Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published 7 August 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.
Against a backdrop of increased data center investment for generative AI, demand for semiconductor-related products, particularly advanced logic semiconductors and memory, remained above initial expectations. Supply was expanded through increased production capacity, and sales of materials for advanced photoresists and high-purity solvents increased, contributing to profit. Demand for advanced semiconductor-related products is expected to remain strong, with product sales also expected to remain robust.
| Item | Details |
|---|---|
| Net Sales | ¥50,000 million → ¥51,000 million（+2.0%） |
| Operating profit | ¥5,800 million → ¥6,500 million（+12.1%） |
| Ordinary income | ¥5,500 million → ¥6,200 million（+12.7%） |
| Profit attributable to owners of the parent | ¥3,800 million → ¥4,700 million（+23.7%） |
| Net income per share | ¥478.79 yen → ¥592.18 yen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 7 August 2026 |
| Previous-period results | Net sales ¥41,956 million, operating profit ¥3,668 million, ordinary profit ¥3,592 million, net income ¥2,692 million, basic earnings per share ¥339.26 |
| Reason for the revision | Against a backdrop of increased data center investment for generative AI, demand for semiconductor-related products, particularly advanced logic semiconductors and memory, remained above initial expectations. Supply was expanded through increased production capacity, and sales of materials for advanced photoresists and high-purity solvents increased, contributing to profit. Demand for advanced semiconductor-related products is expected to remain strong, with product sales also expected to remain robust. |
| Dividend forecast revision | The interim dividend has changed from ¥25.00 to ¥30.00 per share, and the year-end dividend forecast has also changed from ¥25.00 to ¥30.00. The full-year dividend forecast has changed from ¥50.00 to ¥60.00. |
| Consolidated / non-consolidated | Non-consolidated |
Items this document does not state (1)
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.Against a backdrop of increased data center investment for generative AI, demand for semiconductor-related products, particularly advanced logic semiconductors and memory, exceeded initial expectations. Sales of materials for advanced photoresists and high-purity solvents increased as expanded production capacity increased supply, contributing to profit. Demand for advanced semiconductor-related products and product sales are expected to remain strong. The dividend decision took into account the upward revision to the financial forecast, results for the cumulative second quarter, and the dividend policy.