Komori
Revision to earnings forecast4966C.Uyemura & Co.,Ltd.Materials and Chemicals

Notice Regarding the Variance Between the Consolidated Earnings Forecast and Actual Results for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 and Revisions to the Full-Year Consolidated Earnings Forecast

For the interim period of the fiscal year ending March 2027, actual sales and profit exceeded the previous forecasts. Accordingly, the full-year forecasts have been revised upward to sales of ¥108,200 million, operating profit of ¥24,700 million, ordinary profit of ¥25,300 million, and net income attributable to owners of the parent of ¥17,700 million.

Worth reading
70In 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
21.8
%
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Second quarter (interim period) and full yearPrevious forecast published 13 May 2026
Net SalesInterim period44,710→—million
+18.2%
Net SalesFull year95,840→108,200million
+12.9%
Operating profitInterim period9,330→—million
+26.1%
Operating profitFull year20,330→24,700million
+21.5%
Ordinary incomeInterim period9,620→—million
+27.9%
Ordinary incomeFull year20,890→25,300million
+21.1%
Profit attributable to owners of the parentInterim period7,100→—million
+22.5%
Profit attributable to owners of the parentFull year14,530→17,700million
+21.8%
Net income per shareInterim period440.02→—yen/sen
—
Net income per shareFull year900.48→1,107.78yen/sen
+23.0%

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

Demand for servers used in generative AI applications continued to expand, while demand for in-vehicle power devices and ADAS-related products remained solid in the automotive electronics sector. As a result, demand for and sales of plating chemicals for wafers and package substrates exceeded the initial expectations and remained strong. Sales of these products are also expected to remain strong for the full year.

Previous-period resultsInterim period Net Sales 41,701 Million yen and yen and sen / Operating profit 9,575 Million yen and yen and sen / Ordinary income 9,642 Million yen and yen and sen / Interim net profit attributable to owners of the parent 6,858 Million yen and yen and sen / Interim net profit per share 425.1 Million yen and yen and sen / Full year Net Sales 91,784 Million yen and yen and sen / Operating profit 21,327 Million yen and yen and sen / Ordinary income 22,085 Million yen and yen and sen / Profit attributable to owners of the parent 13,946 Million yen and yen and sen / Net income per share 864.57 Million yen and yen and sen
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesInterim period 44,710 / Full year 95,840 → Interim period (actual results) 52,838 / Full year 108,200(Interim period 18.2 / Full year 12.9)
Operating profitInterim period 9,330 / Full year 20,330 → Interim period (actual results) 11,767 / Full year 24,700(Interim period 26.1 / Full year 21.5)
Ordinary incomeInterim period 9,620 / Full year 20,890 → Interim period (actual results) 12,303 / Full year 25,300(Interim period 27.9 / Full year 21.1)
Profit attributable to owners of the parentInterim period 7,100 / Full year 14,530 → Interim period (actual results) 8,700 / Full year 17,700(Interim period 22.5 / Full year 21.8)
Net income per shareInterim period 440.02 / Full year 900.48 → Interim period (actual results) 544.11 / Full year 1,107.78
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredSecond quarter (interim period) and full year
Publication date of previous forecast13 May 2026
Previous-period resultsInterim period Net Sales 41,701 Million yen and yen and sen / Operating profit 9,575 Million yen and yen and sen / Ordinary income 9,642 Million yen and yen and sen / Interim net profit attributable to owners of the parent 6,858 Million yen and yen and sen / Interim net profit per share 425.1 Million yen and yen and sen / Full year Net Sales 91,784 Million yen and yen and sen / Operating profit 21,327 Million yen and yen and sen / Ordinary income 22,085 Million yen and yen and sen / Profit attributable to owners of the parent 13,946 Million yen and yen and sen / Net income per share 864.57 Million yen and yen and sen
Reason for the revisionDemand for servers used in generative AI applications continued to expand, while demand for in-vehicle power devices and ADAS-related products remained solid in the automotive electronics sector. As a result, demand for and sales of plating chemicals for wafers and package substrates exceeded the initial expectations and remained strong. Sales of these products are also expected to remain strong for the full year.
Consolidated / non-consolidatedConsolidated
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.

Demand for servers used in generative AI applications continued to expand, while demand for in-vehicle power devices and ADAS-related products remained solid in the automotive electronics sector. As a result, demand for and sales of plating chemicals for wafers and package substrates exceeded expectations and remained strong. Sales of these products are also expected to remain strong for the full year.

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Notice Regarding the Variance Between the Consolidated Earnings Forecast and Actual Results for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 and Revisions to the Full-Year Consolidated Earnings Forecast | C.Uyemura & Co.,Ltd. (4966) timely disclosure | Komori