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Revision of earnings forecasts9824SENSHU ELECTRIC CO.,LTD.Trading & Wholesale

Notice Regarding Standalone Results for the Second Quarter (Interim Period) of the Fiscal Year Ending October 2026 and Variances from the Previous Fiscal Year’s Actual Results, Revision to the Full-Year Consolidated Earnings Forecast, Dividend of Surplus (Interim Dividend), and Revision to the Year-End Dividend Forecast

The full-year consolidated earnings forecast for the fiscal year ending October 2026 has been revised upward for net sales and all profit items. In addition, the interim dividend and year-end dividend forecast have each been increased by ¥5 per share, resulting in an annual dividend forecast of ¥160 per share. The Company also reported that standalone results for the second quarter (interim period) exceeded the previous fiscal year’s results.

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10000
¥ million
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Revised forecast

Fiscal year ending October 2026 · Full yearPrevious forecast published 9 December 2025
Net Sales144,000→154,000million
+6.9%
Operating profit10,700→11,200million
+4.7%
Ordinary income11,000→11,700million
+6.4%
Profit attributable to owners of the parent7,700→8,500million
+10.4%
Net income per share452.78→499.82yen
+10.4%

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

In addition to the results for the second quarter having exceeded expectations, demand for semiconductor manufacturing equipment and machine tools is expected to continue recovering.

Previous-period resultsFull year of the fiscal year ended October 2025: net sales of ¥135,591 million, operating profit of ¥8,952 million, ordinary profit of ¥9,272 million, net income attributable to owners of the parent of ¥6,717 million, and net income per share of ¥387.63. Standalone results for the second quarter (interim period) of the fiscal year ended October 2025: net sales of ¥65,309 million, ordinary profit of ¥4,789 million, interim net income of ¥3,315 million, and interim net income per share of ¥190.44.
Dividend forecast revisionThe interim dividend has been increased by ¥5 per share from ¥75 to ¥80, and the year-end dividend forecast has also been increased by ¥5 per share from ¥75 to ¥80. The annual dividend forecast has been increased from ¥150 to ¥160 per share.
Consolidated / non-consolidatedConsolidated/non-consolidated
Revised forecast
ItemDetails
Net Sales¥144,000 million → ¥154,000 million(+6.9%)
Operating profit¥10,700 million → ¥11,200 million(+4.7%)
Ordinary income¥11,000 million → ¥11,700 million(+6.4%)
Profit attributable to owners of the parent¥7,700 million → ¥8,500 million(+10.4%)
Net income per share452.78 yen → 499.82 yen
Fiscal Period CoveredFiscal year ending October 2026
Period CoveredFull year
Publication date of previous forecast9 December 2025
Previous-period resultsFull year of the fiscal year ended October 2025: net sales of ¥135,591 million, operating profit of ¥8,952 million, ordinary profit of ¥9,272 million, net income attributable to owners of the parent of ¥6,717 million, and net income per share of ¥387.63. Standalone results for the second quarter (interim period) of the fiscal year ended October 2025: net sales of ¥65,309 million, ordinary profit of ¥4,789 million, interim net income of ¥3,315 million, and interim net income per share of ¥190.44.
Reason for the revisionIn addition to the results for the second quarter having exceeded expectations, demand for semiconductor manufacturing equipment and machine tools is expected to continue recovering.
Dividend forecast revisionThe interim dividend has been increased by ¥5 per share from ¥75 to ¥80, and the year-end dividend forecast has also been increased by ¥5 per share from ¥75 to ¥80. The annual dividend forecast has been increased from ¥150 to ¥160 per share.
Consolidated / non-consolidatedConsolidated/non-consolidated
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.

In addition to the results for the second quarter having exceeded expectations, demand for semiconductor manufacturing equipment and machine tools is expected to continue recovering. For the interim standalone results, although construction and electrical wholesale customers experienced delays in construction schedules due to higher material costs and labor shortages, demand for semiconductor manufacturing equipment and machine tools recovered.

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding Standalone Results for the Second Quarter (Interim Period) of the Fiscal Year Ending October 2026 and Variances from the Previous Fiscal Year’s Actual Results, Revision to the Full-Year Consolidated Earnings Forecast, Dividend of Surplus (Interim Dividend), and Revision to the Year-End Dividend Forecast | SENSHU ELECTRIC CO.,LTD. (9824) timely disclosure | Komori