Hoya Corp

7741: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Hoya Earnings: AI-Driven HDD Demand Accelerates Glass Substrate Shift; Raising Fair Value by 22%

Kazunori Ito

Jun 17, 2026

Driven by strong growth in the information technology segment, Hoya delivered record results for the March quarter and for fiscal 2025 (ending March 2026). At the briefing, management also updated its capital allocation policy and outlined plans to expand capacity for EUV blanks and HDD substrates.

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Hoya Corp

Hoya Earnings: AI-Driven HDD Demand Accelerates Glass Substrate Shift; Raising Fair Value by 22%

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