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Revision to earnings forecast4626TAIYO HOLDINGS CO.,LTD.Materials and Chemicals

Notice Regarding Differences Between the Forecast and Actual Results for the Cumulative Second Quarter of the Fiscal Year Ending March 2027 and Revisions to the Full-Year Earnings Forecast

Cumulative results for the second quarter exceeded the previous forecast, and the full-year net sales and profit forecasts were also raised. The forecast for net income attributable to owners of the parent was increased from ¥25.4 billion to ¥29.6 billion.

Worth reading
70In focus
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
4200
¥ million (change in full-year profit attributable to owners of the parent)
Wording
Conditional
How definitive the wording is.

Revised forecast

the fiscal year ending March 2027 · Full yearPrevious forecast published 31 July 2026
Net Sales149,100→152,500million
+2.3%
Operating profit36,400→39,600million
+8.8%
Ordinary income36,300→39,700million
+9.4%
Profit attributable to owners of the parent25,400→29,600million
+16.5%
Net income per share228.26→266.01Yen
+16.5%

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

The electronics business exceeded its second-quarter forecast because the yen remained weaker than assumed and prices for some products were revised. The second-quarter forecast was replaced with actual results, and the full-year forecast was revised to reflect the impact of the gain on sales of investment securities recorded as extraordinary income in the second quarter.

Previous-period resultsNet sales ¥137,851 million, operating profit ¥32,529 million, ordinary profit ¥31,728 million, net income attributable to owners of the parent ¥24,011 million, earnings per share ¥215.92 (full year of the fiscal year ended March 2026)
Dividend forecast revisionNo revision. The year-end dividend forecast remains unchanged from the announcement made on 30 April 2026.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥149,100 million → ¥152,500 million(+2.3%)
Operating profit¥36,400 million → ¥39,600 million(+8.8%)
Ordinary income¥36,300 million → ¥39,700 million(+9.4%)
Profit attributable to owners of the parent¥25,400 million → ¥29,600 million(+16.5%)
Net income per share228.26 Yen → 266.01 Yen
Fiscal Period Coveredthe fiscal year ending March 2027
Period CoveredFull year
Publication date of previous forecast31 July 2026
Previous-period resultsNet sales ¥137,851 million, operating profit ¥32,529 million, ordinary profit ¥31,728 million, net income attributable to owners of the parent ¥24,011 million, earnings per share ¥215.92 (full year of the fiscal year ended March 2026)
Reason for the revisionThe electronics business exceeded its second-quarter forecast because the yen remained weaker than assumed and prices for some products were revised. The second-quarter forecast was replaced with actual results, and the full-year forecast was revised to reflect the impact of the gain on sales of investment securities recorded as extraordinary income in the second quarter.
Dividend forecast revisionNo revision. The year-end dividend forecast remains unchanged from the announcement made on 30 April 2026.
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Details and amount of extraordinary loss

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.

In the second quarter, the electronics business exceeded the forecast because the yen remained weaker than assumed and prices for some products were revised. The full-year forecast was also revised to reflect the impact of the gain on sales of investment securities recorded in the second quarter.

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding Differences Between the Forecast and Actual Results for the Cumulative Second Quarter of the Fiscal Year Ending March 2027 and Revisions to the Full-Year Earnings Forecast | TAIYO HOLDINGS CO.,LTD. (4626) timely disclosure | Komori