Nichicon Raises FY2026 Guidance to 200B Yen on AI Server Demand, Stock Jumps 7.48%

Nichicon announced on November 9 that it raised its full-year fiscal 2026 (April 2026–March 2027) consolidated revenue guidance to 200 billion yen from 1.85 trillion yen, with operating profit revised to 12 billion yen from 8.7 billion yen, driven by strong demand for aluminum electrolytic capacitors in AI servers and data centers as well as film capacitors for electric vehicles. The stock surged 7.48% to 1,896 yen on the news. In the first half of fiscal 2026 (April–September), Nichicon posted record consolidated revenue of 97.33 billion yen, up 20.6% year-on-year, with operating profit soaring 351.4% to 6.958 billion yen.
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