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Tokyo Seimitsu lifts FY net profit forecast to ¥32.0 billion, raises dividend to ¥316

Wed, Nov 04, 2026 15:30 JST Tokyo Seimitsu Co., Ltd. (7729.T) Semiconductor equipment 中文

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.

Revised FY net profit forecast¥32.0 billion (from ¥30.8 billion)
Annual dividend forecast¥316 per share (from ¥304)
First-half operating profit¥20.34 billion (up 38.2%)
First-half orders received¥138.96 billion (up 72.3%)

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.

ItemPrevious (Aug. 4)RevisedChange
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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