Kyocera announced its consolidated results for the six months ended September 2026. Net income rose 32% to ¥73.4 billion, driven by expanding AI demand and foreign exchange factors, while revenue reached a record ¥1.0783 trillion.
Kyocera announced its consolidated results under IFRS for the six months ended September 2026. Net income rose 32% year on year to ¥73.4 billion, while revenue rose 9% to ¥1.0783 trillion, setting a new record.
The average exchange rate during the period was ¥159 to the dollar, boosting revenue by approximately ¥63 billion. The company recorded ¥34.1 billion in one-time losses, including an impairment loss related to the gallium nitride (GaN) business, but the components business offset the impact.
By business segment, sales of ceramic components and packages for semiconductor manufacturing equipment grew on expanding AI demand. High-capacity MLCCs for AI data centers also performed well.
On the same day, the company announced that for the fiscal year ending March 2027 it expects consolidated revenue to rise 2% from the previous fiscal year to ¥2.12 trillion and net income to increase 14% to ¥160 billion, in line with its previous forecast. The outlook reflects solid orders for semiconductor-related components.
Kyocera presented a plan to invest ¥650 billion over the six years through the fiscal year ending March 2031 in components for semiconductor manufacturing and AI data centers. At an earnings briefing, the president indicated that the company would review the details of the investment and consider increasing the amount.