Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published 14 May 2026The bar length represents the relative magnitude of change, based on the item that changed the most in this document.
The increase in sales and prices of memory and other device products against the backdrop of a recovery in demand in the semiconductor market, together with the company’s focus on spot sales of certain semiconductor products, contributed to strong performance in the first-quarter consolidated accounting period, led by the electronic components business, which progressed at a faster-than-expected pace. The impact of Shinko Shoji’s results and the gain on the recognition of negative goodwill arising from making it a consolidated subsidiary are not included in the revised full-year forecast.
| Item | Details |
|---|---|
| Net Sales | ¥645,000 million → ¥660,000 million（+2.3%） |
| Operating profit | ¥28,500 million → ¥30,000 million（+5.3%） |
| Ordinary income | ¥28,000 million → ¥30,000 million（+7.1%） |
| Profit attributable to owners of the parent | ¥20,000 million → ¥22,000 million（+10.0%） |
| Net income per share | 419.65 yen and sen → 461.61 yen and sen（+10.0%） |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | 14 May 2026 |
| Previous-period results | Fiscal year ended March 2026 results: net sales of ¥658,941 million, operating profit of ¥27,824 million, ordinary profit of ¥29,930 million, net income attributable to owners of the parent of ¥31,099 million, and earnings per share of ¥627.71 |
| Reason for the revision | The increase in sales and prices of memory and other device products against the backdrop of a recovery in demand in the semiconductor market, together with the company’s focus on spot sales of certain semiconductor products, contributed to strong performance in the first-quarter consolidated accounting period, led by the electronic components business, which progressed at a faster-than-expected pace. The impact of Shinko Shoji’s results and the gain on the recognition of negative goodwill arising from making it a consolidated subsidiary are not included in the revised full-year forecast. |
| Dividend forecast revision | The company stated that it will promptly announce revisions to its full-year consolidated earnings forecast and dividend forecast after reviewing the outlook incorporating Shinko Shoji. No specific revised dividend amount has been provided at this time. |
| 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.Against the backdrop of a recovery in demand in the semiconductor market, sales of memory and other device products increased, and prices also rose. The company’s focus on spot sales of certain semiconductor products amid continued supply constraints also contributed, resulting in first-quarter performance, led by the electronic components business, progressing at a faster-than-expected pace.