Takebishi Corporation Raises Earnings & Dividend Forecast on AI-Chip Demand

Takebishi Corporation Raises Earnings & Dividend Forecast on AI-Chip Demand

Takebishi Corporation (TSE:7510) has raised its earnings and dividend guidance for the fiscal year ending March 2027, citing robust demand in AI and semiconductor-related sectors.

For the six-month interim period ending September 2026, the company now forecasts revenue of JPY 61.0bn, up 10.3% from its prior estimate of JPY 55.3bn. Operating profit is projected to surge 46.7% to JPY 2.70bn, while ordinary income (keijo rieki)—a Japan-specific metric capturing operating profit plus non-operating items—is expected to reach JPY 2.90bn, a 43.6% increase. Net profit attributable to parent shareholders is forecast at JPY 2.00bn, up 51.5%.

The company attributed the upward revision to strong customer demand for equipment and device solutions in AI and semiconductor fields. Takebishi captured this growth through multi-layered solution proposals across its FA equipment and device divisions. Additionally, timing shifts in growth-strategy-related expenses to the second half of the fiscal year provided a near-term profit boost in the interim period.

The full-year revenue forecast was raised modestly to JPY 118.7bn from JPY 113.0bn, with operating profit revised to JPY 4.85bn. The company increased its annual dividend to JPY 95.00 per share from JPY 80.00, reflecting both improved earnings and its progressive dividend policy. The interim dividend was raised to JPY 50.00 per share, including a JPY 10.00 commemorative dividend marking the company’s 100th anniversary in April 2026.

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.