J P M O R G A N Asia Pacific Equity Research 06 July 2026 Disco (6146) Discloses preliminary April-June quarter data for parent sales: Broadly as expected, strength in consumables continues Disco disclosed preliminary 1Q FY2026 figures for parent company sales and shipment value on July 6. Sales (inspection basis) rose 26% YoY but fell 9% QoQ to ¥95.0 billion. Shipment value correlates closely with the market and was broadly as expected at growth of 25% YoY and 19% QoQ to ¥116.5 billion (we estimated about ...