Notice on Revisions to Consolidated Earnings Forecast for the Second Quarter (Interim) and Full Year for the Fiscal Year Ending March 2027, and Revision to Dividend Forecast (Increase)

Overview of Performance

Revisions upward the consolidated earnings forecast for the second quarter and full year for the fiscal year ending March 2027. Revenue is lifted to 19,600 million yen for the second quarter and 41,000 million yen for the full year. Operating income is raised to 5,500 million yen for the second quarter and 12,000 million yen for the full year; ordinary income to 5,550 million yen; net income attributable to owners of parent for the interim period to 4,200 million yen; earnings per share for the interim period to 93.97 yen; and earnings per share for the full year to 205.83 yen. Note that figures are shown after accounting for the stock split.

Shareholder Returns and Outlook

Dividend forecast also revised upward, with annual dividend of 30.00 yen (for the two halves). Interim and year-end dividend forecasts have been increased. Business environment sees AI data center investment accelerating with expansion of AI-related demand, leading to higher orders for fiber optic connectors, expanded production capacity, and improved plant utilization, which is expected to enhance profitability.