Komori
Revision of earnings forecasts6832AOI ELECTRONICS CO.,LTD.Electrical Equipment and Precision Instruments

2024年3月期 第2四半期累計期間の連結業績予想と実績値との差異および通期連結業績予想の修正に関するお知らせ

第2四半期累計期間は、売上高が予想を下回った一方、営業利益・経常利益・四半期純利益は予想を上回った。通期は、需要低迷と在庫調整の長期化を受け、売上高を減額し、利益予想を黒字から赤字へ下方修正した。

Worth reading
83Important
Scored from 3 of 5 sections
Direction
Mixed performance
Direction inferred from the company’s description.
Scale
-9.5
%
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2024 · Full yearPrevious forecast published 2023年5月10日
Net Sales39,000→35,300million
-9.5%
Operating profit500→-900million
-280.0%
Ordinary income500→-900million
-280.0%
Profit attributable to owners of the parent350→-930million
-365.7%
Net income per share29.17→-77.51yen
-365.7%

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

市況の本格的な回復が想定よりも遅く、第2四半期末時点でも在庫の正常化に至っていない。今後も携帯情報端末や民生機器向け部品の需要低迷により在庫調整局面が長期化し、従来予想を下回る見込み。

Previous-period results2023年3月期:売上高37,231百万円、営業利益158百万円、経常利益501百万円、親会社株主に帰属する当期純利益14百万円、1株当たり当期純利益1.25円銭
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥39,000 million → ¥35,300 million(△9.5%)
Operating profit¥500 million → ¥-900 million
Ordinary income¥500 million → ¥-900 million
Profit attributable to owners of the parent¥350 million → ¥-930 million
Net income per share29.17 yen → -77.51 yen
Fiscal Period CoveredFiscal year ending March 2024
Period CoveredFull year
Publication date of previous forecast2023年5月10日
Previous-period results2023年3月期:売上高37,231百万円、営業利益158百万円、経常利益501百万円、親会社株主に帰属する当期純利益14百万円、1株当たり当期純利益1.25円銭
Reason for the revision市況の本格的な回復が想定よりも遅く、第2四半期末時点でも在庫の正常化に至っていない。今後も携帯情報端末や民生機器向け部品の需要低迷により在庫調整局面が長期化し、従来予想を下回る見込み。
Consolidated / non-consolidatedConsolidated
Items this document does not state (2)
Details and amount of extraordinary lossDividend forecast revision

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.

電子部品業界で世界的な需要低迷が続き、在庫調整局面が長期化しているため。第2四半期累計期間は、工場稼働体制の見直しによる生産効率化と経費削減により利益が予想を上回ったが、通期では市況回復が想定より遅く、携帯情報端末や民生機器向け部品の需要低迷が続く見込みとしている。

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
2024年3月期 第2四半期累計期間の連結業績予想と実績値との差異および通期連結業績予想の修正に関するお知らせ | AOI ELECTRONICS CO.,LTD. (6832) timely disclosure | Komori