Naigai Tec Corporation (TSE:3374) has revised its earnings and dividend forecast for the fiscal year ending March 2026, citing strong demand for AI-related equipment and improved sales performance.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 29.5bn | JPY 32.6bn | +10.6% |
| Operating Profit | JPY 810M | JPY 1.40bn | +73.1% |
| Ordinary Income | JPY 780M | JPY 1.39bn | +78.1% |
| Net Profit | JPY 380M | JPY 945M | +148.7% |
| EPS | JPY 109M | JPY 270M | +148.9% |
The revision was driven by increased capital expenditure on AI semiconductor equipment for data centers, a recovery in sales orders following customer inventory adjustments, and cost containment measures in selling, general, and administrative expenses.
The upward revision reflects improved operational performance and stronger-than-expected demand in key markets. The company attributes these gains to its strategic focus on AI infrastructure and better inventory management.
The revised forecast signals confidence in the company’s ability to deliver robust results, with higher net profit and EPS indicating improved profitability. The upward adjustment to dividend expectations also suggests management’s optimism about future cash flow generation.
Source: Original filing (TDnet) | 日本語版
This article is for informational purposes only and does not constitute investment advice. Always verify against the original filing.