Tri Chemical Laboratories Inc. Revises Earnings Forecast — Full-Year Net Profit Up 42.8%
Tri Chemical Laboratories Inc. (TSE:4369) has raised its earnings guidance for the fiscal year ending January 2027 and the interim period through July 2026, citing robust demand from semiconductor manufacturers driven by generative AI investment.
| Item | Before | After | Change |
|---|---|---|---|
| 売 上 高 | JPY 13.7bn | JPY 14.7bn | +7.3% |
| Operating Profit | JPY 2.96bn | JPY 3.84bn | +29.7% |
| Ordinary Income | JPY 3.09bn | JPY 4.53bn | +46.5% |
| 親会社株主に帰属する中間純利益 | JPY 2.19bn | JPY 3.37bn | +54.0% |
| 1株当たり中間純利益 | JPY 67.39/share | JPY 103.81/share | +JPY 36.42/share |
For the full fiscal year, the company now projects revenue of JPY 29.5bn (up 9.3%), operating profit of JPY 7.45bn (+24.2%), ordinary income (keijo rieki) of JPY 8.72bn (+38.4%), and net profit of JPY 6.57bn (+42.8%). The revision reflects stronger-than-expected shipments to major semiconductor clients in China and Taiwan, accelerated capital equipment investment in memory production, and outperformance from affiliated company SK Tri Chem Co., Ltd.’s Korean operations. Management expects these favorable conditions to persist through the forecast period.
The upward revision signals sustained strength in semiconductor supply chains amid AI infrastructure buildout. Notably, ordinary income—a Japan-specific metric capturing operating profit plus financial income and expenses—surged 46.5%, indicating significant contribution from equity-method earnings at affiliates. The 42.8% net profit upgrade reflects both operational leverage and favorable non-operating items, suggesting robust visibility into near-term demand. Investors should monitor semiconductor capex cycles and geopolitical risks to China-Taiwan trade, which underpin the company’s revised outlook.
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.