Revised forecast
Fiscal year ending December 2026 · Second quarter (interim period) and full yearPrevious forecast published 12 February 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.
The company expects sales to expand in its fine carbon business and industrial furnaces and related products business against the backdrop of semiconductor market growth driven by AI demand, as well as an increase in cathode sales volumes from capturing demand for relining aluminum smelting furnaces arising from the conflict in the Middle East. Cost reductions and improved production efficiency are also expected to contribute.
| Item | Details |
|---|---|
| Net Sales | Cumulative second-quarter results 168,300 / Full year 346,700 → Cumulative second-quarter results 170,400 / Full year 370,000（Cumulative second-quarter results 1.2 / Full year 6.7） |
| Operating profit | Cumulative second-quarter results 11,900 / Full year 26,000 → Cumulative second-quarter results 10,300 / Full year 28,000（Cumulative second-quarter results -13.4 / Full year 7.7） |
| Ordinary income | Cumulative second-quarter results 11,100 / Full year 24,000 → Cumulative second-quarter results 9,500 / Full year 26,000（Cumulative second-quarter results -14.4 / Full year 8.3） |
| Profit attributable to owners of the parent | Cumulative second-quarter results 4,700 / Full year 10,600 → Cumulative second-quarter results 5,000 / Full year 12,000（Cumulative second-quarter results 6.4 / Full year 13.2） |
| Net income per share | Cumulative second-quarter results 22.01 / Full year 49.65 → Cumulative second-quarter results 23.87 / Full year 58.62 |
| Fiscal Period Covered | Fiscal year ending December 2026 |
| Period Covered | Second quarter (interim period) and full year |
| Publication date of previous forecast | 12 February 2026 |
| Previous-period results | Second quarter Net Sales 158,076 Millions of yen, yen and sen / Operating profit 13,670 Millions of yen, yen and sen / Ordinary income 13,587 Millions of yen, yen and sen / Profit attributable to owners of parent for the quarter 8,415 Millions of yen, yen and sen / Net income per share for the quarter 39.42 Millions of yen, yen and sen / Full year Net Sales 322,960 Millions of yen, yen and sen / Operating profit 25,850 Millions of yen, yen and sen / Ordinary income 26,312 Millions of yen, yen and sen / Profit attributable to owners of the parent 20,078 Millions of yen, yen and sen / Net income per share 94.05 Millions of yen, yen and sen |
| Reason for the revision | The company expects sales to expand in its fine carbon business and industrial furnaces and related products business against the backdrop of semiconductor market growth driven by AI demand, as well as an increase in cathode sales volumes from capturing demand for relining aluminum smelting furnaces arising from the conflict in the Middle East. Cost reductions and improved production efficiency are also expected to contribute. |
| Dividend forecast revision | Increase in dividend (disclosed separately) |
| Consolidated / non-consolidated | 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.The company expects sales to expand in its fine carbon business and industrial furnaces and related products business as the semiconductor market expands on the back of AI demand. It also expects higher cathode sales volumes due to demand for relining aluminum smelting furnaces arising from the conflict in the Middle East, along with contributions from cost reductions and improved production efficiency.