Worth reading
66In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
3800
Millions of yen (change in full-year ordinary income)Wording
Conditional
How definitive the wording is.Revised forecast
Fiscal year ending March 2026 · Cumulative second quarter and full yearPrevious forecast published 12 May 2025Net Sales72,700→75,500million
+3.9%
Operating profit14,000→17,500million
+25.0%
Ordinary income13,800→17,600million
+27.5%
Profit attributable to owners of the parent9,400→12,200million
+29.8%
Net income per share266.61→346.04yen and sen
+29.8%
The 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.
Reason for the revision
AI用途を中心に半導体市場向けのコロイダルシリカの販売が好調に推移した。また、想定より円安に推移したことで外貨建て取引や在外子会社の円換算後の売上高・営業利益、営業外損益が増加した。法人税率の低い在外子会社での利益増加と見積実効税率の低下もあり、売上・利益面が前回予想を上回った。半導体市場の拡大とコロイダルシリカの販売増加の継続を見込み、通期予想を上方修正した。
Previous-period results2025年3月期：売上高69,501百万円、営業利益16,230百万円、経常利益16,561百万円、親会社株主に帰属する当期純利益11,622百万円、１株当たり当期純利益329.68円 銭。参考として2025年3月期第2四半期実績も記載。
Consolidated / non-consolidatedConsolidated
| Item | Details |
|---|---|
| Net Sales | ¥72,700 million → ¥75,500 million（+3.9%） |
| Operating profit | ¥14,000 million → ¥17,500 million（+25.0%） |
| Ordinary income | ¥13,800 million → ¥17,600 million（+27.5%） |
| Profit attributable to owners of the parent | ¥9,400 million → ¥12,200 million（+29.8%） |
| Net income per share | 266.61 yen and sen → 346.04 yen and sen |
| Fiscal Period Covered | Fiscal year ending March 2026 |
| Period Covered | Cumulative second quarter and full year |
| Publication date of previous forecast | 12 May 2025 |
| Previous-period results | 2025年3月期：売上高69,501百万円、営業利益16,230百万円、経常利益16,561百万円、親会社株主に帰属する当期純利益11,622百万円、１株当たり当期純利益329.68円 銭。参考として2025年3月期第2四半期実績も記載。 |
| Reason for the revision | AI用途を中心に半導体市場向けのコロイダルシリカの販売が好調に推移した。また、想定より円安に推移したことで外貨建て取引や在外子会社の円換算後の売上高・営業利益、営業外損益が増加した。法人税率の低い在外子会社での利益増加と見積実効税率の低下もあり、売上・利益面が前回予想を上回った。半導体市場の拡大とコロイダルシリカの販売増加の継続を見込み、通期予想を上方修正した。 |
| Consolidated / non-consolidated | Consolidated |
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.AI用途を中心とした半導体市場向けコロイダルシリカの販売が好調に推移したこと、想定より円安となり外貨建て取引や在外子会社の円換算後の売上高・営業利益、営業外損益が増加したこと、法人税率の低い在外子会社の利益増加や見積実効税率の低下が理由。半導体市場の拡大とコロイダルシリカの販売増加が継続すると見込んでいる。
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.