Micronics Japan Co., Ltd. · TSE:6871

Micronics Japan — Q2 FY2026 Earnings Presentation

32 slides from Micronics Japan's earnings presentation, Aug 13, 2026

  1. Slide 1: Conference on Q2 Result for FY2026

    Conference on Q2 Result for FY2026 August 13, 2026 Code: 6871 MICRONICS JAPAN CO., LTD. © 2026 MICRONICS JAPAN CO., LTD.

  2. Slide 2: Disclaimer

    Disclaimer • The contents of this presentation were compiled based on information readily available at the time of this presentation. • Outlooks and other forward-looking statements are subject to change based on many uncertain worldwide factors including but not limited to market conditions, compet

  3. Slide 3: Today's Agenda

    Today’s Agenda １． Overview of Q2 Results of Fiscal Year Ending on June 30, 2026 Yuki Katayama Director & Senior Executive Officer, General Manager Administration Division. ２． Forecasts Masayoshi Hasegawa President and Representative Director. ３． Business Conditions Masayoshi Hasegawa President and R

  4. Slide 4: Quarterly Financial Results (Q2)

    Quarterly Financial Results (Q2) © 2026 MICRONICS JAPAN CO., LTD. 3

  5. Slide 5: Consolidated Result Summary

    Consolidated Result Summary FY12/2025 FY12/2026 Apr.-Jun. Jan.-Mar. Apr.-Jun. QoQ YoY (Unit : Mils. of Yen) Q2 Q1 Q2 （△） （％） （△） （％） *Amounts less than one million yen are rounded down ⓐ ⓑ ⓒ ⓒ-ⓑ ⓒ-ⓐ Net Sales 18,996 20,945 28,261 +7,315 +34.9% +9,264 +48.8% Probe Card 18,536 20,629 27,912 +7,283 +35

  6. Slide 6: Consolidated Result Summary

    Consolidated Result Summary FY12/2025 FY12/2026 Jan.-Jun. As of May.13 YoY (Unit : Mils. of Yen) Previous year Forecast Results （△） （％） （△） （％） *Amounts less than one million yen are rounded down ⓐ ⓑ ⓒ ⓒ-ⓑ ⓒ-ⓐ Net Sales 33,120 45,700 49,206 +3,506 +7.7% +16,086 +48.6% Probe Card 32,199 45,000 48,542

  7. Slide 7: Summary of Q2 FY2026 Results

    Summary of Q2 FY2026 Results Probe card • Sales of memory probe cards reached another record high, following the previous quarter, driven by production capacity expansion and shipments brought forward from the prior quarter. • Sales of non-memory probe cards increased slightly quarter over quarter.

  8. Slide 8: Quarterly Financial Result

    Quarterly Financial Result (Mils. of Yen) 30,000 40% 35% 25,000 30% 20,000 25% 15,000 20% 15% 10,000 10% 5,000 5% 0 0% FY24Q2 Q3 Q4 FY25Q1 Q2 Q3 Q4 FY26Q1 Q2 Net Sales 14,376 12,812 16,659 14,124 18,996 17,291 19,761 20,945 28,261 Operating profit 3,255 2,878 3,928 2,857 4,711 3,730 5,241 5,647 9,90

  9. Slide 9: Business Condition by Segment

    Business Condition by Segment Probe card TE (Mils. of Yen) (Mils. of Yen) 30,000 60% 1,000 150% 27,912 25,000 50% 100% 500 460 20,629 41% 374 19,407 353 316 348 20,000 18,536 40% 50% 16,917 34% 15,000 33% 30% 0 0% 31% (172) 28% (220) 11,472 (310) 10,000 20% (37%) (403) (475) (50%) 6,817 (59%) 6,686

