Revised forecast
Fiscal year ending March 2027 · Full yearPrevious forecast published Announced on 25 September 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.
Against a backdrop of continued growth in demand for semiconductors, particularly those related to AI, and soaring prices, performance, particularly in the electronic components business, exceeded the initial assumptions. Growth in sales and selling prices of memory semiconductors and other device products, together with a focus on spot sales of certain semiconductor products amid continued supply and demand tightness, contributed to stronger performance, and second-quarter consolidated results exceeded the plan. The dividend forecast was revised based on the underlying earnings forecast excluding ¥7 billion in gains on bargain purchase and other items, and the shareholder return policy.
| Item | Details |
|---|---|
| Net Sales | 760,000 Millions of yen → 800,000 Millions of yen（5.3％） |
| Operating profit | 32,000 Millions of yen → 36,000 Millions of yen（12.5％） |
| Ordinary income | 32,000 Millions of yen → 36,000 Millions of yen（12.5％） |
| Profit attributable to owners of the parent | 29,000 Millions of yen → 32,000 Millions of yen（10.3％） |
| Net income per share | 608.35 Yen and sen → 671.28 Yen and sen（10.3％） |
| Fiscal Period Covered | Fiscal year ending March 2027 |
| Period Covered | Full year |
| Publication date of previous forecast | Announced on 25 September 2026 |
| Previous-period results | Revenue ¥658,941 million, operating profit ¥27,824 million, ordinary profit ¥29,930 million, net profit attributable to owners of the parent ¥31,099 million, and net income per share ¥627.71 (fiscal year ended March 2026) |
| Reason for the revision | Against a backdrop of continued growth in demand for semiconductors, particularly those related to AI, and soaring prices, performance, particularly in the electronic components business, exceeded the initial assumptions. Growth in sales and selling prices of memory semiconductors and other device products, together with a focus on spot sales of certain semiconductor products amid continued supply and demand tightness, contributed to stronger performance, and second-quarter consolidated results exceeded the plan. The dividend forecast was revised based on the underlying earnings forecast excluding ¥7 billion in gains on bargain purchase and other items, and the shareholder return policy. |
| Dividend forecast revision | The year-end dividend was increased from ¥80 to ¥100 per share, and the annual dividend from ¥160 to ¥180. The year-end special dividend was increased from ¥10 to ¥30 per share. |
| 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.Second-quarter consolidated results exceeded the plan because sales of memory semiconductors and other device products increased and selling prices rose against a backdrop of expanding demand for semiconductors, particularly those related to AI, and soaring prices, while the company focused on spot sales of certain semiconductor products amid continued supply and demand tightness. The dividend decision was based on the underlying earnings forecast excluding non-cash gains, including the gain on bargain purchase arising from the consolidation of Shinko Shoji, and on the shareholder return policy.