DiscoDISCO CORPORATION6146東証プライム機械FY ending Mar 2026, consolidated, J-GAAP

Disco FY ending Mar 2026 results

Disco brought in ¥436.9B in revenue.

Out of every ¥100 of sales, about ¥42 is left as operating profit.

Revenue changed +11.1% from the prior year, operating profit +10.9%.

Revenue and profit pattern

Revenue and profit upSimilar growth

Revenue +11.1% · profit +10.9%, calculated from disclosed figures.

Operating leverage: 0.98× (profit growth ÷ revenue growth)

What changed from last year

FY ending Mar 2025 → FY ending Mar 2026

Revenue: +11.1%¥393.3B → ¥436.9B
Gross profit: +10.4%¥277.6B → ¥306.5B
Operating income: +10.9%¥166.8B → ¥185B
Net income attributable to owners: +9.4%¥123.9B → ¥135.5B
Operating cash flow: +10.9%¥120.4B → ¥133.5B
Free cash flow: +84.0%¥53.4B → ¥98.3B

Results at a glance

In the FY ending Mar 2026, revenue grew +11.1% to ¥436.9B and operating income grew +10.9% to ¥185B.
Net income attributable to owners came to ¥135.5B, up +9.4%, and operating cash flow reached ¥133.5B, up +10.9%.
Gross profit rose +10.4%, a little slower than revenue.

What drove the change

Data center spending for generative AI kept going, so shipments of machines for advanced logic chips and HBM (high-bandwidth memory) were strong.
Sales of consumable blades and wheels stayed high because customers kept their factories running at high rates.
A shift in product and application mix trimmed the gross margin slightly, and staff and R&D costs went up, but higher sales and high-value products more than covered this.

Things to watch

Chipmakers' capital spending swings with the silicon cycle, and frozen investment or production cuts would hurt results.
A new processing method that replaces diamond blades and wheels could affect the business; DISCO is developing laser and plasma processing in response.
DISCO makes its products in Japan and exports them, so currency moves affect its results.

Annual Securities Report, 87th term (Apr 2025 – Mar 2026) / 経営者による財政状態、経営成績及びキャッシュ・フローの状況の分析 · Annual Securities Report, 87th term (Apr 2025 – Mar 2026) / 事業等のリスク

Where the money goes

FY ending Mar 2025 → FY ending Mar 2026

Where ¥100 of sales goes

For every ¥100 Disco sells, how much goes where, and how much is kept.

FY ending Mar 2026

Cost of sales: ¥30
SG&A: ¥28
Operating profit: ¥42
Net profit kept: ¥31

Annual margin trends

Gross margin70.1%

Operating margin42.3%

Net margin31.0%

Aligned fiscal years compare the shares of revenue remaining as gross, core, and net profit. Missing years are left unconnected.

Sources

Show source documents (6)

EDINET (FSA Japan)
有価証券報告書－第87期(2025/04/01－2026/03/31)
ID S100YC6I2026-06-16Open
EDINET (FSA Japan)
有価証券報告書－第86期(2024/04/01－2025/03/31)
ID S100W0JY2025-06-24Open
EDINET (FSA Japan)
有価証券報告書－第85期(2023/04/01－2024/03/31)
ID S100TNLG2024-06-21Open
EDINET (FSA Japan)
有価証券報告書－第84期(2022/04/01－2023/03/31)
ID S100R3892023-06-29Open
EDINET (FSA Japan)
有価証券報告書－第83期(令和3年4月1日－令和4年3月31日)
ID S100OJ7R2022-06-29Open
EDINET (FSA Japan)
有価証券報告書－第82期(令和2年4月1日－令和3年3月31日)
ID S100LQKR2021-06-29Open

Extracted from XBRL: 51 / Derived from other figures: 1

Spotted an error? Report it (corrections keep the original record)

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