Tokyo Seimitsu Co., Ltd. (7729) raised its net profit forecast for the fiscal year ending March 2027 to ¥32.0 billion from ¥30.8 billion and lifted its annual dividend forecast to ¥316 per share from ¥304.
The maker of semiconductor manufacturing equipment and measuring instruments said it revised up its sales forecast for the semiconductor equipment segment after considering first-half results, the current business environment and its full-year outlook, lifting all profit forecasts accordingly. Earnings per share are now projected at ¥788.38.
| Item | Previous (Aug. 4) | Revised | Change |
|---|---|---|---|
| Net sales | ¥189.0 billion | ¥192.0 billion | +1.6% |
| Operating profit | ¥44.0 billion | ¥45.0 billion | +2.3% |
| Ordinary profit | ¥44.0 billion | ¥45.5 billion | +3.4% |
| Net profit | ¥30.8 billion | ¥32.0 billion | +3.9% |
For the April-September first half, net sales rose 19.9% from a year earlier to ¥92.40 billion, operating profit climbed 38.2% to ¥20.34 billion and net profit attributable to owners of the parent increased 61.1% to ¥15.49 billion. Orders received grew 72.3% to ¥138.96 billion, driven mainly by strong demand for HPC-related equipment including generative AI, the company said.
Orders in the semiconductor manufacturing equipment segment rose 86.0% to ¥114.07 billion, with segment sales up 22.3% to ¥72.65 billion. The metrology segment booked orders of ¥24.89 billion, up 28.9%, on sales of ¥19.75 billion.
The board approved an interim dividend of ¥158 per share, up from the previously forecast ¥152, for a total payout of ¥6,443 million. The year-end dividend forecast was also raised to ¥158 from ¥152. The company paid ¥262 per share for the previous fiscal year and targets a consolidated payout ratio of around 40%.
Next steps: The interim dividend is scheduled to be paid from Dec. 7, 2026, and the company plans to file its semi-annual securities report on Nov. 5, 2026.
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| Shares to be purchased | 2.8 million shares (9.36%) |
| Intramart Inc. | |
| Revised FY net profit forecast | ¥1.376 billion (+32.3%) |
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| H1 net sales | ¥25.54 billion (+41.2%) |
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| H1 operating profit | ¥135 million (down 60.2%) |
| Jason | |
| Shares transferred | 1.6 million shares |
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| Tender offer price | ¥2,100 per share |
| TISI Inc. | |
| FY net profit forecast | ¥57.5 billion (from ¥57.0 billion) |
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| FY net profit forecast (revised) | ¥36.0 billion (from ¥29.0 billion) |
| M&A / TOB | 16 |
| Guidance | 40 |
| Buybacks | 7 |
| Dividends | 7 |
| Capital | 6 |
| Earnings | 87 |
| People | 1 |
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