Daiwabo Holdings Co., Ltd.

3107.T
Electronics & Computer Distribution
2026/11/11 12:12 Updated
Market Cap: $1.8B (¥286.0B)
Stock Price: $21.18 (¥3,356)
Exchange Rate: 1 USD = ¥158.48

Notice Regarding Differences Between Forecasts and Actual Results for the Second Quarter (Interim) Consolidated Financial Results and Revision of Full-Year Consolidated Earnings Forecast

Differences arose between the consolidated forecasts and actual results for the second quarter of the fiscal year ending March 2027, prompting a revision upward of the full-year consolidated earnings forecast. Net sales were revised up versus the previous forecast due to strong corporate IT demand, with expectations for continued strength in the second half.

Importance:
Page Updated: November 11, 2026
IR Disclosure Date: November 11, 2026

Key Figures

  • Net Sales: 567,050 million yen → Actual 677,352 million yen (Increase 110,302 million yen / vs. prior forecast +19.5%)
  • Operating Income: 16,500 million yen → Actual 20,785 million yen (Increase 4,285 million yen / vs. prior forecast +26.0%)
  • Net Income Attributable to Owners of Parent (Interim): 11,400 million yen → Actual 14,572 million yen (Increase 3,172 million yen / vs. prior forecast +27.8%)

AI要約

Overview of Performance Trends and Revisions

Daiwabo Holdings Co., Ltd. announced differences between the consolidated forecasts and actual results for the second quarter of the fiscal year ending March 2027 and has revised upward its full-year earnings forecasts. Demand for IT infrastructure remained firm; despite a rebound decline from Windows 10 EOS-related demand and effects from the GI GA School project, net sales and profit items exceeded prior forecasts due to strong large-scale corporate and government orders, product price increases, and the impact of order timing being brought forward. The company expects corporate IT demand to remain robust in the second half and has therefore raised its full-year net sales and profit forecasts.

Outlook and Risks

The company indicates that corporate IT demand is expected to continue through the second half, suggesting the possibility of upside to the full-year results for the fiscal year ending March 2027. However, external factors such as exchange rate movements, fluctuations in IT market demand, and the timing of government order awards remain points of caution. The outlook is based on information available as of the publication date and actual results may differ depending on future developments.

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

Daiwabo Holdings Co., Ltd.

Company overview · Stock price · Financial data · All IR

View company page →