# AIMECHATEC,Ltd.: business model and financials

> Latest period: FY ending Jun 2026, consolidated, J-GAAP
> Unit: JPY millions
> Sources: 有価証券報告書－第10期(2025/07/01－2026/06/30) (S100Z3FB)
> Page: https://vizora.meequs.com/en/company/ai-mech
> Retrieved: 2026-09-30T19:50:17.063Z

## Company

Aimechatec, founded in 2016, is a company in Semiconductor Equipment listed on TSE Standard. It has 249 employees (consolidated).

| Field | Value |
| --- | ---: |
| Legal name | AIMECHATEC,Ltd. |
| Ticker | 6227 |
| Stock price | View on Yahoo Finance (https://finance.yahoo.co.jp/quote/6227.T) |
| Listing | TSE Standard |
| Head office | 茨城県龍ケ崎市向陽台五丁目2番地 |
| Representative (per filing) | 代表取締役 執行役員社長 阿部 猪佐雄 |
| Founded | Jul 2016 |
| Share capital | ¥1.62B |
| Employees (consolidated) | 249 |
| Average salary (parent only) | ¥7.7M |
| Fiscal year end | June |
| Website | www.ai-mech.com (https://www.ai-mech.com/) |
| Corporate number | 6050001041264 |
| EDINET | E36750 |
| Industries (Vizora) | Semiconductor Equipment |

> Profile source: annual securities report (S100Z3FB, filed 2026-09-24). As of filing

## Five-axis industry profile

Primary industry: Semiconductor Equipment (2026-06-30)

| Axis | Industry percentile | Peers |
| --- | ---: | ---: |
| Revenue growth | 84.7 | 36 |
| Profitability | 59.8 | 41 |
| Cash conversion | 80.8 | 39 |
| Efficiency | 91.5 | 41 |

Each axis is shown independently. Missing values are labeled unavailable; no combined score is calculated. Industry rank is not an investment recommendation.

## Key points (generated from figures)

- About 89% of Aimechatec's sales come from Semiconductor-related business, with LCD business and IJP solutions business making up much of the rest.
- Out of every ¥100 of sales, about ¥16 is left as operating profit.
- Revenue changed +67.8% from the prior year, operating profit +177.3%.

## Company structure

- Segment revenue mix: Semiconductor-related business 88.6%、LCD business 6.2%、IJP solutions business 5.3%
- Revenue → net income: ¥35244230000 → ¥3560289000
- Net income → operating cash flow: ¥3560289000 → ¥11184066000（difference ¥7623777000）
- Main uses of operating cash flow: CapEx ¥1599375000 / dividends ¥278709000 / buybacks ¥251000
- Change in cash: ¥4924895000
Segment shares use total reported segment revenue, which may include inter-segment sales. The cash bridge is operating cash flow minus net income and combines non-cash items and working-capital effects.

## Key figures at a glance

| Metric | Value | Note |
| --- | ---: | ---: |
| Revenue | ¥35.2B |  |
| Operating income | ¥5.81B | Margin 16.5% |
| Net income | ¥3.56B | Margin 10.1% |
| Free cash flow | ¥9.58B |  |
| Largest business | Semiconductor-related business | of segment revenue 88.6% |
| Employees (consolidated) | 249 |  |
| EPS | ¥187.17 |  |
| Diluted EPS | ¥186.96 |  |
| Book value per share | ¥731.2 |  |
| Equity ratio | 48.2% |  |
| Shares outstanding | 18,849,000 |  |
| Treasury shares | 37,300 |  |
| Shareholders | 9,571 |  |
| Average salary (parent only) | ¥7.7M | Filing company only |
| Cash ratio | 28.5% | Cash ÷ revenue 24.3% |
| Vs. industry median margin | +2 pp | Semiconductor Equipment |
| ROE | 28.9% | Derived from disclosed figures |
| ROA | 12.4% | Derived from disclosed figures |

## Notable figures

- FY2026, operating cash flow is 3.1× net income
- FY2026, employees -1% while operating income rose 177%
- FY2026, revenue is 2.4× its level five years ago

