Yokowo Co., Ltd. Revises Earnings Forecast — CTC Segment Drives Upside
Yokowo Co., Ltd. (TSE:6800) raised consolidated earnings guidance for the fiscal year ending March 2027, citing stronger-than-expected demand in its CTC segment and favorable currency movements.
| Item | Before | After | Change | Change % |
|---|---|---|---|---|
| H1 FY2027 (Apr–Sep 2026) | ||||
| Revenue | JPY 48.0bn | JPY 50.0bn | +JPY 2.0bn | +4.2% |
| Operating Profit | JPY 3.3bn | JPY 3.9bn | +JPY 0.6bn | +18.2% |
| Ordinary Income | JPY 2.8bn | JPY 3.8bn | +JPY 1.0bn | +35.7% |
| Net Profit | JPY 1.95bn | JPY 2.8bn | +JPY 0.85bn | +43.6% |
| EPS | JPY 83.65 per share | JPY 120.09 per share | — | — |
| Full FY2027 (Apr 2026–Mar 2027) | ||||
| Revenue | JPY 97.0bn | JPY 101.0bn | +JPY 4.0bn | +4.1% |
| Operating Profit | JPY 7.0bn | JPY 8.0bn | +JPY 1.0bn | +14.3% |
| Ordinary Income | JPY 6.5bn | JPY 7.9bn | +JPY 1.4bn | +21.5% |
| Net Profit | JPY 4.5bn | JPY 5.6bn | +JPY 1.1bn | +24.4% |
| EPS | JPY 166.71 per share | JPY 240.17 per share | — | — |
The company attributed the upward revision to stronger first-quarter results and improved near-term order visibility. The CTC segment is benefiting from generative AI-related demand and production capacity expansion, offsetting anticipated profit declines in the VCCS segment. Management also revised its assumed USD/JPY exchange rate to 155 from 150, reflecting yen weakness that provides additional tailwinds to export-oriented operations.
The revision underscores diverging segment performance, with CTC driving consolidated growth while VCCS faces headwinds. Investors should monitor whether the CTC momentum sustains and whether initial production costs from capacity expansion materialize as guided.
Source: Original filing (TDnet) | 日本語版
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