Worth reading
70In focus
0–100. This measures how worthwhile something is to read, not how good or bad the company is.Direction
Improvement
Direction inferred from the company’s description.Scale
44.6
％Wording
Avoiding a definitive answer
How definitive the wording is.Revised forecast
Fiscal year ending March 2027 · Second quarter (interim period) and full yearPrevious forecast published 14 May 2026 (consolidated earnings forecast); 17 July 2026 (dividend forecast)Net SalesSecond quarter (interim period)16,600→19,600million
+18.1%
Net SalesFull year34,000→41,000million
+20.6%
Operating profitSecond quarter (interim period)3,900→5,500million
+41.0%
Operating profitFull year8,300→12,000million
+44.6%
Ordinary incomeSecond quarter (interim period)3,950→5,550million
+40.5%
Ordinary incomeFull year8,400→12,100million
+44.0%
Profit attributable to owners of the parentSecond quarter (interim period)3,000→4,200million
+40.0%
Profit attributable to owners of the parentFull year6,400→9,200million
+43.8%
Net income per shareSecond quarter (interim period)67.12→93.97yen and sen
+40.0%
Net income per shareFull year143.19→205.83yen and sen
+43.7%
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
Against the backdrop of the growing adoption of generative AI, construction and expansion investments in AI data centers have become more active, driving a substantial increase in demand for optical connectors. Orders of optical connectors, optical connector polishing machines and measuring equipment have exceeded the initial assumptions, and profitability is expected to improve as sales of high-value-added products increase and production facility utilization rises.
Previous-period resultsInterim period of the fiscal year ended March 2026: net sales of ¥12,133 million, operating profit of ¥2,756 million, ordinary profit of ¥2,854 million, interim profit attributable to owners of the parent of ¥2,229 million, and interim earnings per share of ¥50.01. Full year of the fiscal year ended March 2026: net sales of ¥30,087 million, operating profit of ¥7,733 million, ordinary profit of ¥8,139 million, profit attributable to owners of the parent of ¥6,210 million, and earnings per share of ¥139.13.
Dividend forecast revisionThe second-quarter-end and year-end dividends have each been increased from ¥12.00 to ¥15.00, and the annual dividend has been increased from ¥24.00 to ¥30.00. On a pre-share-split basis, the respective dividends have been increased from ¥60.00 to ¥75.00, and the annual dividend from ¥120.00 to ¥150.00.
Consolidated / non-consolidatedConsolidated
| Item | Details |
|---|---|
| Net Sales | Second quarter (interim period) 16,600 / Full year 34,000 → Second quarter (interim period) 19,600 / Full year 41,000（Second quarter (interim period) 18.1 / Full year 20.6） |
| Operating profit | Second quarter (interim period) 3,900 / Full year 8,300 → Second quarter (interim period) 5,500 / Full year 12,000（Second quarter (interim period) 41 / Full year 44.6） |
| Ordinary income | Second quarter (interim period) 3,950 / Full year 8,400 → Second quarter (interim period) 5,550 / Full year 12,100（Second quarter (interim period) 40.5 / Full year 44） |
| Profit attributable to owners of the parent | Second quarter (interim period) 3,000 / Full year 6,400 → Second quarter (interim period) 4,200 / Full year 9,200（Second quarter (interim period) 40 / Full year 43.8） |
| Net income per share | Second quarter (interim period) 67.12 / Full year 143.19 → Second quarter (interim period) 93.97 / Full year 205.83 |
| 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 (consolidated earnings forecast); 17 July 2026 (dividend forecast) |
| Previous-period results | Interim period of the fiscal year ended March 2026: net sales of ¥12,133 million, operating profit of ¥2,756 million, ordinary profit of ¥2,854 million, interim profit attributable to owners of the parent of ¥2,229 million, and interim earnings per share of ¥50.01. Full year of the fiscal year ended March 2026: net sales of ¥30,087 million, operating profit of ¥7,733 million, ordinary profit of ¥8,139 million, profit attributable to owners of the parent of ¥6,210 million, and earnings per share of ¥139.13. |
| Reason for the revision | Against the backdrop of the growing adoption of generative AI, construction and expansion investments in AI data centers have become more active, driving a substantial increase in demand for optical connectors. Orders of optical connectors, optical connector polishing machines and measuring equipment have exceeded the initial assumptions, and profitability is expected to improve as sales of high-value-added products increase and production facility utilization rises. |
| Dividend forecast revision | The second-quarter-end and year-end dividends have each been increased from ¥12.00 to ¥15.00, and the annual dividend has been increased from ¥24.00 to ¥30.00. On a pre-share-split basis, the respective dividends have been increased from ¥60.00 to ¥75.00, and the annual dividend from ¥120.00 to ¥150.00. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (1)
Details 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.Against the backdrop of the growing adoption of generative AI, construction and expansion investments in AI data centers, mainly in the United States, have become more active, and demand for and orders of optical connectors and related equipment have exceeded the initial assumptions. Profitability is also expected to improve as sales of high-value-added products increase and production facility utilization rises.
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.