Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published 29 July 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.
The two businesses generally performed well against a backdrop of rising semiconductor demand, solid corporate IT investment and growing AI demand, while orders, including advance orders from customers, exceeded the initial expectations.
| Item | Details |
|---|---|
| Net Sales | ¥240,000 million → ¥270,000 million（+12.5%） |
| Ordinary income | ¥13,600 million → ¥16,000 million（+17.6%） |
| Profit attributable to owners of the parent | ¥9,400 million → ¥11,000 million（+17.0%） |
| Net income per share | 318.26 yen and sen → 373.78 yen and sen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 29 July 2026 |
| Previous-period results | Net sales: ¥203,748 million; ordinary income: ¥9,750 million; net income attributable to owners of the parent: ¥7,842 million; earnings per share: ¥265.91 (fiscal year ended March 2026) |
| Reason for the revision | The two businesses generally performed well against a backdrop of rising semiconductor demand, solid corporate IT investment and growing AI demand, while orders, including advance orders from customers, exceeded the initial expectations. |
| Dividend forecast revision | The interim dividend was set at ¥69 per share, and the year-end dividend forecast was increased to ¥82 per share. The annual dividend forecast is ¥151 (previously ¥129). |
| 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.The semiconductor and electronic devices business and the computer systems-related business generally performed well against a backdrop of rising semiconductor demand, solid corporate IT investment and growing AI demand, while orders, including advance orders from customers, exceeded expectations. However, supply from suppliers is taking longer for some products, and the impact of longer delivery lead times requires close monitoring.