Komori
Revisions to earnings forecast6762TDK CorporationElectric Appliances & Precision Instruments

Notice of Revisions to Full-Year Consolidated Earnings Forecast and Dividend Forecasts for the Interim and Year-End Dividends

The full-year consolidated earnings forecast for the fiscal year ending March 2027 was revised upward, with net sales raised to ¥470,000 million, operating income to ¥70,000 million, and profit for the year attributable to owners of the parent to ¥55,000 million. The interim dividend and year-end dividend forecast were also each increased by ¥5 per share.

Worth reading
81Important
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
470000
¥ million (change in net sales)
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Full yearPrevious forecast published 28 April 2026
Net Sales2,580,000→3,050,000million
+18.2%
Operating profit295,000→365,000million
+23.7%
Profit attributable to owners of the parent225,000→280,000million
+24.4%
Net income per share118.54→147.5Yen/sen
+24.4%

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

Because demand for products related to AI data centers was significantly higher than in the same period of the previous year, and sales of secondary batteries and sensors, passive components, and heads and suspensions for nearline HDDs expanded or increased, interim results exceeded the previous forecast.

Previous-period resultsNet Sales ¥2,504,820 million / Operating profit ¥272,415 million / Pretax profit ¥276,810 million / Profit for the period attributable to owners of the parent ¥195,663 million / Basic earnings per share ¥103.09
Dividend forecast revisionThe interim dividend changed from ¥20.00 per share to ¥25.00, and the year-end dividend forecast changed from ¥20.00 to ¥25.00. The annual total was increased from ¥40.00 to ¥50.00.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥2,580,000 million → ¥3,050,000 million(+18.2%)
Operating profit¥295,000 million → ¥365,000 million(+23.7%)
Profit attributable to owners of the parent¥225,000 million → ¥280,000 million(+24.4%)
Net income per share118.54 Yen/sen → 147.5 Yen/sen
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredFull year
Publication date of previous forecast28 April 2026
Previous-period resultsNet Sales ¥2,504,820 million / Operating profit ¥272,415 million / Pretax profit ¥276,810 million / Profit for the period attributable to owners of the parent ¥195,663 million / Basic earnings per share ¥103.09
Reason for the revisionBecause demand for products related to AI data centers was significantly higher than in the same period of the previous year, and sales of secondary batteries and sensors, passive components, and heads and suspensions for nearline HDDs expanded or increased, interim results exceeded the previous forecast.
Dividend forecast revisionThe interim dividend changed from ¥20.00 per share to ¥25.00, and the year-end dividend forecast changed from ¥20.00 to ¥25.00. The annual total was increased from ¥40.00 to ¥50.00.
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.

Although demand for ICT-related products such as smartphones remained weak, demand for products for AI data centers was significantly higher than in the same period of the previous year. The ramp-up of new models expanded sales of secondary batteries and sensors, while increased demand for data centers also drove growth in sales of passive components and heads and suspensions for nearline HDDs, resulting in interim results that exceeded the previous forecast.

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.