Revised forecast
Fiscal year ending March 2027 · Six months and full yearPrevious forecast published 15 May 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.
Semiconductor manufacturers have continued to make aggressive capital investments against the backdrop of a sharp expansion in AI and data center investment, and the distribution and contract manufacturing businesses have been tracking above the initial plan. From the second quarter onward, semiconductor demand, particularly for AI-related applications, is expected to remain on an upward trend, and orders have remained firm. Cost-related uncertainties, including higher raw material prices and labor costs, are also noted.
| Item | Details |
|---|---|
| Net Sales | Cumulative second-quarter results 19,000 / Full year 40,600 → Cumulative second-quarter results 24,500 / Full year 50,900（Cumulative second-quarter results 28.9 / Full year 25.4） |
| Operating profit | Cumulative second-quarter results 552 / Full year 1,500 → Cumulative second-quarter results 1,185 / Full year 2,560（Cumulative second-quarter results 114.7 / Full year 70.7） |
| Ordinary income | Cumulative second-quarter results 530 / Full year 1,460 → Cumulative second-quarter results 1,178 / Full year 2,540（Cumulative second-quarter results 122.3 / Full year 74） |
| Profit attributable to owners of the parent | Cumulative second-quarter results 347 / Full year 1,000 → Cumulative second-quarter results 747 / Full year 1,680（Cumulative second-quarter results 115.3 / Full year 68） |
| Net income per share | Cumulative second-quarter results 99.18 / Full year 285.83 → Cumulative second-quarter results 213.41 / Full year 479.71 |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Six months and full year |
| Publication date of previous forecast | 15 May 2026 |
| Previous-period results | Cumulative second quarter: net sales of ¥15,240 million, operating profit of ¥487 million, ordinary profit of ¥478 million, interim profit attributable to owners of the parent of ¥310 million, and interim earnings per share of ¥88.75. Full year: net sales of ¥32,614 million, operating profit of ¥1,402 million, ordinary profit of ¥1,389 million, profit attributable to owners of the parent of ¥971 million, and earnings per share of ¥277.74. |
| Reason for the revision | Semiconductor manufacturers have continued to make aggressive capital investments against the backdrop of a sharp expansion in AI and data center investment, and the distribution and contract manufacturing businesses have been tracking above the initial plan. From the second quarter onward, semiconductor demand, particularly for AI-related applications, is expected to remain on an upward trend, and orders have remained firm. Cost-related uncertainties, including higher raw material prices and labor costs, are also noted. |
| Dividend forecast revision | The year-end dividend forecast has been increased from ¥110.00 per share to ¥144.00 per share, and the annual dividend total has also been increased from ¥110.00 per share to ¥144.00 per share. |
| 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.Semiconductor manufacturers have continued to invest in capital equipment amid a sharp expansion in AI and data center investment, and the distribution and contract manufacturing businesses have been tracking above the initial plan. From the second quarter onward, semiconductor demand, particularly for AI-related applications, is also expected to remain on an upward trend, while orders are expected to remain firm. The company also cites cost-related uncertainties, including higher raw material prices and labor costs.