Revised forecast
Fiscal year ending June 2026 · Full yearPrevious forecast published 6 February 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.
Demand is expected to remain firm in the information and communications, electronics and semiconductor markets, with data center HDD components and components for semiconductor manufacturing equipment expected to perform steadily. The Fine Chemicals and Recycling segment is also showing signs of recovery, while the Supply Chain Support segment is expected to outperform the previous forecast. The impact of the review of the collection and refining system has been incorporated into the current forecast, but is a temporary factor with a limited impact on overall results.
| Item | Details |
|---|---|
| Net Sales | ¥88,000 million → ¥96,000 million（+9.1%） |
| Operating profit | ¥16,500 million → ¥22,500 million（+36.4%） |
| Ordinary income | ¥16,000 million → ¥22,000 million（+37.5%） |
| Profit attributable to owners of the parent | ¥11,000 million → ¥15,000 million（+36.4%） |
| Net income per share | 447.29 yen and sen → 609.95 yen and sen |
| Fiscal Period Covered | Fiscal year ending June 2026 |
| Period Covered | Full year |
| Publication date of previous forecast | 6 February 2026 |
| Previous-period results | Net sales: ¥57,379 million; operating income: ¥9,538 million; ordinary income: ¥9,389 million; net income attributable to owners of the parent: ¥6,468 million; net income per share: ¥263.29 |
| Reason for the revision | Demand is expected to remain firm in the information and communications, electronics and semiconductor markets, with data center HDD components and components for semiconductor manufacturing equipment expected to perform steadily. The Fine Chemicals and Recycling segment is also showing signs of recovery, while the Supply Chain Support segment is expected to outperform the previous forecast. The impact of the review of the collection and refining system has been incorporated into the current forecast, but is a temporary factor with a limited impact on overall results. |
| Dividend forecast revision | The year-end dividend forecast has been increased by ¥35 as an ordinary dividend, from the previous forecast of ¥120.00 to ¥155.00. |
| 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.The earnings forecasts were revised upward because demand is expected to remain firm in the information and communications, electronics and semiconductor markets, with data center HDD components and components for semiconductor manufacturing equipment expected to perform steadily, the Fine Chemicals and Recycling segment showing signs of recovery, and the Supply Chain Support segment expected to outperform the previous forecast. The impact of the review of the collection and refining system has also been incorporated, but is considered temporary and limited in its impact on overall results. The dividend was increased because the forecast for net income attributable to owners of the parent was revised upward.