AXELL Corporation

2026/09/28 18:47 Updated
Market Cap: $83.8M (¥13.2B)
Stock Price: $7.79 (¥1,226)
Exchange Rate: 1 USD = ¥157.48

Notice of Revision to Second Quarter (Interim) and Full-Year Earnings Guidance and Dividend Forecast

Significant upward revisions to revenue for both the interim and full year. Interim revenue revised to 9,650 million yen, operating income to 1,330 million yen, ordinary income to 1,350 million yen, net income attributable to owners of parent to 1,020 million yen, and earnings per share to 94.66 yen. Full-year revised to revenue 20,400 million yen, operating income 2,290 million yen, ordinary income 2,350 million yen, net income 1,700 million yen, and earnings per share 157.67 yen, representing a substantial increase. Dividend forecast also revised to a year-end dividend of 79 yen, total 79 yen. The shareholder return policy is based on a dividend payout ratio of 50%. Sales and profits are expected to increase compared with the prior fiscal year.

Importance:
Page Updated: September 28, 2026
IR Disclosure Date: September 28, 2026

Key Figures

  • Revenue (consolidated) Interim: 9,650 million yen
  • Operating Income (consolidated) Interim: 1,330 million yen
  • Net Income Attributable to Owners of Parent (consolidated) Interim: 1,020 million yen

AI要約

Overview of Earnings Revision

The revision published today upwardly revises the consolidated earnings guidance for the second quarter and full fiscal year of the fiscal year ending March 2027. The main reasons include sales of graphics LSIs for pachinko and pachislot machines exceeding initial plans, strong sales of memory modules and other products, and despite some increases in manufacturing costs for certain products due to generative AI demand, an expected increase in gross profit driven by an improved product mix. As a result, both revenue and profits are projected to increase significantly.

Shareholder Returns and Outlook

The dividend forecast has been revised from 0 yen at the second quarter-end to a total of 79 yen (including the year-end dividend), maintaining the shareholder return policy of a 50% dividend payout ratio as a basic guideline. The consolidated dividend payout ratio is expected to be 50.1%, balancing retained earnings and shareholder returns while supporting future growth investments. The upside in earnings may contribute to long-term cash flow stability, making the combination of stable dividends and growth prospects an important point for investors.

Revenue Trend

Operating Income Trend

Net Income Trend

Gross Margin Trend

Annual Dividends

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

AXELL Corporation

Company overview · Stock price · Financial data · All IR

View company page →