{"id":96459,"date":"2026-08-06T14:27:22","date_gmt":"2026-08-06T05:27:22","guid":{"rendered":"https:\/\/japanir.jp\/en\/ir\/6525-20260806-02_wp_earnings_guidance\/"},"modified":"2026-08-06T14:27:22","modified_gmt":"2026-08-06T05:27:22","slug":"6525-20260806-02_wp_earnings_guidance","status":"publish","type":"ir_release","link":"https:\/\/japanir.jp\/en\/company\/company-6525\/ir\/6525-20260806-02_wp_earnings_guidance\/","title":{"rendered":"Notice Regarding Revision of Consolidated Earnings for the Second Quarter of the Fiscal Year Ending March 2027 and Full-Year Forecast, and Revision of Dividend Forecast"},"content":{"rendered":"<p>Upward revisions to net sales, operating income, ordinary income, and net income attributable to owners of parent, etc. For the full year, net sales of 340,000 million yen, operating income of 79,400 million yen, and dividend forecast raised to 65 yen for the year. GAAP assumptions reflect expanded semiconductor market demand and accelerated capital expenditure.<\/p>\n","protected":false},"comment_status":"open","ping_status":"closed","template":"","meta":{"Ticker":"","DATE":"","longName":"","company_name_ja":"","fullTimeEmployees":0,"address":"","phone":"","website":"","industry":"","sector":"","regularMarketPrice":0,"financialCurrency":"","marketCap":0,"fiftyTwoWeekLow":0,"fiftyTwoWeekHigh":0,"epsTrailingTwelveMonths":0,"epsForward":0,"bookValue":0,"totalRevenue":0,"OperatingIncome":0,"operatingMargins":0,"NetIncome":0,"profitMargins":0,"ebitda":0,"trailingPE":0,"forwardPE":0,"priceToBook":0,"returnOnEquity":0,"recommendationMean":0,"recommendationKey":"","targetMeanPrice":0,"numberOfAnalystOpinions":0,"analyst_earnings_data":"","dividendRate":0,"dividendYield":0,"payoutRatio":0,"totalEsg":0,"environmentScore":0,"socialScore":0,"governanceScore":0,"title":"","providerPublishTime":"","link":"","longBusinessSummary":"","longBusinessSummary_ja":"","quarterly_revenue":0,"quarterly_net_income":0,"quarterly_operating_profit":0,"enterprise_value":0,"company_officer_1_name":"","company_officer_1_title":"","company_officer_2_name":"","company_officer_2_title":"","company_officer_3_name":"","company_officer_3_title":"","company_officer_4_name":"","company_officer_4_title":"","company_officer_5_name":"","company_officer_5_title":"","company_officers_update_time":"","get_dividend_history_year1":0,"get_dividend_history_year2":0,"get_dividend_history_year3":0,"get_dividend_history_year4":0,"get_dividend_history_year5":0,"get_dividend_history_year6":0,"get_dividend_history_year7":0,"get_dividend_history_year8":0,"get_dividend_history_year9":0,"get_dividend_history_year10":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"jir_stock_code":"6525","jir_company_name":"KOKUSAI ELECTRIC CO., LTD.","jir_importance":"\u2605\u2605\u2605\u2605\u2606","jir_publication_date":"2026-08-06","jir_source_link":"https:\/\/japanir.jp\/wp-content\/uploads\/2026\/08\/6525-20260806-02.pdf","jir_short_summary":"Upward revisions to net sales, operating income, ordinary income, and net income attributable to owners of parent, etc. For the full year, net sales of 340,000 million yen, operating income of 79,400 million yen, and dividend forecast raised to 65 yen for the year. GAAP assumptions reflect expanded semiconductor market demand and accelerated capital expenditure.","jir_summary":"### Overview of Earnings Forecast Revisions\nAgainst the backdrop of expanding demand in the semiconductor market related to Generative AI, equipment sales are expected to exceed the initial forecast, leading to upward revisions of the full-year and second-quarter consolidated earnings forecasts for the fiscal year ending March 2027. Net sales for the first half are revised to 161,000 million yen and to 340,000 million yen for the full year; operating income to 35,600 million yen for the first half and 79,400 million yen for the full year. Net income attributable to owners of the parent is revised to 25,400 million yen for the first half and 55,500 million yen for the full year. Basic earnings per share also improve.