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Revision to earnings forecast8085NARASAKI SANGYO CO.,LTD.Trading & Wholesale

Notice Concerning Revisions to Earnings Forecast and Dividend Forecast

Upwardly revised the sales and profit forecasts for the interim and full-year periods of the fiscal year ending March 2027. In addition, increased the year-end dividend from ¥140 to ¥160 per share.

Worth reading
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Improvement
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Scale
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Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

Fiscal year ending March 2027 · Second quarter (interim period) and full yearPrevious forecast published Second quarter (six-month period) 4 August 2026 / Full year 12 May 2026
Net SalesSecond quarter (six-month period)57,000→61,500million
+7.9%
Net SalesFull year125,000→128,000million
+2.4%
Operating profitSecond quarter (six-month period)1,400→2,100million
+50.0%
Operating profitFull year3,500→4,000million
+14.3%
Ordinary incomeSecond quarter (six-month period)1,400→2,100million
+50.0%
Ordinary incomeFull year3,500→4,000million
+14.3%
Profit attributable to owners of the parentSecond quarter (six-month period)1,000→1,500million
+50.0%
Profit attributable to owners of the parentFull year2,500→2,800million
+12.0%
Net income per shareSecond quarter (six-month period)196.44→298.97Yen/sen
+52.2%
Net income per shareFull year491.11→558.08Yen/sen
+13.6%

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

Demand in semiconductor-related markets, including generative AI, remained strong in the production equipment sector, while infrastructure investment in the building equipment sector continued to be robust. As a result, each business segment, led by the electrical equipment-related business, secured increases in both revenue and profit, while operational efficiency was also improved.

Previous-period resultsSecond quarter (six-month period) Net Sales ¥53,472 million / Operating profit ¥922 million / Ordinary income ¥1,026 million / Interim net income attributable to owners of the parent ¥643 million / Interim net income per share ¥126.31 per share / Full year Net Sales ¥120,282 million / Operating profit ¥3,068 million / Ordinary income ¥3,170 million / Profit attributable to owners of the parent ¥2,242 million / Earnings per share ¥440.48 per share
Dividend forecast revisionIncreased the year-end dividend by ¥20 from ¥140 to ¥160 per share and revised the annual dividend from ¥140 to ¥160. The second-quarter-end dividend remains unchanged at ¥0.
Consolidated / non-consolidatedConsolidated
Revised forecast
ItemDetails
Net SalesSecond quarter (six-month period) 57,000 / Full year 125,000 → Second quarter (six-month period) 61,500 / Full year 128,000(Second quarter (six-month period) 7.9 / Full year 2.4)
Operating profitSecond quarter (six-month period) 1,400 / Full year 3,500 → Second quarter (six-month period) 2,100 / Full year 4,000(Second quarter (six-month period) 50 / Full year 14.3)
Ordinary incomeSecond quarter (six-month period) 1,400 / Full year 3,500 → Second quarter (six-month period) 2,100 / Full year 4,000(Second quarter (six-month period) 50 / Full year 14.3)
Profit attributable to owners of the parentSecond quarter (six-month period) 1,000 / Full year 2,500 → Second quarter (six-month period) 1,500 / Full year 2,800(Second quarter (six-month period) 50 / Full year 12)
Net income per shareSecond quarter (six-month period) 196.44 / Full year 491.11 → Second quarter (six-month period) 298.97 / Full year 558.08
Fiscal Period CoveredFiscal year ending March 2027
Period CoveredSecond quarter (interim period) and full year
Publication date of previous forecastSecond quarter (six-month period) 4 August 2026 / Full year 12 May 2026
Previous-period resultsSecond quarter (six-month period) Net Sales ¥53,472 million / Operating profit ¥922 million / Ordinary income ¥1,026 million / Interim net income attributable to owners of the parent ¥643 million / Interim net income per share ¥126.31 per share / Full year Net Sales ¥120,282 million / Operating profit ¥3,068 million / Ordinary income ¥3,170 million / Profit attributable to owners of the parent ¥2,242 million / Earnings per share ¥440.48 per share
Reason for the revisionDemand in semiconductor-related markets, including generative AI, remained strong in the production equipment sector, while infrastructure investment in the building equipment sector continued to be robust. As a result, each business segment, led by the electrical equipment-related business, secured increases in both revenue and profit, while operational efficiency was also improved.
Dividend forecast revisionIncreased the year-end dividend by ¥20 from ¥140 to ¥160 per share and revised the annual dividend from ¥140 to ¥160. The second-quarter-end dividend remains unchanged at ¥0.
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.

Demand in semiconductor-related markets, including generative AI, remained strong, infrastructure investment in the building equipment sector continued to be robust, and operational efficiency was improved.

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Notice Concerning Revisions to Earnings Forecast and Dividend Forecast | NARASAKI SANGYO CO.,LTD. (8085) timely disclosure | Komori