KOKUSAI ELECTRIC's after-hours PTS price was ¥8,570, up ¥275 from the previous day. In its latest results, the company achieved substantial year-on-year increases in revenue and profit in the first quarter, with revenue of ¥75.4 billion, operating profit of ¥15.9 billion and net income of ¥11.6 billion, driven by the sharp expansion in demand related to generative AI.
The after-hours PTS trading price was ¥8,570, up ¥275 from the previous day (as of 23:58). The opening price was ¥8,400, the high was ¥8,590 and the low was ¥8,350. Trading value was ¥339.236 million and trading volume was 40,000 shares.
According to the summary of the earnings report, first-quarter revenue for the fiscal year ending March 2027 rose 45.6% year on year to ¥75.4 billion, operating profit increased 63.9% to ¥15.9 billion, and net income for the quarter increased 70.6% to ¥11.6 billion, as demand related to generative AI expanded. In response, an upward revision to the full-year earnings forecast and a substantial increase in the dividend were planned.
Results over the past 12 quarters have been trending upward, with improvements in net profit margin, ROE and EPS, while the equity ratio has remained stable. Going forward, the expansion of equipment and service revenue accompanying increased investment in generative AI is expected to be a key focus. Risks identified include fluctuations in the capital investment cycle, export controls and tariffs, delays in the supply of components, and high customer concentration.