\n\n### Dividend Forecast Revision and Capital Allocation Policy\nDividend forecast has been raised to 65 yen for the year (32 yen interim + 33 yen year-end). Consolidated dividend payout ratio is projected to be about 25.2%. The policy is to prioritize research and development and capital expenditures while continuing to provide stable shareholder returns.","jir_financial_highlights":"Net sales (First half): 161,000\u767e\u4e07\u5186 (Compared with previous forecast A: +8,700\u767e\u4e07\u5186 (+5.7%))\nOperating income (First half): 35,600\u767e\u4e07\u5186 (Compared with previous forecast A: +3,100\u767e\u4e07\u5186 (+9.5%))\nOrdinary income (First half): 35,100\u767e\u4e07\u5186 (Compared with previous forecast A: +3,200\u767e\u4e07\u5186 (+10.0%))\nNet income attributable to owners of parent (First half): 25,400\u767e\u4e07\u5186 (Compared with previous forecast A: +2,500\u767e\u4e07\u5186 (+10.9%))\nBasic earnings per share (First half): 108.75\u5186 (Compared with previous forecast A: +,,)\nNet sales (Full year): 340,000\u767e\u4e07\u5186 (Compared with previous forecast A: +60,000\u767e\u4e07\u5186 (+21.4%))\nOperating income (Full year): 79,400\u767e\u4e07\u5186 (Compared with previous forecast A: +24,900\u767e\u4e07\u5186 (+45.7%))\nOrdinary income (Full year): 78,300\u767e\u4e07\u5186 (Compared with previous forecast A: +24,900\u767e\u4e07\u5186 (+46.6%))\nNet income (Full year): 55,500\u767e\u4e07\u5186 (Compared with previous forecast A: +16,700\u767e\u4e07\u5186 (+43.0%))\nBasic earnings per share (Full year): 237.63\u5186 (Compared with previous forecast A: +71.55\u5186 (approximately +43.0%))\nAdjusted operating income: 86,000\u767e\u4e07\u5186 (Compared with previous forecast A: +25,500\u767e\u4e07\u5186 (+42.1%))\nAdjusted net income: 60,000\u767e\u4e07\u5186 (Compared with previous forecast A: +17,100\u767e\u4e07\u5186 (+39.9%))\nBasic earnings per share (adjusted, full year): 256.90\u5186 (Compared with previous forecast A: +\u7d0473.26\u5186)","jir_category":"","jir_hashtags":"#KOKUSAI_ELECTRIC, #SemiconductorEquipmentInvestment, #EarningsForecastRevision","jir_key_figures":"Net sales: 161,000\u767e\u4e07\u5186\uff08First half\uff09\nOperating income: 35,600\u767e\u4e07\u5186\uff08First half\uff09\nNet income (full year): 55,500\u767e\u4e07\u5186\uff08Full year\uff09","jir_meta_title":"KOKUSAI ELECTRIC Earnings Forecast Revision and Dividend Forecast Revision | FY2027","jir_meta_description":"KOKUSAI ELECTRIC revises the earnings forecast for the second quarter and full year of FY2027, explains increases in net sales and profits, raise in dividend forecast, and policy for future investments and shareholder returns.","jir_og_title":"KOKUSAI ELECTRIC Earnings Forecast Revision and Dividend Revision","jir_og_description":"Earnings forecast revised upward due to rising semiconductor demand. Full-year net sales 340,000 million yen, annual dividend 65 yen, and details on investment and shareholder returns policy.","jir_og_image_url":"\/assets\/og\/company-general_ir.jpg","jir_chart_data_collection":"[]","ir_related_company":7532,"ir_release_date":"","ir_type":"","ir_is_new":false,"ir_document_url":"","jir_ir_type":"earnings_guidance","footnotes":""},"sector":[],"importance":[],"class_list":["post-96459","ir_release","type-ir_release","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Notice Regarding Revision of Consolidated Earnings for the Second Quarter of the Fiscal Year Ending March 2027 and Full-Year Forecast, and Revision of Dividend Forecast - Japan IR<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/japanir.jp\/en\/company\/company-6525\/ir\/6525-20260806-02_wp_earnings_guidance\/\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/japanir.jp\/en\/company\/company-6525\/ir\/6525-20260806-02_wp_earnings_guidance\/\",\"url\":\"https:\/\/japanir.jp\/en\/company\/company-6525\/ir\/6525-20260806-02_wp_earnings_guidance\/\",\"name\":\"Notice Regarding Revision of Consolidated Earnings for the Second Quarter of the Fiscal Year Ending March 2027 and Full-Year Forecast, and Revision of Dividend Forecast - 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