Toyo Gosei Co.,Ltd. Raises FY2027 Earnings on Semiconductor Demand Surge

Toyo Gosei Co.,Ltd. Raises FY2027 Earnings on Semiconductor Demand Surge

Toyo Gosei Co.,Ltd. (TSE:4970) has raised its earnings forecast for the fiscal year ending March 2027, citing stronger-than-expected demand for photosensitive materials and high-purity solvents driven by semiconductor market growth.

For the first half ending September 2026, the company raised revenue guidance to JPY 24.5bn from JPY 23.0bn and operating profit to JPY 3.50bn from JPY 2.70bn. Management attributed the upward revision to robust semiconductor-related sales exceeding initial projections, combined with one-time inventory gains of approximately JPY 900M from prior-period production buildup and raw material valuation gains. Full-year revenue is now forecast at JPY 50.0bn, up JPY 2.5bn from prior guidance.

However, the company held its full-year profit outlook largely flat, with ordinary income (keijo rieki) raised modestly to JPY 5.50bn from JPY 4.60bn. Management cautioned that second-half earnings will face headwinds as one-time gains dissipate and raw material cost pressures materialize on the profit-and-loss statement, alongside fixed-cost increases tied to capacity expansion. Net profit guidance for the full year stands at JPY 3.80bn, up JPY 600M. International investors should note that ordinary income, a Japan-specific metric, includes non-operating items and differs from operating profit.

Source: Original filing (TDnet) | 日本語版

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