KOKUSAI ELECTRIC CORPORATION Revises Earnings & Dividend — AI Chip Demand Surge
KOKUSAI ELECTRIC CORPORATION (TSE:6525) has sharply raised its full-year earnings and dividend forecasts for the fiscal year ending March 2027, citing accelerating semiconductor equipment demand driven by generative AI adoption.
| Item | Before | After | Change |
|---|---|---|---|
| 売上収益 | JPY 35.5bn | JPY 39.2bn | +10.4% |
| Operating Profit | JPY 25.0bn | JPY 27.8bn | +11.2% |
| 税引前利益 | JPY 107M | JPY 119M | +11.2% |
| 親会社の所有者に帰属する中間利益 | — | — | — |
| 基本的1株当たり中間利益 | — | — | — |
The semiconductor equipment maker now projects full-year revenue of JPY 340.0bn, up 21.4% from its prior forecast of JPY 280.0bn. Operating profit is expected to reach JPY 79.4bn, a 45.7% increase from the previous JPY 54.5bn guidance. Net profit attributable to parent shareholders is forecast at JPY 55.5bn, up 43.0% year-on-year. The company cited surging capital expenditure by semiconductor device manufacturers accelerating high-performance chip transitions and production expansion, alongside broadening demand for general-purpose DRAM and logic equipment investments.
The dividend revision reflects confidence in the upgraded outlook. The interim dividend has been raised to JPY 32/share from JPY 23/share, while the year-end dividend increases to JPY 33/share from JPY 24/share, bringing the full-year payout to JPY 65/share—an 18-yen increase. The company maintains a 25.2% dividend payout ratio while strengthening shareholder returns.
The revision underscores KOKUSAI ELECTRIC’s exposure to AI-driven semiconductor capex cycles. Investors should monitor whether the company sustains this momentum as chip manufacturers’ investment cycles evolve and competitive pressures intensify in the equipment sector.
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.