HOYA CORP is slashing costs!

Here's the hot stuff from Hoya Corp $7741 (+4,7%)
(TSE: 7741) Q1 FY27 Earnings Release, fresh from Tokyo today (July 31, 2026):

🚀 Top-Line Performance & Record Revenue

Japanese high-tech and medtech specialist Hoya Corp reported total revenue of 255.74 billion JPY (approx. 1.60 billion USD) in the first quarter of fiscal year 2027. This represents robust growth of +16.0% year-over-year. With this result, Hoya easily surpassed analysts’ estimates (consensus: 246.87 billion JPY).

🔮 Monopoly Position & Dual Growth Engines

The synergy between Hoya’s two main business segments demonstrates that the company is virtually irreplaceable in its niches:

Information Technology (Semiconductors & Data Storage): The absolute megadriver! Demand for EUV mask blanks for state-of-the-art AI chips, as well as glass substrates for hard disk drives (HDDs) amid the data center boom is filling order books to the brim.

Life Care (MedTech): Strong double-digit growth in premium eyeglass lenses, contact lenses, and intraocular lenses (cataract surgeries). Demographic tailwinds are combined here with strong pricing power.

🤖 Profit Surge & 200-Billion Share Buyback

All in all, Hoya is delivering fantastic returns and generously rewarding shareholders:

The net profit soared by +27.0% to 65.79 billion JPY (analysts’ forecast was only ~62.28 billion JPY).

Monster Buyback: As the icing on the cake, management has launched a massive share buyback program of up to 200 billion JPY (approx. 1.25 billion USD)!

Revised Forecast: For the first half of the year, Hoya is raising its revenue forecast to 521 billion JPY (previously expected to be 493.3 billion JPY).

⚡ 💡 Jack’s take

The hidden monopolist strikes again! Whether it’s AI semiconductor manufacturing (ASMC and TSMC can’t do much without Hoya’s EUV blanks) or the aging global population in the medtech sector—Hoya holds the most profitable levers of the global economy. A 16% increase in revenue, a 27% increase in profit, and a 200-billion-yen buyback are a textbook example of quality investing.