CKD (6407) Q4 2026 earnings summary

Executive summary

• Net sales rose 1.4% year-over-year to ¥157,886 million, with operating profit up 3.3% to ¥19,640 million and profit attributable to owners of parent up 0.4% to ¥13,578 million.

• Growth in the semiconductor-related market, especially for generative AI, offset declines in the automatic machinery segment and automotive-related markets.

• Overseas, robust demand in China and steady sales in other regions supported overall performance.

Financial highlights

• Gross profit increased to ¥46,845 million from ¥45,199 million year-over-year.

• Comprehensive income surged 88.2% to ¥21,841 million, driven by gains in foreign currency translation and available-for-sale securities.

• Cash and cash equivalents at year-end totaled ¥42,258 million, up ¥7,913 million from the previous year.

• Dividend per share for the year was ¥81, with a payout ratio of 39.9%.

Outlook and guidance

• For the fiscal year ending March 31, 2027, net sales are forecast at ¥180,000 million (+14.0% YoY), operating profit at ¥24,500 million (+24.7%), and profit attributable to owners of parent at ¥16,300 million (+20.0%).

• Projected annual dividend is ¥95 per share.

• The company expects continued growth in semiconductor-related demand and automation solutions, while monitoring geopolitical risks.