Tomen Devices Corporation
Notice Regarding Revision of Earnings Guidance and Dividend Forecast (Dividend Increase)
The fiscal year ending March 2026 sales forecast was upwardly revised to 530,000 million yen (12.8% YoY increase), operating income to 15,500 million yen (34.8% YoY increase), and the dividend forecast was increased by 130 yen from 300 yen to 430 yen.
Key Figures
- Net Sales: 530,000 million yen (12.8% YoY increase)
- Operating Income: 15,500 million yen (34.8% YoY increase)
- Annual Dividend: 430 yen (130 yen increase, consolidated dividend payout ratio 36.6%)
AI要約
Revision of Earnings Guidance
The consolidated earnings guidance for the fiscal year ending March 2026 has been upwardly revised from the previous forecast announced on October 30, 2025, to net sales of 530,000 million yen (12.8% increase), operating income of 15,500 million yen (34.8% increase), ordinary income of 11,300 million yen (25.6% increase), and net income attributable to owners of parent of 8,000 million yen (25.6% increase). The demand expansion for generative AI-related products has driven up memory prices, contributing as a factor boosting earnings. Meanwhile, considering the remaining uncertainties in the market procurement environment, a cautious stance is embedded in the full-year performance outlook.
Revision of Dividend Forecast and Shareholder Return Policy
Regarding the dividend forecast, based on the upward revision of consolidated earnings guidance, the annual dividend has been increased by 130 yen from the previous 300 yen to 430 yen. The consolidated dividend payout ratio is expected to be 36.6%. The company positions profit return to shareholders as a key management agenda and aims to maintain and raise stable dividends while continuing performance-linked dividends. It also intends to respond flexibly to changes in the economic environment and funding needs.
