Notice regarding Revision of Projections for Consolidated Financial Results and Year-End Dividend Projections
TDK Corporation (“the Company”) hereby announces that it has revised the projected consolidated financial results for the fiscal year ending March 31, 2026, which was previously announced on October 31, 2025, as mentioned below.
Furthermore, the Company has resolved at the meeting of its Board of Directors held on February 2, 2026, to revise the year-end dividend projections for the fiscal year ending March 31, 2026. Details of the revisions are as follows.
1. Revision of Projections for Consolidated Financial Results for FY March 2026 (April 1, 2025-March 31, 2026)
| Net sales | Operating income |
Profit before taxes |
Net income attributable to owners of parent |
Basic earnings per share |
|
|---|---|---|---|---|---|
| Previous projections (A) | (Million yen) 2,370,000 |
(Million yen) 245,000 |
(Million yen) 250,000 |
(Million yen) 180,000 |
(Yen) 94.84 |
| Revised projections (B) | 2,470,000 | 265,000 | 270,000 | 190,000 | 100.11 |
| Change (B-A) | 100,000 | 20,000 | 20,000 | 10,000 | － |
| % change | 4.2 | 8.2 | 8.0 | 5.6 | － |
| Reference: Results for the previous period (FY March 2025) |
2,204,806 | 224,192 | 237,808 | 167,161 | 88.10 |
2. Revision of Year-End Dividend Projections for FY March 2026
| Dividend per share | |||
|---|---|---|---|
| Interim | Year-end | Total | |
| Previous projections (Announced on October 31, 2025) |
－ | 16.00 yen | 32.00 yen |
| Revised projections | － | 18.00 yen | 34.00 yen |
| Results for FY March 2026 | 16.00 yen | － | － |
| Results for FY March 2025 (Conversion after the stock split) |
70.00 yen (14.00 yen) |
16.00 yen | － (30.00 yen) |
(Note)
The Company split one share of its common stock into five shares with the effective date of October 1, 2024.
3. Reasons for Revision of Projections for Consolidated Financial Results and Year-end Dividend Projections
Looking at the first nine months of FY March 2026, sales of rechargeable batteries and sensors expanded due to the launch of new models of smartphones. In addition, sales of HDD Suspension Assemblies remained brisk as demand for HDDs for data centers continued to show strength. Under such circumstances, the Company’s performance for the first nine months of FY March 2026 exceeded the projections announced on October 31, 2025, reflecting the impact of yen weakness.
As a result of the review of full-year projections in light of the above conditions, the Company has revised its consolidated projections for FY March 2026 from the projections announced on October 31, 2025 as mentioned in “1. Revision of Projections for Consolidated Financial Results for FY March 2026” above. Furthermore, in light of the current situation, with regard to the year-end dividend projections, the Company is planning a further increase of 2 yen per share from the previous projections to 18 yen per share.
(Note)
The above projections are based on information currently available to the Company. Due to various factors, actual results may differ from such projections.
Contacts for media
Mr. Atsuo OMAGARI
Japan
TDK Corporation Tokyo, Japan
+813 6778-1068
TJP.ir@tdk.com
About TDK Corporation
TDK Corporation is a world leader in electronic solutions for the smart society based in Tokyo, Japan. Built on a foundation of material sciences mastery, TDK welcomes societal transformation by resolutely remaining at the forefront of technological evolution. It was established in 1935 to commercialize ferrite, a key material in electronic and magnetic products. TDK’s comprehensive, innovation-driven portfolio features passive components such as ceramic, aluminum electrolytic and film capacitors, as well as magnetics, high-frequency, and piezo and protection devices. The product spectrum also includes sensors and sensor systems such as temperature and pressure, magnetic, and MEMS sensors. In addition, TDK provides power supplies and energy devices, magnetic heads, software and more. These products are marketed under the product brands TDK, EPCOS, InvenSense, Micronas, Tronics, and TDK-Lambda. TDK focuses on demanding markets in automotive, industrial and consumer electronics, and information and communication technology. The company has a network of design and manufacturing locations and sales offices in Asia, Europe, and in North and South America. In fiscal 2025, TDK posted total sales of USD 14.4 billion and employed about 105,000 people worldwide.
