Hakuto Co., Ltd. Raises FY2027 Earnings on AI Datacenter Demand
Hakuto Co., Ltd. (TSE:7433) has raised its fiscal 2027 earnings and dividend forecasts, citing strong demand from artificial intelligence and datacenter markets.
| Item | Before | After | Change | Change % |
|---|---|---|---|---|
| Revenue | JPY 225.0bn | JPY 227.5bn | JPY 2.5bn | 1.1% |
| Operating Profit | JPY 8.8bn | JPY 9.6bn | JPY 0.8bn | 9.1% |
| Ordinary Income | JPY 6.1bn | JPY 7.5bn | JPY 1.4bn | 14.7% |
| Net Profit | JPY 5.7bn | JPY 6.4bn | JPY 0.7bn | 12.3% |
| EPS | JPY 302.77/share | JPY 339.95/share | — | — |
| Annual Dividend | JPY 220.00/share | JPY 255.00/share | JPY 35.00/share | 15.9% |
The company attributed the upward revision to accelerating demand for semiconductors for industrial equipment, optical components for telecommunications, and connectors across its electronic components division. Its electronic and electrical equipment segment is also seeing substantially higher inquiries for vacuum equipment and PCB-related machinery. Hakuto expects certain product lines to record sales within the current fiscal year, while yen weakness is improving profit margins in the electronic components business.
The dividend increase reflects Hakuto’s medium-term plan “Hakuto 2028,” which emphasizes shareholder returns. The company maintains a 75% payout ratio while adjusting for a planned 3-for-1 stock split in October 2026. The revision demonstrates how exposure to AI infrastructure buildout is translating into tangible earnings growth, with ordinary income (keijo rieki)—a Japan-specific metric capturing operating profit plus financial income and expenses—rising 14.7%, outpacing the modest 1.1% revenue growth and signaling operational leverage.
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.