Notice of Revision of Earnings Forecast and Dividend Forecast (Increasing Dividend)

Revision of Earnings Forecast

For the full year ending March 2027, earnings are significantly raised on the backdrop of expanding demand in the semiconductor memory market and inventory utilization driving increased demand for digital devices. Revenue is raised to 81,000 million yen, operating income to 10,000 million yen, ordinary income to 9,300 million yen, and net income attributable to owners of the parent to 6,000 million yen. The increase is substantial compared with the previous forecast, supported by the growth in high-value-added memory demand such as HBM and the effects of inventory sales. Moving forward, contributions from the second quarter onward are expected to be limited, and market trends will be incorporated cautiously.

Shareholder Return and Dividend Policy

To celebrate the 70th anniversary, interim dividends were planned as a commemorative dividend of 12 yen per share, but reflecting the upward revision and financial condition, the commemorative dividend will be increased by 12 yen to 24 yen, with a year-end dividend of 18 yen, for an annual dividend forecast of 42 yen. The dividend policy aims for stable and sustainable shareholder returns, while balancing with future growth investments.