Revised forecast
Fiscal year ending March 2027 · Second quarter (interim period) and full yearPrevious forecast published 30 April 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.
In the Semiconductor business, demand for GPUs and ASICs expanded against the backdrop of the spread of AI agents for server applications, while demand for CPUs also increased. In the second quarter, sockets for ASIC-related applications began full-scale mass production, driving sales growth. Strength in server applications is expected to continue in the second half, while automotive applications are also expected to remain steady.
| Item | Details |
|---|---|
| Net Sales | ¥48,000 million → ¥55,000 million（+14.6%） |
| Operating profit | ¥6,400 million → ¥9,000 million（+40.6%） |
| Ordinary income | ¥6,500 million → ¥9,100 million（+40.0%） |
| Profit attributable to owners of the parent | ¥5,000 million → ¥7,000 million（+40.0%） |
| Net income per share | 553.6 Yen → 773.96 Yen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Second quarter (interim period) and full year |
| Publication date of previous forecast | 30 April 2026 |
| Previous-period results | Interim period: revenue of ¥20,901 million, operating profit of ¥3,051 million, ordinary profit of ¥3,080 million, interim net income attributable to owners of the parent of ¥2,247 million, and interim earnings per share of ¥254.08. Full year: revenue of ¥42,540 million, operating profit of ¥6,164 million, ordinary profit of ¥6,482 million, net income attributable to owners of the parent of ¥5,233 million, and earnings per share of ¥587.90. |
| Reason for the revision | In the Semiconductor business, demand for GPUs and ASICs expanded against the backdrop of the spread of AI agents for server applications, while demand for CPUs also increased. In the second quarter, sockets for ASIC-related applications began full-scale mass production, driving sales growth. Strength in server applications is expected to continue in the second half, while automotive applications are also expected to remain steady. |
| Dividend forecast revision | The interim dividend is ¥60 per share and the forecast year-end dividend is ¥60 per share, revising the annual dividend to ¥120. The previous annual dividend forecast was ¥90. |
| 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.In the Semiconductor business, demand for GPUs and ASICs for servers expanded against the backdrop of the spread of AI agents, while demand for CPUs also increased. The start of full-scale mass production of sockets for ASIC-related applications also drove sales growth, and strength in server applications and steady demand in automotive applications are expected to continue in the second half. The dividend reflects a comprehensive consideration of the shareholder return policy and current-period performance.