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AGS, Ordinary Profit Forecast for First Half Revised Upward by 53%, Exceeded Record Profit Forecast, Full Year also Increased, Dividend Revised Upward by 4 Yen

Wed Oct 15, 2025 5:00 pm JST Revision

3648 AGS Corporation 【J-GAAP】

Guidance Update Report

AGS Corporation <3648> [TSE Std] announced a revision to its performance and dividend after the market closed on October 15th (17:00). The consolidated ordinary profit forecast for the cumulative second quarter of the fiscal year ending March 2026 (April to September) has been revised upward 52.9%, from the previous forecast of 0.87 billion yen to 1.33 billion yen (compared to 0.62 billion yen in the same period of the previous year), increasing the growth rate from 39.9% to 2.1 times. The company has further increased its previous forecast of record profits for the first time in two years.

Following the strong performance in the first half, the full-year forecast for consolidated ordinary profit has been revised upward 14.4%, from the previous forecast of 2.09 billion yen to 2.39 billion yen (compared to 1.90 billion yen in the previous period), increasing the growth rate from 10.0% to 25.8%, further surpassing the previous forecast of record-high profits for two consecutive terms.

At the same time, the dividend for the first half of this fiscal year has been increased from the original plan of 14 yen to 16 yen, and the dividend for the second half has also been revised upwards from the original plan of 14 yen to 16 yen. The annual dividend will be 32 yen (compared to 24 yen in the previous period).

Kabutan News

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 12,900 840 870 570 34.1 14 May 14, 2025 J-GAAP
Apr - Sep, 2025 New 13,350 1,290 1,330 980 58.6 16 Oct 15, 2025 J-GAAP
Revision Rate +3.5% +53.6% +52.9% +71.9% +71.9%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 26,800 2,050 2,090 1,460 87.3 28 May 14, 2025 J-GAAP
Mar, 2026 New 28,000 2,350 2,390 1,690 101.0 32 Oct 15, 2025 J-GAAP
Revision Rate +4.5% +14.6% +14.4% +15.8% +15.7%

Current Period Guidance

H1 Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Apr - Sep, 2024 10,931 585 622 408 24.2 8 Oct 30, 2024 J-GAAP
Apr - Sep, 2025 Guidance 13,350 1,290 1,330 980 58.6 16 Oct 15, 2025 J-GAAP
YoY +22.1% +120.5% +113.8% +140.2% +142.3%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 22,092 1,272 1,286 936 54.0 14.50 May 13, 2024 J-GAAP
Mar, 2025 24,862 1,849 1,900 1,379 81.9 24 May 14, 2025 J-GAAP
Mar, 2026 Guidance 28,000 2,350 2,390 1,690 101.0 32 Oct 15, 2025 J-GAAP
YoY +12.6% +27.1% +25.8% +22.6% +23.3%

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