Komori
Revision to earnings forecast5411JFE Holdings,Inc.Iron and Nonferrous Metals

Summary of Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 [IFRS] (Consolidated)

The full-year revenue forecast for the fiscal year ending March 2027 was raised to ¥4.9 trillion, while business profit was lowered to ¥195 billion, profit before tax to ¥165 billion, and profit for the year attributable to owners of the parent to ¥130 billion. The dividend forecast was left unchanged.

Worth reading
82Important
Scored from 4 of 5 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
-25000
¥ million
Wording
Conditional
How definitive the wording is.

Revised forecast

the fiscal year ending March 2027 · Full yearPrevious forecast published 5 August 2026
Net Sales48,500→49,000100 million
+1.0%
Operating profit2,150→1,950100 million
-9.3%
Profit attributable to owners of the parent1,500→1,300100 million
-13.3%
Net income per share—→204.35Yen
—

The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

The revision reflects the impact of heavy rain and typhoons in the Chiba area in the steel business, as well as volume, costs, spreads and inventory valuation differences. Higher costs resulting from the situation in the Middle East also had an impact.

Details and amount of extraordinary loss

Losses from disasters of ¥512 million

Previous-period resultsRevenue of ¥4.5392 trillion, business profit of ¥135.3 billion, profit before tax of ¥87.4 billion, and profit for the year attributable to owners of the parent of ¥70.1 billion
Dividend forecast revisionNo revision. The forecasts of an interim dividend of ¥40, a year-end dividend of ¥40 and an annual dividend of ¥80 are maintained.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥48,500 100 million → ¥49,000 100 million(+1.0%)
Operating profit¥2,150 100 million → ¥1,950 100 million(-9.3%)
Profit attributable to owners of the parent¥1,500 100 million → ¥1,300 100 million(-13.3%)
Net income per shareNot disclosed → 204.35 Yen
Fiscal Period Coveredthe fiscal year ending March 2027
Period CoveredFull year
Publication date of previous forecast5 August 2026
Previous-period resultsRevenue of ¥4.5392 trillion, business profit of ¥135.3 billion, profit before tax of ¥87.4 billion, and profit for the year attributable to owners of the parent of ¥70.1 billion
Reason for the revisionThe revision reflects the impact of heavy rain and typhoons in the Chiba area in the steel business, as well as volume, costs, spreads and inventory valuation differences. Higher costs resulting from the situation in the Middle East also had an impact.
Details and amount of extraordinary lossLosses from disasters of ¥512 million
Dividend forecast revisionNo revision. The forecasts of an interim dividend of ¥40, a year-end dividend of ¥40 and an annual dividend of ¥80 are maintained.
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Ordinary income

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.

For the steel business, the company cited the one-off impact of heavy rain and typhoons in the Chiba area, lower volumes due to reduced crude steel production, cost factors, weak domestic and overseas steel market conditions, surging raw material prices, and higher costs resulting from the situation in the Middle East. Positive factors, including inventory valuation differences, are also expected.

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.
Summary of Financial Results for the Second Quarter (Interim Period) of the Fiscal Year Ending March 2027 [IFRS] (Consolidated) | JFE Holdings,Inc. (5411) timely disclosure | Komori