SEIKOH GIKEN (6834) Q1 2027 earnings summary

Executive summary

• Q1 FY2027 net sales rose 55.5% YoY to ¥8,609 million; operating income increased 131.3% to ¥2,721 million and parent-attributable profit rose 133.3% to ¥2,207 million. All three reached record highs since inception.

• Growth was led by Optical Products, benefiting from data-center demand linked to generative AI; automotive-related sales also remained strong.

Financial highlights

• Gross profit was ¥4,432 million versus ¥2,465 million YoY; operating income was ¥2,721 million versus ¥1,176 million.

• Ordinary income rose to ¥2,823 million from ¥1,191 million; profit attributable to owners of parent increased to ¥2,207 million from ¥946 million.

• Basic EPS was ¥246.91 versus ¥106.21 YoY; figures are before the announced five-for-one stock split.

• Total assets were ¥42,703 million at June 30, 2026, up ¥1,011 million from fiscal year-end; net assets rose ¥1,739 million to ¥35,781 million.

Outlook and guidance

• Revised upward Q1 FY2027 guidance: H1 net sales ¥19,600 million, operating income ¥5,500 million, ordinary income ¥5,550 million and parent-attributable profit ¥4,200 million.

• Revised upward FY2027 guidance: net sales ¥41,000 million, operating income ¥12,000 million, ordinary income ¥12,100 million and parent-attributable profit ¥9,200 million.

• Split-adjusted EPS guidance is ¥93.97 for H1 and ¥205.83 for FY2027; pre-split equivalents are ¥469.84 and ¥1,029.17, respectively.

• Forecasts were revised based on Q1 results and recent order trends; second-quarter and year-end dividend forecasts were also raised.