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Overview

Electric Appliances

SEMITEC Corporation

SEMITEC Corporation is a Japanese manufacturer specializing in temperature sensors (thermistors) and a broad range of sensing devices, including optical sensors, wind speed sensors, surge absorbers, constant current diodes (CRDs), and power thermistors. The company serves diverse end markets including medical, automotive, OA equipment, housing systems, and industrial machinery, with products recognized for their temperature accuracy and reliability at the global top level. SEMITEC differentiates itself through advanced thin-film sensor technology and continuous R&D into next-generation sensing solutions such as vacuum sensors, gas sensors, tactile sensors, and precision high-speed temperature sensors.

Market Cap

¥22.2B

US$142M

¥14.4B

US$91.7M

Stock¥2,318▼-2.15%

US$1 = ¥156.80 (2026-10-23)

LTM EV/EBITDA

2.9

LTM EV/EBIT

3.8

LTM PER

8.0

LTM PBR

0.9

Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-21.1%pt

Oct 24, 25 – Oct 23, 26StockTOPIX

1Mar 4, 26Market-wide: Following TOPIX -3.7% decline

2Mar 23, 26Market-wide: Following TOPIX -3.4% decline

3Aug 10, 26Q1 FY2027/03 earnings announced

MC → EV Bridge

AI Briefing

SEMITEC: 65-year-old Japanese thermistor/sensor leader with deep thin-film tech across automotive, medical, industrial and consumer markets globally. FY26/3 revenue ¥25.5B, flat vs FY25/3's ¥25.3B, but OP margin slipped to 13.9% from 15.5% as profitability erodes. Founder family (Ishizuka interests) controls over 42% combined; tightly held register with no tender offer in play, EV/EBITDA LTM near 3.2x looks inexpensive against margin pressure.

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

92%

EquityD/E 0.09xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 61.9%

as of 2026-03-31 · Source: Annual Securities Report

Ishizuka Kogyo Co., Ltd.

29.46%

Daisuke ISHIZUKA

6.68%

Jiro ISHIZUKA

6.38%

SEMITEC Employee Stock Ownership Association

4.98%

Custody Bank of Japan, Ltd. (Trust Account)

4.08%

Midori ISHIZUKA

3.53%

STATE STREET BANK AND TRUST COMPANY505004 (Standing Proxy: Mizuho Bank, Ltd.)

1.86%

BNY GCM CLIENT ACCOUNT JPRD AC ISG (FE-AC; Standing Proxy: MUFG Bank, Ltd.)

1.84%

Taiji IWASAKI

1.83%

RE FUND 107-CLIENT AC (Standing Proxy: Citibank, N.A., Tokyo Branch)

1.25%

Management

11 officers

Daisuke ISHIZUKA

President, Representative Director, Executive Officer

Apr 2001 Joined Sanko-sha Co., Ltd. Feb 2005 Joined the Company Apr 2009 Deputy General Manager, Production Supervision Division, the Company Apr 2010 General Manager, Device Business Division, the Company Jun 2010 Director, General Manager, Device Business Division, the Company Oct 2010 Director, Deputy General Manager, Production Division, the Company Nov 2011 Director, Deputy General Manager, Production Division; General Manager, Innovation Promotion Office, the Company Apr 2012 Director, General Manager, Technology Division, the Company Jun 2013 Director, Plant Manager, Chiba Plant, the Company Aug 2014 Director, General Manager, Production Division, the Company Apr 2016 (position not specified in source) Apr 2018 Director, General Manager, Automotive Business Division, the Company Jun 2018 Director and Vice President; in charge of Production Division and Production Technology Division, the Company Jun 2018 Director and Vice President; in charge of Sales Division and Production Technology Division, the Company Apr 2019 President, Representative Director, the Company Apr 2023 President, Representative Director, Executive Officer; General Manager, Japan Business Division and India Market Promotion Division, the Company Apr 2024 President, Representative Director, Executive Officer; General Manager, India Market Promotion Division, the Company (current)