  10. Slide 10: Quarterly Net Sales by Product

    Quarterly Net Sales by Product Probe card TE (Mils. of Yen) (Mils. of Yen) 30,000 1,000 5% 25,000 750 20,000 7% 7% 8% 11% 15,000 500 95% 21% 10,000 93% 25% 22% 11% 92% 93% 16% 88% 250 78% 5,000 75% 78% 89% 83% 0 0 FY25Q2 Q3 Q4 FY26Q1 Q2 FY25Q2 Q3 Q4 FY26Q1 FY26Q2 Non-Memory 1,437 1,945 1,329 1,383 1

  11. Slide 11: Quarterly Net Sales by Region

    Quarterly Net Sales by Region Net Sales Percentage of sales (Mils. of Yen) 100% 1.7 1.1 0.6 1.2 2.3 30,000 28,261 648 90% 25,000 80% 20,945 70% 19,761 243 ■ US & Europe 18,996 121 20,000 325 17,291 60% 192 87.4 ■ Asia 90.8 92.0 50% 94.2 92.9 15,000 ■ Japan 26,265 40% 18,324 18,171 10,000 17,886 30%

  12. Slide 12: Consolidated Balance Sheet

    Consolidated Balance Sheet Assets Liabilities & Net Assets (Mils. of Yen) (Mils. of Yen) 138,802 138,802 140,000 140,000 9,566 20,049 ■ Cash and ■ Notes and Accounts 6,444 120,000 Deposits 120,000 113,457 Payable 113,457 15,821 ■ Accounts 20,381 ■ Long- and Short-term 9,276 99,026 15,143 Receivable

  13. Slide 13: Investments/Cash Flows

    Investments/Cash Flows Investment,etc. Cash Flows (Mils. of Yen) (Mils. of Yen) 10,000 10,000 8,246 8,000 8,000 6,245 6,000 4,442 4,249 3,415 3,918 4,000 Cash Flow from 6,000 2,192 Operations 2,000 4,000 410 0 Cash Flow from Investments (2,000) (1,905) 2,000 (2,830) (4,000) (3,507) Free Cash Flow (4

  14. Slide 14: Forecasts

    Forecasts © 2026 MICRONICS JAPAN CO., LTD. 13

  15. Slide 15: Business Environment

    Business Environment • Our forecast for the compound annual growth rate of the probe card market during FV26 is 18%, +1% year-on-year.  World Economy （M$） • Rising energy prices and renewed inflationary pressures Probe Card Market Forecast 5,000 amid escalating tensions in the Middle East continue

  16. Slide 16: Financial Forecast (FY2026 3Q YTD)

    Financial Forecast（FY2026 3Q YTD） FY12/2025 FY12/2026 As of May.13 Jan.-Sep. As of May.13 YoY (Unit : Mils. of Yen) Jan.-Sep. (Jan.-Sep.) (New) (△) (%) (△) (%) *Amounts less than one million yen are rounded down ⓐ ⓑ ⓒ ⓒ-ⓑ ⓒ-ⓐ Net Sales 50,412 71,600 74,200 +2,600 +3.6% +23,787 +47.2% Probe Card 49,1

  17. Slide 17: Financial Forecast (FY2026 Full Year)

    Financial Forecast（FY2026 Full Year） FY12/2025 FY12/2026 Jan.-Dec. Jan.-Dec. YoY (Unit : Mils. of Yen) (Previous year) (New) (△) (%) *Amounts less than one million yen are rounded down ⓐ ⓑ ⓑ-ⓐ Net Sales 70,173 103,800 +33,626 +47.9% Probe Card 68,525 102,000 +33,474 +48.9% TE 1,648 1,700 +51 +3.1% O

  18. Slide 18: Forecasts for R&D, Capex and Depreciation

    Forecasts for R&D, Capex and Depreciation Accelerated production capacity expansion in response to strong memory probe card demand, while anticipating continued growth in the semiconductor market. • Accelerating FY2022 capital investments in production facilities for the new Aomori plant as much as

  19. Slide 19: Progress of FY26

    Progress of FV26 • Our company's average annual sales growth rate from 2023 to 2026 is 39%, significantly outperforming the probe card market's 18% annual growth rate. • Capital investment and R&D expenses are expected to far exceed the initial plan. • Operating profit is expected to reach the 30 bi

