Senshu Electric Raises FY2026 Earnings Forecast on Semiconductor Equipment Recovery
Senshu Electric Co., Ltd. (TSE:9824) has raised its full-year earnings and dividend guidance for the fiscal year ending October 2026, citing strengthening demand from semiconductor manufacturing equipment and machine tool sectors.
| Item | Before | After | Change |
|---|---|---|---|
| Revenue | JPY 154.0bn | JPY 160.0bn | +JPY 6.0bn / +3.9% |
| Operating Profit | JPY 11.2bn | JPY 12.55bn | +JPY 1.35bn / +12.1% |
| Ordinary Income | JPY 11.7bn | JPY 13.0bn | +JPY 1.3bn / +11.1% |
| Net Profit | JPY 8.5bn | JPY 9.15bn | +JPY 0.65bn / +7.6% |
| EPS | JPY 499.82/share | JPY 538.05/share | — |
| Year-end Dividend | JPY 80/share | JPY 90/share | +JPY 10 |
| Annual Dividend | JPY 160/share | JPY 170/share | +JPY 10 |
The company expects recovering demand trajectories across its core customer segments, particularly in semiconductor manufacturing equipment and machine tools. Operating profit is now projected to grow double-digit at 12.1%, while ordinary income (keijo rieki)—a Japan-specific metric capturing operating profit plus non-operating items—is forecast to rise 11.1%. The upward revision reflects management’s confidence in sustained demand recovery through the fiscal year.
The earnings upgrade supports an enhanced shareholder return policy. Senshu Electric increased its annual dividend by JPY 10 per share to JPY 170, with the year-end dividend rising to JPY 90 per share. The dividend hike underscores management’s commitment to stable capital allocation while maintaining operational momentum. The revision signals improving visibility into customer demand and positions the company to benefit from cyclical recovery in capital equipment sectors.
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.