Notice of Revision to Full-Year Consolidated Earnings Guidance for the Fiscal Year Ending March 2027

Overview of Revision to Earnings Guidance

The company announced today a revision to its full-year consolidated earnings guidance for the fiscal year ending March 2027, raising sales and upwardly revising operating income, ordinary income and net income. Sales are now projected at 44,000 million yen, operating income at 14,000 million yen, ordinary income at 14,000 million yen, net income attributable to owners of parent at 10,000 million yen, and earnings per share at 223.73 yen, reflecting expected improvements in both sales and profitability. The revision is driven by increased orders for optical connectors for data centers and improved utilization rates due to expanded production capacity.

Background and Outlook

Against the backdrop of widespread adoption of generative AI, data center investment—particularly in the United States—has accelerated, leading to medium- to long-term expansion of the overall market. Demand for the Group's optical connector products and measurement equipment has been increasing, and second-half sales are expected to exceed prior forecasts. The company plans to continue improving profitability through a higher proportion of high value-added products and increased utilization of production facilities.