Revised forecast
Fiscal year ending May 2027 · Second quarter (interim period) and full yearPrevious forecast published 14 July 2026The bar length represents the relative magnitude of change, based on the item that changed the most in this document.
Demand for electronic components and semiconductor-related products, particularly optoelectronic integration-related products, has expanded against a backdrop of increased demand driven by active capital investment related to generative AI and AI data centers, while demand from the United States and China, in addition to Japan, has continued to recover. As demand for optical elements and thin-film products, automated stages, and systems products for medical and defense applications is expected to remain firm, the Company has revised its net sales forecast upward. On the profit front, the Company expects higher profit from an improvement in the marginal profit margin driven by increased sales, a recovery in demand for high-value-added products, and improvements to its product portfolio.
| Item | Details |
|---|---|
| Net Sales | Consolidated Second quarter (interim period) 5,830 / Full year 11,880 / Individual Second quarter (interim period) 4,700 / Full year 9,600 → Consolidated Second quarter (interim period) 7,025 / Full year 13,805 / Individual Second quarter (interim period) 5,580 / Full year 11,180（Consolidated Second quarter (interim period) 20.5 / Full year 16.2 / Individual Second quarter (interim period) 18.7 / Full year 16.5） |
| Operating profit | Consolidated Second quarter (interim period) 675 / Full year 1,355 / Individual Not disclosed → Consolidated Second quarter (interim period) 1,050 / Full year 2,000 / Individual Not disclosed（Consolidated Second quarter (interim period) 55.6 / Full year 47.6 / Individual Not disclosed） |
| Ordinary income | Consolidated Second quarter (interim period) 700 / Full year 1,440 / Individual Second quarter (interim period) 570 / Full year 1,160 → Consolidated Second quarter (interim period) 1,115 / Full year 2,130 / Individual Second quarter (interim period) 810 / Full year 1,615（Consolidated Second quarter (interim period) 59.3 / Full year 47.9 / Individual Second quarter (interim period) 42.1 / Full year 39.2） |
| Profit attributable to owners of the parent | Consolidated Second quarter (interim period) 460 / Full year 975 / Individual Not disclosed → Consolidated Second quarter (interim period) 760 / Full year 1,480 / Individual Not disclosed（Consolidated Second quarter (interim period) 65.2 / Full year 51.8 / Individual Not disclosed） |
| Net income per share | Consolidated Second quarter (interim period) 64.95 / Full year 137.67 / Individual Second quarter (interim period) 54.36 / Full year 114.37 → Consolidated Second quarter (interim period) 107.31 / Full year 208.98 / Individual Second quarter (interim period) 77.66 / Full year 158.14 |
| Fiscal Period Covered | Fiscal year ending May 2027 |
| Period Covered | Second quarter (interim period) and full year |
| Publication date of previous forecast | 14 July 2026 |
| Previous-period results | Consolidated Net Sales Second quarter (interim period) 5,441 / Full year 11,439 / Operating profit Second quarter (interim period) 526 / Full year 1,179 / Ordinary income Second quarter (interim period) 589 / Full year 1,304 / Profit attributable to owners of the parent Second quarter (interim period) 382 / Full year 831 / Net income per share Second quarter (interim period) 54.05 / Full year 117.36 / Individual Net Sales Second quarter (interim period) 4,383 / Full year 9,245 / Ordinary income Second quarter (interim period) 574 / Full year 1,171 / Interim net income / Net income Second quarter (interim period) 387 / Full year 773 / Interim net income per share / Net income per share Second quarter (interim period) 54.67 / Full year 109.29 |
| Reason for the revision | Demand for electronic components and semiconductor-related products, particularly optoelectronic integration-related products, has expanded against a backdrop of increased demand driven by active capital investment related to generative AI and AI data centers, while demand from the United States and China, in addition to Japan, has continued to recover. As demand for optical elements and thin-film products, automated stages, and systems products for medical and defense applications is expected to remain firm, the Company has revised its net sales forecast upward. On the profit front, the Company expects higher profit from an improvement in the marginal profit margin driven by increased sales, a recovery in demand for high-value-added products, and improvements to its product portfolio. |
| Dividend forecast revision | No revision. The Company plans to pay an interim dividend of ¥25, a year-end dividend of ¥25, and an annual dividend of ¥50. |
| Consolidated / non-consolidated | Consolidated / non-consolidated (standalone) |
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.Demand for electronic components and semiconductor-related products, particularly optoelectronic integration-related products, is expanding against a backdrop of capital investment related to generative AI and AI data centers, while demand from the United States and China, in addition to Japan, continues to recover. In addition, the Company expects higher profit from an improvement in the marginal profit margin driven by increased sales, a recovery in demand for high-value-added products, and improvements to its product portfolio.