Nomura Micro Science Co.,Ltd
6254・Prime Market・Machinery
Japan
Core segment responsible for the design, construction, and maintenance of ultrapure water production systems for domestic semiconductor customers
| Period | Current | Previous | Change |
|---|---|---|---|
| Net Sales (Full Year, FY2025 (ended March 2025)) | ¥26,523 million | ¥17,540 million | ↑ |
| Operating Income (Full Year, FY2025 (ended March 2025)) | ¥4,009 million | ¥1,678 million | ↑ |
| Segment Assets (End of FY2025 (ended March 2025)) | ¥32,108 million | ¥23,640 million | ↑ |
| Depreciation (Full Year, FY2025 (ended March 2025)) | ¥1,517 million | ¥222 million | ↑ |
| Increase in Tangible and Intangible Fixed Assets (FY2025 (ended March 2025)) | ¥3,755 million | ¥431 million | ↑ |
Business Details
A geographic segment through which Nomura Micro Science's parent company sells directly to domestic users. Its core business is the design, construction, and sales of ultrapure water production systems for semiconductor, FPD, and pharmaceutical applications, and it also provides maintenance for delivered systems, sales of consumables such as cartridge filters and ion exchange resins, and ultrapure water supply services under BOOM (Build Own Operate and Maintenance) Contracts. Progress on construction of large-scale domestic projects has a major impact on performance, and the segment also serves as the core base supporting the technology and engineering foundation of the group as a whole.
Recent Overview
Cumulative Q3 net sales rose 11.9% YoY to ¥18,834 million, but operating income fell 9.7% due to the prior-year rebound effect from a highly profitable project
During the nine months ended December 2025 (cumulative Q3 of FY2026 (ending March 2026)), progress on construction of large-scale domestic water treatment systems proceeded smoothly, and maintenance and other business also performed well, resulting in net sales of ¥18,834 million (up 11.9% year on year). On the other hand, operating income declined to ¥1,689 million (down 9.7% year on year), mainly due to the rebound effect from certain highly profitable large-scale projects recorded in the prior-year period; profitability was maintained at a level in line with typical years. For the full fiscal year (FY2025, ended March 2025), progress on construction of contracted large-scale domestic water treatment systems drove net sales to ¥26,523 million (up 51.2% year on year), and the contribution of highly profitable large-scale projects drove operating income to ¥4,009 million (up 138.9% year on year), achieving substantial increases in both revenue and profit.
Key Products
Growth Drivers
- Expansion of capital investment by domestic semiconductor-related companies (increased investment in memory and logic for generative AI and cloud infrastructure)
- Recognition of sales through progress on construction of contracted large-scale domestic water treatment systems
- Focus on the pharmaceutical market (establishment of a new sales office in the Hokuriku region, launch of an endotoxin monitor)
- Improved productivity and profitability through engineering process reform via prefabricated construction (unitization and skid-mounting)
- Strengthening of ultrapure water production technology for next-generation semiconductors through construction of a new R&D building
Risks
- Risk of period-to-period fluctuations in sales and profit due to construction progress and completion timing of large-scale water treatment system projects
- Risk of margin decline due to the rebound effect from highly profitable large-scale projects (already apparent in cumulative Q3 of FY2026 (ending March 2026))
- Uncertainty in estimating total construction costs (raw material price fluctuations, specification changes, delays by subcontractors, etc.)
- Risk of fluctuations in orders and sales due to changes in the semiconductor capital investment cycle
- Risk that securing and developing engineering talent constrains business expansion
Last updated: June 23, 2026