(株)KOKUSAI ELECTRIC

6525.T
Semiconductor Equipment & Materials
2026/08/06 Updated
Market Cap: $12.6B (¥2.0T)
Stock Price: $53.81 (¥8,488)
Exchange Rate: 1 USD = ¥157.73

Notice Regarding Revision of Consolidated Earnings for the Second Quarter of the Fiscal Year Ending March 2027 and Full-Year Forecast, and Revision of Dividend Forecast

Upward revisions to net sales, operating income, ordinary income, and net income attributable to owners of parent, etc. For the full year, net sales of 340,000 million yen, operating income of 79,400 million yen, and dividend forecast raised to 65 yen for the year. GAAP assumptions reflect expanded semiconductor market demand and accelerated capital expenditure.

Importance:
Page Updated: August 6, 2026
IR Disclosure Date: August 6, 2026

Key Figures

  • Net sales: 161,000百万円(First half)
  • Operating income: 35,600百万円(First half)
  • Net income (full year): 55,500百万円(Full year)

AI要約

Overview of Earnings Forecast Revisions

Against the backdrop of expanding demand in the semiconductor market related to Generative AI, equipment sales are expected to exceed the initial forecast, leading to upward revisions of the full-year and second-quarter consolidated earnings forecasts for the fiscal year ending March 2027. Net sales for the first half are revised to 161,000 million yen and to 340,000 million yen for the full year; operating income to 35,600 million yen for the first half and 79,400 million yen for the full year. Net income attributable to owners of the parent is revised to 25,400 million yen for the first half and 55,500 million yen for the full year. Basic earnings per share also improve.

Dividend Forecast Revision and Capital Allocation Policy

Dividend forecast has been raised to 65 yen for the year (32 yen interim + 33 yen year-end). Consolidated dividend payout ratio is projected to be about 25.2%. The policy is to prioritize research and development and capital expenditures while continuing to provide stable shareholder returns.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

KOKUSAI ELECTRIC CO., LTD.

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