## What changed in 5 years

| Metric | FY ending Jun 2021 | FY ending Jun 2026 | Change |
| --- | ---: | ---: | ---: |
| Revenue | ¥16105197000 | ¥35244230000 | +118.8% |
| Operating income | ¥1010477000 | ¥5810707000 | +475.0% |
| Operating margin | 6.3% | 16.5% | +10.2 pp |
| Employees | 236 people | 249 people | +5.5% |
| Cash and equivalents | ¥2107755000 | ¥8572363000 | +306.7% |

### Change in segment revenue mix

Span: FY ending Jun 2021 → FY ending Jun 2026. Stable segment keys are connected; unmatched shares are marked as new or reorganized. Shares use total segment revenue.

| Flow | Revenue share |
| --- | ---: |
| ＩＪＰソリューション事業 → ＩＪＰソリューション事業 | 5.3% |
| ＩＪＰソリューション事業 → 事業再編・廃止 | 9.3% |
| 半導体関連事業 → 半導体関連事業 | 23.1% |
| ＬＣＤ事業 → ＬＣＤ事業 | 6.2% |
| ＬＣＤ事業 → 事業再編・廃止 | 56.2% |
| 新設・再編 → 半導体関連事業 | 65.5% |

Segment revenue source references: 6 (derived)

## Business growth × margin

X-axis: segment revenue CAGR. Y-axis: latest operating margin. Bubble size: latest revenue. CAGR requires at least two comparable years.

| Segment | CAGR span | Revenue CAGR | Latest revenue | Operating margin | Source refs |
| --- | ---: | ---: | ---: | ---: | ---: |
| Semiconductor-related business | 5 years | +53.1% | ¥31212042000 | 28.0% | 2 |
| LCD business | 5 years | -26.3% | ¥2178471000 | -17.4% | 2 |
| IJP solutions business | 5 years | -4.7% | ¥1853716000 | -37.2% | 2 |

## Income statement（FY ending Jun 2026, consolidated, J-GAAP）

| Item | Amount (JPY mn) | % of revenue | Source |
| --- | ---: | ---: | ---: |
| Revenue | 35,244 | 100.0% | S100Z3FB |
| Cost of revenue | 25,318 | 71.8% | S100Z3FB |
| Gross profit | 9,926 | 28.2% | S100Z3FB |
| SG&A | 4,116 | 11.7% | S100Z3FB |
| Operating income | 5,811 | 16.5% | S100Z3FB |
| Ordinary income | 5,637 | 16.0% | S100Z3FB |
| Pretax income | 5,131 | 14.6% | S100Z3FB |
| Income tax | 1,571 | 4.5% | S100Z3FB |
| Net income | 3,560 | 10.1% | S100Z3FB |
| Net income attributable to owners | 3,560 | 10.1% | S100Z3FB |

## Per ¥100 of revenue（FY ending Jun 2026）

| Part | JPY |
| --- | ---: |
| Cost of revenue | 72 |
| SG&A | 12 |
| Operating income | 16 |
| (Ref.) Net income | 10 |

### Margin funnel

Gross margin 28.2% → Operating margin 16.5% → Net margin 10.1%
Derived from reported figures (DERIVED).

## Revenue and profit pattern

Pattern: Revenue and profit up
Revenue growth: +67.8%; Core profit growth: +177.3%
Growth quality: margin-expansion
Operating leverage (core profit growth ÷ revenue growth): 2.62×
Calculated from comparable annual consolidated filings.

## Year over year（FY ending Jun 2025 → FY ending Jun 2026、JPY mn）

| Metric | Prior | Current | Change | % change |
| --- | ---: | ---: | ---: | ---: |
| Revenue | 21,006 | 35,244 | 14,239 | +67.8% |
| Gross profit | 5,416 | 9,926 | 4,510 | +83.3% |
| Operating income | 2,095 | 5,811 | 3,715 | +177.3% |
| Net income attributable to owners | 338 | 3,560 | 3,223 | +954.1% |
| Operating cash flow | 1,527 | 11,184 | 9,657 | +632.6% |
| Free cash flow | 463 | 9,585 | 9,122 | +1972.1% |

