Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published 12 May 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.
The revision reflects expanding demand for advanced memory and SSDs against a backdrop of increased data center investment for generative AI, tight supply-demand conditions and rising prices resulting from reduced supply capacity for general-purpose DRAM and NAND flash memory, the capture of customer demand through the use of secured inventory and additional purchases, and first-quarter cumulative consolidated results exceeding the initial plan.
| Item | Details |
|---|---|
| Net Sales | ¥48,000 million → ¥81,000 million（+68.8%） |
| Operating profit | ¥3,500 million → ¥10,000 million（+185.7%） |
| Ordinary income | ¥3,200 million → ¥9,300 million（+190.6%） |
| Profit attributable to owners of the parent | ¥2,150 million → ¥6,000 million（+179.1%） |
| Net income per share | 288.97 yen → 814.69 yen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 12 May 2026 |
| Previous-period results | Fiscal year ended March 2026: net sales of ¥36,572 million, operating profit of ¥4,232 million, ordinary profit of ¥4,042 million, net income attributable to owners of the parent of ¥2,108 million, and earnings per share of ¥283.22 |
| Reason for the revision | The revision reflects expanding demand for advanced memory and SSDs against a backdrop of increased data center investment for generative AI, tight supply-demand conditions and rising prices resulting from reduced supply capacity for general-purpose DRAM and NAND flash memory, the capture of customer demand through the use of secured inventory and additional purchases, and first-quarter cumulative consolidated results exceeding the initial plan. |
| Dividend forecast revision | The interim dividend forecast has been increased from ¥12.00 per share to ¥24.00. The year-end dividend forecast remains unchanged at ¥18.00, while the annual dividend forecast has been increased from ¥30.00 to ¥42.00. |
| Consolidated / non-consolidated | Consolidated |
Items this document does not state (1)
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.Demand for advanced memory and SSDs increased against a backdrop of expanding data center investment for generative AI, while tight supply-demand conditions and price increases continued as available supply capacity for general-purpose DRAM and NAND flash memory contracted. The company also cited its ability to capture customer demand in the Digital Devices business by using secured inventory and making additional purchases, as well as first-quarter cumulative consolidated results exceeding plan. The dividend increase was determined after comprehensively considering the company's 70th anniversary, the upward revision to its earnings forecast, its recent operating performance and financial position, and the funds required for future growth investment.