SMC publishes transcript of FY2025 annual financial results briefing

• SMC’s May 14 webcast financial results briefing for the fiscal year ended March 31, 2026 drew President Yoshiki Takada, Finance and Accounting head Masahiro Ota, Corporate Communications head Akinori Kato, with analysts from Goldman Sachs, Nomura, SMBC Nikko, BofA Securities, Jefferies, and Daiwa Securities participating.
• Net sales rose 6.4% to JPY 842.5 billion, operating profit was flat at JPY 190.5 billion, with management citing a recovery in orders from the second half of the third quarter led by semiconductor-related demand.
• Management flagged strong semiconductor-related orders across regions, steady electrical equipment and automotive in Greater China, continued deferrals or cancellations of auto capex outside Greater China as China-led EV competition intensified, with machine tool demand firm in Japan and Greater China on data-center demand.
• The board set a year-end dividend of JPY 500 per share totaling about JPY 31.6 billion, with a JPY 30 billion share buyback executed from May last year.
• Guidance for the year ending March 2027 targets JPY 1 trillion in sales, operating profit of JPY 219 billion, capex of JPY 100 billion, with a JPY 155 exchange-rate assumption and cost pressure from higher headcount and depreciation offset by volume, pricing, and productivity.

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