SMC stock gained 2.37 percent as Q1 profit jumped

Published on 10/05/2026 at 22:09 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

SMC stock follows Q1 sales of JPY 270.987 billion, up 35.4 percent year over year. Operating profit reached JPY 73.987 billion, up 66.4 percent.

SMC, JP3162600005, Illustration mit AI erstellt.

SMC stock (ISIN JP3162600005) was last at JPY 75,190 on the Tokyo Stock Exchange on October 5, 2026 at 3:30 p.m. JST, up 2.37 percent from the previous close. The latest operating signal is a sharp acceleration in the first quarter of fiscal 2027, with sales and profit both advancing at double-digit rates, according to Smart Stock Notes on September 28, 2026.

Q1 sales rose 35.4 percent

For Q1 FY2027, ended June 30, 2026, SMC reported revenue of JPY 270.987 billion, an increase of 35.4 percent from the prior-year quarter. Operating profit rose 66.4 percent to JPY 73.987 billion, while net income attributable to owners increased 95.9 percent to JPY 67.863 billion, Smart Stock Notes reported.

The operating margin reached 27.3 percent in Q1 FY2027, compared with 22.2 percent in the year-earlier period. The earnings analysis attributed the improvement to higher sales volume, currency effects and a smaller inventory valuation reduction, while selling, general and administrative expenses also rose 19.8 percent.

Demand is strong but uneven

SMC's consolidated order index increased from 135 in Q1 FY2027 to 138 in July, using fiscal 2025 as the base of 100. Semiconductor and electronics orders were at 175 in July, while China orders reached 159, according to Smart Stock Notes.

The mix still requires attention. European automotive demand was described as stagnant, and the first-quarter revenue increase included JPY 25.7 billion from currency movements, while sales volume contributed a 22.3 percent year-over-year increase. That split makes underlying demand and currency sensitivity important measures for the next report.

SMC retained its fiscal 2027 revenue forecast of JPY 1.0 trillion and operating profit forecast of JPY 219.0 billion. Q1 revenue represented 27.1 percent of the annual target, while operating profit represented 33.8 percent, leaving JPY 145.014 billion of operating profit to generate across the remaining three quarters.

Stock trades below yearly high

SMC's October 5 price of JPY 75,190 stood within a 52-week range of JPY 49,850 to JPY 86,800 and represented a market capitalization of JPY 4.7 trillion. Trading volume reached 291,500 shares, giving the strong quarterly figures a clear market context without turning the session move into a long-term forecast.

SMC manufactures automatic control equipment used in factory automation and labor-saving operations. The company is listed on the Tokyo Stock Exchange under ticker 6273 and is included in the TOPIX Large70 index.