Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published 4 August 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.
Revenue and operating profit for the interim period exceeded the previous forecasts due to increased orders for high-value-added products, primarily for generative AI servers, an improved product mix and the prevailing trend toward a weaker yen. As demand for products for AI servers and general-purpose servers is expected to remain resilient, and demand for products for switch ICs is expected to expand, the full-year forecast was revised upward.
| Item | Details |
|---|---|
| Net Sales | ¥550,000 million → ¥565,000 million（2.7%） |
| Operating profit | ¥127,000 million → ¥133,000 million（4.7%） |
| Ordinary income | ¥127,000 million → ¥134,500 million（5.9%） |
| Profit attributable to owners of the parent | ¥84,000 million → ¥89,000 million（6.0%） |
| Net income per share | 149.68 yen and sen → 157.17 yen and sen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 4 August 2026 |
| Previous-period results | Revenue: ¥416,201 million; operating profit: ¥62,027 million; ordinary profit: ¥60,822 million; net income attributable to owners of the parent: ¥63,713 million; earnings per share: ¥114.08 (fiscal year ended March 2026) |
| Reason for the revision | Revenue and operating profit for the interim period exceeded the previous forecasts due to increased orders for high-value-added products, primarily for generative AI servers, an improved product mix and the prevailing trend toward a weaker yen. As demand for products for AI servers and general-purpose servers is expected to remain resilient, and demand for products for switch ICs is expected to expand, the full-year forecast was revised upward. |
| Dividend forecast revision | The interim dividend was increased by ¥2.50 per share, from ¥7.50 to ¥10.00. The forecast annual dividend for the fiscal year ending March 2027 is ¥20.00 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.Revenue and operating profit for the interim period exceeded the previous forecasts due to increased orders for high-value-added products, primarily for generative AI servers, an improved product mix and the prevailing trend toward a weaker yen. As demand for products for AI servers and general-purpose servers is expected to remain resilient, and demand for products for switch ICs is also expected to expand, the full-year forecast was revised upward. The interim dividend was increased after taking into account the capital allocation policy and current-period earnings, among other factors.