Rasa Industries, Ltd.
Notice Regarding Revision of Consolidated Earnings Guidance for the Second Quarter (Interim) and Full Year of Fiscal Year Ending March 2027 and Revision of Year-end Dividend Forecast (Increase)
Revised upward the consolidated earnings guidance for the second quarter of the fiscal year ending March 2027. Revenue to 28,700 million yen, operating income to 3,450 million yen, ordinary income to 3,600 million yen, interim net income attributable to owners of parent to 2,500 million yen, and interim net income per share to 63.98 yen. Full-year guidance also revised upward to revenue 62,000 million yen, operating income 7,400 million yen, ordinary income 7,600 million yen, net income attributable to owners of parent 5,200 million yen, and net income per share 133.08 yen. Year-end dividend forecast increased by 25.00 yen, resulting in an annual dividend of 43.00 yen. The upward revisions are due to expanding AI-related demand, a firm semiconductor market, and strong performance in chemical products and electronic materials.
Key Figures
- Revenue (2Q guidance) 28,700 million yen
- Operating Income (2Q guidance) 3,450 million yen
- Interim Net Income Attributable to Owners of Parent (2Q guidance) 2,500 million yen
AI要約
Overview of Revision to Earnings Outlook
The upward revision to the consolidated earnings guidance for the second quarter (interim) of the fiscal year ending March 2027 announced today reflects expectations that revenue and each profit metric will exceed the previous guidance, driven by expanding demand in chemical products and electronic materials and a robust semiconductor market. In particular, early ramp-up of increased production capacity for high-purity phosphoric acid at the Taiwan consolidated subsidiary, expanding demand for optical transceivers, and contributions from spot sales of gallium were factors. The full-year outlook has been similarly revised upward, and earnings per share are also expected to exceed prior guidance.
Dividend Policy and Shareholder Returns
The year-end dividend forecast has been revised to 25.00 yen, bringing the full-year dividend to 43.00 yen. The dividend policy is to target a payout ratio of 30% or higher and ROE of 10% or higher, aiming for stable dividends while balancing internal reserves and financial soundness.
Rasa Industries, Ltd.
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