Komori
Revision of earnings forecasts3891NIPPON KODOSHI CORPORATIONMaterials and Chemicals

Financial Results for the Fiscal Year Ending March 2026 [Japanese GAAP] (Consolidated)

Consolidated results for the fiscal year ended March 2026 exceeded the previous fiscal year in both revenue and profit. For the fiscal year ending March 2027, the company forecasts revenue of ¥21,000 million, operating profit and ordinary profit of ¥4,400 million each, net income attributable to owners of the parent of ¥3,200 million, and annual dividends of ¥110 per share.

Worth reading
73In focus
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
24.5
Year-on-year change (%) in the full-year forecast for operating profit for the fiscal year ending March 2027
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Six months and full year
Net Sales—→—million
—
Operating profit—→—million
—
Ordinary income—→—million
—
Profit attributable to owners of the parent—→—million
—
Net income per share—→—yen and sen
—

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

Reason for the revision

The company expects AI server demand to expand and capital investment in related markets to increase, and plans to expand sales of high-value-added separators, improve production efficiency, reduce costs, and advance research and development.

Details and amount of extraordinary loss

Impairment loss: ¥107,363 thousand

Previous-period resultsFiscal year ended March 2026: revenue of ¥18,624 million, operating profit of ¥3,533 million, ordinary profit of ¥3,707 million, net income attributable to owners of the parent of ¥2,642 million, and earnings per share of ¥250.67
Dividend forecast revisionThe year-end dividend for the fiscal year ending March 2026 is scheduled to be ¥50 per share, an increase of ¥10 from the most recent dividend forecast. The annual dividend for the fiscal year ending March 2027 is scheduled to be ¥110 per share.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesNot disclosed → Cumulative second-quarter results 10,500 / Full year 21,000(Cumulative second-quarter results 12.3 / Full year 12.8)
Operating profitNot disclosed → Cumulative second-quarter results 2,200 / Full year 4,400(Cumulative second-quarter results 23.3 / Full year 24.5)
Ordinary incomeNot disclosed → Cumulative second-quarter results 2,200 / Full year 4,400(Cumulative second-quarter results 24.2 / Full year 18.7)
Profit attributable to owners of the parentNot disclosed → Cumulative second-quarter results 1,600 / Full year 3,200(Cumulative second-quarter results 28.7 / Full year 21.1)
Net income per shareNot disclosed → Cumulative second-quarter results 151.71 / Full year 303.41
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredSix months and full year
Previous-period resultsFiscal year ended March 2026: revenue of ¥18,624 million, operating profit of ¥3,533 million, ordinary profit of ¥3,707 million, net income attributable to owners of the parent of ¥2,642 million, and earnings per share of ¥250.67
Reason for the revisionThe company expects AI server demand to expand and capital investment in related markets to increase, and plans to expand sales of high-value-added separators, improve production efficiency, reduce costs, and advance research and development.
Details and amount of extraordinary lossImpairment loss: ¥107,363 thousand
Dividend forecast revisionThe year-end dividend for the fiscal year ending March 2026 is scheduled to be ¥50 per share, an increase of ¥10 from the most recent dividend forecast. The annual dividend for the fiscal year ending March 2027 is scheduled to be ¥110 per share.
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Publication 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.

Demand for AI server-related products increased with the spread of generative AI, as did demand for applications such as power stabilization. The company expects AI server demand to continue expanding and plans to expand sales of high-value-added separators, utilize production facilities, improve production efficiency, reduce costs, and advance research and development.

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.
Financial Results for the Fiscal Year Ending March 2026 [Japanese GAAP] (Consolidated) | NIPPON KODOSHI CORPORATION (3891) timely disclosure | Komori