Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published Announced on 11 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.
Demand for semiconductor-related materials, particularly for power devices and memory applications, has been stronger than expected against a backdrop of expanding demand related to AI data centers, and is expected to remain firm in the second half. The forecast also incorporates the impact of the acquisition of a business from KYOCERA CORPORATION.
| Item | Details |
|---|---|
| Net Sales | ¥337,000 million → ¥400,000 million（+18.7%） |
| Operating profit | ¥37,500 million → ¥50,000 million（+33.3%） |
| Profit attributable to owners of the parent | ¥28,500 million → ¥35,000 million（+22.8%） |
| Net income per share | 324.84 Yen/sen → 398.89 Yen/sen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | Announced on 11 May 2026 |
| Previous-period results | Fiscal year ending March 2026: sales revenue ¥319,867 million, business profit ¥34,490 million, operating profit ¥35,478 million, profit for the year attributable to owners of the parent ¥28,014 million, basic earnings per share ¥319.52 |
| Reason for the revision | Demand for semiconductor-related materials, particularly for power devices and memory applications, has been stronger than expected against a backdrop of expanding demand related to AI data centers, and is expected to remain firm in the second half. The forecast also incorporates the impact of the acquisition of a business from KYOCERA CORPORATION. |
| Dividend forecast revision | The interim dividend was increased from ¥60 to ¥70 per share, and the year-end dividend forecast was increased from ¥60 to ¥70. The annual dividend forecast was changed from ¥120 to ¥140. |
| 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 semiconductor-related materials, particularly for power devices and memory applications, has been stronger than expected against a backdrop of expanding demand related to AI data centers. Demand is expected to remain firm in the second half, and the forecast also incorporates the impact of the acquisition of a business from KYOCERA CORPORATION. The dividend revision reflects a comprehensive consideration of the upwardly revised full-year earnings forecast and the Company's financial position.