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

Section Heading

This notice discloses revisions to the consolidated earnings forecast for the second quarter (interim) of the fiscal year ending March 2027 and the full-year forecast. In addition to the steady performance of the semiconductor-related mask business, we anticipate upward impact from the inclusion of Anglo Electronics as a new consolidated subsidiary, while incorporating weaker demand in printing-related business, potential raw material price effects due to Middle East tensions, and a provisional goodwill amortization amount. As a result, interim revenue is revised upward and interim net income attributable to owners of the parent is significantly improved. For the full year, revenue is expected to be lifted for the same reasons, but profit is not substantially changed from the previous forecast. We will continue to pursue growth investments and improve capital efficiency.

Section 2 Heading

Dividend forecast remains unchanged at this point; based on our financial position, business trends, and progress of growth investments, we will carefully consider whether revisions are necessary. Overall, we aim to leverage solid segment growth and the positive impact of new consolidation while factoring in weaker demand in some segments and cost factors to show an upward revision in net income.