Tamura Corporation Raises FY2027 Earnings Forecast on AI Datacenter Demand
Tamura Corporation (TSE:6768) has raised its consolidated earnings guidance for the fiscal year ending March 2027, citing robust demand for AI datacenter-related products and improving profitability across its core business segments.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 130.0bn | JPY 145.0bn | +11.5% |
| Operating Profit | JPY 5.60bn | JPY 6.50bn | +16.1% |
| Ordinary Income | JPY 4.90bn | JPY 5.80bn | +18.3% |
| Net Profit | JPY 4.50bn | JPY 5.20bn | +15.6% |
| EPS | JPY 56.55/share | JPY 65.35/share | +JPY 8.80/share |
The company attributed the upward revision to sustained strength in AI datacenter-related product demand, recovery in industrial equipment-related demand, and progress in price adjustments within its electronic chemical implementation business. The revision reflects actual demand trends and margin improvements observed since the first-quarter earnings announcement.
The revised operating profit of JPY 6.50bn would mark a significant milestone, substantially exceeding the previous record of JPY 5.4bn achieved in the fiscal year ended March 2018. The upward revision signals accelerating growth momentum, with operating profit expanding 16.1% and net profit rising 15.6% from prior guidance. Margin improvement is underway as pricing initiatives take hold alongside volume growth in high-demand AI infrastructure segments. International investors should note that ordinary income (keijo rieki)—a Japan-specific metric—includes non-operating items and differs from operating profit. The earnings per share guidance has been raised to JPY 65.35/share from JPY 56.55/share, reflecting both improved profitability and capital efficiency.
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.