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Revision to earnings forecast6626SEMITEC CorporationElectric appliances and precision instruments

Notice Regarding Revisions to Earnings Forecasts

The consolidated earnings forecasts for the second quarter (interim period) and full year of the fiscal year ending March 2027 have both been revised upward. For the interim period, sales are expected to increase by ¥1,775 million and operating income by ¥763 million, while full-year sales are expected to increase by ¥2,710 million and operating income by ¥950 million.

Worth reading
64In 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
950
¥ million
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Second quarter (interim period)Net Sales ¥12,630 million → ¥14,405 million(+14.0%) / Operating profit ¥1,600 million → ¥2,363 million(+47.6%) / Ordinary income ¥1,510 million → ¥2,189 million(+44.9%) / Profit attributable to owners of the parent ¥1,070 million → ¥1,628 million(+52.1%) / Net income per share 111.50 Yen / sen → 169.69 Yen / sen / Fiscal Period Covered Fiscal year ending March 2027 / Period Covered Second quarter (interim period) / Publication date of previous forecast Published on 12 May 2026 / Previous-period results Sales ¥12,696 million, operating income ¥1,914 million, ordinary income ¥1,796 million, interim net income attributable to owners of the parent ¥1,458 million, interim net income per share ¥139.58 / Reason for the revision Demand expected for the second half was brought forward substantially due to the yen trading weaker than expected and customers securing inventory out of concern over the worsening situation in the Middle East. The company expects to record a foreign exchange loss of ¥171 million as a non-operating expense. / Details and amount of extraordinary loss Not disclosed / Dividend forecast revision Not disclosed / Consolidated / non-consolidated Consolidated
Full yearNet Sales ¥24,890 million → ¥27,600 million(+10.8%) / Operating profit ¥2,950 million → ¥3,900 million(+32.2%) / Ordinary income ¥2,890 million → ¥3,750 million(+29.7%) / Profit attributable to owners of the parent ¥2,050 million → ¥2,750 million(+34.1%) / Net income per share 213.63 Yen / sen → 286.57 Yen / sen / Fiscal Period Covered Fiscal year ending March 2027 / Period Covered Full year / Publication date of previous forecast Published on 12 May 2026 / Previous-period results Sales ¥25,458 million, operating income ¥3,535 million, ordinary income ¥3,611 million, net income attributable to owners of the parent ¥2,690 million, net income per share ¥276.23 / Reason for the revision The company will revise the earnings forecast announced on 12 May 2026 after estimating second-half demand conservatively in light of demand being brought forward into the first half. / Details and amount of extraordinary loss Not disclosed / Dividend forecast revision Not disclosed / Consolidated / non-consolidated Consolidated
Revised forecast
ItemDetails
Second quarter (interim period)Net Sales ¥12,630 million → ¥14,405 million(+14.0%) / Operating profit ¥1,600 million → ¥2,363 million(+47.6%) / Ordinary income ¥1,510 million → ¥2,189 million(+44.9%) / Profit attributable to owners of the parent ¥1,070 million → ¥1,628 million(+52.1%) / Net income per share 111.50 Yen / sen → 169.69 Yen / sen / Fiscal Period Covered Fiscal year ending March 2027 / Period Covered Second quarter (interim period) / Publication date of previous forecast Published on 12 May 2026 / Previous-period results Sales ¥12,696 million, operating income ¥1,914 million, ordinary income ¥1,796 million, interim net income attributable to owners of the parent ¥1,458 million, interim net income per share ¥139.58 / Reason for the revision Demand expected for the second half was brought forward substantially due to the yen trading weaker than expected and customers securing inventory out of concern over the worsening situation in the Middle East. The company expects to record a foreign exchange loss of ¥171 million as a non-operating expense. / Details and amount of extraordinary loss Not disclosed / Dividend forecast revision Not disclosed / Consolidated / non-consolidated Consolidated
Full yearNet Sales ¥24,890 million → ¥27,600 million(+10.8%) / Operating profit ¥2,950 million → ¥3,900 million(+32.2%) / Ordinary income ¥2,890 million → ¥3,750 million(+29.7%) / Profit attributable to owners of the parent ¥2,050 million → ¥2,750 million(+34.1%) / Net income per share 213.63 Yen / sen → 286.57 Yen / sen / Fiscal Period Covered Fiscal year ending March 2027 / Period Covered Full year / Publication date of previous forecast Published on 12 May 2026 / Previous-period results Sales ¥25,458 million, operating income ¥3,535 million, ordinary income ¥3,611 million, net income attributable to owners of the parent ¥2,690 million, net income per share ¥276.23 / Reason for the revision The company will revise the earnings forecast announced on 12 May 2026 after estimating second-half demand conservatively in light of demand being brought forward into the first half. / Details and amount of extraordinary loss Not disclosed / Dividend forecast revision Not disclosed / Consolidated / non-consolidated Consolidated

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

In addition to the yen trading weaker than expected, concerns about the worsening situation in the Middle East prompted customers to secure inventory, resulting in demand expected for the second half being brought forward substantially. For the full year, second-half demand was estimated conservatively in light of the demand brought forward into the first half. The company also expects to record a foreign exchange loss of ¥171 million as a non-operating expense.

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Notice Regarding Revisions to Earnings Forecasts | SEMITEC Corporation (6626) timely disclosure | Komori