Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published 24 April 2026The bar length represents the relative magnitude of change, based on the item that changed the most in this document. The percentage change shown by the dotted line is calculated from the two reported figures because the company did not provide the rate.
Consolidated results for the first quarter were boosted as the upward trend in memory prices exceeded initial expectations against a backdrop of expanding demand for generative AI-related products. Uncertainty over securing supply volumes and a pause in the rise in memory prices are expected from the second quarter onward.
| Item | Details |
|---|---|
| Net Sales | ¥750,000 million → ¥1,400,000 million（+86.7%） |
| Operating profit | ¥18,200 million → ¥48,900 million（+168.7%） |
| Ordinary income | ¥14,500 million → ¥40,800 million（+181.4%） |
| Profit attributable to owners of the parent | ¥11,000 million → ¥30,000 million（+172.7%） |
| Net income per share | 1,617.43 yen and sen → 4,411.22 yen and sen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 24 April 2026 |
| Previous-period results | Fiscal year ended March 2026: net sales of ¥633,668 million, operating profit of ¥18,784 million, ordinary profit of ¥13,322 million, net income attributable to owners of the parent of ¥10,015 million, and net income per share of ¥1,472.71 |
| Reason for the revision | Consolidated results for the first quarter were boosted as the upward trend in memory prices exceeded initial expectations against a backdrop of expanding demand for generative AI-related products. Uncertainty over securing supply volumes and a pause in the rise in memory prices are expected from the second quarter onward. |
| Dividend forecast revision | The forecast for the year-end dividend per share has been increased from ¥600 to ¥1,640, an increase of ¥1,040. The forecast for the annual dividend has also been revised from ¥600 to ¥1,640. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (1)
These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.
The reasons the company gives
The company's own explanation, not something inferred from the numbers.Based on consolidated results for the first quarter, memory prices rose more than initially expected against a backdrop of expanding demand for generative AI-related products. Although uncertainty over securing supply volumes and a pause in the rise in memory prices are expected from the second quarter onward, the forecast has been revised upward based on the first-quarter earnings trend. The dividend revision reflects a comprehensive consideration of the revised earnings forecast and the future business environment, in accordance with the company's performance-linked dividend policy.