Kyocera Corporation
FY2027 First Half Earnings Presentation
In the first half of FY2027, revenue and profit increased year-over-year driven by higher sales of components for AI data centers. Excluding foreign exchange effects, both revenue and profit rose. The first-half one-off losses totaled approximately 34.1 billion yen, including a GaN device impairment of about 29.5 billion yen. The full-year forecast was revised upward: revenue to 2,120 billion yen, operating income to 160 billion yen, profit before tax to 200 billion yen, and net income attributable to owners of parent to 160 billion yen.
Key Figures
- Revenue: 1,078,337 million yen (Year-over-Year 8.8% increase)
- Operating Income: 65,609 million yen (Year-over-Year 56.4% increase)
- Profit Before Tax: 93,020 million yen (Year-over-Year 36.9% increase)
AI要約
Earnings Summary
For the first half of FY2027, strong demand for core components and electronic parts supported higher revenue and profits year-over-year. Excluding foreign exchange effects, revenue and profits improved significantly. Although one-off items such as a GaN device impairment and energy-related provisions were recorded, overall demand expansion for components to AI data centers boosted profitability.
Full-year Outlook and Shareholder Returns
The full-year forecast for FY2027 has been revised upward based on first-half results. Revenue is expected to be 2,120 billion yen, operating income 160 billion yen, profit before tax 200 billion yen, and net income 160 billion yen. This includes a one-off gain of approximately 15 billion yen from the transfer of the chemical business, and assumes revenue and profit growth excluding foreign exchange impacts. Regarding shareholder returns, a dividend increase was announced, with total interim and year-end dividends forecast at 56 yen per share.
Revenue Trend
Operating Income Trend
Margin Analysis
Comparison of Forecast and Actual
Kyocera Corporation
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