1977-01-24

Junya ISHIZUKA

Senior Managing Director (Production Oversight), Executive Officer

Apr 1993 (employer not specified in source) Apr 2004 Joined Seto Denshi Co., Ltd. Joined the Company (date not specified in source) Apr 2006 General Manager, Ishizuka Kokusai Boeki (Shanghai) Co., Ltd. Jun 2009 Director, the Company Oct 2010 Director, General Manager, Production Division, the Company Dec 2011 Director, General Manager, Production Division; President, Representative Director, SEMITEC PHILIPPINES CORPORATION Nov 2012 Director, General Manager, Production Division; Chairman, Ishizuka Kangou Denshi (Shenzhen) Co., Ltd. Jun 2013 Director, General Manager, Corporate Planning Division, the Company Aug 2014 Director, General Manager, Administration Division and Sales Division, the Company Apr 2015 Director, General Manager, Corporate Planning Division and Sales Division, the Company Jun 2015 President, Representative Director, the Company Apr 2019 Director, in charge of Quality Assurance Division; Responsible Officer for Asian Production Structure Enhancement, the Company Apr 2021 Senior Managing Director, Responsible Officer for Production Area; in charge of Production Technology Division and Quality Assurance Division, the Company Apr 2022 Senior Managing Director, in charge of Production Technology Division and Quality Assurance Division, the Company Jun 2022 Senior Managing Director, in charge of Production Technology Division and Quality Assurance Division; President, SEMITEC ELECTRONICS INDIA PRIVATE LIMITED, the Company Apr 2023 Senior Managing Director, Executive Officer; President, SEMITEC ELECTRONICS INDIA PRIVATE LIMITED, the Company Oct 2023 Senior Managing Director, Executive Officer; General Manager, Production Support Division; President, SEMITEC ELECTRONICS INDIA PRIVATE LIMITED, the Company Apr 2024 Senior Managing Director (Production Oversight), Executive Officer, the Company Oct 2025 Senior Managing Director (Production Oversight), Executive Officer; General Manager, China Business Division, the Company (current)

1967-02-28

Katsushi TAKAHASHI

Senior Managing Director (Sales Oversight), Executive Officer

Apr 1984 Joined Kaga Electronics Co., Ltd. Feb 2004 Joined the Company Apr 2004 General Manager, President's Office, the Company Jun 2008 Director, General Manager, President's Office, the Company Apr 2011 Director; Chairman, Ishizuka Kokusai Boeki (Shanghai) Co., Ltd. Apr 2012 Director; General Manager, Jiangsu Xingshun Electronics Co., Ltd. Nov 2012 Director, General Manager, China Business Division; General Manager, Jiangsu Xingshun Electronics Co., Ltd. Jun 2013 Director, General Manager, South China Business Division; Chairman, Ishizuka Kangou Denshi (Shenzhen) Co., Ltd. Apr 2014 Director, General Manager, South Asia Business Division; Chairman, Ishizuka Kangou Denshi (Shenzhen) Co., Ltd. Apr 2015 Director, General Manager, South Asia Business Division; General Manager, SEMITEC (HONG KONG) CO., LTD. Apr 2018 Director, General Manager, South Asia Business Division; General Manager, SEMITEC (HONG KONG) CO., LTD.; President, Representative Director, Thai Semitec Co., Ltd. Apr 2019 Director, General Manager, South Asia Business Division; Representative Director, Thai Semitec Co., Ltd.; Chairman, Ishizuka Kangou Denshi (Shenzhen) Co., Ltd. Jul 2019 Director, General Manager, South Asia Business Division; Representative Director, Thai Semitec Co., Ltd.; Chairman, Ishizuka Kangou Denshi (Shenzhen) Co., Ltd.; General Manager, SEMITEC (HONG KONG) CO., LTD. Apr 2022 Director, General Manager, India Market Promotion Division and China Business Division; Chairman, Ishizuka Kangou Denshi (Shenzhen) Co., Ltd.; General Manager, SEMITEC (HONG KONG) CO., LTD.; Chairman, Ishizuka Kokusai Boeki (Shanghai) Co., Ltd. and Jiangsu Xingshun Electronics Co., Ltd. Apr 2023 Director, Executive Officer, General Manager, China Business Division; Chairman, Ishizuka Kangou Denshi (Shenzhen) Co., Ltd.; President, SEMITEC (HONG KONG) CO., LTD.; Chairman, Ishizuka Kokusai Boeki (Shanghai) Co., Ltd. and Jiangsu Xingshun Electronics Co., Ltd. Apr 2024 Senior Managing Director (Sales Oversight), Executive Officer, General Manager, China Business Division; Chairman, Ishizuka Kangou Denshi (Shenzhen) Co., Ltd.; President, SEMITEC (HONG KONG) CO., LTD.; Chairman, Ishizuka Kokusai Boeki (Shanghai) Co., Ltd. and Jiangsu Xingshun Electronics Co., Ltd. Apr 2025 Senior Managing Director (Sales Oversight), Executive Officer Apr 2026 Senior Managing Director (Sales Oversight), Executive Officer; General Manager, Global Sales Support Division (current)

