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Revision of earnings forecasts5218OHARA INC.Construction and Materials

Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending October 2026 (Japanese GAAP) (Consolidated)

The full-year consolidated earnings forecast for the fiscal year ending October 2026 has been revised upward. Net sales have been increased by ¥2,000 million, while operating profit, ordinary profit and net income attributable to owners of the parent have each been increased by ¥200 million.

Worth reading
68In 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
2000
¥ million (change in net sales)
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending October 2026 · Full yearPrevious forecast published 13 March 2026
Net Sales29,900→31,900million
+6.7%
Operating profit1,600→1,800million
+12.5%
Ordinary income2,000→2,200million
+10.0%
Profit attributable to owners of the parent1,200→1,400million
+16.7%
Net income per share49.9→58.79yen
+17.8%

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 the Optical Business, demand for high-unit-price downstream products for digital cameras is expected to remain firm. In the Electronics Business, demand for products used in semiconductor lithography equipment is expected to enter a recovery trend, while demand for products used in optical communications equipment is expected to expand against a backdrop of increased data center investment. Although costs are rising due to higher raw material prices and the discontinuation of VAT refunds, earnings are expected to exceed the previous forecast due to higher revenue in the Electronics Business and an improved product mix.

Previous-period resultsNet sales: ¥28,895 million; operating profit: ¥1,794 million; ordinary profit: ¥2,289 million; net income attributable to owners of the parent: ¥1,730 million; earnings per share: ¥71.04
Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥29,900 million → ¥31,900 million(+6.7%)
Operating profit¥1,600 million → ¥1,800 million(+12.5%)
Ordinary income¥2,000 million → ¥2,200 million(+10.0%)
Profit attributable to owners of the parent¥1,200 million → ¥1,400 million(+16.7%)
Net income per share49.90 yen → 58.79 yen
Fiscal Period CoveredFiscal year ending October 2026
Period CoveredFull year
Publication date of previous forecast13 March 2026
Previous-period resultsNet sales: ¥28,895 million; operating profit: ¥1,794 million; ordinary profit: ¥2,289 million; net income attributable to owners of the parent: ¥1,730 million; earnings per share: ¥71.04
Reason for the revisionIn the Optical Business, demand for high-unit-price downstream products for digital cameras is expected to remain firm. In the Electronics Business, demand for products used in semiconductor lithography equipment is expected to enter a recovery trend, while demand for products used in optical communications equipment is expected to expand against a backdrop of increased data center investment. Although costs are rising due to higher raw material prices and the discontinuation of VAT refunds, earnings are expected to exceed the previous forecast due to higher revenue in the Electronics Business and an improved product mix.
Dividend forecast revisionNo revision
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 Optical Business, demand for high-unit-price downstream products for digital cameras has remained firm. In the Electronics Business, demand is expected to recover for products used in semiconductor lithography equipment, while demand for products used in optical communications equipment is expected to expand against a backdrop of increased data center investment. Although costs are rising due to higher raw material prices and the discontinuation of VAT refunds, higher revenue in the Electronics Business and an improved product mix are expected to support earnings.

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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.
Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending October 2026 (Japanese GAAP) (Consolidated) | OHARA INC. (5218) timely disclosure | Komori