Worth reading
73In focus
Scored from 4 of 5 sectionsDirection
Improvement
Direction inferred from the company’s description.Scale
29.8
%Wording
Avoiding a definitive answer
How definitive the wording is.Revised forecast
Fiscal year ending March 2027 · Six months and full yearPrevious forecast published 13 May 2026Net SalesCumulative second-quarter results—→—million
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Net SalesFull year—→—million
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Operating profitCumulative second-quarter results—→—million
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Operating profitFull year—→—million
—
Ordinary incomeCumulative second-quarter results—→—million
—
Ordinary incomeFull year—→—million
—
Profit attributable to owners of the parentCumulative second-quarter results—→—million
—
Profit attributable to owners of the parentFull year—→—million
—
Net income per shareCumulative second-quarter results—→—yen and sen
—
Net income per shareFull year—→—yen and sen
—
The bar length represents the relative magnitude of change, based on the item that changed the most in this document.
Reason for the revision
Against the backdrop of the expanding generative AI market, investment in increasing production of advanced logic semiconductors and memory for data centers surged, and capital investment in semiconductor-related equipment remained at a high level. The Company also proceeded with expanding its customer base and market share following the establishment of a sales organization specializing in the semiconductor industry, while the price revisions implemented in the previous fiscal year gained traction. As a result, first-quarter results exceeded expectations, and the Company expects earnings to remain solid going forward.
Previous-period resultsConsolidated Cumulative second-quarter results Net Sales 32,699 / Operating profit 1,005 / Ordinary income 1,087 / Interim net income attributable to owners of the parent 683 / Interim net income per share 60.25 / Full year Net Sales 68,109 / Operating profit 2,872 / Ordinary income 3,190 / Profit attributable to owners of the parent 2,146 / Net income per share 189.24 / Individual Cumulative second-quarter results Net Sales 28,102 / Operating profit Not disclosed / Ordinary income 1,175 / Interim net income 793 / Interim net income per share 69.93 / Full year Net Sales 59,056 / Operating profit Not disclosed / Ordinary income 3,070 / Net income for the current fiscal year 2,068 / Net income per share 182.38
Dividend forecast revisionThe interim dividend has been revised from ¥64.00 per share to ¥75.00, the year-end dividend from ¥64.00 to ¥68.00, and the annual dividend from ¥128.00 to ¥143.00.
Consolidated / non-consolidatedConsolidated / non-consolidated (standalone)
| Item | Details |
|---|---|
| Net Sales | Cumulative second-quarter results Consolidated 41,000 / Individual 36,000 / Full year Consolidated 84,000 / Individual 74,000 → Cumulative second-quarter results Consolidated 44,600 / Individual 38,900 / Full year Consolidated 92,200 / Individual 80,700（Cumulative second-quarter results Consolidated 8.8 / Individual 8.1 / Full year Consolidated 9.8 / Individual 9.1） |
| Operating profit | Cumulative second-quarter results Consolidated 2,080 / Individual Not disclosed / Full year Consolidated 4,310 / Individual Not disclosed → Cumulative second-quarter results Consolidated 2,700 / Individual Not disclosed / Full year Consolidated 5,060 / Individual Not disclosed（Cumulative second-quarter results Consolidated 29.8 / Individual Not disclosed / Full year Consolidated 17.4 / Individual Not disclosed） |
| Ordinary income | Cumulative second-quarter results Consolidated 2,310 / Individual 2,080 / Full year Consolidated 4,700 / Individual 4,320 → Cumulative second-quarter results Consolidated 2,700 / Individual 2,300 / Full year Consolidated 5,190 / Individual 4,490（Cumulative second-quarter results Consolidated 16.9 / Individual 10.6 / Full year Consolidated 10.4 / Individual 3.9） |
| Profit attributable to owners of the parent | Cumulative second-quarter results Consolidated 1,590 / Individual Not disclosed / Full year Consolidated 3,210 / Individual Not disclosed → Cumulative second-quarter results Consolidated 1,870 / Individual Not disclosed / Full year Consolidated 3,590 / Individual Not disclosed（Cumulative second-quarter results Consolidated 17.6 / Individual Not disclosed / Full year Consolidated 11.8 / Individual Not disclosed） |
| Net income per share | Cumulative second-quarter results Consolidated 140.19 / Individual 123.44 / Full year Consolidated 283.03 / Individual 256.58 → Cumulative second-quarter results Consolidated 164.88 / Individual 134.9 / Full year Consolidated 316.53 / Individual 265.39 |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Six months and full year |
| Publication date of previous forecast | 13 May 2026 |
| Previous-period results | Consolidated Cumulative second-quarter results Net Sales 32,699 / Operating profit 1,005 / Ordinary income 1,087 / Interim net income attributable to owners of the parent 683 / Interim net income per share 60.25 / Full year Net Sales 68,109 / Operating profit 2,872 / Ordinary income 3,190 / Profit attributable to owners of the parent 2,146 / Net income per share 189.24 / Individual Cumulative second-quarter results Net Sales 28,102 / Operating profit Not disclosed / Ordinary income 1,175 / Interim net income 793 / Interim net income per share 69.93 / Full year Net Sales 59,056 / Operating profit Not disclosed / Ordinary income 3,070 / Net income for the current fiscal year 2,068 / Net income per share 182.38 |
| Reason for the revision | Against the backdrop of the expanding generative AI market, investment in increasing production of advanced logic semiconductors and memory for data centers surged, and capital investment in semiconductor-related equipment remained at a high level. The Company also proceeded with expanding its customer base and market share following the establishment of a sales organization specializing in the semiconductor industry, while the price revisions implemented in the previous fiscal year gained traction. As a result, first-quarter results exceeded expectations, and the Company expects earnings to remain solid going forward. |
| Dividend forecast revision | The interim dividend has been revised from ¥64.00 per share to ¥75.00, the year-end dividend from ¥64.00 to ¥68.00, and the annual dividend from ¥128.00 to ¥143.00. |
| Consolidated / non-consolidated | Consolidated / non-consolidated (standalone) |
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.The Company expects earnings to remain solid, as first-quarter results exceeded expectations and are expected to continue performing well, driven by sustained high levels of capital investment in semiconductor manufacturing equipment against the backdrop of the expanding generative AI market, efforts to expand the customer base and market share through the establishment of a sales organization specializing in the semiconductor industry, and the penetration of price revisions implemented in the previous fiscal year.
How to read this page
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