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Disco projects 22% operating profit growth for April-June period on strong AI demand

Wed Apr 22, 2026 4:43 pm JST Catalyst

Disco <6146> disclosed its earnings forecast for the first quarter ending June 2026 after the market close on the 22nd, along with consolidated results for the fiscal year ended March 2026. The company projects net sales of 106,100 million yen, up 18.0% year-on-year, operating profit of 42,000 million yen, up 21.8%, and net profit of 29,500 million yen, up 24.1%.

Citing the difficulty of forecasting demand amid fluctuating investment appetite in the semiconductor and electronics industries, the company maintained its practice of providing guidance only one quarter ahead. Disco expects shipments of 132,000 million yen for the April-June period, compared to 111,100 million yen in the same period last year and 121,600 million yen in the previous quarter. The assumed exchange rate is 157 yen per dollar. Strong generative AI demand is expected to drive shipments to a quarterly record high.

For the fiscal year ended March 2026, consolidated net sales rose 11.1% to 436,890 million yen, operating profit increased 10.9% to 184,990 million yen, and net profit grew 9.4% to 135,520 million yen. All figures exceeded previous guidance to reach record highs. The company set its year-end dividend for the previous fiscal year at 376 yen per share, up 68 yen from its most recent forecast, bringing the annual dividend to 505 yen. The dividend forecast for the current fiscal year remains undecided.

Source: MINKABU PRESS

*Translated by generative AI. Click here for the original article.

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