Thine Electronics Co., Ltd. Raises FY2026 Net Profit Forecast on H1 Outperformance and Special Gains
Thine Electronics Co., Ltd. (TSE:6769) has revised its full-year earnings forecast for the fiscal year ending December 2026. H1 revenue significantly exceeded guidance and special gains from FX movements and investment securities sales drove a large upward revision to full-year net profit.
| Item | Prior Forecast (A) | Actual / Revised (B) | Change (B−A) |
|---|---|---|---|
| H1 2026 Actual vs. Forecast (Jan–Jun) | |||
| Revenue | JPY 2,508M | JPY 3,229M | +JPY 720M (+28.7%) |
| Operating Loss | △JPY 390M | △JPY 312M | +JPY 77M (improvement) |
| Ordinary Loss | △JPY 316M | △JPY 133M | +JPY 182M (improvement) |
| Net Loss | △JPY 333M | △JPY 85M | +JPY 247M (improvement) |
| EPS | △JPY 31.71 per share | △JPY 8.12 per share | improvement |
| Full Year 2026 Forecast Revision (Jan–Dec) | |||
| Revenue | JPY 6,695M | JPY 6,695M | — |
| Operating Profit | JPY 13M | JPY 13M | — |
| Ordinary Income | JPY 85M | JPY 85M | — |
| Net Profit | JPY 3M | JPY 107M | +JPY 103M |
| EPS | JPY 0.36 per share | JPY 10.19 per share | +JPY 9.83 |
H1 revenue beat the prior forecast by +28.7%, driven by accelerating smart meter shipments in the AI/IoT business and pricing adjustments reflecting higher manufacturing costs. Operating and ordinary losses were significantly smaller than forecast, further boosted by yen weakness generating foreign exchange gains and proceeds from partial divestment of investment securities. Full-year revenue, operating profit, and ordinary income guidance remain unchanged.
The full-year net profit forecast has been revised sharply upward—from JPY 3M to JPY 107M—reflecting the special gains recorded in H1, and EPS rises from JPY 0.36 to JPY 10.19. Investors should note that while the company remains in operating and ordinary loss territory for the full year, the trend of outperformance against its own forecasts and special gain tailwinds represent a meaningful positive development.
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.