Disco Corporation revises forecasts up, boosts interim dividend

Disco Corporation reported consolidated net sales of JPY194,537 million for the first half of fiscal year 2026, an 8.7% increase year-over-year, with operating income at JPY78,871 million, up 3.8%. This performance, driven by sustained demand for AI-related semiconductors, led to a revised consolidated full-year forecast for the nine months ending December 31, 2025, with net sales projected at JPY287,100 million and net income attributable to owners of parent at JPY80,300 million.

The company also announced an interim dividend of JPY129 per share for the half-year ending September 30, 2025, an increase from the previously forecasted JPY110 and the prior year's JPY124. This decision aligns with Disco's performance-linked dividend policy, setting the payout ratio at 25% of consolidated half-yearly net income.

Total assets stood at JPY651,394 million, and net assets reached JPY517,706 million, resulting in an equity ratio of 79.2%. The cumulative shipment forecast for the nine months ending December 31, 2025, is JPY309,100 million.