Revised forecast
Fiscal year ending January 2027 · Full yearPrevious forecast published 13 March 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.
The semiconductor industry continued to operate at high levels amid strong demand, particularly for generative AI applications, and shipments of our products to the Chinese and Taiwanese semiconductor markets exceeded initial expectations against the backdrop of capital investment by semiconductor manufacturers. In addition, memory production in South Korea remained strong, and equity-method investment income from affiliate SK Tri Chem Co., Ltd. also exceeded initial expectations. The full-year forecasts have therefore been revised based on the outlook that these business conditions will continue for the time being and on progress through the interim period.
| Item | Details |
|---|---|
| Net Sales | ¥27,000 million → ¥29,500 million（+9.3%） |
| Operating profit | ¥6,000 million → ¥7,450 million（+24.2%） |
| Ordinary income | ¥6,300 million → ¥8,720 million（+38.4%） |
| Profit attributable to owners of the parent | ¥4,600 million → ¥6,570 million（+42.8%） |
| Net income per share | 141.55 yen and sen → 202.17 yen and sen |
| Fiscal Period Covered | Fiscal year ending January 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 13 March 2026 |
| Previous-period results | Net sales: ¥23,883 million; operating income: ¥5,902 million; ordinary income: ¥7,090 million; net income attributable to owners of the parent: ¥5,515 million; net income per share: ¥169.72 (fiscal year ended January 2026) |
| Reason for the revision | The semiconductor industry continued to operate at high levels amid strong demand, particularly for generative AI applications, and shipments of our products to the Chinese and Taiwanese semiconductor markets exceeded initial expectations against the backdrop of capital investment by semiconductor manufacturers. In addition, memory production in South Korea remained strong, and equity-method investment income from affiliate SK Tri Chem Co., Ltd. also exceeded initial expectations. The full-year forecasts have therefore been revised based on the outlook that these business conditions will continue for the time being and on progress through the interim period. |
| 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 semiconductors, particularly for generative AI applications, remained strong, and product shipments, mainly to China and Taiwan, exceeded expectations against the backdrop of capital investment by semiconductor manufacturers. In addition, memory production in South Korea was strong, and equity-method investment income from affiliate SK Tri Chem Co., Ltd. also exceeded expectations.