Daifuku Revises FY2026 Earnings Upward on Semiconductor Strength
Daifuku (TSE:6383), a leading materials-handling systems provider, raised its full-year earnings and dividend guidance for the fiscal year ending December 2026, citing robust semiconductor production-line orders and accelerated project execution.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 700.0bn | JPY 735.0bn | +5.0% |
| Operating Profit | JPY 105.0bn | JPY 113.0bn | +7.6% |
| Ordinary Income | JPY 108.5bn | JPY 116.5bn | +7.4% |
| Net Profit | JPY 80.0bn | JPY 86.5bn | +8.1% |
| EPS | JPY 217.57/share | JPY 233.55/share | +JPY 15.98/share |
The company attributed the upward revision to stronger-than-expected progress on semiconductor systems projects, with several contracts advancing ahead of schedule. Revenue gains were bolstered by improved production efficiency and enhanced project management, which lifted all profit lines. Daifuku also revised its full-year order forecast to JPY 860.0–900.0bn from JPY 780.0–820.0bn, reflecting favorable demand conditions. The company adjusted its USD/JPY assumption to 158 yen from 150 yen, contributing approximately JPY 24.0bn to revenue and JPY 4.0bn to operating profit.
The dividend increase reflects management’s confidence in sustained profitability and adherence to its consolidated dividend payout ratio target of 35% or higher. The interim dividend rises to JPY 40.00/share from JPY 36.00/share, while the year-end dividend increases to JPY 50.00/share from JPY 46.00/share, bringing the full-year payout to JPY 90.00/share—up 9.8% year-over-year. The revision signals continued strength in semiconductor capital equipment demand and underscores Daifuku’s operational execution capabilities amid favorable market conditions.
Source: Original filing (TDnet) | 日本語版
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