Cosel Co., Ltd.

6905.T
Electrical Equipment & Parts
2026/09/21 Updated
Market Cap: $359.2M (¥56.4B)
Stock Price: $8.73 (¥1,371)
Exchange Rate: 1 USD = ¥156.99

Notice of Revisions to the Second Quarter (Interim) and Full-Year Earnings Forecast

Revisions to revenue and profit. For the second-quarter forecast, revenue revised from 14,201 million yen to 15,380 million yen; operating income from 304 million yen to 970 million yen; ordinary income from 412 million yen to 1,030 million yen; net income attributable to non-controlling interests for the interim from 562 million yen to 1,430 million yen. For the full-year forecast, revenue revised from 28,875 million yen to 31,800 million yen; operating income from 1,335 million yen to 2,300 million yen; ordinary income from 1,539 million yen to 2,400 million yen; net income attributable to owners of the parent from 1,604 million yen to 2,600 million yen. FX assumptions unchanged at 1 USD = 155.00 yen and 1 EUR = 182.50 yen. Rationale for revisions: uncertainties such as rising resource prices and supply chain constraints, with growing AI-related demand reflected.

Importance:
Page Updated: September 18, 2026
IR Disclosure Date: September 18, 2026

Key Figures

  • Revenue: Second quarter (interim) previous forecast 14,201 million yen → current revised forecast 15,380 million yen
  • Operating income: Second quarter (interim) previous forecast 304 million yen → 970 million yen
  • Full-year revenue: 31,800 million yen
  • Full-year operating income: 2,300 million yen
  • Earnings per share (full-year): 63.21 yen

AI要約

Overview of Results

Revisions to the second quarter and full-year earnings forecasts for the fiscal year ending May 2027. All revenue and profit items, as well as earnings per share, are expected to exceed the previous forecast. FX assumptions unchanged from the prior period. While demand trends carry uncertainties, the revisions reflect the impact of expanding AI-related demand and recovering component supply.

Outlook and Risks

Uncertainties remain due to potential increases in resource and energy prices from instability in the Middle East, supply chain constraints, and foreign exchange and monetary policy developments in various countries. Final figures may differ due to changes in demand trends, exchange rate fluctuations, and stock market movements.

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

Cosel Co., Ltd.

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