Revised forecast
Fiscal year ending March 2027 · Second quarter (interim period) and full yearPrevious forecast published 14 May 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.
In the Information and Communications business, the Company received project orders from hyperscalers for optical component products that were not included in the initial plan, and selling prices increased. The anticipated impact of the hydrogen shortage is expected to be mitigated. For the second half, at least the selling-price increases achieved in the first half and the mitigation of the hydrogen-shortage impact are expected to continue.
| Item | Details |
|---|---|
| Net Sales | Interim period 594,000 / Full year 1,243,000 → Interim period 778,000 / Full year 1,462,000（Interim period 31 / Full year 17.6） |
| Operating profit | Interim period 92,000 / Full year 211,000 → Interim period 174,000 / Full year 310,000（Interim period 89.1 / Full year 46.9） |
| Ordinary income | Interim period 95,000 / Full year 218,000 → Interim period 177,000 / Full year 316,000（Interim period 86.3 / Full year 45） |
| Profit attributable to owners of the parent | Interim period 67,000 / Full year 156,000 → Interim period 128,000 / Full year 229,000（Interim period 91 / Full year 46.8） |
| Net income per share | Interim period 40.47 / Full year 94.22 → Interim period 77.31 / Full year 138.31 |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Second quarter (interim period) and full year |
| Publication date of previous forecast | 14 May 2026 |
| Previous-period results | Interim period Net Sales 558,994 / Operating profit 90,171 / Ordinary income 91,701 / Interim net income attributable to owners of the parent 67,147 / Interim net income per share 40.56 / Full year Net Sales 1,182,358 / Operating profit 188,707 / Ordinary income 199,481 / Profit attributable to owners of the parent 157,163 / Net income per share 94.93 |
| Reason for the revision | In the Information and Communications business, the Company received project orders from hyperscalers for optical component products that were not included in the initial plan, and selling prices increased. The anticipated impact of the hydrogen shortage is expected to be mitigated. For the second half, at least the selling-price increases achieved in the first half and the mitigation of the hydrogen-shortage impact are expected to continue. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (2)
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 Information and Communications business, the Company received project orders from hyperscalers for optical component products that were not included in the initial plan, and selling prices increased. The anticipated impact of the hydrogen shortage was also mitigated. For the second half, the Company expects that at least the selling-price increases achieved in the first half and the mitigation of the hydrogen-shortage impact will continue.