Kikusui Holdings Raises FY2027 Earnings Forecast on Data Center Strength

Kikusui Holdings Corporation (TSE:6912) has raised its earnings guidance for the fiscal year ending March 2027, citing robust demand in overseas data center and aerospace markets alongside solid capital equipment spending in automotive and semiconductor sectors.

ItemBeforeAfterChangeChange %
Q2 (Interim: Apr–Sep 2026)
RevenueJPY 6.6bnJPY 7.6bnJPY 1.0bn15.2%
Operating ProfitJPY 850MJPY 1.22bnJPY 370M43.5%
Ordinary IncomeJPY 960MJPY 1.28bnJPY 320M33.3%
Net ProfitJPY 640MJPY 830MJPY 190M29.7%
EPSJPY 76.95/shareJPY 99.67/shareJPY 22.72/share29.5%
Full Year (Apr 2026–Mar 2027)
RevenueJPY 14.7bnJPY 15.7bnJPY 1.0bn6.8%
Operating ProfitJPY 2.15bnJPY 2.52bnJPY 370M17.2%
Ordinary IncomeJPY 2.30bnJPY 2.62bnJPY 320M13.9%
Net ProfitJPY 1.62bnJPY 1.81bnJPY 190M11.7%
EPSJPY 194.67/shareJPY 217.35/shareJPY 22.68/share11.6%

The company attributed the upward revision to stronger-than-expected international sales, particularly in data center infrastructure and aerospace markets, combined with increased capital spending demand from automotive and semiconductor sectors. While higher overseas procurement costs and wage increases from base-pay adjustments pressured margins, revenue growth more than offset these headwinds, driving improvements across operating profit, ordinary income (keijo rieki), and net profit metrics.

The revision underscores sustained momentum in power electronics evaluation and measurement solutions across next-generation energy, power semiconductors, and data center applications. Margin expansion despite cost inflation suggests operational efficiency gains, positioning the company favorably within its core growth markets as global semiconductor and energy infrastructure investments accelerate.

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.