Notice on the Revision of Consolidated Full-Year Forecast for the FY ending February 2027 (Upward Revision)

Overview of Forecast Revision

Star Seas revised its full-year earnings forecast for the fiscal year ending June 2026 (published on June 25, 2026) based on the board meeting held on September 8, 2026. The new forecast is revenue of 35,000 million yen, operating profit of 1,600 million yen, ordinary profit of 1,250 million yen, net income attributable to owners of the parent of 680 million yen, and basic earnings per share of 73.25 yen. The revision represents a substantial increase from the previous forecast, with notable upgrades to revenue and various profit measures. The key point is that, considering orders received, inquiries, and market trends since the disclosure date, the full-year outlook has been revised upward.

Background of the Upward Revision and Outlook

The company explains that from the second quarter onward, demand in the distributed storage battery business and GPU server-related businesses has exceeded expectations. In particular, the expansion of demand in the GPU server and AI infrastructure market is recognized as a contributor to earnings, and recent inquiry conditions have also improved. Going forward, while results depend on the steady order environment and progress of new projects, the likelihood of achieving the full-year plan has increased in light of this upward revision.