  20. Slide 20: Business Conditions

    Business Conditions © 2026 MICRONICS JAPAN CO., LTD. 19

  21. Slide 21: Medium-to Long-term Business Environment (Semiconductor Market)

    Medium-to Long-term Business Environment（Semiconductor Market） MJC's Mid- to Long-Term Outlook for the Semiconductor （B$） Semiconductor Market Forecast 2,500 Market • The semiconductor market is expected to achieve sustained long-term growth, driven by the continued 2,000 expansion of the generative

  22. Slide 22: Medium-to Long-term Business Environment (Memory / Non-Memory Market)

    Medium-to Long-term Business Environment （Memory Semiconductor Market / Non-Memory Semiconductor Market) MJC's Mid- to Long-Term Outlook for the DRAM and Non-Memory Markets • The DRAM market (measured in gigabytes) and the non-memory market (measured in units) are expected to continue expanding stea

  23. Slide 23: Medium-to Long-term Business Environment (Probe Card Market)

    Medium-to Long-term Business Environment（Probe Card Market） MJC's Mid- to Long-Term Outlook for the Probe Card Market • The probe card market is expected to continue expanding, （M$） Probe Card Market Forecast driven primarily by sustained growth in AI-related 5,000 semiconductor demand. 4,500 • As a

  24. Slide 24: Overview of Business

    Overview of Business Probe Card Memory Probe Card • Strong demand for high-performance memory devices continued, supporting solid growth in memory probe card sales. • Production capacity expansion at the new Aomori plant building was accelerated ahead of schedule to meet robust demand. • Continued d

  25. Slide 25: Q&A session

    Q&A session © 2026 MICRONICS JAPAN CO., LTD. 24

  26. Slide 26: 2025 Probe Card Market

    2025 Probe Card Market Memory Probe Card Market Share CY2024 CY2025 Other Other 10% Overall Probe Card Market Share 12% 3% 4% MJC 9% MJC 7% 40% CY2024 CY2025 $792M $1,019M 41% 9% 14% 27% Other 22% Other 24% 23% 29% 28% $2,552M $3,192M Non-Memory Probe Card Market Share 5% 22% 6% 20% 7% MJC CY2024 CY

  27. Slide 27: Glossary and Main Products

    Glossary and Main Products © 2026 MICRONICS JAPAN CO., LTD. 26

  28. Slide 28: Glossary

    Glossary Wafer: Circular crystalline silicon (Si) or gallium arsenide (GaAs) System on Chip (SoC) / System LSI: Large-scale IC containing sliced into a thin disk substrate used for semiconductor electrical nearly an entire system on one chip. Combines multiple functions circuits. previously spread a

  29. Slide 29: Glossary

    Glossary Wafer Test / Probe Test: An electrical test conducted by placing a AI(Artificial Intelligence): The simulation of human intelligence processes by probe needle on a wafer chip bonding pad. machines. It generally needs various type of semiconductors like image sensors. Generative AI: automati

  30. Slide 30: Our Products

    Our Products Main Applications for MJC Probe Card Products Probe Cards Memory Logic U-Probe: Our core product, realizing the world’s first wafer-scale DRAM Flash SoC probing created with MJC’s proprietary MEMS probe “micro- cantilever” and global top-level thin-film multilayer technology. With a bar

  31. Slide 31: Our Products

    Our Products Test Equipment Semiconductor Tester: A system that gives electrical signals to a semiconductor device to compare output signals with expected values. Wafer Prober: A system that handles the wafer to make contact in the designated position on the device. Test Socket: In the final inspect

  32. Slide 32: MICRONICS JAPAN CO., LTD.

    MJC YOUR Best Partner, MJC Anytime Anywhere Technical information in this material is provided to explain normal operations and application of our products, not for the purpose of warranty of intellectual property rights and other rights of MJC and a third party or grant of license of the same. MICR

Micronics Japan — Q2 FY2026 Earnings Presentation on 6ix