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Revision to earnings forecasts6965HAMAMATSU PHOTONICS K.K.Electrical and Precision Instruments

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

For the fiscal year ended September 2026, revenue, operating income, ordinary income and net income all exceeded the previous fiscal year, driven by expanding demand for generative AI and data centers. For the fiscal year ending September 2027, the company has provided full-year forecasts including revenue of ¥270 billion and operating income of ¥32 billion.

Worth reading
86Important
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
68.2
%
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending September 2027 · Full year
Net Sales—→270,000million
—
Operating profit—→32,000million
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Ordinary income—→33,000million
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Profit attributable to owners of the parent—→22,000million
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Net income per share—→76.34Yen
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The bar length represents the relative magnitude of change, based on the item that changed the most in this document.

Reason for the revision

The company will work to secure revenue and profits in response to infrastructure investment for AI data centers and expanding semiconductor demand, driven by growing demand for generative AI. Going forward, it will strengthen collaboration with customers and enhance its product development capabilities to address specific applications and customer needs.

Details and amount of extraordinary loss

Total extraordinary losses: ¥1,826 million. Breakdown: impairment losses, ¥72 million; loss on sale of non-current assets, ¥51 million; loss on disposal of non-current assets, ¥63 million; loss on reduction of non-current assets, ¥1,623 million; and valuation loss on investment securities, ¥16 million.

Previous-period resultsFiscal year ended September 2026: Revenue ¥243,360 million, operating income ¥27,181 million, ordinary income ¥30,612 million, net income attributable to owners of the parent ¥19,832 million, basic earnings per share ¥67.94
Dividend forecast revisionNo revision is stated. For the fiscal year ending September 2027, the company plans to pay an annual dividend of ¥40 per share, comprising an interim dividend of ¥20 and a year-end dividend of ¥20.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesNot disclosed → ¥270,000 million
Operating profitNot disclosed → ¥32,000 million
Ordinary incomeNot disclosed → ¥33,000 million
Profit attributable to owners of the parentNot disclosed → ¥22,000 million
Net income per shareNot disclosed → 76.34 Yen
Fiscal Period CoveredFiscal year ending September 2027
Period CoveredFull year
Previous-period resultsFiscal year ended September 2026: Revenue ¥243,360 million, operating income ¥27,181 million, ordinary income ¥30,612 million, net income attributable to owners of the parent ¥19,832 million, basic earnings per share ¥67.94
Reason for the revisionThe company will work to secure revenue and profits in response to infrastructure investment for AI data centers and expanding semiconductor demand, driven by growing demand for generative AI. Going forward, it will strengthen collaboration with customers and enhance its product development capabilities to address specific applications and customer needs.
Details and amount of extraordinary lossTotal extraordinary losses: ¥1,826 million. Breakdown: impairment losses, ¥72 million; loss on sale of non-current assets, ¥51 million; loss on disposal of non-current assets, ¥63 million; loss on reduction of non-current assets, ¥1,623 million; and valuation loss on investment securities, ¥16 million.
Dividend forecast revisionNo revision is stated. For the fiscal year ending September 2027, the company plans to pay an annual dividend of ¥40 per share, comprising an interim dividend of ¥20 and a year-end dividend of ¥20.
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Publication date of previous forecast

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.

Revenue increased due to infrastructure investment for AI data centers and expanding semiconductor demand, driven by growing demand for generative AI, as well as demand for X-ray CT systems in emerging markets and demand in the factory automation sector. In addition, the company is continuing capital investment, pursuing research and product development using optical technologies, and working to strengthen collaboration with customers.

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
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 Fiscal Year Ending September 2026 [Japanese GAAP] (Consolidated) | HAMAMATSU PHOTONICS K.K. (6965) timely disclosure | Komori