Revised forecast
Fiscal year ending March 2027 · Second quarter (interim period) and full yearPrevious forecast published 24 April 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.
For the first half, although demand for some mobile devices was weak, demand in the automotive, industrial machinery and infrastructure markets drove net sales. On the profit side, demand in some markets fell below expectations, costs including those for raw materials such as copper and personnel expenses increased, and foreign exchange losses were recorded. For the full year, net sales are expected to increase due to expanding demand for ADAS products for automobiles and AI semiconductors and data centers. Operating income is expected to increase through appropriate pricing, cost reductions, and recovery of development costs, while ordinary income and net income are expected to decrease due to higher non-operating expenses, including foreign exchange losses in the first half.
| Item | Details |
|---|---|
| Net Sales | Interim period 120,000 / Full year 240,000 → Interim period 123,564 / Full year 255,000（Interim period 3.0% / Full year 6.3%） |
| Operating profit | Interim period 3,800 / Full year 9,500 → Interim period 3,279 / Full year 10,500（Interim period △ 13.7% / Full year 10.5%） |
| Ordinary income | Interim period 3,500 / Full year 8,500 → Interim period 2,181 / Full year 7,800（Interim period △ 37.7% / Full year △ 8.2%） |
| Profit attributable to owners of the parent | Interim period 2,700 / Full year 6,000 → Interim period 1,390 / Full year 5,000（Interim period △ 48.5% / Full year △ 16.7%） |
| Net income per share | Interim period 40.04 / Full year 88.98 → Interim period 20.62 / Full year 74.13 |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Second quarter (interim period) and full year |
| Publication date of previous forecast | 24 April 2026 |
| Previous-period results | Interim period Net Sales ¥110,441 million / Operating profit ¥4,760 million / Ordinary income ¥4,736 million / Interim net income attributable to owners of the parent ¥3,116 million / Interim net income per share ¥46.23 per share / Full year Net Sales ¥227,872 million / Operating profit ¥8,937 million / Ordinary income ¥8,248 million / Profit attributable to owners of the parent ¥7,069 million / Net income per share ¥104.87 per share |
| Reason for the revision | For the first half, although demand for some mobile devices was weak, demand in the automotive, industrial machinery and infrastructure markets drove net sales. On the profit side, demand in some markets fell below expectations, costs including those for raw materials such as copper and personnel expenses increased, and foreign exchange losses were recorded. For the full year, net sales are expected to increase due to expanding demand for ADAS products for automobiles and AI semiconductors and data centers. Operating income is expected to increase through appropriate pricing, cost reductions, and recovery of development costs, while ordinary income and net income are expected to decrease due to higher non-operating expenses, including foreign exchange losses in the first half. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (2)
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.For the first half, demand in the automotive, industrial machinery, and infrastructure markets supported net sales, while weaker-than-expected demand in some markets, higher prices for raw materials such as copper, rising costs including personnel expenses, and foreign exchange losses reduced profit. For the full year, net sales are expected to increase as demand expands for ADAS products for automobiles and AI semiconductors and data centers. Operating income is expected to increase due to appropriate pricing, cost reductions, and recovery of development costs, while ordinary income and net income are expected to decrease due to higher non-operating expenses, including foreign exchange losses in the first half.