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Revision of earnings forecasts285AKioxia Holdings CorporationElectrical Equipment and Precision Instruments

Summary of Financial Results for the First Quarter of the Fiscal Year Ending March 2027 (IFRS, Consolidated)

In the first quarter of the fiscal year ending March 2027, revenue, operating profit, and profit for the quarter attributable to owners of the parent increased significantly year on year, driven by demand for data centers for generative AI and other factors. For the cumulative second quarter, the company forecasts revenue of ¥4,157,117 million and operating profit of ¥3,160,017 million, among other figures.

Worth reading
69In 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
415.5
% (year-on-year change in revenue)
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Cumulative second quarter (interim period) (forecast) and cumulative first quarter (actual)
Net Sales—→4,157,117million
—
Operating profit—→3,160,017million
—
Profit attributable to owners of the parent—→2,112,165million
—

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

Reason for the revision

No reason was stated for the revision to the earnings forecast. The company expects demand for data centers to remain strong in the second quarter and forecasts higher revenue and profit.

Details and amount of extraordinary loss

Litigation loss provision (loss): ¥(36.6) billion

Previous-period resultsFirst quarter of the fiscal year ended March 2026: revenue of ¥342,799 million, operating profit of ¥44,899 million, profit for the quarter attributable to owners of the parent of ¥18,284 million, and basic earnings per share of ¥33.90
Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesNot disclosed → ¥4,157,117 million
Operating profitNot disclosed → ¥3,160,017 million
Profit attributable to owners of the parentNot disclosed → ¥2,112,165 million
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredCumulative second quarter (interim period) (forecast) and cumulative first quarter (actual)
Previous-period resultsFirst quarter of the fiscal year ended March 2026: revenue of ¥342,799 million, operating profit of ¥44,899 million, profit for the quarter attributable to owners of the parent of ¥18,284 million, and basic earnings per share of ¥33.90
Reason for the revisionNo reason was stated for the revision to the earnings forecast. The company expects demand for data centers to remain strong in the second quarter and forecasts higher revenue and profit.
Details and amount of extraordinary lossLitigation loss provision (loss): ¥(36.6) billion
Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Items this document does not state (3)
Ordinary incomeNet income per sharePublication 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.

Revenue increased as a result of a significant rise in average selling prices, higher shipment volumes, and improved foreign exchange rates, reflecting strong demand from data center customers, mainly for generative AI applications. Operating profit also improved as a result of the increase in revenue. Demand for data centers is expected to remain strong in the second quarter.

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.
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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 First Quarter of the Fiscal Year Ending March 2027 (IFRS, Consolidated) | Kioxia Holdings Corporation (285A) timely disclosure | Komori