Fujibo Holdings Raises FY2027 Profit Forecast on AI Chip Demand Surge
Fujibo Holdings, Inc. (TSE:3104) has lifted earnings and dividend guidance for the fiscal year ending March 2027, citing stronger-than-expected first-quarter results driven by robust demand for advanced semiconductors used in artificial intelligence applications.
| Item | Before | After | Change | Change % |
|---|---|---|---|---|
| H1 FY2027 (Apr–Sep 2026) | ||||
| Revenue | JPY 26.0bn | JPY 27.0bn | JPY 1.0bn | 3.8% |
| Operating Profit | JPY 4.4bn | JPY 4.75bn | JPY 0.35bn | 8.0% |
| Ordinary Income | JPY 4.5bn | JPY 4.85bn | JPY 0.35bn | 7.8% |
| Net Profit | JPY 3.0bn | JPY 3.2bn | JPY 0.2bn | 6.7% |
| EPS | JPY 88.97/share | JPY 94.89/share | JPY 5.92/share | 6.7% |
| Full FY2027 (Apr 2026–Mar 2027) | ||||
| Revenue | JPY 52.7bn | JPY 54.9bn | JPY 2.2bn | 4.2% |
| Operating Profit | JPY 9.2bn | JPY 9.9bn | JPY 0.7bn | 7.6% |
| Ordinary Income | JPY 9.4bn | JPY 10.1bn | JPY 0.7bn | 7.4% |
| Net Profit | JPY 6.3bn | JPY 6.8bn | JPY 0.5bn | 7.9% |
| EPS | JPY 186.85/share | JPY 201.63/share | JPY 14.78/share | 7.9% |
| Dividend per Share | ||||
| Interim Dividend | JPY 39.00 | JPY 42.00 | — | — |
| Year-end Dividend | JPY 39.00 | JPY 42.00 | — | — |
| Annual Dividend | JPY 78.00 | JPY 84.00 | — | — |
The company attributed the upward revision to outperformance in its core abrasive materials business, which has benefited from accelerating AI-related semiconductor demand. Additionally, the newly operational fifth plant in the chemical products division, which commenced operations in April, is contributing to steady growth across that segment.
The dividend increase of JPY 6.00 per share annually reflects management’s confidence in sustained earnings momentum and aligns with the company’s stated capital allocation policy targeting a 40% payout ratio and 3.5% dividend-on-equity floor. The revision underscores Fujibo’s exposure to secular growth in semiconductor manufacturing and its capacity expansion strategy.
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.