## History（JPY mn）

| Period | Revenue | Op. income | Op. margin | Net income | Op. CF | FCF | Source |
| --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| FY ending Jun 2020 | 14,521 | 468 | 3.2% | 291 | -2,390 | -2,993 | S100MIK5 |
| FY ending Jun 2021 | 16,105 | 1,010 | 6.3% | 697 | 1,610 | 1,034 | S100P9BK |
| FY ending Jun 2022 | 14,684 | 735 | 5.0% | 478 | 698 | 358 | S100S2WX |
| FY ending Jun 2023 | 15,461 | 581 | 3.8% | 1,193 | -692 | -1,040 | S100UFQU |
| FY ending Jun 2024 | 15,422 | 261 | 1.7% | 112 | -1,131 | -2,021 | S100WQVH |
| FY ending Jun 2025 | 21,006 | 2,095 | 10.0% | 338 | 1,527 | 463 | S100Z3FB |
| FY ending Jun 2026 | 35,244 | 5,811 | 16.5% | 3,560 | 11,184 | 9,585 | S100Z3FB |

## People and productivity（FY ending Jun 2026, consolidated, J-GAAP）

| Metric | Value |
| --- | ---: |
| Revenue per employee (consolidated) | ¥141.5M |
| Operating income per employee (consolidated) | ¥23.3M |
| Net income per employee (consolidated) | ¥14.3M |

Employees, revenue and profit are consolidated. Average annual salary is a separate parent-company figure. Calculated from disclosed figures (DERIVED).

| History | FY ending Jun 2022 | FY ending Jun 2023 | FY ending Jun 2024 | FY ending Jun 2025 | FY ending Jun 2026 |
| --- | ---: | ---: | ---: | ---: | ---: |
| Employees (consolidated) | 246 | 252 | 248 | 251 | 249 |
| Average salary (parent company) | ¥6.8M | ¥7M | ¥6.8M | ¥6.9M | ¥7.7M |
| Average age (parent company) | 47.2 years | 47.0 years | 46.2 years | 46.2 years | 45.8 years |
| Average tenure (parent company) | 17.4 years | 17.2 years | 17.1 years | 18.0 years | 16.9 years |

Year over year: Employees (consolidated) -0.8% · Revenue (consolidated) +67.8%

## Segments（FY ending Jun 2026, consolidated, J-GAAP、JPY mn）

| Segment | Revenue | Share | Op. income | Op. margin |
| --- | ---: | ---: | ---: | ---: |
| IJP solutions business | 1,854 | 5.3% | -689 | -37.2% |
| Semiconductor-related business | 31,212 | 88.6% | 8,753 | 28.0% |
| LCD business | 2,178 | 6.2% | -380 | -17.4% |

### segmentMix — Revenue and profit mix

Calculated from disclosed figures (DERIVED). Shares use total segment revenue and total positive segment profit respectively. Difference = profit share − revenue share (pt). Inter-segment sales may prevent reconciliation to company revenue.

| Segment | Revenue share | Profit share | Difference (pt) | Margin |
| --- | ---: | ---: | ---: | ---: |
| IJP solutions business | 5.3% | — | — | -37.2% |
| Semiconductor-related business | 88.6% | 100.0% | 11.4 | 28.0% |
| LCD business | 6.2% | — | — | -17.4% |

Loss-making segment (excluded from profit shares): IJP solutions business -689 JPY mn

Loss-making segment (excluded from profit shares): LCD business -380 JPY mn

Segment → industry: LCD business → Semiconductor Equipment / Semiconductor-related business → Semiconductor Equipment / IJP solutions business → Semiconductor Equipment

## Revenue by geography

No geographic revenue breakdown was disclosed.

## Cash flow（FY ending Jun 2026, consolidated, J-GAAP）

| Item | Amount (JPY mn) | % of revenue | Source |
| --- | ---: | ---: | ---: |
| Operating cash flow | 11,184 | 31.7% | S100Z3FB |
| Capital expenditure | 1,599 | 4.5% | S100Z3FB |
| Free cash flow | 9,585 | 27.2% | 算出 |
| Investing cash flow | -1,597 | -4.5% | S100Z3FB |
| Financing cash flow | -4,756 | -13.5% | S100Z3FB |
| Dividends paid | 279 | 0.8% | S100Z3FB |
| Share buyback | 0 | 0.0% | S100Z3FB |
| Change in cash | 4,925 | 14.0% | S100Z3FB |
| Cash and equivalents | 8,572 | 24.3% | S100Z3FB |