1961-12-23

Xu LI

Director, Executive Officer, General Manager, North America Business Division

Apr 1998 Joined UNIDUS Co., Ltd. Nov 2000 Joined SEMITEC KOREA CO., LTD. Apr 2011 General Manager, Ishizuka Kokusai Boeki (Shanghai) Co., Ltd. Jun 2013 Director, Deputy General Manager, East Asia Business Division, the Company; Chairman, Ishizuka Kokusai Boeki (Shanghai) Co., Ltd. Apr 2014 Director, General Manager, China Business Division, the Company; General Manager, SEMITEC TAIWAN CORP. Oct 2014 Director, General Manager, China Business Division; General Manager, Ishizuka Kokusai Boeki (Shanghai) Co., Ltd.; Chairman, Jiangsu Xingshun Electronics Co., Ltd. Apr 2022 Director, General Manager, Europe and Americas Sales Division; CEO, SEMITEC USA CORP. Apr 2023 Director, Executive Officer, General Manager, Europe and Americas Business Division; CEO, SEMITEC USA CORP. Oct 2024 Director, Executive Officer, General Manager, North America Business Division (current)

1970-09-09

Yuji JUMONJI

Director, Executive Officer, Head of World Technology Center

Nov 1989 Joined Oizumi Seisakusho Co., Ltd. Oct 2008 General Manager, Automotive Business Division I, Oizumi Seisakusho Co., Ltd. May 2011 Joined Wuhan Huagong Xingaoli Electronics Co., Ltd. as Deputy General Manager Sep 2014 Joined the Company Apr 2016 General Manager, Technology Division, the Company Apr 2018 General Manager, Technology Division, the Company Jun 2018 Director, General Manager, Technology Division; in charge of Development Division, the Company Apr 2019 Director, General Manager, Technology Division; Responsible Officer for Development Division, the Company Apr 2021 Director, General Manager, World Technology Center, the Company Apr 2023 Director, Executive Officer, General Manager, World Technology Center (current)

1964-08-07

Hiroki ENOMOTO

Director & Executive Officer, General Manager, R&D Promotion Division

Mar. 1995: Joined the Company. Jul. 2012: General Manager, Corporate Planning Department, Corporate Planning Division. Nov. 2012: General Manager, Development Promotion Department, Technology Division. Apr. 2015: General Manager, Applied Development Department, Technology Division. Apr. 2018: General Manager, Sales Headquarters. Apr. 2019: General Manager, Sales Headquarters; concurrently Chairman, SEMITEC TAIWAN CORP. Apr. 2021: General Manager, Biosensing Commercialization Promotion Division. Jun. 2022: Director, General Manager, Biosensing Commercialization Promotion Division. Apr. 2023: Director & Executive Officer, General Manager, Biosensing Commercialization Promotion Division. Apr. 2024: Director & Executive Officer, General Manager, R&D Promotion Division (current).

