Key facts
- Japanese listed companies forecast a 14% rise in net profit for the fiscal year ending March 2027.
- The projected profit increase is driven by companies supplying AI-related infrastructure and manufacturing.
- Hitachi anticipates higher profits from its power transmission and distribution equipment business, boosted by data center expansion.
- Ibiden is also expected to see gains, likely related to its role in chip manufacturing supply chains.
Japanese listed companies are projecting a significant 14% increase in net profit for the fiscal year concluding in March 2027. This optimistic outlook is largely attributed to the burgeoning demand for artificial intelligence and the robust semiconductor industry. Companies that hold substantial market shares in products crucial for AI infrastructure and manufacturing are expected to be the primary beneficiaries.