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Revision of earnings forecasts6965HAMAMATSU PHOTONICS K.K.Electrical Equipment and Precision Instruments

Summary of Financial Results for the Third Quarter of the Fiscal Year Ending September 2026 [Japanese GAAP] (Consolidated)

Full-year consolidated forecasts for the fiscal year ending September 2026 have been raised to net sales of ¥239,000 million, operating income of ¥22,000 million, ordinary income of ¥25,500 million, and net income attributable to owners of the parent of ¥17,500 million. The annual dividend forecast remains unchanged at ¥38.

Worth reading
70In focus
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Direction
Improvement
Direction inferred from the company’s description.
Scale
7000
¥ million
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending September 2026 · Full yearPrevious forecast published 14 May 2026
Net Sales232,000→239,000million
+3.0%
Operating profit20,000→22,000million
+10.0%
Ordinary income23,500→25,500million
+8.5%
Profit attributable to owners of the parent16,400→17,500million
+6.7%
Net income per share56.33→60.53yen and sen
+7.5%

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

Although concerns remain over fluctuations in raw material and energy prices and other factors resulting from heightened geopolitical risks, particularly in the Middle East, sales and orders in the industrial equipment sector, particularly for semiconductor manufacturing and inspection equipment, have remained firm against a backdrop of increased investment in AI data centers. The yen has also remained weaker than assumed against major currencies.

Details and amount of extraordinary loss

Loss on sale of fixed assets: ¥1 million; loss on retirement of fixed assets: ¥12 million; loss on reduction of fixed assets: ¥76 million; valuation loss on investment securities: ¥16 million; total extraordinary losses: ¥106 million

Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥232,000 million → ¥239,000 million(+3.0%)
Operating profit¥20,000 million → ¥22,000 million(+10.0%)
Ordinary income¥23,500 million → ¥25,500 million(+8.5%)
Profit attributable to owners of the parent¥16,400 million → ¥17,500 million(+6.7%)
Net income per share56.33 yen and sen → 60.53 yen and sen
Fiscal Period CoveredFiscal year ending September 2026
Period CoveredFull year
Publication date of previous forecast14 May 2026
Reason for the revisionAlthough concerns remain over fluctuations in raw material and energy prices and other factors resulting from heightened geopolitical risks, particularly in the Middle East, sales and orders in the industrial equipment sector, particularly for semiconductor manufacturing and inspection equipment, have remained firm against a backdrop of increased investment in AI data centers. The yen has also remained weaker than assumed against major currencies.
Details and amount of extraordinary lossLoss on sale of fixed assets: ¥1 million; loss on retirement of fixed assets: ¥12 million; loss on reduction of fixed assets: ¥76 million; valuation loss on investment securities: ¥16 million; total extraordinary losses: ¥106 million
Dividend forecast revisionNo revision
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Previous-period results

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.

The company cited concerns over geopolitical risks, particularly in the Middle East, and fluctuations in raw material and energy prices, while sales and orders in the industrial equipment sector, particularly for semiconductor manufacturing and inspection equipment, have remained firm against a backdrop of increased investment in AI data centers. It also cited the yen's depreciation against major currencies, which has exceeded the company's assumptions.

How to read this page

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Summary of Financial Results for the Third Quarter of the Fiscal Year Ending September 2026 [Japanese GAAP] (Consolidated) | HAMAMATSU PHOTONICS K.K. (6965) timely disclosure | Komori