{"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":"2026-09-22T00:38:14","modified_gmt":"2026-09-21T15:38:14","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,"price_fetched_at":"","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 million yen (Compared with previous forecast A: +8,700 million yen (+5.7%))\nOperating income (First half): 35,600 million yen (Compared with previous forecast A: +3,100 million yen (+9.5%))\nOrdinary income (First half): 35,100 million yen (Compared with previous forecast A: +3,200 million yen (+10.0%))\nNet income attributable to owners of parent (First half): 25,400 million yen (Compared with previous forecast A: +2,500 million yen (+10.9%))\nBasic earnings per share (First half): 108.75 yen (Compared with previous forecast A: +,,)\nNet sales (Full year): 340,000 million yen (Compared with previous forecast A: +60,000 million yen (+21.4%))\nOperating income (Full year): 79,400 million yen (Compared with previous forecast A: +24,900 million yen (+45.7%))\nOrdinary income (Full year): 78,300 million yen (Compared with previous forecast A: +24,900 million yen (+46.6%))\nNet income (Full year): 55,500 million yen (Compared with previous forecast A: +16,700 million yen (+43.0%))\nBasic earnings per share (Full year): 237.63 yen (Compared with previous forecast A: +71.55 yen (approximately +43.0%))\nAdjusted operating income: 86,000 million yen (Compared with previous forecast A: +25,500 million yen (+42.1%))\nAdjusted net income: 60,000 million yen (Compared with previous forecast A: +17,100 million yen (+39.9%))\nBasic earnings per share (adjusted, full year): 256.90 yen (Compared with previous forecast A: +approx. 73.26 yen)","jir_category":"","jir_hashtags":"#KOKUSAI_ELECTRIC, #SemiconductorEquipmentInvestment, #EarningsForecastRevision","jir_key_figures":"Net sales: 161,000 million yen\uff08First half\uff09\nOperating income: 35,600 million yen\uff08First half\uff09\nNet income (full year): 55,500 million yen\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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