Revised forecast
Fiscal year ending March 2027 · Second quarter (interim period) and full yearPrevious forecast published 14 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.
The trend in order recovery exceeded initial expectations against a backdrop of progress in inventory adjustments by major customers and expanding demand related to generative AI. Other factors included the impact of higher sales, growth in high-value-added products, and the deferral of the start of expense recognition for certain costs beyond the timing initially planned. The company has also taken geopolitical risks and fluctuations in the supply and demand of components into account for the second half and beyond.
| Item | Details |
|---|---|
| Net Sales | Interim period 4,500 / Full year 9,000 → Interim period 5,361 / Full year 10,071（Interim period 19.2 / Full year 11.9） |
| Operating profit | Interim period 71 / Full year 176 → Interim period 244 / Full year 333（Interim period 240.9 / Full year 88.5） |
| Ordinary income | Interim period 85 / Full year 196 → Interim period 257 / Full year 351（Interim period 200.2 / Full year 78.6） |
| Profit attributable to owners of the parent | Interim period 55 / Full year 130 → Interim period 151 / Full year 203（Interim period 172.4 / Full year 56.2） |
| Net income per share | Interim period 10.94 / Full year 25.62 → Interim period 29.81 / Full year 40.03 |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Second quarter (interim period) and full year |
| Publication date of previous forecast | 14 May 2026 |
| Previous-period results | Interim period Net Sales ¥3,367 million, ¥ and sen / Operating profit ¥32 million, ¥ and sen / Ordinary income ¥46 million, ¥ and sen / Interim net income attributable to owners of the parent ¥42 million, ¥ and sen / Interim net income per share ¥8.3 million, ¥ and sen / Full year Net Sales ¥7,330 million, ¥ and sen / Operating profit ¥139 million, ¥ and sen / Ordinary income ¥154 million, ¥ and sen / Profit attributable to owners of the parent ¥113 million, ¥ and sen / Net income per share ¥22.42 million, ¥ and sen |
| Reason for the revision | The trend in order recovery exceeded initial expectations against a backdrop of progress in inventory adjustments by major customers and expanding demand related to generative AI. Other factors included the impact of higher sales, growth in high-value-added products, and the deferral of the start of expense recognition for certain costs beyond the timing initially planned. The company has also taken geopolitical risks and fluctuations in the supply and demand of components into account for the second half and beyond. |
| 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.The company cited order recovery exceeding expectations against a backdrop of progress in inventory adjustments by major customers and expanding demand related to generative AI, as well as the impact of higher sales, growth in high-value-added products, and the deferral of the start of expense recognition for certain costs.