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Revision of earnings forecasts7609Daitron Co.,Ltd.Trading & Wholesale

Notice Regarding Revisions to Consolidated Earnings Forecasts for the Second Quarter and Full Fiscal Year Ending December 2026, and Dividends from Surplus and the Year-End Dividend Forecast

Interim results for the fiscal year ending December 2026 exceeded the previous forecast, and the full-year forecasts for both net sales and profit were revised upward. The interim dividend was increased from ¥40 to ¥55 per share, and the year-end dividend forecast was increased from ¥55 to ¥65 per share.

Worth reading
80Important
Scored from 4 of 5 sections
Direction
Improvement
Direction inferred from the company’s description.
Scale
8000
¥ million
Wording
Conditional
How definitive the wording is.

Revised forecast

Fiscal year ending December 2026 · Full yearPrevious forecast published 7 May 2026
Net Sales110,000→118,000million
+7.3%
Operating profit7,550→9,000million
+19.2%
Ordinary income7,640→9,150million
+19.8%
Profit attributable to owners of the parent5,250→6,300million
+20.0%
Net income per share249.23→298.93yen and sen
+19.9%

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

During the interim period, sales of electronic components for semiconductor manufacturing equipment and imaging-related equipment remained strong, with both net sales and profit exceeding the initial forecasts. From the third quarter onward, cost increases resulting from the prolonged situation in the Middle East are a concern, although capital investment to expand production capacity for advanced semiconductors is expected to remain firm.

Previous-period resultsNet sales: ¥103,142 million; operating profit: ¥7,010 million; ordinary profit: ¥7,156 million; net income attributable to owners of parent: ¥4,923 million; net income per share: ¥232.32 (fiscal year ended December 2025)
Dividend forecast revisionThe interim dividend was increased from ¥40 to ¥55 per share, and the year-end dividend forecast was increased from ¥55 to ¥65 per share. The full-year dividend forecast was revised from ¥95 to ¥120 per share.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net Sales¥110,000 million → ¥118,000 million(+7.3%)
Operating profit¥7,550 million → ¥9,000 million(+19.2%)
Ordinary income¥7,640 million → ¥9,150 million(+19.8%)
Profit attributable to owners of the parent¥5,250 million → ¥6,300 million(+20.0%)
Net income per share249.23 yen and sen → 298.93 yen and sen
Fiscal Period CoveredFiscal year ending December 2026
Period CoveredFull year
Publication date of previous forecast7 May 2026
Previous-period resultsNet sales: ¥103,142 million; operating profit: ¥7,010 million; ordinary profit: ¥7,156 million; net income attributable to owners of parent: ¥4,923 million; net income per share: ¥232.32 (fiscal year ended December 2025)
Reason for the revisionDuring the interim period, sales of electronic components for semiconductor manufacturing equipment and imaging-related equipment remained strong, with both net sales and profit exceeding the initial forecasts. From the third quarter onward, cost increases resulting from the prolonged situation in the Middle East are a concern, although capital investment to expand production capacity for advanced semiconductors is expected to remain firm.
Dividend forecast revisionThe interim dividend was increased from ¥40 to ¥55 per share, and the year-end dividend forecast was increased from ¥55 to ¥65 per share. The full-year dividend forecast was revised from ¥95 to ¥120 per share.
Consolidated / non-consolidatedConsolidated
Items this document does not state (1)
Details and amount of extraordinary loss

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.

During the interim period, sales of electronic components for semiconductor manufacturing equipment and imaging-related equipment were strong, causing net sales and profit to exceed the forecasts. From the third quarter onward, cost increases resulting from the prolonged situation in the Middle East are a concern, while capital investment to expand production capacity for advanced semiconductors is expected to remain firm.

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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.
Notice Regarding Revisions to Consolidated Earnings Forecasts for the Second Quarter and Full Fiscal Year Ending December 2026, and Dividends from Surplus and the Year-End Dividend Forecast | Daitron Co.,Ltd. (7609) timely disclosure | Komori