Notice Regarding Revision of Consolidated Earnings for the 2nd Quarter (Interim) and Full Year of the Fiscal Year Ending March 2027

Overview of results

This release revises the consolidated earnings guidance for the 2nd quarter and full year of the fiscal year ending March 2027. With the exchange rate at a weaker yen level than assumed and continued strong demand for capital expenditure in electronics-related equipment, forecasts for revenue and profits have been raised. Interim period revenue is 39,800 million yen, operating income 5,600 million yen, ordinary income 5,600 million yen, net income attributable to owners of parent for the interim period 2,400 million yen, and interim earnings per share 34.64 yen. The full-year outlook has also been revised upward accordingly.

Dividends and shareholder returns going forward

The policy of maintaining a total return ratio of 50% or more, with a lower bound for the DOE as part of the medium-term management plan, remains in place. While we have raised the dividend forecast, we will keep it unchanged for now and will comprehensively consider and disclose shareholder return measures, including potential dividend increases or share buybacks, at the time of the second-quarter results announcement, taking into account market trends, exchange rate movements, financial condition, and cash flow.