Revised Full-Year Business Performance Forecast for March 2027 | Revenue of ¥24,000 million (+14.3%)

Performance Overview

Nippon Kōdoshi Kōgyō revised its full-year consolidated earnings forecast for March 2027, upwardly adjusting revenue to ¥24,000 million (an increase of ¥3,000 million from the previous forecast), operating income to ¥6,000 million, and net income attributable to owners of parent to ¥4,200 million. This was driven by strong demand for its key product, aluminum electrolytic capacitor separators, particularly for AI servers, as well as cost reductions stemming from increased utilization rates. Despite cost increases, the combination of sales growth and improved profit margins has led to an outlook exceeding previous estimates.

Future Outlook and Impact on Shareholders

Given the continued strong demand outlook, a positive revision of performance is expected. The company aims to expand profits through cost management and production efficiency improvements. For investors, this optimistic earnings outlook and the positive revisions are likely to serve as a boost to stock prices. Continued focus on demand trends and cost controls will support expectations for long-term growth.