Screen Holdings
ConvictionContext
Capital-equipment OEM: designs, manufactures, sells and services semiconductor production equipment (SPE), plus smaller display/PCB, graphic-arts, and printed-electronics units; recurring parts-and-service tail on a large installed base (cumulative >15,000 cleaning tools shipped, company figure).
Revenue
FY2025 ¥605.7B~$4.0B), ended Mar-2026Rev growth
-3.1% YoY FY2025+19.7% guided FY2026 (to ¥725BGross margin
~37-39%company historical range; not itemized in the FY2025 flashOp margin
20.2% consolidated FY2025record; beat 18.8% Jan forecast on a revenue miss - actual ¥605.7B vs ¥621B guide); SPE segment ~25.2%Capex intensity
~5-7% of salesFY2026 capex guided ¥43B (record) alongside ¥43B R&D (recordMarket cap
~$22.8B¥3.38T on TSE:7735), Jul-6-2026; ~$21-23B depending on JPY/USD (companiesmarketcap shows ~$20.8B). ADR OTC DINRF = 1/5 of an ordinary share.The read
Where our coverage leans
Coverage leans bullish
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Earnings, margins & COGS, the income-statement breakdown, SWOT, moats & dependencies, the supplier–customer ecosystem graph, top signals & trends, and the valuation range.
- Income statement & margin structure
- SWOT, moats & dependency map
- Supplier–customer ecosystem graph
- Signals, trends & valuation range
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