Marumae Co., Ltd. (TSE: 6264), which machines vacuum-chamber and other precision components used in semiconductor and flat-panel-display manufacturing equipment, reported results for the nine months to May 31, 2026, the third quarter of its August financial year. On a consolidated basis, revenue nearly doubled, rising 92.9% to ¥14.02 billion, operating profit rose 84.1% to ¥2.64 billion, ordinary profit rose 85.7% to ¥2.46 billion and net profit rose 159.7% to ¥2.43 billion. EPS was ¥95.69, up from ¥36.98.
Chip-equipment upturn
The sharp gains reflect a broad recovery in capital spending by chipmakers and equipment builders, which lifted order volumes across Marumae's core semiconductor-parts business. The company shifted to consolidated reporting during the prior year, so year-on-year comparisons reflect that basis.
Balance sheet
Total assets stood at ¥33.96 billion, net assets at ¥15.18 billion and the equity ratio at 44.7%, up from 31.5% a year earlier.
Dividend and outlook
For the full August 2026 year Marumae guides revenue of ¥20.00 billion (+75.4%), operating profit of ¥4.10 billion (+98.3%), ordinary profit of ¥3.90 billion (+105.2%) and net profit of ¥3.30 billion (+145.4%), for EPS of ¥126.56. The shares were split two-for-one on April 1, 2026.
| Metric | 9M FY8/26 | 9M FY8/25 | YoY |
|---|---|---|---|
| Revenue (¥m) | 14,022 | 7,269 | +92.9% |
| Operating profit (¥m) | 2,644 | 1,436 | +84.1% |
| Ordinary profit (¥m) | 2,460 | 1,325 | +85.7% |
| Net profit (¥m) | 2,431 | 936 | +159.7% |
| EPS (¥) | 95.69 | 36.98 | +158.8% |
| Equity ratio | 44.7% | 31.5% | +13.2pp |
| FY8/26 OP guidance (¥m) | 4,100 | 2,068 | +98.3% |
JapanStockPulse provides informational content only and does not constitute investment advice. Figures are taken from the company's published earnings short report and may be subject to subsequent revision.