Ohara Inc.TSE: 5218

Presentation of Financial Results Third Quarter of the Fiscal Year Ending October 31, 2025

· Issued by Ohara Inc.


Presentation of Financial Results Third Quarter of the Fiscal Year Ending

October 31, 2025

OHARA INC. (Code: 5218)

September.12th.2025



Summary

Overview of FY2025 3Q

  • Optical business has completed customer inventory adjustments and returned to production based on actual demand.

  • Electronics business continues inventory adjustments for semiconductor lithography system products.

  • The impact of U.S. tariff policy is minimal.

    Net Sales 21,067 Million yen

    (YoY +1.1%)

    Operating Profit 1,571 Million yen

    (YoY -5.3%)

Optical Business

Net Sales 11,083 Million yen

(YoY +5.9%)

Operating Profit -415 Million yen

(FY2024 3Q -716 Million yen)

Electronics Business

Net Sales 9,983 Million yen

(YoY -3.8%)

Operating Profit 1,987 Million yen

(YoY -16.4%)

Outlook for FY2025

  • There are no changes to the earnings outlook from the forecast figures announced in the second quarter of the fiscal year ending October 2025.

    Net Sales 27,500 Million yen

    (YoY -1.5%)

    Operating Profit 1,900 Million yen

    (YoY -12.7%)

Optical Business

Net Sales 14,700 Million yen

(YoY +5.4%)

Operating Profit -600 Million yen

(FY2024 -800 Million yen)

2

Electronics Business

Net Sales 12,800 Million yen

(YoY -8.3%)

Operating Profit 2,500 Million yen

(YoY -16.1%)

Copyright© 2025 OHARA INC. All Rights Reserved.



CONTENTS

1 Overview of FY2025 3Q

  • Summary of Results

  • Optical Business➀

  • Optical Business➁

  • Electronics Business➀

  • Electronics Business➁

    2 Outlook for FY2025

    • Summary of Full-Year Results Forecasts

    • Forecasts for the Optical Business

    • Forecasts for the Electronics Business

      3

    • Capital Expenditure, Depreciation, and Research and Development



Overview of FY2025 3Q



Summary of Results

FY2024 3Q

FY2025 3Q

Change

Net Sales

20,838

21,067

229

1.1%

Operating Profit

1,659

1,571

(88)

[Operating Profit ratio]

8.0%

7.5%

(5.3%)

Ordinary Profit

1,976

1,955

(21)

[Ordinary Profit ratio]

9.5%

9.3%

(1.1%)

Profit

(attributable to

1,173

1,130

(43)

owners of parent)

[Profit ratio]

5.6%

5.4%

(3.7%)

Exchange Rate

Average for the period

Average for the period

Yen/USD

151.85

149.43

Yen/EUR

164.35

163.38

(Million yen, %)

(Million yen)

3,587

3,330

3,365

2Q

FY2025

3,287

3Q

3,483

3,756

3,598

3,561

3,586

3,301

3,935

3,836

FY2024

1Q

4Q

3Q

2Q

1Q

6,345

7,266

6,927

6,873

7,071

6,900

7,592

3,325

3,019

8,000

6,000

4,000

2,000

0

(Million yen)

1,500

Breakdown of net sales

Optical Business
Electronics Business

Breakdown of operating profit

Optical Business Electronics Business

Total

1_Overview of FY2025 3Q

1,000

500

0

1Q

2Q

3Q

4Q

1Q

2Q

FY2025

3Q

FY2024

Copyright© 2025 OHARA INC. All Rights Reserved.

5

(500)

822

470

517

516

535

520

366

933

775

602

727

712

667

548

(110)

(176)

(27)

(210)

(84)

(304)

(300)



Earlier from Ohara

All Ohara news releases