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Yaskawa Electric extends rally to 7th session on strong AI, chip orders; sees 33% net profit jump
Yaskawa Electric Corp <6506> extended its rally to a seventh consecutive session. After the market close on the 10th last week, the company disclosed its full-year earnings forecast for the fiscal year ending February 2027, alongside the announcement of its consolidated results for the fiscal year ended February 2026. The company projects net sales of \580.0 billion (up 7.0% year-on-year) and net profit of \47.0 billion (up 33.4% year-on-year). The annual dividend forecast is set at \72 per share, comprising interim and year-end payouts of \36 each (compared to \68 in the previous fiscal year), fueling buying interest. The forecast reflects strong order momentum, particularly in AI and semiconductor-related sectors.
Orders in the fourth quarter of the fiscal year ended February 2026 (December 2025 to February 2026) rose 20% year-on-year and 10% quarter-on-quarter. The assumed exchange rates are \145 per U.S. dollar, \170 per euro, and \20.50 per Chinese yuan. For the fiscal year ended February 2026, net sales totaled \542.12 billion (up 0.8% year-on-year), while net profit came to \35.24 billion (down 38.2% year-on-year). The robotics segment recorded higher revenue but lower profit due to the impact of large-scale projects, while the year-on-year comparison was affected by the absence of gains on the sale and revaluation of shares in Yantai Dongxing Magnetic Materials recorded in the previous fiscal year.
Source: MINKABU PRESS
*Translated by generative AI. Click here for the original article.
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