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ARE Holdings shares surge on 19% profit growth forecast driven by data center demand in electronics segment

Thu May 7, 2026 9:23 am JST Catalyst

ARE Holdings, Inc. <5857> rebounded sharply on the 3rd, snapping a two-day decline. After the close of trading on the 1st, the company announced its consolidated financial results for the fiscal year ending March 2026 and disclosed its full-year earnings forecast for the fiscal year ending March 2027. The company projects net sales of 680 billion yen (up 19.3% year-on-year) and net profit of 29 billion yen (up 19.0% year-on-year). The annual dividend forecast was set at 135 yen per share, comprising an interim dividend of 65 yen and a year-end dividend of 70 yen (compared to 125 yen in the previous fiscal year), attracting strong buying interest.

The company expects growth centered on its core precious metals recycling business, particularly in the electronics segment where demand from AI data centers is expanding, and in the catalyst segment where profitability and competitiveness are improving with the full-scale operation of the Bando plant. For the fiscal year ended March 2026, net sales totaled 569.992 billion yen (up 12.6% year-on-year) and net profit reached 24.441 billion yen (up 70.7% year-on-year). Performance was driven by rising precious metal prices in the precious metals recycling business, increased gold recovery volumes in the electronics segment, and expanded refining volumes and product processing in the North American refining business.

Source: MINKABU PRESS

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

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