6951 JEOL
- Japan Guru
- May 20, 2025
- 1 min read
JEOL is a world leader in electron microscopes. Expanding in semiconductor manufacturing equipment. Also engaged in analytical and medical equipment. Collaborates with Nikon.
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Stock tumbled on FY 2026 forecast announced on May 15. OP is forecast to drop 32.4% yoy, with rev expected to decline to 181 billion yen (an 8.0% decrease). OP margin is forecast to fall sharply from 18.1% in the previous year to 13.2%.
This was after achieving record OP of 35.501 billion yen (up 28.9% yoy) for FY 2025.
Though it did not support the stock price, the simultaneously announced mid term plan targets sales of 225 billion yen (compared to 196.7 billion yen in the fiscal year ending March 2025) and operating profit of 45 billion yen (compared to 35.5 billion yen) by March 2030.
mkt cap 210 bil yen but has almost 100 bil yen of net cash. per 11.6x / pbr 1.53x. (net-cash adjusted per is 6.36)