Ozu Corporation (TSE:7487) raised its full-year earnings forecast for the period ending May 31, 2026, citing strong demand across key business segments.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 10.5bn | JPY 10.5bn | +0.0% |
| Operating Profit | JPY 410M | JPY 450M | +9.8% |
| Ordinary Income | JPY 570M | JPY 670M | +17.5% |
| Net Profit | JPY 370M | JPY 430M | +16.2% |
| EPS | JPY 43.99/share | JPY 51.11/share | +16.2% |
The revision reflects robust demand in the clean sector (electronics, food, pharmaceuticals, etc.) and wellness care (healthcare, caregiving, cosmetics, etc.), with strong performance noted in AI-related products, wet products, and cosmetics.
The upward adjustment signals improved profitability across core segments; however, third-quarter results may lag due to order shifts and delayed maintenance work. Investors should monitor near-term performance as the company adjusts its revenue recognition timing.