Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published 10 August 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.
Against the backdrop of the growing adoption of generative AI, investment in the construction and expansion of AI data centers is advancing, driving a sharp increase in demand for optical connectors and other products and accelerating the pace of order growth. Revenue and profitability are expected to improve as production capacity expands, sales of high-value-added products increase, and production facility utilization improves.
| Item | Details |
|---|---|
| Net Sales | ¥41,000 million → ¥44,000 million（+7.3%） |
| Operating profit | ¥12,000 million → ¥14,000 million（+16.7%） |
| Ordinary income | ¥12,100 million → ¥14,000 million（+15.7%） |
| Profit attributable to owners of the parent | ¥9,200 million → ¥10,000 million（+8.7%） |
| Net income per share | ¥205.83 / sen → ¥223.73 / sen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 10 August 2026 |
| Previous-period results | Fiscal year ending March 2026: Revenue ¥30,087 million, operating income ¥7,733 million, ordinary income ¥8,139 million, net income attributable to owners of the parent ¥6,210 million, earnings per share ¥139.13 |
| Reason for the revision | Against the backdrop of the growing adoption of generative AI, investment in the construction and expansion of AI data centers is advancing, driving a sharp increase in demand for optical connectors and other products and accelerating the pace of order growth. Revenue and profitability are expected to improve as production capacity expands, sales of high-value-added products increase, and production facility utilization improves. |
| 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.Investment in the construction and expansion of AI data centers is advancing against the backdrop of the growing adoption of generative AI, driving increases in demand for and orders of optical connectors and related equipment. Revenue is expected to increase in the second half as production capacity expands, while profitability is also expected to improve due to higher sales of high-value-added products and improved utilization of production facilities.