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KAGA ELECTRONICS, Net Income Forecast for the Fiscal Year Revised Upward to an Unexpected 42% Increase, Highest in Three Terms, Dividend Revised Upward by 10 Yen

Thu Aug 7, 2025 5:00 pm JST Earnings

8154 KAGA ELECTRONICS CO.,LTD. 【J-GAAP】

Earnings Report

KAGA ELECTRONICS CO.,LTD. <8154> [TSE Prime] announced its financial results after the market closed on August 7th (17:00). The consolidated net income for the first quarter of the fiscal year ending March 2026 (April to June) increased 11.8% from the same period last year, reaching 4.61 billion yen.

In addition, the full-year forecast for consolidated net income has been revised upward 46.7%, from the previous forecast of 16.5 billion yen to 24.2 billion yen (compared to 17.0 billion yen in the previous period), reaches new record high for the first time in three terms, turning to a 41.7% increase in the consolidated net income outlook.

In light of the strong performance, the dividend for the first half of this fiscal year has been increased from the original plan of 55 yen to 60 yen, and the dividend for the second half has also been revised upwards from the original plan of 55 yen to 60 yen. The annual dividend will be 120 yen.

In the most recent three-month period, from April to June (1Q), the operating profit margin improved from 4.3% in the same period last year to 4.7%.

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Actual Results

Accumulated Results 1st Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Jun, 2023 137,694 6,994 6,909 5,767 109.8 49.5 Aug 3, 2023 J-GAAP
Apr - Jun, 2024 128,638 5,550 6,045 4,127 78.6 53.6 Aug 8, 2024 J-GAAP
Apr - Jun, 2025 138,086 6,484 6,242 4,614 87.8 ー Aug 7, 2025 J-GAAP
YoY +7.3% +16.8% +3.3% +11.8% +11.8%

Guidance Update

First Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2025 Prev ー ー ー ー － 55 May 14, 2025 J-GAAP
Apr - Sep, 2025 New ー ー ー ー － 60 Aug 7, 2025 J-GAAP
Revision Rate － － － － －

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 530,000 23,000 23,000 16,500 346.2 110 May 14, 2025 J-GAAP
Mar, 2026 New 574,000 24,000 23,800 24,200 507.8 120 Aug 7, 2025 J-GAAP
Revision Rate +8.3% +4.3% +3.5% +46.7% +46.7%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 259,064 11,501 11,278 7,941 151.2 55 Nov 6, 2024 J-GAAP
Apr - Sep, 2025 Guidance ー ー ー ー － 60 Aug 7, 2025 J-GAAP
YoY － － － － －

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 542,697 25,845 25,976 20,345 387.3 110 May 9, 2024 J-GAAP
Mar, 2025 547,779 23,601 22,593 17,083 325.1 110 May 14, 2025 J-GAAP
Mar, 2026 Guidance 574,000 24,000 23,800 24,200 507.8 120 Aug 7, 2025 J-GAAP
YoY +4.8% +1.7% +5.3% +41.7% +56.2%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Apr - Jun, 2024 128,638 5,550 6,045 4,127 78.6 4.3 Aug 8, 2024 J-GAAP
Jul - Sep, 2024 130,426 5,951 5,233 3,814 72.6 4.6 Nov 6, 2024 J-GAAP
Oct - Dec, 2024 137,179 6,555 7,101 4,773 90.8 4.8 Feb 6, 2025 J-GAAP
Jan - Mar, 2025 151,536 5,545 4,214 4,369 83.1 3.7 May 14, 2025 J-GAAP
Apr - Jun, 2025 138,086 6,484 6,242 4,614 87.8 4.7 Aug 7, 2025 J-GAAP
YoY +7.3% +16.8% +3.3% +11.8% +11.8%

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