株主の皆さまにおかれましては、平素より格別のご高配を賜り厚くお礼申し上げます。
ここ数年、当社グループを取り巻く事業環境は、主に医用・バイオ市場におけるお客さまの当社製品の過剰在庫の影響から、需要が停滞するなど、慎重な局面が続いてきました。一方、この間にレーザ事業を当社グループの事業の第4の柱とするべく買収企業の統合を進めるとともに、光半導体事業における新工場の建設や生産ラインの構築など将来の成長に向けた準備を着実に進めてきました。
そして、当期に入り生成AIを中心とした投資が世界的に加速し、デジタル社会を支える基盤技術の需要が急速に増しています。こうした動きは、半導体デバイスやそれらを搭載する機器の高性能化・高品質化を一段と進展させており、製造・検査工程に求められる技術水準はこれまで以上に高まっています。
このような環境変化を背景に、当社グループにおいても売上回復の兆しが明確になりつつあります。特に、生成AI関連の投資を起点とする半導体製造・検査を支える光センサや半導体故障解析装置、データセンターで使用されるサーバー部品の非破壊検査向けマイクロフォーカスX線源などの当社グループ製品の需要が拡大しており、足元の業績を牽引しています。これらの製品は、高い精度や信頼性が求められる先端分野において不可欠であり、今後も当社グループの成長を支える中核的なドライバーになると考えています。また、医用・バイオ市場についても、徐々に需要に回復傾向が見られています。引き続き、当社グループの重要な事業基盤である医用・バイオ市場に対して、高性能で信頼性の高い製品を提供することで、着実な成長を目指していきます。
光を活用した技術の進展や、それに伴う関連産業の拡大は、当社グループにとって新たなビジネス機会の創出につながります。市場やお客さまが抱える課題と真摯に向き合い、求められる技術や製品を磨き続け、最適なソリューションとして提供していくことが、当社グループの持続的な成長につながると考えています。
真に価値あるモノ・コトは何かを見極めながら、短期的な環境変化に過度に左右されることなく、事業基盤と技術力を強化し、確かな競争優位を築いていくことが、経営としての重要な責務です。今後もさらなる成長ステージを見据え、技術力を軸とした事業展開を推進することで、企業価値の持続的な向上を目指していきます。株主・投資家の皆さまにおかれましては、引き続き中長期的な視点で当社グループの取り組みをご理解いただき、変わらぬご支援を賜りますようお願い申し上げます。
2026年6月
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