Worth reading
64In 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
12.5
% (percentage change in net income attributable to owners of the parent for the full fiscal year ending March 2027)Wording
Conditional
How definitive the wording is.Revised forecast
Fiscal year ending March 2027 · Six months and full yearPrevious forecast published 30 April 2026Net Sales2Q cumulative31,000→32,900million
+6.1%
Net SalesFull year61,300→64,200million
+4.7%
Operating profit2Q cumulative2,600→3,100million
+19.2%
Operating profitFull year5,900→6,500million
+10.2%
Ordinary income2Q cumulative2,600→3,300million
+26.9%
Ordinary incomeFull year5,700→6,400million
+12.3%
Profit attributable to owners of the parent2Q cumulative1,700→2,200million
+29.4%
Profit attributable to owners of the parentFull year4,000→4,500million
+12.5%
Net income per share2Q cumulative51.87→67.12
+29.4%
Net income per shareFull year122.04→137.29
+12.5%
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
In electronic materials, the Group's core business area, demand for smartphones and semiconductors, including PCs and AI servers, has remained strong and is expected to exceed the previous forecast.
Previous-period resultsSecond-quarter results (fiscal year ended March 2026): net sales of ¥26,537 million, operating income of ¥2,454 million, ordinary income of ¥2,154 million, interim net income attributable to owners of the parent of ¥1,562 million, and interim earnings per share of ¥47.00. Full-year results (fiscal year ended March 2026): net sales of ¥56,474 million, operating income of ¥5,805 million, ordinary income of ¥6,157 million, net income attributable to owners of the parent of ¥4,995 million, and earnings per share of ¥150.57.
Dividend forecast revisionThe second-quarter dividend has been revised from ¥49.00 to ¥55.00, the year-end dividend from ¥49.00 to ¥55.00, and the annual dividend from ¥98.00 to ¥110.00, an increase of ¥12 for the year.
Consolidated / non-consolidatedConsolidated
| Item | Details |
|---|---|
| Net Sales | 2Q cumulative 31,000 / Full year 61,300 → 2Q cumulative 32,900 / Full year 64,200（2Q cumulative 6.1 / Full year 4.7） |
| Operating profit | 2Q cumulative 2,600 / Full year 5,900 → 2Q cumulative 3,100 / Full year 6,500（2Q cumulative 19.2 / Full year 10.2） |
| Ordinary income | 2Q cumulative 2,600 / Full year 5,700 → 2Q cumulative 3,300 / Full year 6,400（2Q cumulative 26.9 / Full year 12.3） |
| Profit attributable to owners of the parent | 2Q cumulative 1,700 / Full year 4,000 → 2Q cumulative 2,200 / Full year 4,500（2Q cumulative 29.4 / Full year 12.5） |
| Net income per share | 2Q cumulative 51.87 / Full year 122.04 → 2Q cumulative 67.12 / Full year 137.29 |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Six months and full year |
| Publication date of previous forecast | 30 April 2026 |
| Previous-period results | Second-quarter results (fiscal year ended March 2026): net sales of ¥26,537 million, operating income of ¥2,454 million, ordinary income of ¥2,154 million, interim net income attributable to owners of the parent of ¥1,562 million, and interim earnings per share of ¥47.00. Full-year results (fiscal year ended March 2026): net sales of ¥56,474 million, operating income of ¥5,805 million, ordinary income of ¥6,157 million, net income attributable to owners of the parent of ¥4,995 million, and earnings per share of ¥150.57. |
| Reason for the revision | In electronic materials, the Group's core business area, demand for smartphones and semiconductors, including PCs and AI servers, has remained strong and is expected to exceed the previous forecast. |
| Dividend forecast revision | The second-quarter dividend has been revised from ¥49.00 to ¥55.00, the year-end dividend from ¥49.00 to ¥55.00, and the annual dividend from ¥98.00 to ¥110.00, an increase of ¥12 for the year. |
| Consolidated / non-consolidated | Consolidated |
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.Among electronic materials, demand for smartphones and semiconductors, including PCs and AI servers, has remained strong and is expected to exceed the previous forecast. The dividend forecast was increased based on the revised earnings forecast and the shareholder return policy.
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.