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Revision of earnings forecasts4047KANTO DENKA KOGYO CO.,LTD.Materials and Chemicals

Notice Regarding Revisions to Earnings Forecasts

Upwardly revised the forecasts for revenue and each profit line for the interim period and full fiscal year ending March 2027. The interim forecast reflects demand from the semiconductor industry and the pass-through of higher costs, while the full-year forecast reflects firm demand and the upside through the interim period.

Worth reading
63In focus
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Direction
Improvement
Direction inferred from the company’s description.
Scale
54.5
%
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Cumulative second quarter (interim period) and full yearPrevious forecast published 10 August 2026
Reason for the revision

For the interim period, the factors were higher revenue from specialty gas products against a backdrop of expanding semiconductor-related demand, the pass-through of higher raw material costs, the results of cost-reduction initiatives, and the profit boost from consuming inventory purchased before raw material prices rose. For the full year, the forecast reflects the expectation that demand will remain firm and the performance outlook through the interim period, assuming that the profit boost from inventory consumption will diminish from the third quarter onward.

Previous-period resultsInterim period: revenue ¥30,841 million, operating profit ¥815 million, ordinary profit ¥972 million, interim net profit attributable to owners of the parent ¥106 million, interim earnings per share ¥1.86. Full year: revenue ¥65,400 million, operating profit ¥5,478 million, ordinary profit ¥6,629 million, net profit attributable to owners of the parent ¥3,785 million, earnings per share ¥65.96.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesCumulative second-quarter results ¥42,200 million → ¥44,400 million(+5.2%) / Full year ¥95,000 million → ¥98,500 million(+3.7%)
Operating profitCumulative second-quarter results ¥6,600 million → ¥9,400 million(+42.4%) / Full year ¥11,300 million → ¥14,600 million(+29.2%)
Ordinary incomeCumulative second-quarter results ¥6,600 million → ¥9,500 million(+43.9%) / Full year ¥11,300 million → ¥14,500 million(+28.3%)
Profit attributable to owners of the parentCumulative second-quarter results ¥4,400 million → ¥6,800 million(+54.5%) / Full year ¥7,600 million → ¥9,900 million(+30.3%)
Net income per shareCumulative second-quarter results 76.72 yen → 118.56 yen / Full year 132.51 yen → 172.61 yen
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredCumulative second quarter (interim period) and full year
Publication date of previous forecast10 August 2026
Previous-period resultsInterim period: revenue ¥30,841 million, operating profit ¥815 million, ordinary profit ¥972 million, interim net profit attributable to owners of the parent ¥106 million, interim earnings per share ¥1.86. Full year: revenue ¥65,400 million, operating profit ¥5,478 million, ordinary profit ¥6,629 million, net profit attributable to owners of the parent ¥3,785 million, earnings per share ¥65.96.
Reason for the revisionFor the interim period, the factors were higher revenue from specialty gas products against a backdrop of expanding semiconductor-related demand, the pass-through of higher raw material costs, the results of cost-reduction initiatives, and the profit boost from consuming inventory purchased before raw material prices rose. For the full year, the forecast reflects the expectation that demand will remain firm and the performance outlook through the interim period, assuming that the profit boost from inventory consumption will diminish from the third quarter onward.
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Details and amount of extraordinary lossDividend forecast revision

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.

For the interim period, the reasons were higher revenue from specialty gas products due to expanding semiconductor-related demand, the pass-through of higher raw material costs, cost-reduction initiatives, and the profit boost from consuming inventory purchased before raw material prices rose. For the full year, the forecast reflects the expectation that demand will remain firm and the performance outlook through the interim period, while assuming that the profit boost from inventory consumption will diminish from the third quarter onward.

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Notice Regarding Revisions to Earnings Forecasts | KANTO DENKA KOGYO CO.,LTD. (4047) timely disclosure | Komori