Revised forecast
Fiscal year ending March 2027 · Six months (cumulative) and 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.
Due to strong AI and data center markets, demand and inquiries increased in the Electronic Components business and the Electronic and Electrical Equipment business, and some sales are now expected to be recorded during the current fiscal year. In addition, profit margins are expected to improve, mainly in the Electronic Components business, due to the impact of the weaker yen and other factors.
| Item | Details |
|---|---|
| Net Sales | Cumulative second-quarter results 110,000 / Full year 225,000 → Cumulative second-quarter results 111,500 / Full year 227,500（Cumulative second-quarter results 1.4 / Full year 1.1） |
| Operating profit | Cumulative second-quarter results 3,400 / Full year 8,800 → Cumulative second-quarter results 3,900 / Full year 9,600（Cumulative second-quarter results 14.7 / Full year 9.1） |
| Ordinary income | Cumulative second-quarter results 2,900 / Full year 7,500 → Cumulative second-quarter results 3,600 / Full year 8,600（Cumulative second-quarter results 24.1 / Full year 14.7） |
| Profit attributable to owners of the parent | Cumulative second-quarter results 2,300 / Full year 5,700 → Cumulative second-quarter results 2,600 / Full year 6,400（Cumulative second-quarter results 13 / Full year 12.3） |
| Net income per share | Cumulative second-quarter results 122.17 / Full year 302.77 → Cumulative second-quarter results 138.1 / Full year 339.95 |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Six months (cumulative) and full year |
| Publication date of previous forecast | 12 May 2026 |
| Previous-period results | Cumulative second-quarter results Net Sales 83,763 / Operating profit 2,349 / Ordinary income 2,325 / Profit attributable to owners of parent for the quarter 2,008 / Net income per share for the quarter 106.7 / Full year Net Sales 181,178 / Operating profit 6,080 / Ordinary income 5,579 / Profit attributable to owners of the parent 5,009 / Net income per share 266.14 |
| Reason for the revision | Due to strong AI and data center markets, demand and inquiries increased in the Electronic Components business and the Electronic and Electrical Equipment business, and some sales are now expected to be recorded during the current fiscal year. In addition, profit margins are expected to improve, mainly in the Electronic Components business, due to the impact of the weaker yen and other factors. |
| Dividend forecast revision | End of the second quarter Increased from ¥110 to ¥120 / End of period Changed from ¥110 before the stock split to ¥45, equivalent to ¥135 before the stock split / Annual ¥255 on a pre-stock-split basis, increased from the previous forecast of ¥220 |
| 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.Against the backdrop of strong AI and data center markets, demand and inquiries increased for semiconductors for industrial equipment, optical components for communications, general electronic components, vacuum equipment, and PCB-related equipment, among other products, and some sales are now expected to be recorded during the current fiscal year. In addition, profit margins are expected to improve, mainly in the Electronic Components business, due in part to the weaker yen.