Taiyo Yuden Co., Ltd.
First Quarter Financial Summary for the Fiscal Year Ending March 2027 (Japan GAAP) (Consolidated)
Sales were 93,897 million yen, up 10.7% YoY. Operating income was 4,818 million yen, up 53.3% YoY. Ordinary income was 4,264 million yen, turning to a profit vs. the prior-year deficit. Net income attributable to owners of the parent was 2,504 million yen. The full-year forecast was revised to sales of 424,000 million yen, operating income of 45,000 million yen, and net income of 29,000 million yen. As for dividends, the forecast for the FY ending March 2027 is 90 yen, with no change from the previous forecast. The foreign exchange assumption is set at 160 yen per US dollar from the second quarter onward.
Key Figures
- Sales: 938億9700万円
- Operating income: 48億1800万円
- Ordinary income: 42億6340万円
- Net income attributable to owners of the parent: 25億0400万円
- Full-year sales: 424,000百万円
- Full-year operating income: 45,000百万円
- Full-year net income: 29,000百万円
- 1 US dollar assumption: 160円 (From Q2 onward)
AI要約
Business performance overview
Consolidated net sales for the first quarter cumulative period were 93,897 million yen, up 10.7% YoY. Driven mainly by increased demand in information infrastructure and industrial equipment and foreign exchange effects, operating income rose 53.3% YoY and ordinary income increased significantly, with net income attributable to owners of the parent recovering to 2,504 million yen. Segments saw increased demand in information infrastructure and industrial equipment. The average exchange rate was 158.8 yen per US dollar, weaker than 146.18 yen YoY. Full-year forecasts were revised to 424,000 million yen in sales, 45,000 million yen in operating income, and 29,000 million yen in net income. From the second quarter onward, the exchange assumption is 160 yen per US dollar.
Outlook and capital allocation
The full-year forecast has been raised based on stronger demand in information infrastructure and industrial equipment and a weaker yen, with improvements expected in key metrics including earnings per share. If the yen remains weak, sales and profits may exceed forecasts, but cost factors such as raw materials and transportation costs require attention. The dividend forecast remains at a total of 90 yen for the year, indicating a stable dividend policy.
Taiyo Yuden Co., Ltd.
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