Tokyo Seimitsu Co., Ltd.

Summary of FY2022/3

3rd Quarter Business Results

(April to December 2021)

February 2nd, 2022

Feb. 2nd, 2022

Copyright 2022 Tokyo Seimitsu Co., Ltd. (7729)

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  • Cautionary Statement with respect to Forward-Looking Statements
    • This presentation data and information verbally provided contain "forward-looking statements" that are based on current best available information and policies.
    • There are various factors such as world economic conditions and semiconductor/automobile market conditions which will directly and indirectly impact the Company's results in the future.
    • As a result, future outcomes may differ from those projected in this presentation.
  • Wordings and Data in presentation
    • Unless otherwise noted, "SPE" denotes our Semiconductor Production Equipment Business Segment, "Metrology (or Metr.)" denotes our Metrology Business Segment, "Net profit" denotes Net profit attributable to owner of the parent
    • Information listed in this presentation is summarized in Billions of Yen (BJPY or B) or percentage except as otherwise noted. As a result, there may be a case where the total of individual amount and total amounts in each matter may differ.
  • Audit procedure
    • This presentation is not subject to audit procedures.

Feb. 2nd, 2022

Copyright 2022 Tokyo Seimitsu Co., Ltd. (7729)

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FY2022/3 3Q Business Results

Accumulated

FY2021/3

FY2022/3

Results (BJPY)

1-3Q

1-3Q

YoY

Orders

74.7

145.2

+94%

Sales

66.7

93.4

+40%

Operating Profit

9.3

19.3

+107%

(OP Margin)

(14%)

(21%)

Recurring Profit

9.4

19.6

+109%

Net Profit

6.9

14.4

+107%

Quarter (BJPY)

1Q

2Q

3Q

4Q

1Q

2Q

3Q

QoQ

YoY

Orders

18.7

21.0

35.1

42.3

41.7

46.8

56.7

+21%

+62%

Sales

21.1

24.0

21.6

30.4

28.9

32.5

32.0

-2%

+48%

Operating Profit

3.2

3.1

3.0

6.2

6.0

6.9

6.3

-9%

+108%

(OP Margin)

(15%)

(13%)

(14%)

(20%)

(21%)

(21%)

(20%)

Recurring Profit

3.3

3.1

2.9

6.5

6.0

7.0

6.6

-6%

+124%

Net Profit

2.5

2.2

2.3

5.2

4.4

5.3

4.8

-9%

+111%

  • Both Sales and OP increased YoY due to increased Sales for SPE segment, and recovery trend in Metrology segment

Feb. 2nd, 2022

Copyright 2022 Tokyo Seimitsu Co., Ltd. (7729)

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SPE Segment

Segment Results

FY2021/3

FY2022/3

(Accumulated,

1-3Q

1-3Q

YoY

BJPY)

Orders

57.5

119.1

+107%

Sales

48.5

72.4

+49%

Operating Profit

8.2

16.6

+103%

(OP Margin)

(17%)

(23%)

Quarter (BJPY)

1Q

2Q

3Q

4Q

1Q

2Q

3Q

QoQ

YoY

Orders

12.9

15.9

28.7

35.7

33.9

38.6

46.7

+21%

+63%

Sales

15.4

18.0

15.1

23.2

22.8

24.9

24.7

-1%

+64%

Operating Profit

2.8

2.9

2.5

5.4

5.3

6.0

5.3

-11%

+111%

(OP Margin)

(18%)

(16%)

(17%)

(23%)

(23%)

(24%)

(22%)

  • 3Q Orders recorded quarterly peak

Increased demand for Memory, Display driver ICs, Wafer fabrication, etc.

  • Shipments and sales are almost as expected

Feb. 2nd, 2022

Copyright 2022 Tokyo Seimitsu Co., Ltd. (7729)

4

SPE - Sales and OP

  • 3Q Sales and OP largely in line with expectations

Feb. 2nd, 2022

Copyright 2022 Tokyo Seimitsu Co., Ltd. (7729)

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Tokyo Seimitsu Co. Ltd. published this content on 02 February 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 02 February 2022 06:18:26 UTC.