Revised forecast
Fiscal year ending March 2027 · Second quarter (interim period) and full yearPrevious forecast published 27 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.
Sales and orders have exceeded expectations against a backdrop of growing semiconductor demand, firm corporate IT investment, and concerns about longer lead times and rising prices associated with the rapid expansion of AI demand.
| Item | Details |
|---|---|
| Net Sales | Interim period 106,000 / Full year 225,000 → Interim period 121,000 / Full year 240,000（Interim period 14.2% / Full year 6.7%） |
| Ordinary income | Interim period 4,090 / Full year 11,300 → Interim period 6,390 / Full year 13,600（Interim period 56.2% / Full year 20.4%） |
| Profit attributable to owners of the parent | Interim period 2,800 / Full year 7,850 → Interim period 4,350 / Full year 9,400（Interim period 55.4% / Full year 19.7%） |
| Net income per share | Interim period 94.80 / Full year 265.78 → Interim period 147.28 / Full year 318.26 |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Second quarter (interim period) and full year |
| Publication date of previous forecast | 27 April 2026 |
| Previous-period results | Second quarter (interim period): revenue of ¥96,244 million, ordinary profit of ¥3,667 million, interim net income attributable to owners of the parent of ¥2,580 million, and interim earnings per share of ¥87.26. Full year: revenue of ¥203,748 million, ordinary profit of ¥9,750 million, net income attributable to owners of the parent of ¥7,842 million, and earnings per share of ¥265.91. |
| Reason for the revision | Sales and orders have exceeded expectations against a backdrop of growing semiconductor demand, firm corporate IT investment, and concerns about longer lead times and rising prices associated with the rapid expansion of AI demand. |
| Dividend forecast revision | The interim dividend forecast has been revised upward from ¥39.00 per share to ¥60.00 per share. The year-end dividend forecast is ¥69.00 per share, resulting in an annual dividend forecast of ¥129.00 per share. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (2)
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.Sales of semiconductor and electronic device products to industrial equipment customers have remained strong against a backdrop of growing semiconductor demand. Corporate IT investment has also remained firm, driving growth in sales of network-related products, maintenance and monitoring services, and security-related products. In addition, orders, including advance orders from customers, have exceeded expectations amid concerns about longer lead times and rising prices associated with the rapid expansion of AI demand.