1972-04-05

Kazuhiro KOJIMA

Director, Executive Officer, General Manager, Administration Division

Apr 1996 Joined The Dai-Ichi Kangyo Bank, Ltd. (now Mizuho Bank, Ltd.) Feb 2001 Joined Tokyo Mitsubishi Securities Co., Ltd. (now Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.) Jan 2012 Joined the Company; General Manager, Business Planning Department, Administration Division Nov 2012 General Manager, Administration Department, Administration Division, the Company Jul 2017 General Manager, Corporate Planning Office, the Company Apr 2018 President, SEMITEC ELECTRONICS PHILIPPINES INC. Apr 2022 General Manager, Administration Division, the Company Jun 2022 Director, General Manager, Administration Division, the Company Apr 2023 Director, Executive Officer, General Manager, Administration Division (current)

1972-06-20

Naosuke SUGAWA

Director (Audit and Supervisory Committee Member)

Apr 1983 Joined The Mitsubishi Bank, Ltd. (now MUFG Bank, Ltd.) Apr 2007 Branch Manager, Tsuchiura Branch, The Mitsubishi Bank, Ltd. (now MUFG Bank, Ltd.) Jun 2013 Director, Miura Printing Co., Ltd. Jul 2017 Joined the Company; Deputy General Manager, Administration Division Oct 2017 General Manager, Administration Division, the Company Jun 2022 General Manager, Internal Audit Office, the Company Jun 2024 Director (Audit and Supervisory Committee Member) (current)

1960-04-05

Masatoshi SASE

Director (Audit and Supervisory Committee Member)

Apr 1980 Established practice as attorney-at-law Apr 1983 Established Sase Law Office (now Alpha Partners Law Office); Management Partner (current) Jun 1990 (position not specified in source) Jun 2004 (position not specified in source) Jun 2017 Legal Counsel, the Company Jun 2017 Audit & Supervisory Board Member, Kaga Electronics Co., Ltd. Jun 2017 Director (Audit and Supervisory Committee Member) (current)

1950-01-10

Kosuke HIRATA

Director (Audit and Supervisory Committee Member)

Apr 1988 Joined Tokyo Stock Exchange (now Japan Exchange Group, Inc.) Jun 1996 Listing Examiner, Tokyo Stock Exchange Oct 2000 Joined Tokyo Mitsubishi Securities Co., Ltd. (now Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.) Jun 2010 Executive Director, Public Offering Department, Investment Banking Division, Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. Jun 2013 Managing Director, Public Offering Department, Investment Banking Division, Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. Jun 2025 Director (Audit and Supervisory Committee Member) (current) Oct 2025 Executive Advisor, Task Co., Ltd. (current)

1964-09-25

Hiroyuki AOTA

Director (Audit and Supervisory Committee Member)

Apr 1983 Joined Matsushita Electric Industrial Co., Ltd. (now Panasonic Holdings Corporation) Jan 2001 President, Matsushita Motor Company of America Apr 2009 Head of Battery Business Unit, Energy Company, Panasonic Corporation (now Panasonic Energy Co., Ltd.) Apr 2015 Director; Vice President, Automotive & Industrial Systems Company, Panasonic Corporation (now Panasonic Automotive Systems Co., Ltd. / Panasonic Industry Co., Ltd.); President, Panasonic Factory Solutions Co., Ltd. (now Panasonic Smart Factory Solutions Co., Ltd.) Apr 2017 Vice President, Connected Solutions Company, Panasonic Corporation (now Panasonic Connect Co., Ltd.) Apr 2019 Managing Executive Officer, Panasonic Holdings Corporation Apr 2020 Chairman, Panasonic Smart Factory Solutions Co., Ltd. Apr 2021 Representative Director and CEO, Spinnup LLC (current) Sep 2021 Outside Director, Nipron Co., Ltd. Jun 2023 Director (Audit and Supervisory Committee Member) (current)

1960-12-13

Large Shareholding Reports

Fidelity Investment Trust Company, Limited

2025-09-05

6.57%→4.83%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-07

Q1 Earnings Flash

FY ending Mar 2027

SEMITEC Corporation

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SEMITEC Corporation

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