## Balance sheet

Figures are as of each fiscal year end. Derived values are marked as such in the source column. Lease liabilities are excluded from interest-bearing debt.

| Metric | FY ending Jun 2022 | FY ending Jun 2023 | FY ending Jun 2024 | FY ending Jun 2025 | FY ending Jun 2026 | Source |
| --- | ---: | ---: | ---: | ---: | ---: | ---: |
| Cash and equivalents | 2,430 | 2,714 | 2,874 | 3,647 | 8,572 | S100UFQU, S100WQVH, S100Z3FB |
| Total assets | 18,836 | 22,134 | 22,774 | 27,374 | 30,048 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |
| Net assets | 8,046 | 8,987 | 10,956 | 10,861 | 14,491 | S100UFQU, S100WQVH, S100Z3FB |
| Share capital | 450 | 450 | 1,511 | 1,621 | 1,621 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |
| Property, plant and equipment | 2,293 | 2,143 | 2,793 | 3,163 | 4,080 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |
| Intangible assets excluding goodwill | 21 | 28 | 22 | 210 | 162 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |
| Goodwill | — | — | — | 192 | 151 | S100Z3FB |
| Current assets | 16,318 | 19,858 | 19,849 | 23,649 | 24,402 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |
| Current liabilities | 10,238 | 11,855 | 10,993 | 12,804 | 12,308 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |
| Short-term borrowings | 3,300 | 5,200 | 5,800 | 4,700 | 500 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |
| Long-term borrowings | — | 425 | 292 | 3,431 | 3,181 | S100UFQU, S100WQVH, S100Z3FB |
| Total liabilities | 10,790 | 13,147 | 11,819 | 16,512 | 15,557 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |
| Equity attributable to owners of parent | 7,920 | 8,860 | 10,591 | 10,647 | 14,028 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |
| Retained earnings | 3,255 | 4,194 | 4,053 | 4,111 | 7,393 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |
| Treasury stock | -0 | -0 | -34 | -257 | -35 | S100S2WX, S100UFQU, S100WQVH, S100Z3FB |

### Assets and funding mix

| Assets | Share | Source |
| --- | ---: | ---: |
| Cash | 28% | S100Z3FB |
| Property, plant and equipment | 14% | S100Z3FB |
| Intangibles and goodwill | 1% | S100Z3FB |
| Other assets | 57% | S100Z3FB |

| Funding source | Share | Source |
| --- | ---: | ---: |
| Other liabilities | 52% | S100Z3FB |
| Equity | 48% | S100Z3FB |
| Other liabilities | 0% | S100Z3FB |

### Balance sheet history

| Metric | FY ending Jun 2022 | FY ending Jun 2023 | FY ending Jun 2024 | FY ending Jun 2025 | FY ending Jun 2026 |
| --- | ---: | ---: | ---: | ---: | ---: |
| Total assets | 18,836 | 22,134 | 22,774 | 27,374 | 30,048 |
| Equity | 8,046 | 8,987 | 10,956 | 10,861 | 14,491 |
| Interest-bearing debt | — | — | — | — | — |
| Cash | 2,430 | 2,714 | 2,874 | 3,647 | 8,572 |

## Asset intensity and goodwill

Ratios are derived from reported values. Goodwill is used only when separately reported, never inferred from combined intangible assets.

| Metric | Value | Sources |
| --- | ---: | ---: |
| Asset intensity (fixed assets ÷ revenue) | 11.6% | S100Z3FB |
| Fixed assets ÷ total assets | 13.6% | S100Z3FB |
| Goodwill ÷ parent equity | 1.1% | S100Z3FB |

### Cash quality

Net cash = cash − interest-bearing debt. Net debt ratio = (interest-bearing debt − cash) ÷ positive operating cash flow. Omit when debt components are incomplete; other ratios are derived from reported figures.

| Metric | Value |
| --- | ---: |
| Cash ratio (cash ÷ total assets) | 28.5% |
| Cash ÷ revenue | 24.3% |
| Net cash (cash − interest-bearing debt) | — |
| Net debt ÷ operating cash flow | — |
| Cash conversion (operating CF ÷ operating income) | 192.5% |
| Cash vs. profit gap | 7,624 JPY mn (of net income 214.1%) |
| Shareholder returns / net income | 7.8% |
| Shareholder returns / FCF | 2.9% |
| Shareholder payments — dividends / net income | 7.8% |
| Shareholder payments — dividends / FCF | 2.9% |
| CapEx intensity (capex ÷ revenue) | 4.5% |
| Investing CF relative to operating CF | 14.3% |

