Taiyo Yuden has revised upward its consolidated net profit forecast for the fiscal year ending March 2027 to 29 billion yen, a 95.9% increase from the previous year, compared with the earlier projection of 18 billion yen. Contributing factors include increased demand for information infrastructure and industrial equipment, higher selling prices, and the impact of the weaker yen on foreign exchange. The new forecast slightly exceeds the average analyst estimate of 28.4 billion yen compiled by IBES. Demand for high-value-added, high-end products such as those for AI servers is expanding, and the increase in capacity and volume of multilayer ceramic capacitors for servers is expected to surpass initial assumptions. The assumed exchange rate for the full year has been revised from 150 yen to 159.70 yen per US dollar, with each one-yen movement against the dollar estimated to affect annual revenue by 1.9 billion yen and operating profit by 900 million yen. The company also announced first-quarter consolidated net profit of 2.5 billion yen, swinging into the black from a loss of 800 million yen in the same period a year earlier.
Taiyo Yuden Co., Ltd.Raised full-year net profit forecast on increased demand for AI servers and high-end products, with higher selling prices and weaker yen also contributing.
