Record-High First Half Results
SCREEN Holdings recorded the highest first-half net sales and OP income in its history, with net sales reaching JPY 277.3 billion and OP income at JPY 58.2 billion, resulting in a 21% OP margin.
Upward Earnings and Dividend Forecast
The company revised its full-year earnings forecast upward, driven by strong performance in SPE, GA, and FT segments. The annual dividend forecast was increased from JPY 233 per share to JPY 247 per share.
Strong Performance in SPE Segment
SPE segment saw a year-over-year increase in both sales and profits, with net sales at JPY 116.8 billion and an OP margin of 25.6%. Sales to China and Taiwan increased significantly.
Robust GA and FT Segment Performance
GA and FT segments exceeded forecasted earnings, with a notable improvement in post-sales business, particularly in inkjet and OLED.
Positive Outlook for Semiconductor Market
AI-related semiconductor growth and expected demand increase in server, smartphone, and PC markets. DRAM and flash memory markets are projected to recover with a growth of 15% each.