UACJ Raises FY2027 Earnings Forecast 50%, Boosts Dividend to 70 Yen
UACJ (TSE:5741) has raised its earnings and dividend guidance for the fiscal year ending March 2027, citing stronger-than-expected sales momentum and expanding benefits from recycled-material processing capacity investments.
| Item | Before | After | Change |
|---|---|---|---|
| 売上収益 | JPY 1300.0bn | JPY 1400.0bn | +7.7% |
| Operating Profit | JPY 64.0bn | JPY 85.0bn | +32.8% |
| 親会社の所有者に帰属する当期利益 | JPY 28.0bn | JPY 42.0bn | +50.0% |
| 基本的１株当たり当期利益 | JPY 154.64/share | JPY 231.96/share | +JPY 77.32/share |
The aluminum and copper products manufacturer lifted net profit attributable to parent shareholders by 50% to JPY 42.0bn, while operating profit surged 32.8% to JPY 85.0bn. Revenue is projected to grow 7.7% to JPY 1400.0bn. The company attributed the upward revision to robust sales performance and the accelerating payoff from investments in recycled-material processing capacity, which now exceed the outlook announced in May.
The dividend increase—from JPY 58.00 to JPY 70.00 per share, a 20.7% raise—underscores management’s commitment to shareholder returns. The payout aligns with the company’s baseline dividend policy of maintaining a payout ratio above 30%, reflecting confidence in sustained profitability improvement.
The revision signals UACJ’s strengthening operational leverage in a recovering demand environment, particularly in recycled-material processing, a higher-margin segment. Investors should monitor whether the company sustains this momentum through the fiscal year and whether capacity expansion continues to drive margin expansion.
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.