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Revision of earnings forecasts285AKioxia Holdings CorporationElectrical Equipment and Precision Instruments

Summary of Financial Results for the Fiscal Year Ending March 2026 (IFRS) (Consolidated)

The consolidated results for the fiscal year ending March 2026 were released. Revenue, operating profit, and profit attributable to owners of the parent all significantly exceeded the previous fiscal year. For the first quarter of the fiscal year ending March 2027, revenue of ¥1,750,000 million, operating profit of ¥1,298,000 million, and profit for the quarter attributable to owners of the parent of ¥869,000 million are expected.

Worth reading
71In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Improvement
Direction inferred from the company’s description.
Scale
117.5
% (quarter-on-quarter change in operating profit for the first quarter of the fiscal year ending March 2027)
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · First quarter
Net Sales—→1,750,000million
—
Operating profit—→1,298,000million
—
Profit attributable to owners of the parent—→869,000million
—
Net income per share—→1,591.32yen
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

For the first quarter of the fiscal year ending March 2027, revenue and profit are expected to increase from the consolidated accounting period of the fourth quarter of the fiscal year ending March 2026, as demand for data centers is expected to remain strong.

Details and amount of extraordinary loss

Impairment loss: ¥366 million

Previous-period resultsRevenue: ¥1,706,460 million; operating profit: ¥451,748 million; profit before tax: ¥370,669 million; profit for the year attributable to owners of the parent: ¥272,315 million; basic earnings per share: ¥519.96
Dividend forecast revisionThe dividend forecast for the fiscal year ending March 2027 has not yet been determined. The company will make a timely disclosure once the dividend forecast has been decided.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesNot disclosed → ¥1,750,000 million(+74.5%)
Operating profitNot disclosed → ¥1,298,000 million(+117.5%)
Profit attributable to owners of the parentNot disclosed → ¥869,000 million(+113.1%)
Net income per shareNot disclosed → 1,591.32 yen
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredFirst quarter
Previous-period resultsRevenue: ¥1,706,460 million; operating profit: ¥451,748 million; profit before tax: ¥370,669 million; profit for the year attributable to owners of the parent: ¥272,315 million; basic earnings per share: ¥519.96
Reason for the revisionFor the first quarter of the fiscal year ending March 2027, revenue and profit are expected to increase from the consolidated accounting period of the fourth quarter of the fiscal year ending March 2026, as demand for data centers is expected to remain strong.
Details and amount of extraordinary lossImpairment loss: ¥366 million
Dividend forecast revisionThe dividend forecast for the fiscal year ending March 2027 has not yet been determined. The company will make a timely disclosure once the dividend forecast has been decided.
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Ordinary incomePublication date of previous forecast

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.

In the fiscal year ending March 2026, strong demand from data center customers, primarily for generative AI applications, led to a substantial increase in the average selling price and higher shipment volumes. Demand for data centers is expected to remain strong in the first quarter of the fiscal year ending March 2027.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Summary of Financial Results for the Fiscal Year Ending March 2026 (IFRS) (Consolidated) | Kioxia Holdings Corporation (285A) timely disclosure | Komori