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ROHM, Net Income Forecast for the Fiscal Year Revised Upward by 11%

Wed Feb 4, 2026 3:30 pm JST Earnings

6963 ROHM COMPANY LIMITED 【J-GAAP】

Earnings Report

ROHM COMPANY LIMITED <6963> [TSE Prime] announced its financial results after the market closed on February 4th (15:30). The consolidated net income for the cumulative third quarter of the fiscal year ending March 2026 (April to December) surged 71 times that of the same period last year, reaching 14.8 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 11.1%, from the previous forecast of 9.00 billion yen to 10.0 billion yen (compared to a loss of 50.0 billion yen in the previous period).

Based on the full-year plan announced by the company after the upward revision, our estimate of the consolidated net income/loss for the October to March period (second half) has been revised upward from an expected loss of 1.31 billion yen to a loss of 0.31 billion yen (compared to a loss of 52.1 billion yen in the same period of the previous year), indicating a reduction in the loss margin.

In the most recent three-month period, from October to December (3Q), the consolidated net income/loss turned to a profit of 4.50 billion yen (compared to a loss of 1.85 billion yen in the same period last year). The operating profit/loss margin drastically improved from -9.0% in the same period last year to 1.6%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 355,126 40,649 60,118 45,102 115.8 86.9 Feb 1, 2024 J-GAAP
Apr - Dec, 2024 344,642 -11,080 316 210 0.6 ー Feb 3, 2025 J-GAAP
Apr - Dec, 2025 369,515 9,703 15,058 14,822 38.4 136.9 Feb 4, 2026 J-GAAP
YoY +7.2% － +4,665.2% +6,958.1% +6,881.8%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 215,772 -2,653 -2,422 -1,318 -3.4 25 Nov 6, 2025 J-GAAP
Oct - Mar, 2025 New 235,772 -1,653 -2,422 -318 -0.8 25 Feb 4, 2026 J-GAAP
Revision Rate +9.3% +37.7% 0.0% +75.9% +76.0%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 460,000 5,000 11,000 9,000 23.3 50 Nov 6, 2025 J-GAAP
Mar, 2026 New 480,000 6,000 11,000 10,000 25.9 50 Feb 4, 2026 J-GAAP
Revision Rate +4.3% +20.0% 0.0% +11.1% +11.1%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 216,444 -39,087 -29,569 -52,133 -135.1 25 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 235,772 -1,653 -2,422 -318 -0.8 25 Feb 4, 2026 J-GAAP
YoY +8.9% +95.8% +91.8% +99.4% +99.4%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 467,780 43,327 69,200 53,965 138.8 50 May 8, 2024 J-GAAP
Mar, 2025 448,466 -40,061 -29,698 -50,065 -129.8 50 May 13, 2025 J-GAAP
Mar, 2026 Guidance 480,000 6,000 11,000 10,000 25.9 50 Feb 4, 2026 J-GAAP
YoY +7.0% － － － －

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 112,620 -10,106 445 -1,858 -4.9 -9.0 Feb 3, 2025 J-GAAP
Jan - Mar, 2025 103,824 -28,981 -30,014 -50,275 -130.3 -27.9 May 13, 2025 J-GAAP
Apr - Jun, 2025 116,205 195 2,484 2,966 7.7 0.2 Aug 4, 2025 J-GAAP
Jul - Sep, 2025 128,023 7,458 10,938 7,352 19.1 5.8 Nov 6, 2025 J-GAAP
Oct - Dec, 2025 125,287 2,050 1,636 4,504 11.7 1.6 Feb 4, 2026 J-GAAP
YoY +11.2% － +267.6% － －

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