Naigai Tec Raises FY2027 Earnings Forecast 71% on AI Chip Demand Surge

Naigai Tec Raises FY2027 Earnings Forecast 71% on AI Chip Demand Surge

Naigai Tec Corporation (TSE:3374) has sharply raised its full-year earnings guidance, citing robust semiconductor demand driven by artificial intelligence and data center investment expansion.

For the full fiscal year ending March 2027, the company lifted revenue guidance to JPY 50.9bn from JPY 40.6bn, a 25.4% increase. Operating profit was revised upward 70.7% to JPY 2.56bn, while ordinary income (keijo rieki)—a Japan-specific metric combining operating profit with non-operating items—rose 74.0% to JPY 2.54bn. Net profit attributable to parent shareholders was raised 68.0% to JPY 1.68bn.

Management attributed the revision to stronger-than-expected first-quarter performance in its sales and contract manufacturing divisions, driven by semiconductor makers’ aggressive capital expenditure on AI infrastructure. The company expects this momentum to persist through the second half, supported by sustained AI-related semiconductor demand and solid order backlogs, though it flagged ongoing cost pressures from raw materials and labor.

The company substantially increased its dividend payout in line with revised earnings. The interim dividend was set at JPY 105.00/share (previously JPY 0.00/share), while the year-end dividend rose to JPY 144.00/share from JPY 110.00/share, bringing the full-year payout to JPY 249.00/share—a 126% increase. This reflects management’s commitment to a consolidated dividend payout ratio exceeding 30% and a consolidated return on equity above 3%.

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.