Yamazen Corporation Revises Earnings Forecast Upward on Semiconductor Demand
Yamazen Corporation (TSE:8051) raised its earnings guidance for the fiscal year ending March 2027, citing stronger-than-expected demand across semiconductor, data center, aerospace, shipbuilding, and defense sectors.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 275.0bn | JPY 290.0bn | +5.5% |
| Operating Profit | JPY 5.40bn | JPY 7.00bn | +29.6% |
| Ordinary Income | JPY 5.50bn | JPY 7.10bn | +29.1% |
| Net Profit | JPY 3.60bn | JPY 4.60bn | +27.8% |
| EPS | JPY 40.91/share | JPY 52.45/share | +28.2% |
For the full fiscal year, Yamazen lifted revenue guidance by JPY 15.0bn to JPY 585.0bn, with operating profit climbing JPY 1.70bn to JPY 15.0bn and net profit rising JPY 1.0bn to JPY 10.0bn. The company attributed the upward revision to robust demand in its industrial materials business, particularly from semiconductor and AI-related industries, alongside cost reduction initiatives and adjusted financial expenses reflecting interest rate movements and working capital needs.
The company exercised caution regarding second-half market conditions, keeping full-year revenue guidance conservative by limiting increases to the interim period level. This measured approach suggests management is monitoring external headwinds while capitalizing on near-term strength. Operating profit margins are expected to expand significantly, with the interim period showing a 29.6% increase and the full year 12.8%, indicating operational leverage from higher volumes and improved cost structures. International investors should note that ordinary income (keijo rieki), a Japan-specific metric including non-operating items, differs from operating profit and reflects financial income and expenses.
Source: Original filing (TDnet) | 日本語版
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