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Revision to earnings forecasts6855JAPAN ELECTRONIC MATERIALS CORPORATIONElectrical and Precision Instruments

Notice Regarding Revisions to the Full-Year Consolidated Earnings Forecast and Dividend Forecast for the Fiscal Year Ending March 2027

The full-year consolidated earnings forecast for the fiscal year ending March 2027 was revised upward, with revenue and each profit figure increased. In addition, the year-end dividend forecast was raised from ¥40 to ¥60, and the full-year dividend forecast was raised from ¥100 to ¥120.

Worth reading
75Important
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
3000
Millions of yen
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Full yearPrevious forecast published Announced on 7 August 2026
Net Sales36,400→39,400Millions of yen
+8.2%
Operating profit9,450→12,100Millions of yen
+28.0%
Ordinary income9,300→12,000Millions of yen
+29.0%
Profit attributable to owners of the parent6,700→8,200Millions of yen
+22.4%
Net income per share457.42→559.58Yen and sen
+22.3%

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

Demand for probe cards for advanced memory remained strong due to growing demand for advanced semiconductors, particularly for generative AI. Interim results exceeded the previous forecast due to increased sales of high-value-added products, continued high operating rates at domestic plants, and improved productivity. The second-half forecast incorporates high operating rates at domestic plants, a shift in the timing of revenue recognition due to differences in the fiscal year-end dates of overseas subsidiaries, revised assumed exchange rates, and upfront costs for future growth.

Previous-period resultsFiscal year ending March 2026: Revenue ¥29,366 million, operating profit ¥7,249 million, ordinary profit ¥7,177 million, net income attributable to owners of the parent ¥5,451 million, earnings per share ¥425.98
Dividend forecast revisionThe year-end dividend forecast was increased by ¥20 from ¥40 to ¥60, and the full-year dividend forecast was increased by ¥20 from ¥100 to ¥120. The second-quarter-end dividend forecast remains unchanged at ¥60.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales36,400 Millions of yen → 39,400 Millions of yen(+8.2%)
Operating profit9,450 Millions of yen → 12,100 Millions of yen(+28.0%)
Ordinary income9,300 Millions of yen → 12,000 Millions of yen(+29.0%)
Profit attributable to owners of the parent6,700 Millions of yen → 8,200 Millions of yen(+22.4%)
Net income per share457.42 Yen and sen → 559.58 Yen and sen
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredFull year
Publication date of previous forecastAnnounced on 7 August 2026
Previous-period resultsFiscal year ending March 2026: Revenue ¥29,366 million, operating profit ¥7,249 million, ordinary profit ¥7,177 million, net income attributable to owners of the parent ¥5,451 million, earnings per share ¥425.98
Reason for the revisionDemand for probe cards for advanced memory remained strong due to growing demand for advanced semiconductors, particularly for generative AI. Interim results exceeded the previous forecast due to increased sales of high-value-added products, continued high operating rates at domestic plants, and improved productivity. The second-half forecast incorporates high operating rates at domestic plants, a shift in the timing of revenue recognition due to differences in the fiscal year-end dates of overseas subsidiaries, revised assumed exchange rates, and upfront costs for future growth.
Dividend forecast revisionThe year-end dividend forecast was increased by ¥20 from ¥40 to ¥60, and the full-year dividend forecast was increased by ¥20 from ¥100 to ¥120. The second-quarter-end dividend forecast remains unchanged at ¥60.
Consolidated / non-consolidatedConsolidated
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.

Interim results exceeded the previous forecast due to growing demand for advanced semiconductors, particularly for generative AI, strong demand for probe cards for advanced memory, increased sales of high-value-added products, and high operating rates and improved productivity at domestic plants. For the second half, high plant operating rates are also expected, and the forecast incorporates revised exchange rates and upfront costs for future growth. The dividend was increased in light of the outlook for full-year earnings to reach a record high and the policy of providing shareholders with stable and ongoing returns.

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Notice Regarding Revisions to the Full-Year Consolidated Earnings Forecast and Dividend Forecast for the Fiscal Year Ending March 2027 | JAPAN ELECTRONIC MATERIALS CORPORATION (6855) timely disclosure | Komori