Revised forecast
Fiscal year ending March 2027 · Six months and full yearPrevious forecast published 24 April 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.
Demand for separators for aluminum electrolytic capacitors, one of the Company's core products, including demand related to AI servers, has remained strong, and sales are expected to exceed the previous forecast. Although costs are rising, including due to higher raw material prices, each profit figure is expected to exceed the previous forecast as a result of a lower cost ratio due to higher operating rates accompanying increased revenue, among other factors.
| Item | Details |
|---|---|
| Net Sales | Cumulative second-quarter results 10,500 / Full year 21,000 → Cumulative second-quarter results 12,300 / Full year 24,000（Cumulative second-quarter results 17.1 / Full year 14.3） |
| Operating profit | Cumulative second-quarter results 2,200 / Full year 4,400 → Cumulative second-quarter results 3,200 / Full year 6,000（Cumulative second-quarter results 45.5 / Full year 36.4） |
| Ordinary income | Cumulative second-quarter results 2,200 / Full year 4,400 → Cumulative second-quarter results 3,200 / Full year 6,000（Cumulative second-quarter results 45.5 / Full year 36.4） |
| Profit attributable to owners of the parent | Cumulative second-quarter results 1,600 / Full year 3,200 → Cumulative second-quarter results 2,300 / Full year 4,200（Cumulative second-quarter results 43.8 / Full year 31.3） |
| Net income per share | Cumulative second-quarter results 151.71 / Full year 303.41 → Cumulative second-quarter results 218.08 / Full year 398.23 |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Six months and full year |
| Publication date of previous forecast | 24 April 2026 |
| Previous-period results | Cumulative second-quarter results Net Sales 9,347 Millions of yen, yen and sen / Operating profit 1,784 Millions of yen, yen and sen / Ordinary income 1,771 Millions of yen, yen and sen / Interim net income attributable to owners of the parent 1,243 Millions of yen, yen and sen / Interim net income per share 117.95 Millions of yen, yen and sen / Full year Net Sales 18,624 Millions of yen, yen and sen / Operating profit 3,533 Millions of yen, yen and sen / Ordinary income 3,707 Millions of yen, yen and sen / Profit attributable to owners of the parent 2,642 Millions of yen, yen and sen / Net income per share 250.67 Millions of yen, yen and sen |
| Reason for the revision | Demand for separators for aluminum electrolytic capacitors, one of the Company's core products, including demand related to AI servers, has remained strong, and sales are expected to exceed the previous forecast. Although costs are rising, including due to higher raw material prices, each profit figure is expected to exceed the previous forecast as a result of a lower cost ratio due to higher operating rates accompanying increased revenue, among other factors. |
| 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.Demand for AI servers and related products has been strong, and sales of the Company's core products are expected to exceed the forecasts. Although costs are rising, including due to higher raw material prices, the increase in operating rates accompanying higher revenue is expected to lower the cost ratio, resulting in each profit figure exceeding the forecasts.