management viewed these results as within plan.

Segment Drivers: FT segment showed significant growth, especially driven by OLED equipment, while SPE and GA saw declines in profit, and PE remained sluggish.

China Exposure: Sales to China remained stable at the mid-30% range of the total, with DRAM sales rising in China and expected to further increase in Q2.

Guidance Unchanged: Full-year guidance was maintained with net sales of JPY 621 billion and operating income of JPY 117 billion.

Market Outlook: Management expects continued strong demand for AI-related applications, with DRAM and advanced packaging as growth areas.

Cash & Dividend: Cash decreased due to tax, dividend, and share buyback payments; annual dividend forecast kept at JPY 280.

Key Financials
Net Sales
JPY 135.7 billion
Operating Income
JPY 24.3 billion
Operating Margin
18%
Ordinary Income
JPY 24.5 billion
Net Income
JPY 16.6 billion
Equity Ratio
64.5%
Operating Cash Flow
JPY 6.9 billion
Free Cash Flow
minus JPY 2.7 billion
R&D Expenses (Q1)
JPY 8.5 billion
CapEx (Q1)
JPY 4.4 billion
Depreciation and Amortization (Q1)
JPY 3.4 billion
Annual Dividend
JPY 280
SPE Sales
JPY 109.5 billion
SPE Operating Income
JPY 25.6 billion
SPE Operating Margin
23.5%
GA Sales
JPY 12.9 billion
GA Operating Income
JPY 0.5 billion
GA Operating Margin
4.4%
FT Sales
JPY 9.9 billion
FT Operating Income
JPY 1 billion
FT Operating Margin
10.5%
PE Sales
JPY 3.0 billion
PE Operating Income
JPY 0 billion
PE Operating Margin
0%
Earnings Call Recording
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