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Revision of earnings forecasts6941YAMAICHI ELECTRONICS CO.,LTD.Electrical Equipment and Precision Instruments

Notice Regarding Revisions to the Consolidated Financial Forecasts for the Interim Period and Full Fiscal Year Ending March 2027 and the Dividend Forecast

The consolidated earnings forecasts for the interim period and full fiscal year ending March 2027 have been revised upward. The full-year net sales forecast has been increased by ¥5,800 million and the operating profit forecast by ¥2,000 million. In line with the earnings forecast revisions, the interim dividend has been raised from ¥50 to ¥65 per share and the year-end dividend from ¥100 to ¥103 per share.

Worth reading
66In focus
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Direction
Improvement
Direction inferred from the company’s description.
Scale
5800
¥ million
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Interim period (cumulative second quarter) and full fiscal yearPrevious forecast published Announced on 13 May 2026
Net SalesInterim period32,200→35,900million
+11.5%
Net SalesFull year60,000→65,800million
+9.7%
Operating profitInterim period7,600→9,300million
+22.4%
Operating profitFull year13,000→15,000million
+15.4%
Ordinary incomeInterim period7,500→9,300million
+24.0%
Ordinary incomeFull year12,800→14,900million
+16.4%
Profit attributable to owners of the parentInterim period5,400→6,400million
+18.5%
Profit attributable to owners of the parentFull year9,200→10,300million
+12.0%
Net income per shareInterim period292.57→346.7yen
+18.5%
Net income per shareFull year498.46→557.89yen
+11.9%

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

During the first quarter, sales of test sockets for smartphones and burn-in sockets for memory products in the Test Solutions business, as well as products for data centers, including AI-related applications, and core communications equipment in the Connector Solutions business, exceeded the initial assumptions. In addition, demand is expected to remain strong from the second quarter onward.

Previous-period resultsInterim period: net sales of ¥26,739 million, operating profit of ¥6,418 million, ordinary profit of ¥6,493 million, interim net income attributable to owners of the parent of ¥4,651 million, and interim net income per share of ¥252.22. Full fiscal year: net sales of ¥52,698 million, operating profit of ¥11,556 million, ordinary profit of ¥12,126 million, net income attributable to owners of the parent of ¥9,073 million, and net income per share of ¥492.25.
Dividend forecast revisionThe interim dividend has been revised from ¥50 to ¥65 per share, the year-end dividend from ¥100 to ¥103 per share, and the annual total from ¥150 to ¥168 per share.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesInterim period 32,200 / Full year 60,000 → Interim period 35,900 / Full year 65,800(Interim period 11.5 / Full year 9.7)
Operating profitInterim period 7,600 / Full year 13,000 → Interim period 9,300 / Full year 15,000(Interim period 22.4 / Full year 15.4)
Ordinary incomeInterim period 7,500 / Full year 12,800 → Interim period 9,300 / Full year 14,900(Interim period 24 / Full year 16.4)
Profit attributable to owners of the parentInterim period 5,400 / Full year 9,200 → Interim period 6,400 / Full year 10,300(Interim period 18.5 / Full year 12)
Net income per shareInterim period 292.57 / Full year 498.46 → Interim period 346.7 / Full year 557.89
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredInterim period (cumulative second quarter) and full fiscal year
Publication date of previous forecastAnnounced on 13 May 2026
Previous-period resultsInterim period: net sales of ¥26,739 million, operating profit of ¥6,418 million, ordinary profit of ¥6,493 million, interim net income attributable to owners of the parent of ¥4,651 million, and interim net income per share of ¥252.22. Full fiscal year: net sales of ¥52,698 million, operating profit of ¥11,556 million, ordinary profit of ¥12,126 million, net income attributable to owners of the parent of ¥9,073 million, and net income per share of ¥492.25.
Reason for the revisionDuring the first quarter, sales of test sockets for smartphones and burn-in sockets for memory products in the Test Solutions business, as well as products for data centers, including AI-related applications, and core communications equipment in the Connector Solutions business, exceeded the initial assumptions. In addition, demand is expected to remain strong from the second quarter onward.
Dividend forecast revisionThe interim dividend has been revised from ¥50 to ¥65 per share, the year-end dividend from ¥100 to ¥103 per share, and the annual total from ¥150 to ¥168 per share.
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.

Sales of test sockets for smartphones and burn-in sockets for memory products in the Test Solutions business, as well as products for data centers, including AI-related applications, and core communications equipment in the Connector Solutions business, exceeded the initial assumptions. In addition, demand is expected to remain strong from the second quarter onward. The dividend forecast was revised in light of the earnings forecast revisions and the policy of maintaining stable dividends, providing appropriate returns to shareholders, and targeting a dividend payout ratio of 30%.

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Notice Regarding Revisions to the Consolidated Financial Forecasts for the Interim Period and Full Fiscal Year Ending March 2027 and the Dividend Forecast | YAMAICHI ELECTRONICS CO.,LTD. (6941) timely disclosure | Komori