ローツェ, a leading semiconductor handling-equipment maker, raised its full-year operating profit forecast for the fiscal year ending February 2027 from ¥38.1 billion to ¥53.1 billion. First-half operating profit was ¥23.1 billion, up 42.4% year on year, and the company also announced an increased dividend. Following the news, buying spread to related stocks, alongside a sharp rise in 平田機工's share price.
ローツェ, which manufactures semiconductor handling equipment, raised its consolidated operating profit forecast for the fiscal year ending February 2027 from the previous forecast of ¥38.1 billion to ¥53.1 billion. Revenue is expected to exceed the previous forecast, with profit also projected to increase. Consolidated operating profit for the first half, covering March–August, was ¥23.1 billion, up 42.4% year on year, and the company also announced an increased dividend in October.
Following the announcement, ローツェ's share price hit its daily price limit on the same day, the 9th. Buying on expectations of improved earnings also entered シンフォニアテクノロジー and DAIHEN CORPORATION, as well as ローツェ.
平田機工's share price surged on the positive catalyst from ローツェ. ローツェ's earnings upside was viewed as a market catalyst, and buying spread to semiconductor manufacturing equipment-related stocks.
The market focused on ローツェ's upward earnings revision and increased dividend, while strong semiconductor demand was again recognized as a theme in the equity market.