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Revision to earnings forecast6471NSK Ltd.Machinery

Notice Concerning Revisions to Full-Year Consolidated Earnings Forecasts

Raised its full-year consolidated earnings forecast for the fiscal year ending March 2027. In addition to revenue, operating profit, profit before tax and net income attributable to owners of the parent have also been raised.

Worth reading
73In focus
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
17.2
%
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Full yearPrevious forecast published 30 July 2026
Net Sales1,040,000→1,050,000million
+1.0%
Operating profit50,000→56,000million
+12.0%
Profit attributable to owners of the parent29,000→34,000million
+17.2%
Net income per share59.27→69.42yen and sen
+17.1%

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

Demand for semiconductor manufacturing equipment and machine tools remained firm against a backdrop of increased AI-related investment, and performance in the Industrial Machinery business exceeded expectations. The weaker yen than assumed also contributed, and firm demand in the Industrial Machinery business is expected to continue in the second half.

Previous-period resultsRevenue ¥911,644 million, operating profit ¥38,812 million, profit before tax ¥38,039 million, net income attributable to owners of the parent ¥22,867 million, basic earnings per share ¥46.75 (fiscal year ended March 2026)
Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥1,040,000 million → ¥1,050,000 million(+1.0%)
Operating profit¥50,000 million → ¥56,000 million(+12.0%)
Profit attributable to owners of the parent¥29,000 million → ¥34,000 million(+17.2%)
Net income per share59.27 yen and sen → 69.42 yen and sen
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredFull year
Publication date of previous forecast30 July 2026
Previous-period resultsRevenue ¥911,644 million, operating profit ¥38,812 million, profit before tax ¥38,039 million, net income attributable to owners of the parent ¥22,867 million, basic earnings per share ¥46.75 (fiscal year ended March 2026)
Reason for the revisionDemand for semiconductor manufacturing equipment and machine tools remained firm against a backdrop of increased AI-related investment, and performance in the Industrial Machinery business exceeded expectations. The weaker yen than assumed also contributed, and firm demand in the Industrial Machinery business is expected to continue in the second half.
Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Ordinary incomeDetails 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.

Demand for semiconductor manufacturing equipment and machine tools remained firm against a backdrop of increased AI-related investment, and performance in the Industrial Machinery business exceeded expectations. The weaker yen than assumed also contributed. The company expects firm demand in the Industrial Machinery business to continue in the second half.

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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.
Notice Concerning Revisions to Full-Year Consolidated Earnings Forecasts | NSK Ltd. (6471) timely disclosure | Komori