Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published 3 August 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.
Order conditions at major customers remained strong, supported by the expansion of investment related to semiconductors and data centers, among other areas, against the backdrop of the growing adoption of generative AI. The company expects production activity and capital investment demand at major customers to remain solid from the third quarter onward and anticipates increased capital investment by semiconductor manufacturers.
| Item | Details |
|---|---|
| Net Sales | ¥64,500 million → ¥70,000 million（+8.5%） |
| Operating profit | ¥3,960 million → ¥4,780 million（+20.7%） |
| Ordinary income | ¥4,260 million → ¥5,030 million（+18.1%） |
| Profit attributable to owners of the parent | ¥2,780 million → ¥3,190 million（+14.7%） |
| Net income per share | 219.24 Yen → 251.57 Yen |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 3 August 2026 |
| Previous-period results | Revenue: ¥45,902 million; operating profit: ¥2,072 million; ordinary profit: ¥2,339 million; net income attributable to owners of the parent: ¥1,722 million; basic earnings per share: ¥129.04 (fiscal year ended March 2026) |
| Reason for the revision | Order conditions at major customers remained strong, supported by the expansion of investment related to semiconductors and data centers, among other areas, against the backdrop of the growing adoption of generative AI. The company expects production activity and capital investment demand at major customers to remain solid from the third quarter onward and anticipates increased capital investment by semiconductor manufacturers. |
| Dividend forecast revision | The interim dividend was increased by ¥13, from the latest forecast of ¥86 per share to ¥99, and the forecast year-end dividend was increased by ¥13, from ¥90 per share to ¥103. The annual dividend is expected to be ¥202 per share. |
| 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 electrical equipment, electronic components and industrial machinery industries, investment related to semiconductors and data centers expanded against the backdrop of the growing adoption of generative AI, while order conditions at major customers remained strong. The company expects production activity and capital investment demand at major customers to remain solid from the third quarter onward, and expects semiconductor manufacturers to increase capital investment, supported by demand for high-performance memory for semiconductors and advances in manufacturing technology. The dividend was increased in accordance with the company's dividend policy, which uses a payout ratio of 80% as the basis for total dividends.