Tomen Devices Corp.TSE: 2737

Notice regarding Revision of Consolidated Financial Forecasts and Dividend Forecast (126KB)

· Issued by Tomen Devices Corp.

(Note) This document has been translated from the Japanese original for reference purposes only. In the event of any discrepancy between this translated document and the Japanese original, the original shall prevail

January 29, 2026

Company name: TOMEN DEVICES CORPORATION

Representative: Kiyotaka Nakao, President

(Securities code: 2737, Prime Market) Inquiries: Hideki Hara, General Manager,

Investor & Public Relation Office

Tel: +81-3-3536-9150

Notice regarding Revision of Consolidated Financial Forecasts and Dividend Forecast (Upward Revision / Increase in Dividend)

TOMEN DEVICES CORPORATION (the "Company") hereby announces the revision of its consolidated financial forecasts for the year ending March 31, 2026, and its year-end dividend forecast as follows. Previous forecast was announced on October 30, 2025.

  1. Revision of Financial Forecasts

    Revision of the consolidated financial forecast for the fiscal year ending March 31, 2026 (April 1, 2025 to March 31, 2026)

    Net Sales

    Operating Profit

    Ordinary Profit

    Profit attributable to owners of parent

    Net asset per share

    Previous Forecast (A)

    Millions of yen

    470,000

    Millions of yen

    11,500

    Millions of yen

    9,000

    Millions of yen

    6,400

    yen

    941.05

    Revised forecast (B)

    530,000

    15,500

    11,300

    8,000

    1,176.31

    Change (B-A)

    60,000

    4,000

    2,300

    1,600

    Rate of change (%)

    12.8

    34.8

    25.6

    25.0

    Previous Year Results

    (Fiscal Year Ended March 2025)

    421,671

    10,169

    7,377

    5,588

    821.69

    Reason for the revision

    Based on the consolidated financial results announced today in the "Consolidated Financial Results for the Nine Months Ended December 31, 2025", we have resolved to revise our financial forecast upward.

    During the nine months ended December 31, 2025, memory prices have continued to rise on the back of expanding demand for generative AI-related products, which has been a positive driver for our results. However, market tightness has left the procurement environment subject to ongoing uncertainty; our full-year forecast has been formulated taking these conditions into account.

    (Note)

    The financial forecasts are based on information available as of the date of announcement, and actual results may differ from the forecast figures due to various factors in the future.

  2. Revision of Dividend Forecast

Annual Dividend

1st quarter-end

2nd quarter-end

3rd quarter-end

Fiscal year-end

Total

Previous Forecast

yen

-

yen

0.00

yen

-

yen

300.00

yen

300.00

Revised forecast

-

430.00

430.00

Actual Results for the Current Term

-

0.00

Previous Year Results (Fiscal Year Ended March 2025)

-

0.00

-

300.00

300.00

Reason for the revision

We position the return of profits to our shareholders as one of our key management priorities. And our dividend policy is to pay dividends based on performance in order to return profits in accordance with consolidated business results for each fiscal year. We will deal with year-end dividends flexibly to continue stable payments, taking an increase in the payout ratio into consideration, in addition to changes in the economic environment and demand for funds.

After comprehensive consideration of the above policy and the consolidated financial forecast for the current fiscal period, we have revised the dividend upward by ¥130 to ¥430 (consolidated payout ratio of 36.6%).

End

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