## ROA and ROE

ROE is decomposed into net margin × asset turnover × financial leverage. Leverage can raise ROE, so the ratio alone does not assess a company's condition. Ending balances are used without a prior year; total equity approximates parent equity when unavailable.

| Period | Net margin | Asset turnover | ROA | Financial leverage | ROE | Sources |
| --- | ---: | ---: | ---: | ---: | ---: | ---: |
| 2022 | 3.3% | 0.78× | 2.5% | 2.38× | 6.0% | S100S2WX |
| 2023 | 7.7% | 0.75× | 5.8% | 2.44× | 14.2% | S100UFQU |
| 2024 | 0.7% | 0.69× | 0.5% | 2.31× | 1.1% | S100WQVH |
| 2025 | 1.6% | 0.84× | 1.3% | 2.36× | 3.2% | S100Z3FB |
| 2026 | 10.1% | 1.23× | 12.4% | 2.33× | 28.9% | S100Z3FB |

## Ownership

| Counterparty | Relation | Ratio | As of |
| --- | ---: | ---: | ---: |
| 東京応化工業株式会社 | Major shareholder | 17.6% | 2026-06-30 |
| 株式会社オプトラン | Major shareholder | 17.6% | 2026-06-30 |
| 上田八木短資株式会社 | Major shareholder | 3.9% | 2026-06-30 |
| 株式会社日本カストディ銀行(信託口) | Major shareholder | 3.3% | 2026-06-30 |
| STATE STREET BANK AND TRUST COMPANY 505329(常任代理人 株式会社みずほ銀行決済営業部) | Major shareholder | 2.1% | 2026-06-30 |
| 野村證券株式会社 | Major shareholder | 1.8% | 2026-06-30 |
| BNYM SA/NV FOR BNYM FOR BNYM GCM CLIENT ACCTS M ILM FE(常任代理人 株式会社三菱UFJ銀行) | Major shareholder | 1.7% | 2026-06-30 |
| 楽天証券株式会社共有口 | Major shareholder | 1.6% | 2026-06-30 |
| 佐々木 嘉樹 | Major shareholder | 1.5% | 2026-06-30 |
| 株式会社SBI証券 | Major shareholder | 1.5% | 2026-06-30 |

## Sources

| Document | ID | Published | URL |
| --- | ---: | ---: | ---: |
| 有価証券報告書－第10期(2025/07/01－2026/06/30) | S100Z3FB | 2026-09-24 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100Z3FB,, |
| 有価証券報告書－第9期(2024/07/01－2025/06/30) | S100WQVH | 2025-09-25 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100WQVH,, |
| 有価証券報告書－第8期(2023/07/01－2024/06/30) | S100UFQU | 2024-09-27 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100UFQU,, |
| 訂正有価証券報告書－第7期(2022/07/01－2023/06/30) | S100S2WX | 2023-10-26 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100S2WX,, |
| 有価証券報告書－第6期(令和3年7月1日－令和4年6月30日) | S100P9BK | 2022-09-29 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100P9BK,, |
| 有価証券報告書－第5期(令和2年7月1日－令和3年6月30日) | S100MIK5 | 2021-09-29 | https://disclosure2.edinet-fsa.go.jp/WZEK0040.aspx?S100MIK5,, |

## Definitions

- Amounts are in millions of JPY (rounded). The period is stated in each table heading
- Operating margin = operating income ÷ revenue. Net income is attributable to owners of the parent when disclosed
- Free cash flow (FCF) = operating cash flow − capital expenditure
- ¥100 model = breakdown per ¥100 of revenue (rounded so parts sum to 100)
- Segment revenues include inter-segment sales and may not sum to consolidated revenue
- Source IDs are EDINET document IDs (docID). "算出" (derived) means computed from other disclosed values
- All figures are extracted mechanically from filings. AI-written text never generates figures
- Source: company filings submitted to EDINET (Financial Services Agency of Japan). Figures were extracted, edited and processed, and charts and text were created, by Vizora — not by the FSA (used under the Public Data License v1.0).