Notice of Revision to Full-Year Consolidated Earnings Forecast

Overview of Revision to Earnings Forecast

Revised the full-year consolidated earnings forecast for the fiscal year ending December 2026. While demand in the semiconductor and electronic materials segment remains strong, the revision incorporates loss recognition associated with concretizing strategic options for the graphite electrode business. Items below operating profit are revised downward compared with the previous forecast, but revenue and core operating profit are expected to increase. The new forecast is revenue of 1,235,000 hundred million yen, core operating profit of 250,000 hundred million yen, net income attributable to owners of parent of 75,000 hundred million yen, and earnings per share of 403.86 yen.

Segment Impacts and Outlook

By segment, semiconductor and electronic materials are expected to support results. There is also impact from treatment of non-core businesses such as Clasus Chemical, so attention to the overall profit and loss structure is required. Foreign exchange effects and global economic uncertainty may also affect results, so future developments should be closely monitored.