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 addition to expectations that demand for optical transceivers for AI data centers and products for automotive applications will exceed initial expectations, foreign exchange rates are expected to remain at weaker yen levels than assumed. The revisions also reflect the progress of results during the cumulative first-quarter period. The exchange rate assumed at the beginning of the fiscal year was ¥150 per US dollar, the average exchange rate during the cumulative first-quarter period was ¥160.38 per US dollar, and the exchange rate assumed from the third quarter onward is ¥155 per US dollar.
| Item | Details |
|---|---|
| Net Sales | Second quarter (interim period) 29,500 / Full year 60,600 → Second quarter (interim period) 31,000 / Full year 62,500（Second quarter (interim period) 5.1% / Full year 3.1%） |
| Operating profit | Second quarter (interim period) 1,400 / Full year 4,000 → Second quarter (interim period) 2,500 / Full year 5,200（Second quarter (interim period) 78.6% / Full year 30.0%） |
| Profit attributable to owners of the parent | Second quarter (interim period) 700 / Full year 2,300 → Second quarter (interim period) 1,500 / Full year 3,200（Second quarter (interim period) 114.3% / Full year 39.1%） |
| Net income per share | Second quarter (interim period) 30.41 / Full year 99.90 → Second quarter (interim period) 65.42 / Full year 139.56 |
| 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 | Second quarter (interim period) Net Sales 26,686 / Operating profit 1,431 / Income before taxes 1,040 / Interim profit attributable to owners of the parent 802 / Basic interim earnings per share 34.80 / Full year Net Sales 54,629 / Operating profit 3,355 / Income before taxes 2,552 / Profit for the period attributable to owners of the parent 2,065 / Basic earnings per share 89.73 |
| Reason for the revision | In addition to expectations that demand for optical transceivers for AI data centers and products for automotive applications will exceed initial expectations, foreign exchange rates are expected to remain at weaker yen levels than assumed. The revisions also reflect the progress of results during the cumulative first-quarter period. The exchange rate assumed at the beginning of the fiscal year was ¥150 per US dollar, the average exchange rate during the cumulative first-quarter period was ¥160.38 per US dollar, and the exchange rate assumed from the third quarter onward is ¥155 per US dollar. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (3)
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.The revisions reflect expectations that demand for optical transceivers for AI data centers and products for automotive applications will exceed initial expectations, that foreign exchange rates will remain weaker against the yen than assumed, and the progress of results during the first quarter.