Revised forecast
Fiscal year ending August 2026 · Full yearPrevious forecast published 10 October 2025The 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.
Strong demand for high-performance semiconductors driven by AI- and cloud-related investment, increased orders resulting from more active production and procurement by semiconductor manufacturing equipment manufacturers, improved gross profit margins accompanying higher operating rates, and foreign exchange gains, among other factors.
| Item | Details |
|---|---|
| Net Sales | ¥11,600 million → ¥13,600 million（+17.2%） |
| Operating profit | ¥1,580 million → ¥2,500 million（+58.2%） |
| Ordinary income | ¥1,350 million → ¥2,700 million（+100.0%） |
| Profit attributable to owners of the parent | ¥1,010 million → ¥1,850 million（+83.2%） |
| Net income per share | 117.89 yen → 216.54 yen |
| Fiscal Period Covered | Fiscal year ending August 2026 |
| Period Covered | Full year |
| Publication date of previous forecast | 10 October 2025 |
| Previous-period results | Revenue ¥12,680 million, operating profit ¥1,808 million, ordinary profit ¥1,897 million, net income attributable to owners of the parent ¥2,007 million, and earnings per share of ¥234.40 (fiscal year ended August 2025) |
| Reason for the revision | Strong demand for high-performance semiconductors driven by AI- and cloud-related investment, increased orders resulting from more active production and procurement by semiconductor manufacturing equipment manufacturers, improved gross profit margins accompanying higher operating rates, and foreign exchange gains, among other factors. |
| Dividend forecast revision | The year-end dividend forecast has been increased by ¥6, from ¥12 to ¥18 per share. The annual dividend forecast has been revised from ¥24 to ¥30 per share. |
| 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.Demand for high-performance semiconductors for servers and data centers has remained strong, driven by AI- and cloud-related investment, resulting in increased production and procurement activity and orders from semiconductor manufacturing equipment manufacturers. In addition, the company expects higher operating rates to improve its gross profit margin, while foreign exchange gains are also expected to boost profit.