Hakudo Co., Ltd. Raises FY2027 Guidance on AI-Driven Semiconductor Demand
Hakudo Co., Ltd. (TSE:7637) has raised its earnings and dividend forecasts for the fiscal year ending March 2027, citing stronger-than-expected first-quarter results and robust semiconductor capital spending driven by generative AI expansion.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | |||
| (JPY M) | JPY 41.0bn | JPY 44.6bn | +8.8% |
| Operating Profit | |||
| (JPY M) | JPY 2.08bn | JPY 2.70bn | +29.8% |
| Ordinary Income | |||
| (JPY M) | JPY 2.31bn | JPY 2.70bn | +16.9% |
| Net Profit | |||
| (JPY M) | JPY 1.59bn | JPY 1.87bn | +17.6% |
| EPS | |||
| (JPY/share) | JPY 140.19/share | JPY 164.88/share | +JPY 24.69/share |
For the full fiscal year, Hakudo raised consolidated revenue guidance to JPY 92.2bn from JPY 84.0bn (+9.8%), while operating profit jumped to JPY 5.06bn from JPY 4.31bn (+17.4%). The company attributed the upward revision to first-quarter outperformance, expansion of its newly established semiconductor-focused sales division, and accelerating capital investments in advanced logic semiconductors and memory chips for data centers. Price increases implemented in the prior fiscal year have also gained traction across the customer base.
The revision underscores Hakudo’s positioning as a beneficiary of AI-driven semiconductor demand. Management expects sustained strong performance through the fiscal year. The company also increased its interim dividend to JPY 75.00/share from JPY 64.00/share and raised full-year dividend guidance to JPY 143.00/share from JPY 128.00/share, signaling confidence in improved profitability and commitment to shareholder returns.
Source: Original filing (TDnet) | 日本語版
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