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.
Net sales are expected to increase as data center-related investment expands with the rapid adoption of generative AI, demand in the industrial equipment market recovers, particularly for factory automation, and demand in the automotive market remains firm, particularly for xEVs. While costs including raw materials, energy and logistics continue to rise, progress in price adjustments and cost reduction initiatives is expected to improve profitability. The forecast assumes an exchange rate of ¥153 to the US dollar for the second half.
| Item | Details |
|---|---|
| Net Sales | ¥510,000 million → ¥550,000 million（+7.8%） |
| Operating profit | ¥30,000 million → ¥50,000 million（+66.7%） |
| Ordinary income | ¥36,000 million → ¥53,000 million（+47.2%） |
| Profit attributable to owners of the parent | ¥29,000 million → ¥45,000 million（+55.2%） |
| Net income per share | 75.12 yen and sen → 116.56 yen and sen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 12 May 2026 |
| Previous-period results | Net sales: ¥481,148 million; operating profit: ¥10,864 million; ordinary profit: ¥19,222 million; net loss attributable to owners of the parent: ¥158,424 million; loss per share: ¥410.46 (fiscal year ended March 2026) |
| Reason for the revision | Net sales are expected to increase as data center-related investment expands with the rapid adoption of generative AI, demand in the industrial equipment market recovers, particularly for factory automation, and demand in the automotive market remains firm, particularly for xEVs. While costs including raw materials, energy and logistics continue to rise, progress in price adjustments and cost reduction initiatives is expected to improve profitability. The forecast assumes an exchange rate of ¥153 to the US dollar for the second half. |
| 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.Demand for servers and storage is expected to remain firm as data center-related investment expands with the adoption of generative AI, while demand for industrial equipment for factory automation and automobiles for xEVs is also recovering and holding steady. In addition to higher net sales, progress in price adjustments and cost reductions is expected to improve profitability.